GuardenerAI for manufacturing and wholesale is a B2B CRM for selling to trade accounts. It keeps accounts and their buyers, tracks deals with line items from your price books, including recurring supply agreements with MRR and ARR, and invoices accounts from the same system. It is for small manufacturers and distributors with a sales team of one to twenty.
Trade sales run on relationships with a few hundred accounts and the buyers inside them. When account history lives in a rep’s inbox, the business walks out of the door with the rep. GuardenerAI keeps every account, buyer, deal and invoice where the whole team can see it.
Companies hold rating, firmographics and billing details, with every buyer as a person and every email filed against them.
Opportunities take line items from multiple price books, each with its own currency, one-time or recurring with service dates, and MRR and ARR worked out.
Put new leads into shared queues by region and let reps claim them, so nothing waits on a single person.
Raise invoices with product, tax and discount lines to the account, and see what is owed in AR aging once accounting is switched on.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
Your trade accounts, rated Hot, Warm or Cold.
New accounts, range listings and supply agreements.
Optional: track samples sent to prospects and what came of them.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Account and pricing data sit in your own isolated, encrypted space, with roles and an audit trail of every change.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for retail and e-commerce, saas and b2b startups and consulting firms. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
Your request is saved. To pick a time sooner, email hello@guardenerai.com with a couple that suit you.
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