Conversations fragment
Dealer requests, attachments and clarifications sit across personal inboxes and channels.
Dealer sales and quotes
Every dealer promise. Still in view.
Keep the enquiry, dealer account, product context, quote review and next follow-up together—while inventory remains authoritative in your ERP.
For distributor sales, inside-sales and customer-operations teams coordinating dealer relationships across email and WhatsApp.
Illustrative customer record
Mehta Market HouseDealer enquiry · Ahmedabad territory
- Current state
- Quote review
- Owned next step
- Commercial approval due today
Where dealer work breaks
A dealer asks. The clock starts.
The request may begin in WhatsApp, become a pricing discussion over email and wait on an internal decision before anyone can answer with confidence.
Approvals go quiet
Revised pricing can wait without an explicit reviewer, due date or visible decision.
Reorders lose context
The next response starts from scratch instead of the company, quote and prior commitment.
One dealer account
Commercial context. Before commitment.
Follow the request from its first message to a reviewed quote and the next dealer action.
01 · Capture
Receive the dealer enquiry
Route the conversation into a shared inbox with the right sales team and a visible owner.Explore Inbox02 · Understand
Open the complete account context
See the dealer, company, prior conversations and open commercial work before replying.Explore Customer context03 · Progress
Move the opportunity through its stages
Track qualification, pricing and approval in a pipeline designed around the distributor’s process.Explore Pipelines04 · Approve
Prepare and review the quote
Keep line items, revisions and the approval state attached to the same customer journey.Explore Quotes05 · Follow through
Own the next dealer action
Turn the promised response or replenishment check-in into assigned, dated work.Explore Tasks
Inside the product
The enquiry. The decision. The next order.
Three product views show the conversation, commercial decision and follow-through without turning the page into a feature tour.
Proof 01
01 · Shared enquiry
Mehta’s enquiry has an owner.
The team can read the enquiry, see the account and coordinate a response from the same shared conversation.- Shared conversation
- Named owner
- Account context
Proof 02
02 · Commercial control
The quote shows what still needs approval.
A visible stage and review state give sales and approvers one shared account of commercial progress.- Deal stage
- Quote revision
- Approval state
Proof 03
03 · Follow-through
Replenishment waits where the team can see it.
The campaign view separates observed replies from delivery activity and keeps the responder review visible for the team’s next action.- Responder count
- Response rate
- Review queue
What powers the journey
Everything behind a dealer promise.
The sales team sees the enquiry, dealer account, products, current quote and next action in one working view. Approvals, tasks, campaigns and reporting stay close without crowding the deal.
- 01
Shared Inbox
Own every dealer enquiry
Bring WhatsApp and email into a shared sales view with a visible owner and response timing. - 02
Customer Context
See the complete dealer account
Keep the company, people, prior conversations and open commercial work close to the reply. - 03
Catalog
Bring the right products and prices into view
Bring current product, unit, tax and price context into the commercial conversation. - 04
Pipelines
Know where every opportunity stands
Track qualification, pricing and approval in stages that match the distributor's route to sale. - 05
Quotes
Keep the current quote clear
Keep line items, revisions, buyer response and approval state attached to the dealer journey.
Configured around your operation
Your dealer route. A clear system boundary.
Use your own inboxes, stages, fields and decision points while ERP and inventory systems remain authoritative for stock and accounting.
Inside your WRKZY workspace
Built around your dealer route.
The inboxes, stages, fields and workflows below match the way this team sells.
Dealer enquiries · Orders & fulfilment
Put the first enquiry in a shared queue and make one person responsible for the reply.
Explore InboxDealer sales · Replenishment
Name the decision points, require the information they need and show what comes next.
Explore PipelinesAssignment · Review reminders · Follow-up
Use reviewed workflows for the handoffs your team repeats.
Explore AutomationsCustomer context
Territory · Product interest · Dealer tier
WRKZY
Workflow layer.
- Dealer conversations and response ownership
- Opportunities, quotes, approvals and next actions
- Customer-facing follow-through
Specialist system
Not your ERP.
- ERP finance, purchasing and order accounting
- Inventory availability and warehouse movements
- Authoritative fulfilment and inventory records
Keep the next step visible
Every dealer promise. Still in view.
Start with WRKZY, or bring your current dealer enquiry-to-quote route to a focused demo.