Portal Wholesale CRM
Portal Wholesale is an all-in-one wholesale CRM and B2B marketplace platform created to help fashion brands, showrooms, and wholesale sales teams manage their entire sales process in a single system. The platform combines CRM functionality, order management, Gmail integration, meeting scheduling, asset sharing, and inbound buyer discovery tools specifically designed for wholesale sales workflows. Portal Wholesale enables sales reps to manage accounts, contacts, orders, deals, and outreach directly from Gmail while automatically syncing communication, tasks, and buyer engagement into the CRM. The system supports seasonal wholesale operations with built-in linesheets, product catalogs, shipment tracking, order visibility, and integrations for Joor and NuOrder. Brands can organize sales pipelines by season, rep, region, or market while managers gain real-time reporting and forecasting visibility without relying on spreadsheets. Portal Wholesale also includes a marketplace where over 150,000 retail buyers actively discover and source wholesale brands, generating inbound leads that automatically flow into the CRM pipeline. The platform offers tools for scheduling market appointments, sharing tracked linesheets and lookbooks, monitoring buyer engagement, and managing wholesale relationships from prospecting through order fulfillment. Designed specifically for fashion wholesale rather than generalized sales teams, Portal Wholesale supports the unique operational structure of wholesale businesses including markets, trade shows, showroom appointments, sizing, SKUs, seasonal product launches, and buyer relationship management. The platform positions itself as a modern alternative to spreadsheets, disconnected tools, and generic CRMs.
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Acuity Scheduling
Simplify the process of booking and managing appointments effortlessly with Acuity Scheduling. This user-friendly online appointment scheduling tool empowers professionals and businesses to conveniently fill their calendars without the associated stress. Clients can view your availability in real time, book appointments quickly, and make payments upfront, allowing you to avoid the tedious task of constant organization and rescheduling. Additionally, Acuity's features help streamline your workflow, making your scheduling experience even more efficient.
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BookPin
BookPin serves as a comprehensive online platform for appointment scheduling and business management, specifically tailored for industries that rely on appointments, including salons, barbershops, beauty clinics, cleaning services, consultants, wellness professionals, and providers of home services.
With BookPin, businesses can easily establish a personalized booking page that enables customers to browse services, choose from available time slots, schedule appointments online, and benefit from automated confirmations and reminders.
Key features of the platform encompass:
- The ability to schedule appointments online
- Management of calendars and availability in real-time
- Customization options for services and pricing
- Oversight of staff and team members
- Management of customer information and booking history
- Automated notifications for booking confirmations and reminders
- A mobile-optimized booking interface
- Creation of a custom business profile and booking page
- Tracking of appointment statuses and scheduling controls
- A dashboard that facilitates the management of daily business operations
- Business-specific settings for scheduling and operational hours
This robust suite of tools helps businesses streamline their processes, enhance customer satisfaction, and ultimately drive growth through improved efficiency.
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Book Appointment
Appointments can be viewed based on locations and staff members, and it is possible to check appointments for several staff members simultaneously. The system allows configuration of time slots, office scheduling, and history limits, while the default appointment duration aligns with the service duration but can be modified as needed. Users can add, modify, view, or cancel appointments, as well as input client instructions and notes during the scheduling or editing process. Additionally, an online payment feature can be implemented to facilitate prepayments when clients book their appointments. Automatic appointment reminder emails will be sent to clients, and notifications will be dispatched to the respective staff members to keep everyone informed. This streamlined approach enhances the efficiency of managing appointments and improves client communication.
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