CRM for D2C brands, from bulk enquiry to an accepted quote
DigiPix Flow is a CRM for D2C brands whose corporate gifting orders, dealer and distributor requests and high-ticket custom pieces never end at a buy button. It gathers them from your website forms, Meta lead ads, IndiaMART and your own site's lead API into one list, sends bulk buyers to the reps who handle them, and carries each one through a discount your manager approves to a quote the buyer accepts online.
- Website, Meta, IndiaMART and API enquiries in one list
- Big discounts approved before a quote goes out
- Quotes accepted online with a typed name or signature
- shortest gap between IndiaMART enquiry checks
- 5 min
- approver roles for discounts and deal sign-off
- 3
- proposal statuses, from draft to expired
- 7
Where bulk and dealer enquiries come from
- Website formsBulk and corporate order enquiries
- Meta lead adsFacebook and Instagram lead forms
- IndiaMARTB2B buyer enquiries on a schedule
- Lead APIEnquiries from your own site or app
- CSV importLast season's enquiry lists
- Dealer accountsCompanies with their buyers linked
A 500-unit order buried under order-status questions
The contact form on your store sends everything to one shared inbox, IndiaMART enquiries wait in their own panel, and dealers message a rep's personal WhatsApp. The corporate buyer asking for 500 gift hampers sits between returns and delivery queries, and by the time someone spots it, a competitor has already sent a price.
Quotes typed in Word, discounts agreed on a call
Each rep keeps a quote file of their own in Word or Excel, with whatever prices they last remember. To close before the festive rush, someone offers 18% off on the phone, and finance only finds out when the margin on the order is already gone and nobody can say who approved it.
The same distributor, two reps, two prices
A distributor writes in through your website in March and again through IndiaMART in August. Without one account holding both enquiries, a different rep picks up each one, quotes a different rate, and the buyer starts negotiating one of your reps against the other.
Dealer enquiry management: every bulk enquiry in one lead list
Connect the places buyers already reach you. Website forms post enquiries straight in, Meta lead forms arrive by webhook, IndiaMART buyer enquiries are collected on a schedule as often as every five minutes, and your own site or app can create leads through the signed lead API. Every lead carries the source it came from, and its email and phone are checked against the leads you already have.
- Website forms, Meta lead forms, IndiaMART and the lead API
- A source on every lead, so bulk channels stay apart
- Possible duplicates flagged for a person to review
- Older enquiry lists brought in with a CSV import
Send bulk buyers to your B2B desk and shoppers to retail
Assignment rules run in the order you set and check a lead's source, company name, score and segment. Send every IndiaMART enquiry, and any website enquiry that names a company, to the reps who handle corporate and dealer orders, shared round robin or to whoever has the fewest open leads. Individual shoppers go to your retail team, and a fallback owner catches anything no rule matches.
- Conditions on source, company name, score and segment
- Fixed, round-robin, weighted or least-loaded sharing
- Rules that respect each rep's working hours
- A fallback owner, so no enquiry waits unassigned
Reply on WhatsApp, SMS or email from the enquiry itself
Your rep writes to the buyer from the lead, contact or deal, and the conversation stays on that record for whoever picks it up next. WhatsApp goes out from your connected business number, with an approved template once Meta's 24-hour window has closed. SMS to Indian numbers is checked against your DLT templates, and sales and marketing messages need the buyer's consent for that channel.
- Threads linked to the lead, contact, company or deal
- Meta's 24-hour window shown, with approved templates after it
- SMS bodies checked against your registered DLT templates
- A STOP reply adds the number to do-not-contact
Keep each dealer and corporate buyer as one account
When a qualified enquiry becomes a deal, DigiPix Flow creates or links the contact and the company, so a distributor who writes in again is matched to the account you already know. Each company has one owner and a domain, with its people linked by a relationship type and a primary contact marked. The company page brings together its contacts, leads, deals, timeline and files.
- An enquiry converted into a deal, contact and company
- Contacts linked with a relationship type and a primary
- Leads, deals, timeline and files on the company page
- Possible duplicate companies paired by name and domain
Quote bulk orders as a proposal, not a Word file
Build the quote on the deal: line items with a description, quantity and unit price, then one discount amount and one tax amount for the whole proposal, in the currency you choose. Every revision is saved as a new numbered version, and a buyer's link always opens the version they were sent. Once it is approved, email it with a PDF attached and a secure link for each recipient.
- Line items of description, quantity and unit price
- One overall discount amount and one tax amount
- Each revision saved as a new numbered version
- Emailed with a PDF and a link for each recipient
Big discounts signed off before the buyer sees them
Write approval rules on a quote's amount band and discount percentage, and choose who decides: a sales manager, finance or an org admin, with a due time in hours or business days. Nobody approves their own request, the approver sees the exact numbers submitted, and a rejection needs a comment. With the approval switch on, as it is by default, an unapproved proposal cannot be emailed.
- Rules on amount band and discount percentage
- Routed to a sales manager, finance or an org admin
- Due times, reminders and escalation when a request is overdue
- No sending until the request is approved
Follow every bulk order from enquiry to won
Shape stages the way you sell, such as New enquiry, Quote sent, Negotiation, Won and Lost, and require details like a close date before a deal can be marked won. The buyer accepts the quote online by typing their name or drawing a signature, then your rep closes the deal. Reports show leads by source and open pipeline value by stage, saved, scheduled and exported as CSV.
