Inzant Sales

Mobile B2B sales and eCommerce with CRM, catalog, and ERP sync for wholesalers
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Turn every customer visit into a closed deal. With Inzant Sales, reps open a browsable catalog on iPad, filter by category, price tier, or availability, and build the cart while discussing options. Apply agreed pricing, check customer terms, and add PO numbers, delivery notes, and requested dates during checkout. Submit the order before leaving the site, and head office can start processing immediately. Start each day by reviewing territory assignments and the built‑in CRM schedule—who to see, which ranges to promote, and which accounts need attention. Pull up purchase history and notes in one view, create quotes, then convert them to orders with a tap. On the move, the streamlined iPhone app is perfect for quick re‑orders between meetings or at trade shows, so no opportunity slips through.

Keep your pipeline moving without juggling tools. Capture new leads during appointments or events, qualify them, and assign next steps as tasks. Track deals by stage and see which promotions or outbound campaigns are generating revenue. The centralized customer and contact database stores decision‑makers, ship‑to locations, and transaction history, so every call is informed. Build segments from spend, region, or product interest, then use email marketing to send targeted offers—lapsed buyers, seasonal bundles, or new releases—and monitor opens, clicks, and conversions without leaving the app. When a lead becomes an account, all the context stays intact for the rep who owns it. more

Review Summary

Features

  • Mobile product catalog (iPad with simplified iPhone version)
  • On-visit order capture with immediate sync to HQ
  • Built-in CRM for scheduling, tasks, and account insights
  • Territory management and visit planning
  • Lead and opportunity tracking
  • Campaign analytics and tracking
  • Centralized customer and contact database
  • Performance dashboards and KPIs
  • Email marketing with segmentation
  • Accounting and ERP integration
  • Cloud-based platform for field sales and B2B eCommerce

How It’s Used

  • Field rep visits: present the catalog, build carts, submit orders on-site
  • Quick re-orders on iPhone between meetings or at trade shows
  • Daily planning: prioritize accounts using territory and CRM tasks
  • Lead capture and qualification during appointments or events
  • Targeted email campaigns to lapsed buyers or product-specific segments
  • Manager coaching using performance metrics and coverage reports
  • Back-office automation: orders flow to ERP for fulfillment and invoicing
  • Unified B2B portal where customer self-service orders sync with rep orders

Plans & Pricing

Small Team

$75.00 per user / month

Live chat Email support Online help centre

Pro

$79.00 per user / month

Includes the features of Small Team plan, plus Dedicated Customer Success Manager Direct phone support SLA guaranteed response time

Enterprise

$99.00 per user / month

Includes the features of Pro plan, plus Bespoke features Included regular live training sessions

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