Trade Account Manager Agent
Tracks every B2B touchpoint, logs activity in the CRM and drafts follow-ups for account managers — continuously, in your systems, in your tone.
Trade Account Manager Agent
Tracks every B2B touchpoint, logs activity in the CRM and drafts follow-ups for account managers — so nothing slips in a busy pipeline.
Growth & CRM
The problem
What this agent takes off your plate
In e-commerce, tracks every B2B touchpoint, logs activity in the CRM and drafts follow-ups for account managers — so nothing slips in a busy pipeline — but doing it manually does not scale. Trade Account Manager is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Tracks every B2B touchpoint
- logs activity in the CRM and drafts follow-ups for account managers
- so nothing slips in a busy pipeline.
- B2B handled automatically against your rules
How it works
End-to-end workflow
Trade Account Manager connects to B2B, Pipeline, Shopify and your growth & crm stack. It reads your rules, brand voice and live data — then tracks every B2B touchpoint, logs activity in the CRM and drafts follow-ups for account managers — so nothing slips in a busy pipeline. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Tracks every B2B touchpoint, logs activity in the CRM and drafts follow-ups for account managers — so nothing slips in a busy pipeline.
Outcomes
- Trade Account Manager runs without manual handoffs
- E-commerce and retail spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
