CRM for Wholesale and Distribution Industries
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. Every member of your team can be on the same page with features such as conversation history tracking, deal progress tracking, and communication management.
Sign up today and start taking your business to the next level with Pipeline CRM software for wholesalers and distriubtors.
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CRM for wholesale and distribution
Follow more leads. Land more customers.
Enjoy increased revenue.
Improve sales and track more leads with Pipeline CRM by your side.
- Easy adoption
Get Pipeline CRM for wholesale and distribution up and running for your entire team in 24 hours. Our intuitive software is easy for everyone on your team to learn and implement. Depending on your needs, you can watch a live demo or get complete onboarding help. Plus, you’ll always have our amazing customer support by your side whenever you need a helping hand.
- Seamless collaboration
Even if your team members spend time out of the office chasing leads, you’ll know exactly what they’re up to. Every time a client file is updated or a lead moves further through your funnel, it’s shared across your team. Project management has never been simpler.
- Improve relationships
Keep track of customers, vendors, and the rest of your supply chain in one location. Save contact details, set communication reminders, and manage your relationships effortlessly.
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.”
Manage contracts and boost sales — all in one place.
- Set user permission
Assign permissions to team members to set what they can see and do within accounts. Only users with Executive permission can access and change all activity across the platform.
- Visualize the pipeline
Gain insight into your sales processes, so you can make better decisions and close more sales. See patterns and peaks, and monitor each client to provide better service.
- Documents and notes
Upload important documents and attach notes to your contacts, such as job titles, driving directions, and any unique attributes. Instead of making mistakes or relying on your memory for accurate numbers, trust Pipeline CRM to be your assistant.
- Email integration
Sync your Microsoft Outlook or Gmail account with Pipeline CRM, so you can keep important messages in the same place you track bids, contracts, and client information.
Explore all of our powerful CRM features.
work better
Ready to win more bids?
You don't have to take our word for it.
Go ahead and read success stories from our customers who adopted our CRM software as
their wholesale and distribution CRM.
Transportation and Logistics Industry
Trailer Bridge increased productivity by 100% and expanded its transportation and logistics operations by streamlining its sales process with Pipeline CRM.
Logistics Industry
The organizational channels built into Pipeline CRM has allowed for major growth.
Automotive Industry
In a highly competitive, bid-driven business, Pipeline CRM helps them deliver and communicate superior value to customers.
- CRM for Wholesale and Distribution Industries - FAQs
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:
- Real-time status updates: pursue leads while they’re still hot and potentially increase the deal-closing rate. You’ll be notified when your email is opened or a deal status is changed.
- Custom fields: add client details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.
- Detailed reports and goal tracking: view all sales activities from any time period. Analyze them to come up with strategic actions that strengthen your customer relationships.
