Managing your customers and suppliers and understanding their needs and order history can be difficult to track but with a CRM that is part of an ERP system or incorporates with one, it will provide great oversight of your business. A CRM will allow you to track your customers and their order history, predict sales, communicate with them and store communications.
Topics
Featured CRMs
If you are looking for CRM software for your wholesale and distribution business, you may want to investigate if it offers the following:
- Is it part of ERP software or can it integrate with it?
- Can it help track inventory?
- Can it manage quotes and orders?
- Can it integrate with your email?
- Can you run email campaigns?
- Can you segment customers and track campaigns?
- Can it store documents?
- Can it run customer loyalty programmes?
- Does it offer time management, scheduling and diary management?
- Can it automate tasks and processes?
- Can it help manage projects and assign tasks?
- What apps can it integrate with?
- What reporting functionality does it provide?
- Do they offer a mobile app?
- Do they offer a free plan or a free trial?
Companies are ranked in no particular order.
1. Bitrix24
- Offers specialist support to Transportation and Storage SMEs
- Task and project management tools
- Real-time communication with staff and clients
- Document management
- Automate scheduling, invoices and query responses
- Customer contact centre tools
- Time management and calendar
- Aids collaboration
- Integrate with apps
- Offers a free plan
Website Bitrix24 CRM software
2. Maximizer
- Provides a tailored solution for wholesale, distribution and retail
- Manage customer data
- Develop a customer loyalty program
- Campaign tracking
- Segment customers
- Customer support and case management tools
- Incorporates a knowledge base
- Mobile app to access from anywhere
- Access sales force performance
- Offers a 30 day free trial
Website Maximizer CRM software
3. Prospect
- Offers a CRM designed for wholesalers, distributors and manufacturers
- Helps manage physical stock
- Integrates product, inventory and customer sales data
- Centralised customer data
- Quoting, ordering and inventory management
- Predictive tools and alerts
- Connect with accounting and inventory systems
- Upsell, cross-sell and must-sell tools
- Business reporting
- Offers a 14 day free trial and demo of their software
Website Prospect CRM software
4. Anagram Systems
- Offers an ERP system with CRM for wholesale and distribution businesses
- Assists in managing the supply chain
- Stock control management
- Point of sale integration
- Financial management functionality
- Integrates with your website
- Manage customers and suppliers
- One centralised source of information
- Mobile access
- Offers a demo of their software
Website Anagram Systems CRM software
5. Orderwise
- Provides wholesale and distribution software incorporating a CRM
- Purchasing and supply chain management
- Warehouse and stock management
- Order processing
- