CRM for Distributors
& Wholesalers

Manage interactions with customers and prospects. Integrate with your ERP to view shipments and inventory in one central location.

What is a CRM for distribution?

A distribution CRM software / wholesale CRM software is a tool that helps distributors monitor customer orders, monitor product orders, produce invoices/quotes, and automate marketing efforts. CRM systems can be extremely beneficial for distributors, even though they may be seen as a way for managers to control salespeople more closely. Once the system has been proven to be useful, salespeople will wonder how they ever managed without it.

Main Benefits


Improved customer understanding

A CRM system can help build a comprehensive view of each customer, including their buying preferences, order history, account activity, outstanding issues or requests, and shipping and delivery information. This detailed understanding enables wholesalers and distributors to personalize their approach to better meet customer needs.

Increased sales productivity and efficiency

A CRM system can automate various time-consuming tasks such as data entry, lead management, follow-up scheduling and billing invoices. Automation enables reps to focus on revenue-generating activities like prospecting and closing deals. Sales managers can use a CRM to track and analyze agent performance in order to streamline the sales process further.

Enhanced customer engagement

A CRM system can enable sales reps to manage multiple channels of customer communication from emails and phone calls to social media interactions -all in one place. This helps sales representatives respond quickly to customer queries and concerns in real-time, building stronger relationships with customers.

Improved inventory

CRM systems can provide wholesalers with greater visibility, allowing them to anticipate demand more accurately while preventing overstocking or understocking costs.

Increased supplier collaboration

By helping wholesale businesses gather comprehensive insights into their supply chain partners’ performance metrics, such as delivery timelines or price fluctuations, a CRM system can improve collaboration between suppliers and buyers – leading to increased efficiency throughout the organization.

Forecast your Sales

Perhaps the most important feature you should look for is the ability to help forecast sales for the upcoming month and year.

Basically, with Sales & Forecasts by Product of our CRM for Wholesalers and Distributors you can view your sales (won deals) based on the products you sold and the products added to your “quotes”, based on expected closing date. 

Also, Sales forecasts are also a very important tool for provisioning.

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Offer Management

Professional sales quotes can be easily created from deals in 2 minutes, an you have the option to export as a PDF or send the offer from your email address.

Moreover, your quote template can be customized (and translated in any language) for each team, and you will use your own predefined pricebook.

New quotes can be subject to team leader/admin approval before the team members can send them to the customer. 

Also, you can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).

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Make prospects ready to buy

A sales pipeline will help you visualize your sales process. In other words, it will show where your deals are!

A visual sales pipeline makes goals easier to achieve by breaking any process down into trackable tasks and it can make the difference in your bottom line.

Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.

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Fully integrated invoicing software. Create multilingual and multicurrency Invoices (or Credit Notes) and send them directly to your clients in just a click.

You can send custom reminders or overdue notices, register payments and, most important, automatically turn Quotes or Subscriptions into Invoices. Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.

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Save time with Automations

Automate and simplify processes across front and back-office. In a nutshell, you can save time on recurring tasks like manually sending emails or creating follow-up activities. 

For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

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A CRM system can be a great help for distributors 

and wholesalers in managing B2B customer relationships.

We know well that as a wholesaler or distributor you have to meet every customer’s need. New or existing customers expect a seamless presence and fast responses, no matter who on your team is contacting them.

Managing customers accounts in a centralized database and having a 360-degree view of all deals will optimize the distribution businesses. CRM applications in the distribution industry include customer contact information, contact management, activity planning, calls, quotes, invoices, and a visual pipeline for managing opportunities, according to the business objectives of each distributor or wholesaler. Furthermore, the possibility to customize the database fields and integrate with ERP software make Onpipeline the best CRM solution for distributors and wholesalers.

For any information, please contact our sales team.

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Works for your Business

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Onpipeline™ is a cloud-based customer relationship management (CRM) platform designed for sales teams, small businesses, and freelancers. It allows businesses to manage their sales processes, track leads, and improve customer relationships. Should you have any questions about features, pricing or anything else, please contact us.

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