Turn local businesses into recurring wholesale revenue.
DoughOps gives you a complete wholesale operation — CRM, prospect discovery, automated outreach, standing orders, delivery routing, and a branded ordering portal — without bolting on a separate sales tool.
- Discover nearby prospects, score them automatically, and move them through a 7-stage pipeline.
- Set up drip email campaigns that run while you focus on production.
- Convert won deals into standing orders that feed directly into daily planning.
What this replaces
Scattered spreadsheets
Stop tracking wholesale accounts in one spreadsheet, orders in another, and delivery routes on a napkin. One system handles all of it.
Forgotten follow-ups
Prospects go cold when outreach falls through the cracks between busy production days. Automated campaigns and stale-contact alerts keep deals moving.
Disconnected order entry
Standing orders flow directly into your daily production plan. No re-keying quantities, no missed accounts, no morning surprises.
Prospect pipeline and CRM
7-stage Kanban pipeline
Track every prospect from first contact to closed deal. Drag cards through Lead, Contacted, Meeting, Proposal, Negotiation, Won, and Lost. Switch to list view when you need to sort and filter across dozens of prospects. Each prospect gets an auto-calculated score (0-100) based on estimated value, engagement level, and contact completeness so you focus time on the deals most likely to close.
Discover prospects nearby
Search for coffee shops, offices, caterers, hotels, and event venues within 5 to 100 miles of your shop using free OpenStreetMap data. Filter by business type, add prospects with one click, and DoughOps automatically checks for duplicates. No per-search fees, no third-party subscriptions.
Activity tracking
Log calls, emails, meetings, notes, and tasks against any prospect or account. Every interaction appears on a visual timeline so your whole team sees the history. Prospects with no activity in 7+ days are flagged as stale — so nothing slips through the cracks.
Bulk import and export
Already have a prospect list? Import it from CSV with column mapping. Export any filtered list for external use. Copy email addresses in bulk for campaigns outside DoughOps if you ever need to.
Automated outreach that runs itself
Drip email campaigns
Build multi-email sequences with a visual block editor — headers, text, images, CTAs, testimonials, and more. Set delay-based or weekday-based timing between emails. Prospects auto-enroll by business category, so new leads from discovery start receiving your sequence immediately. Track sends, opens, clicks, and conversions per campaign.
28 seasonal pitch templates
Pre-written email templates for every major holiday and season — Valentine's Day catering pitches, summer office snack programs, holiday gift box proposals, and more. Each template comes with professional hero images and is fully editable. Variable substitution fills in business name, contact name, and your shop name automatically.
CAN-SPAM compliant by default
Every outbound email includes unsubscribe links, proper headers, and sender identification. DoughOps enforces a frequency cap of one email per prospect per 24 hours, auto-unsubscribes on hard bounces and spam complaints, and tracks consent. You stay compliant without thinking about it.
Send from your own domain
Emails come from your shop's domain via AWS SES. Prospects see a real business name in their inbox, not a generic marketing platform. Open and click tracking let you see exactly which leads are engaging.
From closed deal to delivered order
Standing orders
Set up recurring weekly, biweekly, or monthly orders for each account. Standing orders feed directly into your daily production quantities — no manual counting or cross-referencing. Skip individual delivery dates when a customer is closed for a holiday. Production planning always reflects what actually needs to go out the door.
Order management
Create orders with line items and custom per-account pricing. Track order status from placed through fulfilled. Generate invoices through Square Invoices integration. Every order ties back to the account record so you have full history at a glance.
Delivery route planning
Plan multi-stop delivery routes with optimized sequencing. Assign routes to drivers using temporary session tokens — drivers can confirm deliveries from their phone without needing a DoughOps account. Track route execution and delivery confirmations in real time.
Branded customer portal
Give B2B customers their own self-service ordering portal branded with your logo and colors. Customers browse your products, place orders, and view order history. Login is passwordless via magic link — simple for the office manager who orders your donuts every Tuesday.
Built for bakery operators, not enterprise sales teams
Wholesale tied to production
Most CRMs end at the sale. DoughOps connects the deal all the way through to production planning and delivery. When a standing order exists, those quantities show up in tomorrow's plan automatically. Your production team never has to ask "did anyone check the wholesale orders?"
Works at any scale
Use it to organize three recurring coffee shop accounts or to run a disciplined B2B program across multiple locations with dozens of prospects in the pipeline. The same tools work whether you are starting your first wholesale conversation or managing established routes.
Wholesale works best when operations stay connected
Standing orders, production planning, and delivery all live in the same system. No imports, no syncing, no gaps.