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Fully Working B2B CRM with Lead Management
Never lose a prospective wholesale client again. OrderTaker's built-in B2B CRM tracks every inbound lead from your website, WhatsApp, social campaigns, and field visits. Manage deal stages, record call notes, set follow-up reminders, and measure sales conversion rates.
How it works
1
Inbound inquiries automatically enter your centralized CRM pipeline.2
Assign leads to field sales managers with follow-up dates and notes.3
Track lead progression across stages: Inquiry, Sample Sent, Negotiating, Won/Lost.4
Convert qualified leads into active wholesale customer accounts with one click.