Built for packaging teams

Full Visibility Into Every Sample. From Request to Revenue

SampleHQ gives sales, marketing, and fulfillment a single, CRM-connected view of every sample, including which deals it supported and the revenue it helped generate.

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Full Sample Visibility

No More Guesswork

Sampling is expensive, but most teams can’t answer:

  • Where is this sample request right now?
  • Which samples influence closed deals?
  • Which reps convert sampling into revenue?

So sampling stays a cost center, not a measurable revenue channel.

what Samplehq does

Connect Sample Activity to Revenue Outcomes

SampleHQ ties every sample to the customer and the deal. That means you can measure impact, align teams, and understand which samples consistently move opportunities forward.

FOR TEAMS THAT NEED sample VISIBILITY

Sample Management and Tracking

  • Central sample library
  • Request → Ship → Deliver visibility
  • Keep Sales + Fulfillment aligned
  • Link every request to CRM contacts/accounts so records stay in sync
Explore Sample Management →
For teams that need Revenue visibility

Sample Revenue Attribution

  • Link sample orders to CRM deals
  • See influence on pipeline and revenue
  • Identify best-performing samples and reps
  • See what performs best, so you know what samples to send next.
See Revenue Attribution →

From request to revenue visibility in five simple steps.

Tracking is the starting point. Measurement is the upgrade. Use SampleHQ to run the sampling process end-to-end, then connect it to deals to understand which samples and reps consistently move opportunities forward.

1

Request

Sales (or marketing) submits a sample request tied to a customer.

2

Ship

Fulfillment ships the sample and updates the status in one place.

3

Deliver

Delivery status and updates are synced automatically for the team.

4

Link to deal

Connect sample activity to CRM records and active opportunities.

5

Reports

See which samples and sales reps influence pipeline and revenue.

CRM Integration

Works with HubSpot and Salesforce

Connect your CRM so every sample request stays tied to the right customer. When you’re ready, link samples to deals to measure impact.

  • Look up and select CRM contacts/accounts inside SampleHQ
  • Keep sample activity connected to customer context across teams
  • Link sample orders to deals/opportunities to unlock revenue attribution reporting

Salesforce

Sync contacts, accounts, and deals. Link sample orders to opportunities for full attribution.

HubSpot

Pull contacts and companies directly into sample requests. Track deal influence automatically.

All samples. one hub.

Centralized Sample Library

Keep every sample organized and visible. See what’s in progress, track shipments, and view status updates at a glance.

  • Unified digital library for all sample types
  • Attach images, dielines, and documentation
  • Add custom fields to fit your company’s workflow
DATA YOU CAN ACT ON

Real-time
Order Tracking

See exactly where every sample order stands, from sales inquiry to shipped delivery, without the back-and-forth emails.

  • Instantly view order status and assignees
  • Track fulfillment activity as it happens
  • Spot bottlenecks and delays before they escalate
PROVE SAMPLE ROI

Connected Sampling Activity to Revenue Outcomes


Stop guessing what matters. When deals move forward, SampleHQ shows which samples were involved, so sales can repeat winning patterns and marketing can support what converts.

  • One sampling timeline, connected to CRM context
  • Performance insights that reveal what wins and what wastes effort
  • Deal outcomes linked back to sample activity

Simple, transparent pricing

Start today. Upgrade or cancel anytime. 14-day free trial included – no credit card required.

Starter

$79/month
Built for smaller teams that need more orders and visibility.
  • Up to 2 users
  • Up to 50 samples
  • Unlimited orders
  • 500 MB storage
  • Custom fields for samples
  • Bulk import
  • CRM search (read-only)
  • Secure hosting
  • Email support
Get Started

Pro

$249/month
Best for packaging manufacturers managing high sample volumes.
  • Up to 10 users
  • Up to 250 samples
  • Unlimited orders
  • 5 GB storage
  • Custom fields for samples
  • Bulk import
  • 1 CRM integration (Salesforce or HubSpot)
  • Full CRM mode (deal linking, attribution, webhooks, order sync)
  • Secure hosting
  • Priority email support
Get Started

Enterprise

Custom
High-volume or large-scale ops
  • Unlimited users
  • Unlimited samples
  • Unlimited orders
  • Unlimited storage
  • Custom fields for samples
  • Bulk import
  • 2 CRM integrations (HubSpot + Salesforce)
  • Full CRM mode with backfill
  • Custom branding (logo, colors, CSS)
  • API access
  • Priority support
  • Secure hosting
Contact Sales


* CRM integration features depend on your Salesforce or HubSpot plan. Salesforce Essentials does not include API access. Salesforce Professional may require the API add-on. API rate limits are set by your CRM provider.

FAQs

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

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

Packaging and labeling manufacturers—especially teams where Sales and Fulfillment collaborate on sampling and need shared visibility, faster follow-up, and clearer performance insights.

Yes. SampleHQ connects with HubSpot and Salesforce so you can look up contacts/accounts and keep customer context attached to each request. You can also link sample orders to deals/opportunities to enable revenue attribution reporting in SampleHQ.

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

Most teams can start tracking real requests the same day—create a workspace, add a few samples, invite teammates, and go. CRM connection can be added anytime.
You can check detailed plans on our Pricing Page.

No. SampleHQ is 100% cloud-based. Anyone can set it up and start using it right away.

Ready to turn sample activity into revenue visibility?


Start a 14-day FREE trial or book a demo to see how SampleHQ helps your team track sample activity, improve visibility, and connect samples to revenue outcomes.

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