AI Sales Automation Tools for Retail and Wholesale

Retail and wholesale sales teams use sales automation tools to reach the customers their associates and representatives don’t have the bandwidth to contact. These include accounts that have stopped reordering and buyers who received a quote but haven’t ordered yet.

AI sales automation for retail and wholesale is packaged as clienteling tools for store associates and wholesale ordering tools for brands and distributors. Clienteling tools use AI for retail sales to inform associates of which client to contact next, based on signals such as the client’s last order or upcoming birthday. They also draft a message from that client’s purchase history for the associate to approve and send.

Wholesale ordering tools read the orders and quote requests from your trade accounts email, and turn each one into a draft for a representative to approve.

In both cases, an associate or representative still has to make the phone call the sale needs. Our AI agents, which we call AI workers, make those calls themselves, inbound and outbound. They also record what each customer agreed to in the CRM or quoting system.

Check out the AI sales automation tools we reviewed, along with a comparison curated for retail and wholesale businesses.

What AI sales automation means for retail and wholesale

Retail sales are the sales a company makes to consumers who buy for their own use. Retail sales are recorded as transactions at the store checkout or in the online store. Wholesale covers the sales that brands and distributors make to businesses, including the retailers that stock their products.

AI sales automation is software that uses AI to carry out routine selling tasks, such as choosing which customer to contact next or preparing an order, from the customer and pricing data in the company’s sales systems.

It covers the following three parts of selling:

1. Clienteling (retailers)

A retail sales associate serves customers on the shop floor and completes their purchases at checkout. Clienteling carries that personal service past the store visit by helping associates keep notes on each client’s purchases and preferences and contact them between visits.

Retail sales training teaches associates to learn a customer’s needs during a store visit. Clienteling software stores what they learn in one profile, along with the client’s point-of-sale and e-commerce transactions. The associate opens that profile to tailor each message to what the client has bought.

2. Trade orders and quotes (brands and distributors)

Trade accounts, such as stores and contractors, reorder on a regular cycle at customer-specific prices negotiated for their account. Those prices are stored in the quoting system and the ERP, which also holds each account’s order history.

B2B sales automation for wholesale applies those prices to each incoming order or quote and reads the order history to highlight accounts due for a reorder.

3. Sales calls (retailers and wholesalers)

Shoppers call a store to check whether an item is in stock. Most tools on this list cover one of these jobs. HappyRobot’s AI agents cover the calls across all three. Distributors hear from trade buyers who want a price or need to place a reorder. AI agents for sales calls answer these callers by voice, using the company’s stock and pricing data to answer each question.

How we chose the best AI sales automation tools

We reviewed each tool by exploring its product pages, customer stories, and pricing page. A tool makes it to the list when its sales automation software helps a retailer, brand, or distributor sell, either by contacting customers or by preparing orders and quotes.

Point-of-sale systems and other retail sales software that only record a purchase at checkout aren’t on this list, because they process a sale after the customer has already decided to buy.

We judged each tool on the following criteria:

• Retail or wholesale customers: Verifying if the vendor’s own site names retailers, brands, or distributors among its customers.
• Who does the work: Finding out whether the tool acts on its own or prepares the work for an associate or representative to approve.
• Channels: Comparing the ways each tool reaches customers, whether in person on the shop floor, by email, SMS or WhatsApp, or by phone.
• Writing back to your systems: Checking whether the tool records what happened in the CRM, order management system, or ERP.
• Pricing: Checking whether the vendor publishes pricing on its site, or sets prices through its sales team.

#1. HappyRobot | Best for AI agents that run sales calls

HappyRobot is an AI agent platform for enterprise operations. Our AI workers handle sales calls for retailers and wholesalers, and they can continue each conversation over email and messaging.

Beyond the sales line, our AI agents for retail resolve the order questions shoppers bring to customer service. They recommend products during those calls and follow each return until the refund is closed. For retail customer care, see our guide to the best AI agents for retail and ecommerce.

• Customer support: AI agents suggest products during support calls to raise order value, and they follow each return until the refund is closed.
• Store staffing: An AI agent confirms each shift and finds cover for no-shows, so associates are on the floor when shoppers are ready to buy.
• Late deliveries: If a delivery misses its check-in, the AI agent gets a new arrival time and flags the affected SKUs to the store manager before the gap reaches the shelf.
• Shelf availability: AI agents confirm vendor visits and track each arrival, so stock is in place before shoppers look for it.

