WiseParts
Welcome

Welcome

Get started with WiseParts.

WiseParts is a CRM platform built for automotive parts wholesalers. It connects your team with customers, streamlines the sales process, and gives you visibility into performance.

Quick Overview: Manage customers, create quotes, track activities, and monitor sales — all in one place.

What You Can Do

Manage Customer Relationships

  • View customer details, purchase history, and outstanding balances
  • Segment customers by buying behavior (active, inactive, recovered)
  • Track visits, calls, and interactions

Streamline Sales

  • Create quotes with your product catalog (optionally synced from your DMS)
  • Share quotes via email, SMS, or WhatsApp
  • Convert quotes to orders with customer approval

Monitor Performance

  • Visual dashboards for sales, customers, and call center
  • Pre-built reports for visits, calls, and quotes
  • Team goals with progress tracking

Communicate Across Channels

  • Unified inbox for email and WhatsApp
  • Call center integration with metrics
  • Automated workflows triggered by events

Next Steps

Navigation

Learn how the app is organized.

Key Concepts

Understand the core objects you'll work with.

Data & Integrations

How WiseParts connects to your systems.

First Steps

Quick wins to get productive fast.