BrandBinder
Pipeline and imports
Create prospects individually or bring in reviewed lists, then move opportunities through a visible board.
BrandBinder CRM
Turn leads into lasting accounts.
Give sales teams one place to develop leads, manage accounts, follow up, and see the complete relationship.
Lead pipeline+ Add lead
Open leads12812 new this week
Follow-ups due18Assigned by owner
Converted24+16% this month
NEW42
Northline MusicPortland, OR · Taylor R.Review today
Stage & StudioAustin, TX · Morgan L.New inquiry
QUALIFIED31
Metro SoundChicago, IL · Jamie K.Follow-up due
Signal RetailDenver, CO · Alex P.Catalog sent
READY12
Summit AudioBoston, MA · Chris M.Application received
West Coast ProSan Diego, CA · Dana S.Convert
One pipelineLead through account
Clear ownershipEvery record assigned
Complete historyEmail, notes, and files
Controlled accessPermissions by staff role
The whole relationship
Know the account before you make the call.
Contacts, locations, pricing, estimates, portal access, campaigns, documents, and team activity stay with the company record.
- Brand-private contacts and interactions
- Assigned tasks and reminders
- Connected email and campaign history
- Price lists, estimates, and portal access
SM
Summit Music Co.Dealer account · Northeast territory
Account details
- Owner
- Jordan Lee
- Primary contact
- Casey Morgan
- Classification
- Retail · Ecommerce
- Portal access
- 3 active users
- Pricing
- Tier B
Recent activity
Estimate sentFall opening order · Today
Secure Document completedDealer agreement filed to this account · Yesterday
Campaign openedNew product announcement · 3 days ago
Catalog shared2026 dealer catalog and price list · Aug 18
Lead to account
A clean path from first contact to active dealer.
Build the relationship without losing its history—or creating duplicate companies and contacts.
1CaptureAdd a lead or import a reviewed list.
2AssignSet ownership, status, and next action.
3DevelopLog activity, send email, and follow up.
4ReviewCheck likely company and contact matches.
5ConvertCreate the account with history intact.
Everything in reach
More than names in a database.
Tasks and reminders
Give every lead and account a clear owner, next action, due date, and activity trail.
Connected email
Send one-to-one messages through the team mailbox and keep the conversation with the record.
Estimates
Build, send, duplicate, print, and track estimates from a lead or customer without turning them into orders.
Search and quick create
Find companies, contacts, leads, products, and assets across the workspace, then start common work without changing screens.
Lists and campaigns
Build audiences from lead and account data while keeping engagement visible to the team.
Secure Documents
Send forms for completion and file the finished document back to the matching relationship.
Support Tickets
Turn dealer questions, warranty requests, and shipping problems into assigned, visible work.
Manager reporting
See ownership, overdue follow-up, team activity, conversion progress, and records needing attention.
One channel workspace
CRM works better with the rest of the relationship.
Follow-up stays connected to the products, programs, content, and access your dealer network actually depends on. Owners can give each staff role only the tools it needs.
Products and pricingContext for every conversation
CampaignsAudience and engagement history
Dealer portalAccount access and authorization
Secure DocumentsCompleted forms with the record
Support TicketsDealer service with clear ownership
Field ReportsStore visits and field activity
Catalog and assetsContent behind the relationship
Start building your dealer workspace today.
Try BrandBinder free for 30 days with no credit card required, or bring your current dealer stack to a guided demo.