How HappyRobot works for retail and wholesale sales

Our AI workers for sales take on the following work:

• Accounts that have stopped ordering: An AI worker calls each inactive account to restart the conversation and book the business.
• Inbound leads: AI workers answer each inbound lead and qualify it before routing it to the right representative.
• Inbound requests: An AI agent quotes the price, negotiates within the parameters you set, and confirms the order.

When a buyer pushes back on a quote, deterministic logic built on your pricing rules and negotiation parameters calculates the counteroffer, and the AI presents it to the buyer during the conversation. The AI speaks the outcome, and the logic produces it.

Once the buyer agrees, the AI worker records the agreed terms in your CRM, such as Salesforce or HubSpot, and in your quoting system through a native integration. During the call, it reads live inventory, order status and fulfillment data from your ERP, which stays your system of record.

If a deal needs a person’s judgment, the right representative receives the full context, including the discussion so far and the deal’s status.

Why HappyRobot fits retail and wholesale sales

Encompass, the largest supplier of OEM replacement parts in North America, answers price and availability questions on about 1,700 LG-related calls a week with our AI workers. The business deals with callers who need a part to repair an appliance, and the AI worker identifies it by model number, then confirms price and availability through a real-time inventory and pricing lookup.

The caller will then receive an SMS link to complete the purchase. Roughly 60% to 70% of these calls are resolved without a person.

Retail and wholesale teams already have tools that tell a rep who to call. What they’re short of is people to make those calls. That’s the gap we built our AI workers for. The same gap shows up wherever B2B accounts have no representative assigned to call them.

Wholesale outreach runs into the gap Gonzalo describes because some trade accounts have no representative assigned to call them. CMA CGM, the shipping and logistics group, uses an AI sales agent named Eva to call businesses that registered on its website but didn't complete a booking. Eva also calls existing customers without a dedicated sales representative.

Across campaigns in the UK and Senegal, Eva “contacted over 4,000 customers and approximately a third moved into active shipping route discussions.”

Credibility

HappyRobot’s track record rests on the following.

• HappyRobot raised a $150M Series C in August 2026, led by Prysm Capital and co-led by Eurazeo, at a $1.2B post-money valuation.
• More than 150 enterprise customers run our AI workers, including Naturgy, Repsol, DHL and Uber.
• Sales teams running our AI workers have generated 5x more revenue through channels they previously underused.
• HappyRobot holds SOC 2 Type II attestation and ISO 27001 certification, and its controls are aligned with GDPR and HIPAA.

Pros

The upside of using HappyRobot over other AI sales automation tools is that the AI workers are configured to hold each call themselves.

• A single workflow carries context across calls and written messages. That way, the AI worker answering a buyer’s email already has the call history.
• HappyRobot built its own voice technology for live phone calls, a 10-model pipeline with in-house text-to-speech, and AI workers switch languages mid-call without a transfer.
• Adversarial tests try to break each agent in a sandbox before launch, and an AI judge grades sampled production sessions against the goals your team sets.

Cons

Teams comparing various sales automation tools may weigh the following limits.

• HappyRobot covers the sales calls around clienteling and trade ordering but doesn’t include clienteling itself. Store associates still need a separate tool to keep client profiles and message their own clients.
• HappyRobot doesn’t publish pricing, because cost depends on the volume of work and the scope of the deployment. You’ll need a scoping conversation with our team before comparing it with tools that list a price.
• No store-based retailer has a published case study with HappyRobot yet. Retail buyers have to judge fit from the Encompass parts calls and the CMA CGM campaign.

#2. Parloa | Best for voice AI on retail service lines

Parloa is an AI agent management platform for enterprise customer experience. Its voice and chat AI agents answer retail customers who contact customer service by phone or chat.

Parloa's retail AI agents can handle order-status questions, guide customers through returns and clarify refund status in a single call, while recommending the next purchase to loyalty members. Parloa offers voice AI for retail teams that want service calls to produce sales.

Best fit

Retailers with high call volumes on customer service lines who want those calls to sell. HSE, a live commerce provider in Europe, uses a Parloa AI agent that handles up to 3 million calls a year and has reached a 10% cross-sell rate.

The outbound agents call shoppers within minutes of them abandoning a cart. Among its other retail customers are OBI, Zalando and Rossmann.

Pros

Retail teams choose Parloa for the systems it connects to.

• Parloa connects to CRMs such as Salesforce, Microsoft Dynamics, and Zendesk, as well as contact center platforms such as Genesys and Five9.
• It’s a certified SAP Endorsed App and a qualified SAP Solution Extension, which connects its agents directly to SAP data.

Cons

Parloa’s retail agents depend on order and inventory data, and getting that data to them involves multiple parties.

