The B2B portal for building-product suppliers serving architecture firms

Move specifiers from sample requests to orders with quotes they accept online, firm-specific pricing and a CRM that tracks every project conversation.

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Quotes accepted online

Project pipeline

Firm-specific pricing

PO entry

CrikSales for building-product suppliers selling to architecture firms

CrikSales is a B2B sales platform for building-product suppliers that sell to architecture firms. It combines quotes that firms accept online, firm-specific pricing, a lead and opportunity pipeline, and a customer portal for reorders, and it syncs orders, customers and invoices with QuickBooks.

Quotes

Quote from live pricing, win it online

Specifiers want a clear quote they can approve quickly. Build it from your real prices and stock, send a link, and let them accept it.

Quotes built from live pricing and availability
Public acceptance link with no login
Status timeline and PDF quotes
Accepted quotes flow straight into orders

Pipeline

Track every project conversation

Specification sales are long relationships. Keep every call, lunch-and-learn and follow-up where the whole team can see it.

Leads with sources, stages and assignment emails
Opportunity pipeline with pipeline statistics
Contact notes logged against each firm
A weekly Action Board of notes, opportunities, orders and quotes

CrikSales order entry screen with product list and order summary

Pricing

Firm-specific pricing, shown only to them

Firms that specify your products regularly earn their own terms. Each firm sees its own pricing the moment it logs in.

Customer-specific pricing and tiered price lists
Volume pricing on larger orders
Customers attach their own PO number to orders
Role-based access for principals and project staff

CrikSales inventory management screen showing stock availability

Once specified

Reorders and supply that keep up

When a product wins a project, the orders that follow should be easy to place and easy to track.

Three years of order history for repeat project needs
Back-orders and allocated inventory visible to both sides
Order confirmations sorted by number, PO, SKU or rep
Shipment tracking when you enable it

All the features done right

The everyday details that keep wholesale orders moving.

Kits & bundles

Sell multi-item packages as a single order line.

Sales reports

See which products, customers and territories drive revenue.

Sales commissions

Pay reps from the same orders and invoices you already have.

Invoices & balances

Customers see open invoices and their current balance without calling.

ACH & card payments

Large invoices can be settled by ACH instead of a card.

QuickBooks sync

Orders, customers and invoices stay in step with your accounting.

One need, one app

Start with the portal and expand as you grow.

B2B Sales Portal Self-service ordering

Manage Quotes Quote and convert

Sales CRM Leads and pipeline

Invoice & Payments Get paid faster

Analytics & Reports Know what sells

QuickBooks Integration Two-way sync

Frequently asked questions

Build a quote from live pricing and stock, send it as a link, and the firm accepts it online without logging in. Accepted quotes turn straight into orders, and the CRM keeps every project conversation in one place.

Yes. CrikSales supports customer-specific pricing and tiered price lists, so each firm sees only its own prices when it logs in to the portal.

Yes. Leads and opportunities carry sources, stages and assignment emails, contact notes are logged against each firm, and a weekly Action Board lists the notes, opportunities, orders and quotes that need follow-up.

Yes. Orders, customers and invoices sync with QuickBooks Online and QuickBooks Desktop, so your team keeps using the accounting software it already knows.

Yes. Choose Start free trial to try CrikSales, or book a demo and an advisor will show you how it would be set up for your business.

What CrikSales customers say

We have been able to streamline our sales with the use of Crik-IT, now our sales reps are able to spend more time with dealers instead of entering information multiple times in a CRM software.

Brianna PatrickFramus & Warwick, CrikSales customer

For years, we have been trying to come up with a reporting solution that is built with the full consideration of the Sales Rep.

Jason FreemanKuma Stoves, CrikSales customer

Unleash your growth potential

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