Wholesale, distribution and B2B
From a bulk enquiry to a signed quote, without the spreadsheet.
Trade buyers ask for prices on WhatsApp, chase invoices by email, and expect you to remember their terms. Samvaads keeps leads, quotes, orders, and support on the same account, so sales and service work from one record.
Without one place for it
What usually goes wrong
Enquiries get lost in personal phones
A buyer messages one salesperson’s WhatsApp. When that person is busy or leaves, the enquiry and its history go with them.
Quotes are rebuilt by hand every time
Prices, volume discounts, and tax splits are copied into a document, checked twice, and still sent with a mistake.
Sales and support see different customers
The account manager knows the deal, support knows the complaint, and neither knows what the other promised.
How Samvaads handles it
The same work, on one record
Every enquiry becomes a lead someone owns
ExampleA café chain asks for a price on sixty mugs through the website form. A lead is created with the campaign it came from, assigned to a rep, and shows up in their Today queue.
- Leads from web forms, imports, and conversations, with your own stages
- Email sequences from your own mailbox that pause when the buyer replies
- A daily Copilot briefing on who to contact next
A priced quote in the reply, not a day later
ExampleThe rep builds the quote from the catalog. The volume tier applies itself, GST splits by place of supply, and the quote link goes back on WhatsApp for the buyer to sign online.
- Catalog with price books, bundles, and volume pricing
- GST with the CGST, SGST, and IGST split, plus discount approvals
- Online signature, revisions on record, then order and tax invoice
One account for the whole buying team
ExampleThe buyer, their accounts person, and the store manager are separate contacts on one account. Anyone who opens a ticket sees the open quotes, past orders, and earlier conversations.
- Accounts with their own fields and history
- Every channel identity a person uses on one contact
- Saved views and segments that update as the data changes
End to end
A bulk order, end to end
An example: a hotel group wants branded tableware for a new property.
The enquiry arrives
A website form captures quantities and the delivery city, creates a lead, and records the ad that brought them in.
A rep is assigned
Assignment rules route it to the hospitality rep, and it appears in their Today queue.
The quote goes out
Built from the catalog with volume pricing and GST, then sent as a link on WhatsApp.
The buyer asks for a revision
The rep adjusts the quantity. The new version keeps the same number, and the old link stops working.
Signed online
The buyer signs in the browser. The accepted quote becomes a sales order and a tax invoice.
Support picks up later
When a carton arrives damaged, the ticket opens on the same account with the order already attached.
What to measure
Numbers worth watching
- First reply time on new enquiries
- The window in which buyers compare you with the next supplier.
- Quotes sent, accepted, and expired
- Where deals stall, and which reps need help.
- Pipeline by stage
- What is likely to close this month, from the same data the reps use.
- Post-sale tickets per account
- Which accounts are costly to serve, and why.
Watch these in Samvaads dashboards, or ask Copilot for them in plain words. To estimate what your own team could save, try the ROI calculator with your own volumes.
Try it now
See it in the live demo
The live demo is a sample home-goods store, so the names differ from your business, but the inbox, tickets, customer records, and Copilot work the same way. No sign-up needed.
See it with your own channels
Tell us how your team works today and we will walk you through the parts that matter to you.