• Parloa sets up connections to order, inventory, POS, and ERP systems through its partners, which adds a partner to the integration project.

Pricing

Parloa charges per minute for voice and per interaction for chat, using volume packages. Rates are set in a tailored proposal, and the site doesn’t publish a rate card.

Parloa’s retail agents sell to consumers during service calls and after an abandoned cart. If you also sell to trade accounts, HappyRobot’s AI workers quote and negotiate within the parameters you set.

#3. Tulip | Best for enterprise clienteling

Tulip makes clienteling software for store associates at large retailers, along with a mobile POS that associates use to complete purchases on the shop floor. After merging with Salesfloor on March 24, 2026, Tulip works with about 100 enterprise retailers, including COACH, Jimmy Choo, Macy’s, and Michael Kors.

Before an associate contacts a client, Tulip AI prepares the outreach. Messaging AI drafts a message from the client’s profile and order history in the brand’s voice, and AI Stylist rates how well each product matches that client.

The associate edits and approves every message before it goes out. Tulip fits retailers that want AI to prepare outreach while associates keep the client relationship.

Best fit

Enterprise retailers whose associates sell through personal relationships with their clients. David Yurman has worked with Tulip since 2018 and uses Tulip Clienteling. Its brand ambassadors see each client’s past purchases and wishlist, and they use that information to recommend products and book appointments. 

Pros

Retail teams choose Tulip for keeping client history and store sales in one system.

• Clienteling and POS run on one platform, which means the client profile covers both in-store and online purchases.
• Tulip connects to Shopify and data platforms such as Snowflake, bringing the business’s customer and order data into each associate’s view.
• Messaging AI learns both the brand voice and each associate’s writing style.

Cons

Tulip’s limits come from building every workflow around the store associate.

• Associates approve every AI message before it goes out. The number of clients they can reach each day depends on the time they have between customers.
• A brand that also sells to retailers will need a separate tool for trade orders and quotes, because Tulip is built for retail selling to consumers.

Pricing

Sending email through Tulip costs $0.90 per 1,000 emails. Tulip’s other products, including clienteling and Tulip AI, are priced through its sales team.

Tulip AI drafts each message, and an associate sends it. HappyRobot’s AI workers hold the conversation themselves, by phone or in writing, and take the overflow and after-hours sales inquiries that no associate has time for.

#4. Proton.ai | Best for distributor sales teams

Proton.ai is an AI platform built for distributors. Its CRM uses each account’s order history to identify customers due for a reorder, and it alerts the representative when an account is at risk of being lost. When a customer emails an order or a quote request, Order & Quote Entry AI reads it and matches each line item to a SKU in your catalog, including items listed under a competitor’s part number.

The AI prices each line item at that customer’s contract price. Once a representative approves the draft, Proton sends the order or quote to the ERP. Proton.ai is distributor sales software for inside sales teams that enter orders and quotes manually.

Best fit

Distributors with large catalogs whose inside sales representatives handle reorders and quotes get the best out of Proton. MSC, an industrial MRO distributor, has seen 20x the upsell and cross-sell revenue since its call center representatives began using Proton’s reorder and product suggestions. Vallen and Benco Dental are among its other customers.

Pros

Inside sales teams choose Proton.ai as AI sales automation for distributors because it works from their existing ERP data.

• Proton works with any ERP, or several at once, including Epicor P21, Infor SX.e and NetSuite.
• Field reps can log visit notes by voice between stops instead of typing them up later.

Cons

Proton’s gaps affect teams that need pricing and stock tools today and brands that sell to retailers.

• Price recommendations and stock planning need a separate tool for now, because Pricing AI and Inventory AI are still coming soon.
• Proton is built for distributors, so brands that sell to retailers are outside its focus.

Pricing

Proton.ai sets prices through its sales team and doesn’t publish them. With Proton, a representative still makes each call the CRM recommends.

HappyRobot’s AI agents make those calls themselves and record what each buyer agreed to in your CRM.
Bring us the accounts your representatives never get to call, and we'll show you the AI agent that calls them.

#5. WizCommerce | Best for wholesale brands selling to retailers

WizCommerce is wholesale ordering software for brands and distributors that sell to retailers. Its AI Order Entry Assistant reads purchase orders in any format, from emails to handwritten documents, and turns each one into an ERP-ready order.

The AI Sales Copilot shows representatives which retailers to contact next. During a call, it helps build the quote while the buyer is on the line.

Best fit

Brands selling to retailers through field and inside sales teams. Jaipur Living, a rug manufacturer, saves each representative 2 to 5 hours of admin a day and has seen a 5% to 10% revenue lift.