- Custom stages, with rules a deal must meet to move
- Acceptance recorded with name, time and version
- Won and lost reasons captured when a deal closes
- Leads by source and pipeline value by stage
Hand won orders to fulfilment with nothing left in a rep's head
Once a bulk order is won, the rep converts the deal into a client and prepares a handover for the team that delivers it. A default checklist covers account context, deliverables, access, the first 30 days and a customer success owner, with notes alongside, and a reviewer accepts it or asks for changes. DigiPix Flow does not manage orders or dispatch; the handover makes sure fulfilment knows what was promised.
- A won deal converted into a client record
- A default handover checklist with required items
- A named customer success owner for the account
- Accepted by a reviewer, or sent back for changes
From a bulk enquiry to a handed-over order, in five steps
- STEP 01
Capture the enquiry
Website forms, Meta lead ads, IndiaMART and the lead API fill one list.
- STEP 02
Route bulk vs retail
Rules on source and company name send each buyer to the right desk.
- STEP 03
Reply and qualify
The rep replies on WhatsApp, SMS or email and converts it to a deal.
- STEP 04
Quote and approve
A proposal with a big discount waits for the approver before it is sent.
- STEP 05
Win and hand over
The buyer accepts online, the deal is won and fulfilment gets a handover.
DigiPix Flow vs the store inbox, IndiaMART panel and WhatsApp
| What it covers | Store inbox, IndiaMART panel and reps' WhatsApp |  DigiPix Flow |
|---|---|---|
| Where bulk enquiries land | A shared inbox, the IndiaMART panel and reps' phones | One lead list, each lead tagged with its source |
| Who picks up a 500-unit order | Whoever happens to notice it first | The rep your assignment rules choose |
| A dealer who writes in again | A fresh chat with whichever rep answers | Flagged as a possible duplicate and matched to the company |
| The quote | Typed in Word or Excel and sent as an attachment | A versioned proposal on the deal, emailed with a PDF |
| Discounts | Agreed on a call and discovered later | Approval rules on amount band and discount percentage |
| The buyer's yes | A thumbs-up somewhere in a WhatsApp chat | Accepted online, with name, time and version recorded |
| After the order is won | Forwarded messages to the fulfilment team | A client record with a reviewed handover checklist |
The sources and channels a D2C sales team connects
Bulk and dealer enquiries arrive from website forms, Meta lead ads, IndiaMART and your own site through the lead API, and your reps reply to buyers on WhatsApp from the same record.
D2C and wholesale questions, answered
Does DigiPix Flow connect to my online store?
No. DigiPix Flow does not connect to ecommerce platforms, sync orders or keep track of products. It is built for the sales that start as an enquiry: corporate gifting, dealer and distributor requests, and custom or high-ticket orders. Your website can send those enquiries in through a DigiPix Flow form or through the signed lead API.
Can IndiaMART buyer enquiries come in without anyone downloading them?
Yes. Paste your IndiaMART CRM key on the Integrations page and DigiPix Flow collects new buyer enquiries on a schedule, as often as every five minutes, which is IndiaMART's own limit. An enquiry already collected is skipped, and each new one lands in the same lead list as your website and Meta leads, with IndiaMART as its source.
How do I separate bulk orders from retail enquiries?
With assignment rules. A rule can check a lead's source, company name, score or segment, so you can send IndiaMART enquiries and any enquiry that names a company to your B2B reps. A website form can also save a buyer's choice, such as a bulk or corporate order, into the lead source for a rule to act on.
Do WhatsApp messages from buyers create new enquiries?
No. WhatsApp in DigiPix Flow is for talking to buyers you already have as a lead or contact: messages to and from your connected business number are kept on the record that holds that number. New enquiries come in through website forms, Meta lead ads, IndiaMART, the lead API or a CSV import.
Can a quote include tax?
A proposal has one overall tax amount, which you enter, alongside one overall discount amount and its line items of quantity and unit price. DigiPix Flow does not split tax into separate components or calculate it for each line, so enter the tax figure your accounts team works out.
Who can approve a discount?
The role your rule names: a sales manager, finance or an org admin, or a specific person. The requester is always skipped, the requester's reporting line is tried first, and then whoever has the fewest pending approvals. The approver sees the numbers that were submitted and must add a comment to reject, and overdue requests are escalated.
How does a buyer accept a quote?
The buyer opens a secure link from the email and can accept by typing their name or drawing a signature, decline with a reason, or print the proposal. DigiPix Flow records the name, email, IP address, browser, time and version, and alerts the proposal's author. Your rep then marks the deal won.
Can we keep dealers and distributors as accounts?
Yes, as companies. Each has one owner, a domain and its contacts linked with a relationship type, and its page shows the leads, deals, timeline and files for that account. Companies are created when an enquiry is converted into a deal or added by hand; bringing a company list in from a file is not supported, though contacts can be imported from CSV.
What happens after a bulk order is won?
The rep converts the won deal into a client and prepares a handover with a default checklist, notes and a customer success owner, which a reviewer accepts or sends back. DigiPix Flow does not manage the order itself, raise invoices or track dispatch, so your fulfilment team works from the handover in the tools it already uses.
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