Connect the sales team with real-time data
Connect the sales team to the data they need to drive sales, engage customers, and support collections
Access customer & invoice data from anywhere
Filter or restrict online access to the sales rep’s accounts
Identify lapsed customers
Send statements with pay links
Send autopay proposals to eliminate need to pick up checks
Decrease reliance on AR team to access aging reports
Ghost Town Brewing was rapidly growing and the sales team needed visibility to support customers and drive sales.
32+Hours saved per month by partner & sales manager
95%Of customers use Wholesail to manage their account
“When we used to walk into a business, we used a production management software to manage customer accounts, but it wasn’t always up to date with Quickbooks. Now we can use Wholesail to check in on a customer’s standing which makes us more professional and easier to work with.”
— Jason Gehman, Head of Sales
Read the full case study— Jason Gehman, Head of Sales