System of record
CRM
- Contacts
- Activities
- Deals
- Notes
- Tasks
- Pipeline
Grabb for sales
Know who needs attention.And why.
Grabb watches customer and product behavior across your existing systems and turns changes into prioritized sales actions.
No CRM replacement · Uses your existing transaction data
As the company grows, sales leaders lose the ability to personally track every account, SKU and buying pattern. The problem is not primarily CRM adoption—it is attention allocation.
You don’t need more accounts to look at. You need to know which ones matter now.
CRM tells you
- Who the customer is
- Who owns the account
- What activities happened
- What opportunities have been entered
It does not reliably tell you
- Which customer changed behavior
- Who is late to reorder
- Which accounts are quietly slowing down
- Which product should be introduced
- Where cross-sell potential exists
- Which customer deserves attention today
- Which rep is missing a commercial opportunity
Move from reviewing every account to surfacing the ones where something changed.
Before
- I need better CRM reporting.
- Review every account
After
- I need a system that tells my team where attention should go.
- Surface accounts where something changed
How it works
The sales signals already exist in your transaction data.
- 1
Transactions
- 2
Customer buying behavior
- 3
Changes detected
- 4
Commercial opportunity / risk
- 5
Priority
- 6
Rep action
Signals Grabb detects
- Customer normally reorders every 28 days → now at day 42
- Customer buying three categories but never buying a relevant fourth
- High-value account slowing down
- New SKU underpenetrated across existing customers
- Customer growing faster than historical pattern
- Region or territory falling behind
- Rep has accounts with strong expansion potential
- Margin declining despite revenue growth
The missing layer is continuous detection and prioritization—not another place to log what the team already knows.
That’s what Grabb Sales does.
Grabb connects to ERP, accounting, ecommerce and order data and turns account behavior into a prioritized commercial action list.
CRM
Records what the sales team already knows.
Grabb
Surfaces what the underlying commercial behavior says deserves attention.
Built for
- VP Sales
- Sales Director
- Sales Manager
- Account Manager
- Territory Rep
- Field Sales Rep
- Business Owner
Typical companies
- CPG brands
- Manufacturers
- Distributors
- Wholesalers
- Importers
01 — Account priorities
Stop reviewing every account.Start with the ones that changed.
Your best reps shouldn’t spend Monday morning deciding who deserves attention. Grabb continuously compares each customer’s current behavior with their normal purchasing pattern and surfaces the accounts where something meaningful changed.
Late reorders
See when a recurring customer has moved outside their normal buying cadence.
Account risk
Identify accounts slowing down before they become dormant.
Positive momentum
Spot customers accelerating beyond their normal pattern.
02 — Growth moves
Find the next sale inside the customers you already have.
Growth isn’t only about adding logos. Existing customers often reveal the easiest path to expansion through product penetration, category gaps and changing purchase behavior.
Cross-sell opportunities
Identify relevant products or categories a customer is not yet purchasing.
Reorder opportunities
Surface products that are normally repeated but haven’t returned.
New SKU introductions
Prioritize the customers most likely to adopt a new product.
03 — Rep execution
Give every rep a better starting point.
Instead of expecting each rep to interpret reports, dashboards and account history, Grabb turns the signals into a practical list of what deserves action this week.
Weekly priorities
A focused list of accounts and opportunities worth acting on.
Territory context
Understand where risk and opportunity are building across assigned accounts.
Action feedback
Track what was acted on and what happened next.
04 — Performance
Revenue tells you what happened.Behavior tells you what could happen next.
Targets and quotas matter, but they become more useful when combined with the customer behavior underneath the number.
Target pacing
See where actual performance is diverging from expected progress.
Account contribution
Understand which customers are creating or eroding momentum.
Product contribution
See which products are actually driving growth.
Your CRM records the known.Grabb finds what you may not know yet.
System of action
Grabb
- Buying-pattern changes
- Missed reorders
- Account risk
- Cross-sell opportunity
- Product penetration
- Sales priorities
Grabb doesn’t replace your CRM. It gives your team better signals to act on.
Sales intelligence should change what happens Monday morning.
More recovered reorders
More expansion from existing accounts
Earlier intervention on slowing customers
Less time deciding where reps should focus
Questions about sales intelligence
Is Grabb a CRM?
No. Grabb is a System of Action for sales—not a CRM replacement. It connects to your transaction data and surfaces prioritized commercial actions your CRM may not detect on its own.
How does Grabb know when a customer is at risk?
Grabb compares each customer’s current purchasing behavior to their historical pattern—cadence, volume and product mix—to detect when an account is slowing down or deviating from normal.
Can Grabb identify missed reorders?
Yes. Grabb tracks reorder cadence by customer and product, surfacing when a recurring purchase is overdue based on the customer’s normal buying pattern.
Can Grabb recommend products to sell?
Grabb identifies cross-sell and product penetration opportunities—such as categories a customer buys elsewhere but not from you, or new SKUs likely to fit existing purchase behavior.
Can reps use Grabb by territory or assigned accounts?
Yes. Priorities can be scoped to assigned accounts and territories so each rep sees the actions relevant to their book of business.
What systems does Grabb connect to?
Grabb integrates with QuickBooks, Shopify, Sage, Xero, Zoho, Salesforce, Amazon, and your ERP.
Do we need clean CRM data first?
Grabb works primarily from transaction data—orders, invoices and sales history from your connected systems. Clean CRM data helps, but the core signals come from purchasing behavior.
Can we keep our existing CRM?
Yes. Grabb is designed to complement your CRM by surfacing commercial signals from transaction data—not replace how your team records contacts, activities and pipeline.
Turn account behavior into action
Your customers are already telling you what to do next.
Grabb helps your team see the changes worth acting on before they disappear into another monthly report.