Run Every Sample Request With Full Visibility
SampleHQ helps packaging and label manufacturers organize sample requests, track status and shipments, and keep sales + fulfillment aligned without spreadsheets, inbox threads, or lost follow-ups.
Integrates with your existing tools
One Place to Manage Every Sample From Request to Delivery
SampleHQ gives sales, marketing, and fulfillment a shared view of each request — what’s needed, who owns it, where it stands, and when it arrived — so your team can move faster and stay consistent.
Centralized Requests
Capture the request details once, including specs, files, notes, and priority.
Clear Ownership + Status
Know who's responsible for the next step and what's blocking progress.
Shipping + Delivery Visibility
Track shipments and mark delivered so follow-up happens at the right moment.
Fully Integrated With HubSpot & Salesforce
SampleHQ ties every sample order to the respective customer in your CRM. That means you can measure impact, align teams, and understand which samples consistently move opportunities forward.
Centralized Sample Library
Keep every sample organized and visible. See what’s in progress, track shipments, and view status updates at a glance.
Real-time Order Tracking
See exactly where every sample order stands, from sales inquiry to shipped delivery, without the back-and-forth emails.
Connected Sampling Activity to Revenue Outcomes
Stop guessing what matters. When deals move forward, SampleHQ displays which samples were involved, allowing sales to replicate successful patterns and marketing to support what converts.
Where Sales, Marketing, and Fulfillment Work as One
SampleHQ gives your team a clear view of every sample — what’s available, what’s requested, and what’s on its way.
1. Know Your Samples
SampleHQ gives everyone visibility into samples — what exists, where they are, and how much revenue they've generated.
2. Sales Submits Order
Sales representative chooses best performing samples, adds customer details, a cover letter, and submits the order.
3. Fulfillment Processes
The fulfillment team receives the sample order and prepares the samples to be shipped.
4. Fulfillment Ships
When the fulfillment team ships the order, they add a tracking number, and the sales representative gets notified instantly.
5. Marked Delivered
When the customer receives the sample order, the fulfillment team marks the order as successfully delivered.
6. Revenue Attributed
Connect delivered samples to CRM deals and measure which samples drive pipeline and closed revenue.
All Features
Everything your team needs to manage sample orders from start to finish — built to scale with your operations.
Sample Library
Create a digital catalog of your products and link each sample to deadlines, specs, images and more.
Custom Samples Layouts
Adapt fields to your process, decide which details appear and how samples are displayed. No rigid templates.
CRM Integration
Seamless two-way sync with Salesforce and HubSpot — contacts, orders, and updates flow automatically.
Bulk Import from ERP
Bring existing data into SampleHQ in minutes. Import samples and users at scale — no downtime.
Single Sign-On (SSO)
Fast, secure login with Salesforce, HubSpot, or Google — less friction for your team.
Smart Requests
Automatically route orders to the right team with real-time updates for everyone.
Team Collaboration & Permissions
Share updates, assign owners, and control access so each role sees what matters.
Shipping Sync
Scan pack slips, mark orders shipped, and update status instantly with tracking links.
Fulfillment Efficiency
Create, process, and track shipments in one place — from prep to delivery confirmation.
Insights Dashboard
Track sample volume, turnaround time, pipeline influenced, and top-performing samples by revenue.
Data Security
All data is encrypted and securely stored on U.S. servers with strict access controls.
Flexible Plans
From 2 users to 2,000 — SampleHQ grows with your business and budget.
Simple, transparent pricing
Start today. Upgrade or cancel anytime. 14-day free trial included.
Starter
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
Pro
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
Enterprise
For large organizations with advanced needs
- 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
FAQs
What is SampleHQ?
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.
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?
Packaging and labeling manufacturers — especially teams where Sales and Fulfillment collaborate on sampling and need shared visibility, faster follow-up, and clearer performance insights.
Does SampleHQ integrate 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.
How quickly can we get started?
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.
Do I need IT support to use it?
No. SampleHQ is 100% cloud-based. Anyone can set it up and start using it right away.
Ready to Put Samples to Work?
to Work?
Keep sample activity organized in one place, so your process runs smoothly and your team moves faster.