CRM for e-commerce brands
When a direct-to-consumer brand opens a wholesale relationship requiring negotiation outside online checkout, standard storefront software falls short. Wholesale buyers require custom pricing terms, detailed project timelines, and manual contract review before placing bulk orders. Workspace369 runs these business-to-business accounts end to end: client records, conversations, custom proposals with e-signing, order projects, and invoices with deposits and payment links, alongside your existing retail fulfillment.
Key facts
CRM for e-commerce brands at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "establish the wholesale client record" to "issue custom invoices and grant portal access".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Wholesale buyers refuse standard online checkouts. They demand custom pricing tiers and multi-step contract reviews. When you manage these negotiations through scattered inbox threads, your team loses track of agreed terms. Workspace369 resolves this by organizing conversations and files directly within the client record, helping custom wholesale proposals stay visible to the whole team before a contract is finalized or signed.
Moving from single-item consumer shipping to bulk retail distribution introduces complex scheduling requirements. If production milestones and freight pickup dates are managed on manual spreadsheets, deadlines get missed. Using projects and tasks, your operations team tracks manufacturing runs, freight coordination, and delivery steps, keeping retail partners updated on their wholesale order status through clear, documented milestones.
Standard storefront software cannot handle extended payment terms or split-deposit invoices required by commercial retailers. Forcing wholesale buyers into consumer payment gateways damages the business relationship. Workspace369 invoices carry custom terms, deposits, and split payments, and outstanding wholesale balances sit on each client record, apart from storefront retail transactions.
Wholesale accounts require tax exemption certificates, custom routing guides, and signed vendor agreements. Storing these critical files in generic cloud folders detaches them from the buyer's communication history. When disputes arise over delivery terms, finding the correct document wastes time. Storing files and Proposals directly inside the dedicated client records keeps verified wholesale agreements accessible to your whole team.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
A team member creates a new profile in client records when a retail buyer requests custom terms. The operator enters the business details, tax identification numbers, and delivery preferences in custom fields. This record acts as the primary profile for all future commercial interactions, separating the wholesale buyer's history entirely from standard direct-to-consumer storefront profiles and retail marketing databases.
The operator uses Proposals to outline wholesale pricing tiers, order minimums, and shipping responsibilities. They attach the necessary product catalogs using files and send the document to the retail buyer. The buyer reviews, approves, and e-signs the proposal through its public link. All related adjustments and feedback are tracked through conversations, allowing the team to record contract negotiations outside the storefront.
Once the proposal is accepted, the operator initiates a new project to manage bulk inventory preparation. The team populates tasks for inventory verification, packaging adjustments, and freight scheduling. By tracking these operational steps within projects, the brand can monitor whether custom manufacturing runs or bulk allocations are completed according to the timeline negotiated with the wholesale partner.
The operations team uses scheduling to set specific freight pickup dates and warehouse delivery windows required by the retail buyer's routing guide. Operators assign tasks to warehouse personnel to ensure compliance with the buyer's strict receiving timeline. Operators can record communication regarding transit updates or scheduling adjustments under the shared client records for team visibility.
The operator converts the accepted proposal into an invoice reflecting the negotiated net payment terms or deposit requirements. They invite the buyer to the client portal, instructing them to check their required access to view outstanding balances, download invoices, and access shared files. Buyers can pay online by card or payment link, and the team tracks payment status on each invoice, completing the wholesale transaction lifecycle outside the standard storefront checkout environment.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Storefront orders, returns, and fulfillment stay in your commerce platform, such as Shopify. Workspace369 runs the wholesale relationships handled outside your standard online checkout: client records, custom proposals, order projects, and invoices.
An operator records custom wholesale pricing tiers by drafting individual Proposals or saving pricing matrices within files attached to the client records. Your team then references the negotiated terms in conversations and when generating invoices, avoiding configuration changes to your main storefront checkout.
Yes. A workflow can start when an invoice is paid, create a task for the warehouse team and notify the person responsible. Run a simulated test and check the execution log before you switch it on.
Wholesale buyers log into the client portal where they can view shared files, Proposals, invoices, and scheduling details. Ask the buyer to confirm their access on first login, so they can view their specific commercial documents and account history.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
