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B2B with CRM
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I’ve been tasked with setting up a wholesale order system for a client. They wanted to use a system like TradeGecko but hated the price.

Features they are looking for:

  • Single page order form

  • Product discounts for certain customers

  • CRM integration (hub spot)

  • Sales Rep login for customer sign ups/ re-orders tracked back to the rep

  • Easy to use for the customer

This will only be a B2B portal, no retail sales.

I’m pretty well versed in shopify, but woocommerce I’m still cutting my teeth on. Really loving the platform.

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4 years ago