CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Wholesale and distribution CRM
Give every trade account a clear commercial picture.
Manage trade accounts, quotes, orders and repeat purchasing. Begin with a full working shape, then ask your agent to adapt it as your process evolves.
Create this CRM1Prospect
2Qualified
3Quoted
4Account opened
5First order
6Active
What gets fixed
Replace fragmented work with one operating view.
01
Quotes and account context sit in different places
02
Reorder opportunities are reactive
03
Credit and fulfilment issues surface late
Core outcomes
One commercial account record
Structured quote-to-order follow-up
Proactive reorder visibility
Included reports
Useful visibility from the first login.
These reports arrive with the starter. Your builder agent can add any metric, chart, funnel or table your operation needs.
Report 01
Quote value
Report 02
Accounts by stage
Report 03
Orders by segment
Report 04
Reorders due
Start with wholesale and distribution
Create the first version now. Change everything later.
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.