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Portal Wholesale CRMPortal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.
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SetSmart is a cutting-edge AI appointment setter that expertly converts Instagram DMs into qualified sales calls around the clock, and it also extends its services to platforms like WhatsApp and Messenger. This intelligent system interacts with incoming leads using a customized qualification script, effectively posing essential questions about their goals, budget, timing, and other criteria to filter through potential prospects and guide the most promising ones toward scheduling a call. With its capacity to provide real-time calendar availability, it can effortlessly book appointments directly within the chat using platforms such as Calendly, GoHighLevel, iClosed, or Cal.com, thus eliminating the dependency on external booking links. Moreover, the automation feature that converts comments to DMs activates whenever someone engages with a post or Reel, making it easy to shift the conversation into a more private venue. The AI can also send voice notes that sound like the user’s voice, rejuvenate inactive leads with automated follow-ups, and adapt its writing style and tone, ensuring that the dialogue feels both natural and personalized. Enhanced by its ability to communicate in a human-like manner, this system significantly improves the interaction experience, leading to a higher chance of successful conversions. With such a versatile range of features, SetSmart stands out as an indispensable tool for businesses looking to optimize their lead engagement and appointment-setting processes.
What is OutreachGenius?
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Media
No images available
Integrations Supported
Zapier
Cal.com
Calendly
Claude
Facebook Messenger
GoHighLevel
Housecall Pro
Instagram
Jobber
Model Context Protocol (MCP)
Integrations Supported
Zapier
Cal.com
Calendly
Claude
Facebook Messenger
GoHighLevel
Housecall Pro
Instagram
Jobber
Model Context Protocol (MCP)
API Availability
Has API
API Availability
Has API
Pricing Information
$25 per month
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
SetSmart
Company Location
United States
Company Website
setsmart.io
Company Facts
Organization Name
OutreachGenius AI
Date Founded
2023
Company Location
Canada
Company Website
www.wp.outreachgenius.ai/