Key Features
Inbox
Centralized hub to manage all your communication with buyers — both outbound and inbound. Send, receive, and follow up directly from one place.
Campaigns
Create automated email campaigns using Joy, your AI assistant. Campaigns are designed to reach out to your leads and customers with personalized follow-ups.
Automations
Set up rules and triggers to automate tasks across your wholesale sales process.
CRM Concepts
Businesses
All relevant businesses in your wholesale channel. Each business can be categorized by a business type: lead or customer.
Contacts
People (like buyers or store owners) associated with a Business. You can filter, add, and engage with them directly.
Opportunities
High-potential deals associated with each business, actively progressing through your sales pipeline.
Campaigns
Email Steps
The sequence of messages sent as part of a campaign. Each step can be customized and scheduled.
Send Settings
Configure how and when your emails are delivered, including time zone and reply handling.
Contacts (within campaign)
Shows who you’re emailing, their business affiliation, and their email engagement status.
Overview
Track how your campaign is performing — opens, replies, meetings booked, and conversions.
Opportunities
Pipeline
A visual layout of sales stages — from initial contact to closed deals. Customize stages based on your sales process.
Stages
Each phase in the pipeline, like "Intro Sent", "Sample Sent", or "Ready to Order."
Opportunity Value ($)
Estimate of how much revenue the opportunity could bring in if won.
Filters & Views
Filters
Available on both Businesses and Contacts to help you drill down using fields like location, tags, order history, and outreach activity.
Views
Set of filters, sort, and columns so that you can save and share with others in your team.
Communications
Templates
Pre-built email content you can customize and re-use. Shared across your team for consistent messaging.
Email Blocklist
Contacts excluded from campaign emails — either manually added or auto-added via unsubscribes.
Integrations & Data
Email
Connect your Gmail or Outlook to sync communications and send emails from your actual address.
Orders
Integrate with Shopify and Faire to sync order data with Overjoy.
CSV Upload
Upload contact and business data directly into the system.
Apps
Interest Form
Embed a form on your website for wholesale inquiries. New leads will be added directly to your CRM.
Store Locator
Embed a branded map on your website to showcase retail locations carrying your products.
Settings
Account
Manage brand info, user profile, and preferences.
Billing
View and manage your subscription and invoices.
Team
Add team members and assign permissions.
Do-Not-Mail List
A list of emails that have opted out of campaigns or unsubscribed — ensuring compliance.