Navexa Sales
From first call to paid invoice.
B2B wholesale CRM with invoicing, payments, and a built-in dialer.
One system
Pipeline to paid invoice, nothing re-keyed.
Card + ACH
Invoices paid by link — no login required.
Built-in dialer
Calls, SMS, and recordings on the customer record.
Shopify sync
Catalog, inventory, and orders stay in step.
Pipeline
Deals move themselves forward.
A kanban pipeline with configurable stages, deals tied to contacts and businesses, duplicate detection, and rep assignment. Email alerts fire on stage changes and won deals.
New lead
14Rivera Wholesale
$4.2k
Cedar Vapor
$2.8k
Contacted
9Bluegrass Co
$6.1k
Harbor Dist
$3.4k
Quoted
6Sunrise Dist
$9.7k
Metro Smoke
$5.2k
Won
3Coastal Vape
$12.4k
Peak Supply
$7.9k
Invoicing & payments
Invoices that collect themselves.
Branded PDF invoices with pricing tiers, consignment, returns, and credit memos. Customers pay by card or ACH from a tokenized link — no portal login, no chasing.
- Pay-by-link with saved payment methods
- Status emails on sent, paid, and overdue
- Push invoices to Shopify as orders for fulfillment
Communication
The dialer lives where the deals are.
Twilio-powered outbound dialer with dispositions, inbound handling, voicemail, call recordings with transcription, and two-way SMS — all logged to the customer record.
Ordering
Buyers order at their own prices.
Share tiered pricing sheets as public links where retail buyers browse a cart-style catalog and order at their negotiated prices — no account setup required.
See all featuresAlso included
Commission tracking
Per-agent commissions calculated on invoices, with statements.
Voice-to-purchase-order
Dictate an order, get a draft invoice to confirm.
Business card scanning
Scan a card, get a contact — built for trade shows.
Sell sheets
Grouped product PDFs ready to send to retail buyers.
Tasks and calendar
Assignments, due dates, and two-way Google Calendar sync.
Automations
Configurable rules with execution history.
Reporting
Sales dashboard, call reports, and exports.
Teams and audit
Roles, invitations, and a full audit log.
Works with
See it on your own catalog.
Connect your store and walk through your actual products, prices, and accounts.