📦For Distributor teams

WhatsApp CRM for Distributors

B2B orders enter the pipeline with open value, restocking becomes an automatic cadence, and a dormant account triggers an alert.

Distributor teams: real pain points

Recognize any of these problems?

1

B2B orders arrive by email or phone with nobody centralising them

2

The customer forgets to restock and the sale is lost

3

An out-of-date PDF catalogue the customer never opens

4

Invoice collection slips because there is no reminder

Ready-made templates for Distributor

4 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

Following up a repeat customer

Hi {{nome}}! It has been {{dias}} days since {{empresa_cliente}}’s last order. You usually restock every {{ciclo}} days — shall I send a list to check?

2

Sending the updated catalogue

Hi {{nome}}! Updated {{categoria}} catalogue: {{link}}. Highlights: {{destaques}}. Any particular product you would like a quote on?

3

Invoice reminder (3 days ahead)

Friendly reminder, {{nome}}! The invoice for order #{{numero}} is due in 3 days. Amount R$ {{valor}}. Would you like the PDF resent?

4

Order confirmed + delivery estimate

Order confirmed, {{nome}}! Items: {{lista}}. Total R$ {{valor}}. Shipping: {{frete}}. Estimated delivery: {{data}}. Logistics has been notified.

Use cases

Distributor: what CRPRO solves

B2B ordering on WhatsApp → integrated ERP

Automatic cadence for repeat customers

Proactive invoice chasing

A digital catalogue that is always current

Distributor: recommended integrations

Frequently asked questions

Distributor: questions about WhatsApp CRM

Does a B2B order closed on WhatsApp land in the ERP automatically?▾
Yes, through integration with Bling/Tiny/Omie. The rep marks the items and quantities in the chat, and the automation creates the order in the ERP. Logistics and finance see it within seconds.
Do multiple reps share customers?▾
Every customer has an owner. Others can view but not sell (with permission). The manager sees everything.
Automatic cadence for repeat customers?▾
Yes. A customer who ordered X days ago gets an automatic reminder suggesting a new restock. It lifts repeat orders by 20–40%.
Can it integrate with a logistics WMS?▾
Through an integration or automatic intake (n8n). Order confirmed → triggers picking → the driver receives the invoice and manifest.

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