CRM for retail and wholesale teams
One place to track enquiries from shops and dealers, send quotations, and see where each deal stands.
The problem: deals that nobody else can see
When you sell to shops, dealers and distributors, a quotation often goes out from one person's phone and is never seen by anyone else on the team. When that dealer calls back three weeks later, whoever picks up has no idea where things stand. Follow-ups slip, and deals stall in one person's inbox.
How Tickr AI fits a team that sells this way
1. An enquiry arrives
Add an enquiry by hand, import it, or send it from your own form through the lead API. Each one becomes a contact, a company and a deal on the pipeline board.
2. You send the quotation
Generate the quotation as a PDF from the deal. It uses your company profile. Email it to the dealer from the deal, or download it. The record and the message stay together.
3. You follow it through
Move the deal through your stages. Mark it won from its card, or record why it was lost so the team learns from the deals it did not win. The deal's history shows every stage change with its time.
One pipeline the whole team sees
Every deal, contact and company lives in one workspace, searchable and up to date the moment it changes. Filter the board by owner, source or priority, and read the dashboard and reports for pipeline value and deal counts by stage. An admin decides what each role can see and do.
Questions
Can I send a dealer a quotation from Tickr?
Yes. Generate the quotation as a PDF from the deal, then email it to the dealer from the deal or download it. The record stays on the deal.
Can the whole team see the same pipeline?
Yes. Deals, contacts and companies live in one workspace. Each person can filter the board by owner, source or priority, and an admin decides what each role can see.
How do enquiries from shops or distributors get in?
Add them by hand, import them, or send them from your own form through the lead API. Each becomes a contact, a company and a deal.
Does Tickr handle orders and dispatch?
No. Tickr tracks the sales side: enquiries, deals, quotations and the pipeline. It does not manage orders or dispatch.
Can I see why deals were lost?
Yes. Moving a deal to a Lost stage asks for a reason and details, and reports show deal counts by stage.