---
title: "What is SampleHQ?"
date: 2026-04-04
author: "Bojan Josifoski"
url: https://samplehq.io/support/what-is-samplehq/
description: "SampleHQ is a sample management platform built for packaging and labeling companies. It gives your team a single place to handle every step of the sampling process, from the initial"
---

# What is SampleHQ?

SampleHQ is a sample management platform built for packaging and labeling companies. It gives your team a single place to handle every step of the sampling process, from the initial request through fulfillment, shipping, delivery, and revenue attribution.

## What SampleHQ does

In most packaging companies, sample activity lives in spreadsheets, email threads, and sticky notes. Orders get lost. Follow-ups fall through. Nobody knows which samples actually led to closed deals.

SampleHQ replaces that with a structured workflow:

- **Request.** Sales reps create sample orders for prospects and customers, or leads submit requests through embeddable forms on your website.

- **Fulfill.** Your fulfillment team sees incoming orders in a priority queue, picks and packs samples, and generates shipping labels directly through Shippo.

- **Ship and track.** Tracking updates flow back into SampleHQ automatically. Everyone on the team can see where a shipment stands without asking.

- **Attribute.** When a sample leads to a deal, your team links it back to the CRM record. SampleHQ tracks which samples, reps, and customers drive actual revenue.

## Who it is for

SampleHQ is designed for small-to-mid-sized packaging and labeling companies where sampling is a core part of the sales process. It supports four roles:

- **Owners** manage billing, settings, users, and CRM connections.

- **Managers** oversee all orders, team performance, and attribution reports.

- **Sales reps** create orders, browse the sample catalog, and track their own attribution.

- **Fulfillment team members** process orders, print labels, and manage the shipping queue.

## Key capabilities

- Sample catalog with custom fields, categories, kits, and collateral

- Order management with status tracking and automated reminders

- Shipping integration with Shippo (USPS, UPS, FedEx, DHL)

- CRM integration with HubSpot and Salesforce

- Revenue attribution across 10 report views

- AI assistant for quick lookups, email drafts, and automated watches

- Embeddable sample request forms for your website

- Role-based dashboards tailored to each team member