SAMPLE MANAGEMENT FOR PACKAGING TEAMS

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.

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Full Sample Visibility

No More Guesswork

What SampleHQ does


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.

For Teams That Turn Samples Into Sales

Your sample program is more than just logistics. It’s a performance engine. SampleHQ turns it into a measurable, repeatable system that empowers sales, removes friction, and helps you win more business.

Your CRM, Working Smarter

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.

HubSpot

OAuth

  • Pull your existing CRM contacts directly into SampleHQ – no retyping or importing lists.
  • Each sample order syncs to the right contact record in HubSpot.
  • Connect sample orders to Deals.
  • Attribute revenue to samples.

Salesforce

Connected App

  • Pull your existing CRM contacts directly into SampleHQ – no retyping or importing lists.
  • View all sample orders in Salesforce as a custom object.
  • Connect sample orders to Opportunities.
  • Attribute revenue to samples.
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 displays which samples were involved, allowing sales to replicate successful patterns and marketing to 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
How it works

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. Track each stage from request to delivery, stay informed across departments, and never lose sight of what’s in stock or in transit.

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 a Sample Order

Sales representative chooses best performing samples, adds customer details, a cover letter, and submits the order.

3

Fulfillment Processes Order

The fulfillment team receives the sample order from sale representatives and prepares the samples to be shipped.

4

Fulfillment Ships Order

When the fulfillment team ships the order, they add a tracking number, and the sales representative gets notified instantly.

5

Fulfillment Marks Order Delivered

When the customer receives the sample order, the fulfillment team marks the order as successfully delivered in the SampleHQ.

everything included

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

$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
  • Unlimited users
  • Unlimited samples
  • Unlimited orders
  • On-site installation
  • Custom branding
  • Custom CRM integration
  • Priority Support
  • Full feature access
  • Secure hosting
Contact Sales

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 Put Samples to Work?

Keep sample activity organized in one place, so your process runs smoothly and your team moves faster.

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