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About SampleHQ

Clara AI Deep Dive with Clara AI

SampleHQ is sample management software for B2B companies that use physical products to support customer evaluation and sales. It connects sample requests, fulfillment, shipping and follow-up in a shared workflow for sales, customer service and operations teams. Suppliers can organize a sample catalog with images, categories, documents and custom fields, create sample kits and collect customer requests through an online form. Teams can review and approve requests, prepare orders, manage statuses and monitor sample availability and low-stock levels. Shipping tools support rate comparison, label purchase and printing, plus shipment and delivery notifications. HubSpot and Salesforce integrations connect sample orders to contacts, deals and opportunities, helping sales teams retain the context behind each request and plan relevant follow-up. Reporting across samples, orders, customers, teams and opportunities helps suppliers review their sampling activity and understand its relationship to the sales pipeline. SampleHQ brings the practical work of sending samples together with the customer information needed to continue the buying conversation.

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Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Business Hours, Online

SampleHQ Features

Workload Automation Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%

Reporting & Analytics

Job Scheduling & Automation

Event-Driven Automation

Error Handling & Recovery

Real-Time Monitoring & Alerts

Workflow Orchestration

Enables seamless task integration using intuitive if-this-then-that logic for smooth and efficient automation.

Dependency Management

Helps in identifying, documenting, and managing relationships between tasks, resources, and other projects to ensure a project's smooth progression and timely completion.

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Sales Engagement Features

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Inbox Integration

Integrates with your email inbox and assembles all the sales activities into one unified place.

Sales Activity Automation

Allows sales executives to set up and send follow up messages to the customers automatically.

Performance Analytics (Sales)

Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Call Recording

Facility to record calls with a set of conditions and compliance

Email/Call Sequencing

Arranges email and call lists into different segments or sequences that maintain data in a systematic manner.

Call List Management

Maintains a systematic order of all the important phone numbers of clients.

Team Management

Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.

Email Automation

Automates the emailing process by sending out targeted messages to clients based on time and specific actions.

Call Monitoring

Allows you listen to all inbound and outbound calls.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Sales Enablement Features

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Sales Content Analytics

It provides real-time insights to measure the performance of sales content and optimize for higher sales conversion.

Meeting Management

Helps to plan effective meetings and manage the components of the entire meeting process

Quota Management

To assign, manage sales quotas, and track progress against quotas and optimize them on demand.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Performance Management

Helps to train, motivate, build accountability to the workforce and measure their outcomes on a timely basis

Goal Management

Helps in setting targets of a team or an individual and track progress to reach the objectives

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Presentation Tools

Helps to create presentations in a short span of time.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
SampleHQ Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

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Learn more about  SampleHQ Pricing

SampleHQ Alternatives

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SampleHQ Reviews

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Videos on SampleHQ

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SampleHQ FAQs

What is SampleHQ?

SampleHQ is a sample management platform for B2B suppliers that tracks every request from submission to delivery — and, when connected to your CRM, links samples to deals so you can measure impact.

How does SampleHQ work?

Create a request, track it through shipping and delivery, then optionally connect it to a CRM deal or opportunity. SampleHQ keeps the workflow visible and unlocks reporting on what’s influencing pipeline and revenue.

Who is SampleHQ for?

B2B suppliers that sell through samples, including packaging, labels, ingredients, fragrance, and specialty materials — especially teams where Sales and Fulfillment collaborate on sampling and need shared visibility, faster follow-up, and clearer performance insights.

Does SampleHQ connect with our CRM?

Yes. SampleHQ connects with HubSpot and Salesforce so you can look up contacts and accounts, keep customer context attached to each request, and link sample orders to deals for revenue attribution reporting.

Do we need HubSpot or Salesforce to use SampleHQ?

No. You can manage and track samples without a CRM. The CRM connection is optional and adds customer context and deal-linked reporting.

What is SampleHQ used for?

SampleHQ is Workload Automation Software. SampleHQ offers the following functionalities:

  • Reporting & Analytics

Learn more about SampleHQ features.

Does SampleHQ provide API?

Yes, SampleHQ provides API.

SampleHQ Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://samplehq.io

Social Media Handles

SampleHQ Integrations

FTC Disclosure

SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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