Login Order a plan
All features

Inquiry, CRM & customers

B2B inquiry, customers & internal CRM

Capture structured RFQs, manage companies and contacts, and follow customer history inside SourceGrid.

Sales teams share one trail from basket to follow-up instead of scattered emails.

The challenge

B2B demand arrives as informal emails and chats — without product context, ownership, or history.

How SourceGrid helps

Buyers submit inquiry baskets from the storefront. Staff manage inquiries, customers, companies, and interaction history in the shop CRM layer.

What you gain

  • Structured inquiry / RFQ cart
  • Inquiry management for the sales team
  • Customers & companies registry
  • Internal CRM with follow-up history

How it works

  1. 01

    Buyer builds an inquiry basket on the storefront

  2. 02

    Inquiry lands in the shop admin with product context

  3. 03

    Staff link or create company and contact records

  4. 04

    Log follow-ups and keep history for the next deal

SourceGrid Pro

Related Pro plan entitlements

  • Inquiry cart
  • Inquiry management
  • Customers & companies
  • Internal CRM
  • Customer history

Ready to run this on your shop?

Compare plans or talk to us about catalog size, languages, and integrations.

View pricing Contact us