For Brokers
Every vendor order in one place, with purpose-built AI.
Crisp Halo gives CPG brokers a single system for order management and commission accounting across every retailer and vendor they represent.
Track orders in real time. Close the books with confidence, and spend more time growing accounts.
Solutions to run every sales function
Each desk is built for a specific function within your agency. One handles the orders and the other handles the money.
Quick links:
Business Desk
Brokers
Real-time order intelligence and visibility across every partner
The Business Desk consolidates purchase orders, change orders, shipment notices, and invoices from every retailer and vendor into a single view – powered by real-time data and EDI. Your team sees what’s been ordered, what’s changed, and what needs attention, without logging into multiple portals.
Results include
- 1+ day saved per week – Noka Organics
- Unlocked Top 5 U.S. grocers – Noka Organics
Core Capabilities - Explore All
Ask Crisp Halo your toughest questions
Example prompts:
Ask About:
- PO tracking
- Change orders
- Shipment status
- Compliance
Crisp EDI meets POS data and AI, closing the retail data gap
“Crisp EDI saves us at least an entire day per week on manual order management and oversight. While at the same time, providing real-time order visibility and enabling us to efficiently ramp up supply.”
Commissions Desk
Brokers
Track and reconcile sales commissions with ease
Commissions are how your broker agency makes money – and manual tracking puts it at risk. The Commissions Desk calculates your earnings on every invoice and surfaces discrepancies before they compound. Assign rates at the retailer, brand, or item level and generate period statements your team can stand behind.
Results include
- Commissions rates down to the SKU and store
- Full audit trail from PO to invoice to payment
Core Capabilities - Explore All
Ask Crisp Halo your toughest questions
Example prompts:
Ask About:
- Commissions rates
- Payment reconciliation
- Period statements
- Earned vs. received
- Chargebacks
Sales accounting and commissions best practices with Crisp
Why AI built for commerce matters
General-purpose AI tools don’t understand the nuances of retail. Crisp Agentic tools are built on a retail-specific data foundation – and knows what retailer fiscal calendars, walk-in purchasability, and OOS root causes all mean. Every AI recommendation, automated workflow, and presentation traces back to data your team can trust. Learn more about our vertical AI approach.
- Conversational analysis
- Workflow automation
- Scheduled reporting
- Custom apps
Real-time visibility and AI for CPGs
For broker agencies who need real-time sales and inventory analytics for CPG and manufacturer partners, explore our dedicated solutions.
Frequently asked questions about Crisp for Brokers and Sales Agencies
What is a Crisp solution Desk and how do I know which one is right for my team?
A solution desk is a purpose-built workspace for a specific CPG function, with the data models, AI capabilities, and workflows tailored to that team’s role. Most enterprise CPGs use more than one, and they all share the same data foundation. Talk to our team to find the right fit.
- Business Desk is for front-office teams who manage orders, track POs, and maintain retailer and vendor relationships.
- Commissions Desk is for businesses who calculate, reconcile, and report on commission payments for CPGs and manufacturers.
How does Crisp handle EDI for brokers?
Crisp integrates directly with retailer EDI feeds – including purchase orders (POs), change orders, shipment notices, and invoices – and structures them into a clean, searchable system. Your team doesn’t need to decode raw X12 or log into multiple portals. Orders flow in automatically, and the full document chain links together so you can trace any transaction from PO to payment.
Can I assign different commission rates for different retailers, brands, or products?
The Commissions Desk supports flexible rate structures – percentage of invoice value, flat fees, per-unit rates, and more – assignable at the retailer, brand, or individual product level. Rates are applied automatically when invoices are created.
How does commission reconciliation work?
When a supplier payment arrives, the system records it and will match against the PO, shipment, or invoice. Crisp tracks a running balance as you work through the payment, surfaces discrepancies between what was owed and what was received, and handles bonus and chargeback entries that are standard on most commission checks.
Get started with your Desk now
See how Crisp helps your business. Pick a desk (or three!) and we’ll walk you through it.