Caraway & Co · Rep CRM
One system for your accounts, orders and sell-in.
A done-for-you CRM, marketing calendar and sell-in log, built on your data and ready in about five weeks.
The problem
Reps on the road lose time to scattered tools.
Accounts
Contacts, notes and orders sit in spreadsheets, inboxes and memory.
Marketing
Promo dates and email sends live in separate places and get missed.
Sell-in
Brand goals, forecasts and what actually shipped are hard to compare.
We put all three in one connected workspace you own, then keep the numbers current if you want us to.
The system
Three tools, one workspace.
01
CRM
Accounts, contacts, order tracking, lead sources and trade-show ROI.
02
Marketing
A marketing calendar plus email sends through Yet Another Mail Merge.
03
Sell-In Log
Season and brand rollups, forecasts against goals, and order detail, with reporting.
Built in Superhuman Docs. Buy one tool or all three.
01 · CRM
Every account, contact and first order in one place.
Accounts and contacts
Status, notes and next steps by account and brand.
Order tracking
First order amount and date, so you can see what a new account is worth.
Lead source and ROI
Track which trade shows bring in accounts that actually buy.
02 · Marketing
Plan the calendar, then send from it.
Marketing calendar
Brand promos, deadlines and campaign dates in one view.
Email sends
Personalized mail merge from your own Gmail through Yet Another Mail Merge.
Test send included
We run one test campaign with you before handing it over.
Daily send limits depend on your email account and the mail merge plan you choose.
03 · Sell-In Log and reporting
See booked, forecast and goal side by side.
Season rollups
Filter by brand and season to compare this year to last.
Forecasts and goals
Keep your own forecast next to the brand goal and update it as orders land.
Order detail
Drill from a rollup to the individual account and order.
Reports are built once, then pulled weekly or bi-weekly by you or by us.
How it works
About five weeks, three check-ins.
Week 1
Kickoff and CRM
Scope, logins and data hand-off. CRM build starts.
Weeks 2-3
Sell-In and data
Midpoint review. Sell-In Log built and your data loaded.
Weeks 3-4
Marketing
Calendar setup and a test email send.
Weeks 5-6
Reporting and wrap-up
Reports built and tested. Final review and sign-off.
Timing shifts with your start date.
Pricing · Setup
Three setup packages. Buy one or add pieces later.
Sell-In Starter
$2,700
21 to 27 hours of work
Check-ins, Sell-In Log, Reporting and Data load.
CRM + Marketing
$2,000
17 to 20 hours of work
Check-ins, CRM, Marketing and Data load.
Full Setup
$3,800
31 to 38 hours of work
Everything in both packages.
Fixed fees, priced on a $100 hourly rate at the top of each hour range. If the work comes in lower, you still pay the fixed fee.
Pricing · Monthly plans
Keep it current with a monthly plan, or run it yourself.
Bi-weekly pulls
$175 /month
A report every other week.
Weekly pulls
$325 /month
A report every week.
Bi-weekly pulls + updates
$375 /month
Bi-weekly reports plus 2 update hours.
Weekly pulls + updates
$525 /month
Weekly reports plus 2 update hours.
You pay Superhuman Docs and Yet Another Mail Merge directly, one seat each.
Next steps
Ready when you are.
1
Pick a package
Choose setup and a maintenance plan, or none.
2
Try a sandbox
Explore a clean sample copy before you commit.
3
Send your data
Send it any way you have it: Excel, Google Sheets, an Airtable export, or whatever you use today.
4
Kickoff
We set a start date together.
Questions: stephanie@carawayandco.com