Turn Buyer Intent Into Revenue Instantly
Deliver the ease of B2C shopping with the high-touch experience your B2B and trade customers expect, all in one centralized workspace.
Effortless B2B Buying With a Personal Touch
The current B2B buying process is highly inefficient and manual, resulting in friction, lost time, and delayed revenue for both the buyer and the seller. Swym for Sales transforms the manual buying process into a centralized, digital buying experience by converting intent into actionable intelligence and providing crucial tooling.
Centralized, high-fidelity intent capture
Buyers usually manage complex purchase lists manually through spreadsheets, creating fragmented data and delayed follow-up.
Swym pulls all buyer interest (lists, products, quantities) into one shared space for instant visibility.
One-click quote and order creation.
Reps spend excessive time manually rebuilding lists into quotes and orders, slowing every step of the sales cycle.
With Swym, reps convert shared lists directly into draft orders or quotes in minutes, cutting hours of admin work.
Automatic pricing + sales-assisted ordering.
Applying account-specific pricing and turning lists into accurate orders requires manual calculation, creating errors and delays.
Features include customizable alerts, product or variant-level subscriptions, pre-order and coming soon alerts, and the ability for your sales staff to sign up customers in-store via Shopify POS.
Unified buyer context.
Sales teams can’t see what buyers are viewing, saving, or changing, making it hard to build relevant quotes or order drafts.
With Swym, reps see lists, browsing behavior, carts, and history in one dashboard, making every quote or order deeply personalized.
Core Capabilities That Accelerate Revenue
Shared Shopping Lists
Real-time collaboration between buyers and reps on structured purchase lists.
Account-Specific Pricing Visibility
Instantly shows negotiated or tier pricing for accurate, error-free quoting.
Sales-Assisted Ordering (SAO)
Reps can generate quotes and complete orders on behalf of buyers, ensuring accuracy and eliminating checkout friction.
Draft Order and Invoice Generator
Convert any list into a draft order or quote in one click with correct pricing and discounts.
In-App Notes and Contextual Communication
Keep internal notes and shared messages tied directly to each list or line item.
SFS Intent Dashboard
Displays all active lists, buyer details, purchase history, and real-time product interest.
Real-Time Personalization Access
Reps can view buyer carts and recently viewed items to enable proactive engagement.
Advanced Workflow Tools for High-Performing Sales Teams
- Contextual messaging linked to each list
- Item-level and list-level notes for special requests
- Personalized list sharing and curated recommendations
- Template lists for fast, consistent personalization
- Dedicated account management assignments
- Analytics for performance tracking and optimization
How Swym for Sales Works
01. Capture Interest
Wishlist Plus gathers high-fidelity intent data from every product interaction.
Start conversations equipped with the knowledge you need
02. Connect with Context
Buyers and reps work together through shared lists with notes, pricing, and real-time updates.
Provide perfect recommendations
03. Convert with Confidence
Generate draft orders, apply pricing, and complete checkout directly within Shopify.
Lead customers towards
the sale
Fast to Deploy. Simple to Adopt. Built for Scale.
Your team gains immediate access to shared lists, pricing visibility, collaboration tools, and order generation without complex setup or long onboarding cycles.
Ready to Move Faster Than Your Competitors?
Swym for Sales turns manual wholesale workflows into a seamless digital buying experience, giving your team the tools to support B2B and trade customers with speed, accuracy, and a more personal touch.
