B2B Wholesale CRM Delivery
Wholesale CRM Built for Distributors and B2B Sales Teams.
Replace spreadsheets and disconnected tools with a pricing-smart, order-ready CRM that supports tiered discounts, repeat orders, and account workflows—while staying integration-friendly for inventory and finance.
- Tiered pricing & discounts: customer groups, price lists, volume rules.
- Quote-to-order workflow: fast quoting, approvals, clean handoffs.
- Account-grade CRM: multi-ship-to, terms, credit limits, order history.
- Integration-first: sync inventory signals, invoicing, and fulfilment status.
Complex pricing
Tiered discounts & price lists.
Quote-to-order
Approvals & clean handoffs.
Order visibility
Status, fulfilment, returns.
Integrations
ERP, accounting, inventory.
Governance
Roles, audit trail, logs.
Why Wholesale CRM Can’t Be “Just a Sales CRM”
Wholesale operations run on pricing rules, repeat orders, and fulfilment constraints. A generic CRM tracks leads; a Wholesale CRM aligns the full commercial workflow—from account terms to delivery.
Pricing & terms at account level
Handle customer groups, price lists, payment terms, credit limits, and multi-ship-to logic without manual workarounds.
Repeat ordering with confidence
Turn historical orders into fast re-orders, keep deal context, and standardise follow-ups across sales reps.
Order status & fulfilment visibility
Give teams and customers clarity with order status, delivery milestones, exceptions, and communication history.
Industry proof: Manufacturing & Wholesale CRM
For Manufacturing & Wholesale CRM scenarios, the winning pattern is consistent: structured pricing + clean quote-to-order + integration-ready operations. This is exactly where a purpose-built Wholesale CRM produces measurable operational clarity.
Wholesale CRM Capabilities
Modular delivery: start with the workflow that blocks revenue today, then expand safely with documented integrations.
Pricing rules your team can trust.
Customer groups, tiered discounts, price lists, terms, credit limits, and ship-to profiles—managed without fragile spreadsheets.
- Tiered pricing & volume breaks
- Multi-ship-to + account terms
Quote-to-order without friction.
Standardise quoting, approvals, and conversion to orders—so sales and ops share one consistent workflow.
- Approvals, notes, and audit trail
- Repeat orders from history
Inventory signals + fulfilment clarity.
Connect inventory, invoicing, and delivery status to the CRM so teams stop guessing and customers get reliable updates.
- Stock availability & lead times
- Structured logging & traceability
Fastest way to de-risk your Wholesale CRM build
Request a free architecture review: you’ll get a practical roadmap for pricing rules, quote flow, integrations, and rollout.
Wholesale CRM FAQ
Short, decision-grade answers—focused on delivery, risk, and operational fit.
Do I need to replace my ERP to use a Wholesale CRM?
Not necessarily. A Wholesale CRM can sit cleanly beside your ERP—handling pricing, accounts, quoting, and sales workflows, while syncing key data points (stock signals, invoicing status, customer terms) via integration.
Can you handle tiered pricing and customer-specific discounts?
Yes—this is the core difference between generic CRMs and wholesale-grade systems. The model supports price lists, volume breaks, customer groups, and approval rules when exceptions are needed.
What about repeat orders and multi-ship-to accounts?
Repeat ordering is built around history: previous orders become quick re-orders, while each account can keep multiple ship-to locations, terms, and contacts without data duplication.
How do you protect data and enforce governance?
Role-based access, permissions, audit trail, and structured logging are implemented from day one—so sales speed doesn’t compromise control or accountability.