Pros

Wholesale teams choose WizCommerce for running rep-led and online sales in one platform.

• Quote Automation turns a quote request (RFQ) into a priced quote in under 2 minutes.
• More than 100 ERP integrations, including NetSuite and SAP, keep data in sync both ways.

Cons

WizCommerce is built around orders that arrive in writing.

• Orders that customers phone in are transcribed afterward, so a person still handles each phone order.
• Retailers selling to consumers won’t find clienteling tools here, since WizCommerce serves wholesale.

Pricing

WizCommerce doesn’t list prices for its ordering and AI tools.

A representative holds each WizCommerce sales call while the AI builds the quote. HappyRobot’s AI workers hold the call themselves and record each order in your CRM or quoting system.

#6. Pepperi | Best for field reps and retail execution

Pepperi is B2B wholesale software for brands and distributors that sell to retailers, now part of Advantive. Field reps use its mobile app to take orders during store visits.

Its retail execution tools let reps complete store audits and take location-tagged photos of each shelf. Trade buyers can also reorder through a branded online portal. Pepperi fits brands whose reps sell in person in stores.

Best fit

Brands that run field sales and merchandising together, including across countries. Hallmark International chose Pepperi for its international B2B field and merchandising operations. Pepperi’s customers sell in more than 65 countries and run over $70 billion in transactions through it each year.

Pros

Field sales teams choose Pepperi for running store visits and online reorders in one system.

• The mobile app works offline and syncs once the rep reconnects.
• Pepperi has built-in plugins for more than 60 ERP systems, including SAP, plus a Salesforce CRM integration.

Cons

Pepperi’s limitation is that its tools depend on reps and buyers to act on their own.

• Pepperi’s site lists no AI features, and its replenishment recommendations follow predefined rules, so reps decide which accounts to prioritize.
• Merchandising and route delivery are sold as separate modules, which raises the cost of full retail execution.

Pricing

Pepperi doesn’t publish prices on its site.

HappyRobot’s AI workers call accounts between rep visits and record each reorder in your CRM or quoting system.

#7. Endear | Best for clienteling at growing brands

Endear is a clienteling platform for retail brands, from those with three stores to those with thousands. It combines each customer’s store and online purchases into one profile.

Its Opportunity Engine brings AI clienteling to the daily routine by ranking the customers an associate should contact, with the reason for each, such as a birthday or a tried-on item back in stock. The AI drafts each message, and the associate tailors it before sending.

Best fit

Fashion brands adding stores. FRAME, with 14 US stores and 2 in London, had already tripled the previous year’s clienteling revenue with Endear’s text campaigns. Reformation and GANNI also use Endear.

Pros

Retail brands that are adding stores choose Endear because each new store’s team runs clienteling from the same app.

• Associates book appointments and send shoppable lookbooks from the same app.
• Pre-built integrations with platforms such as Shopify keep store and online data in sync.

Cons

Endear’s published price rises with every store, and custom integrations need the Enterprise plan.

• Core costs $4,200 per store each year. Every new store adds that amount, plus any extra texts and emails bought on top of the plan.
• A brand whose orders sit in an ERP or a separate CRM has to move to Enterprise to connect them, which means its price becomes a custom quote.

Pricing

Core costs $350 per store per month, and Enterprise pricing is custom. A 14-day free trial is available.

Associates use Endear to reach clients in writing and send the drafts that AI creates.

HappyRobot’s AI workers hold the conversation themselves, answering and making sales calls with each customer’s history in hand.

How the top AI sales automation tools compare

The table below compares the AI sales automation tools for retail and wholesale on this list against the criteria in “How we chose”. The Built for column shows which kind of business each tool serves.

How to choose AI sales automation for retail and wholesale

Start with the part of selling your associates or representatives don’t have the bandwidth for, because each tool on this list is built for one of them:

• Clienteling for store associates: Tulip for enterprise retailers, or Endear for brands adding stores.
• Trade orders and quotes: WizCommerce or Pepperi for brands selling to retailers, or Proton.ai, which builds AI for distributors and their sales teams.
• Sales calls, inbound and outbound: HappyRobot for calls across retail and wholesale, or Parloa for consumer calls on customer service lines.

Tulip and Endear are AI tools for retail sales that draft each message for an associate to send, and the ordering tools prepare drafts for a representative to approve. In each case, a person still makes or answers the phone call.

Our AI workers make and answer those calls, from accounts that have stopped ordering to buyers who phone for a price or a reorder.

Teams that need email sequences or deal intelligence can compare those tools in our guide to outbound sales automation tools and our list of the best AI for sales teams.