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Integrate your apps
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A more focused process to close more deals. Pipeline CRM is easy to use, yet powerful CRM software ideal for wholesale and distribution businesses. With unique customization options to meet your needs, Pipeline CRM makes it easy to manage customer relationships, track sales, and streamline your workflow.
Pipeline CRM ensures your team stays aligned and clients stay happy.
As the intermediary between manufacturers and retailers, wholesalers and distributors have complex partnership challenges. Not only do they have to break the internal communication barriers, but also external ones. Pipeline’s distribution CRM software, for example, connects all communication channels, enabling everyone to respond promptly to any development about leads or orders.
The market is volatile. If you aren’t careful, you can jeopardize your wholesale and distribution company overnight. A dedicated CRM for wholesalers like Pipeline helps you monitor the market, your sales performance, and your product inventory. You’ll know what’s coming, what’s in stock, and when to buy or sell for maximized profits.
Whether it’s new sales, upsells, or cross-sells, constantly adding new orders to your sales funnel is challenging. Pipeline CRM for distributors helps you nurture leads through accurate lead segmentation and campaign tracking. You’ll be notified whenever your prospect opens an email, allowing you to act quickly and maximize their buying interest.
Crystal McLoughlin,
Corporate Sales Manager at PACE
“When I first started, PACE was a 6-million-dollar company. This last year we hit the 100-million-dollar mark. So, we’ve had exponential growth over a five-year span.”
Professional Services CRM
One hub for all sales activities
From contact management to leads and team management, Pipeline CRM is your go-to place to store and manage all sales-related data. You can connect your favorite third-party apps to Pipeline CRM for seamless workflows, give specific permissions to external partners, and store documents in our unlimited file storage.
Analyzing the changes in supply and demand is critical to owning the market. Pipeline CRM provides accurate past trends reports, and helps identify opportunities and warning signals. For instance, use our Sales Forecasting feature to manage warehouse inventory better, calculate maximum profit margins, and decide when to stock up or bulk-sell specific items.
Pipeline CRM’s email marketing helps you spark engagement with new contacts, foster a stronger connection with current contacts, or bring idle prospects back to life. Create the emails on the go or choose a template. Then, select the trigger: time-based (e.g., for follow-up emails) or action-based (e.g., after placing an order). Your message will be sent automatically to the right person at the right time.
In a highly competitive, bid-driven business, Pipeline CRM helps them deliver and communicate superior value to customers.
Trailer Bridge increased productivity by 100% and expanded its transportation and logistics operations by streamlining its sales process with Pipeline CRM.
The organizational channels built into Pipeline CRM has allowed for major growth.
CRM software helps wholesalers and distributors solve their most crucial pain point: simplifying and organizing the sales process.
As the intermediary between manufacturers and retailers, wholesalers and distributors need a system that is both structured and flexible to manage all sales-related activities. This is where CRM takes over the job.
From negotiating purchasing agreements to scheduling transportation and more, all sales-related interactions can be managed under one roof, leading to better visibility and higher productivity.
Wholesalers and distributors should use Pipeline CRM because it gives you the right balance of customization and orderly structure.
For instance, your salespeople can add unique notes to each contact to help them win bids. At the same time, they can use sales templates to ensure all entries are unified across teams. This way, you can treat each lead individually while maintaining the same quality across the board.
💡 Together with Pipeline CRM, many wholesalers and distributor companies surpassed their business goals.
The best Pipeline CRM features for wholesalers and distributors include:
Explore all of our powerful CRM features.
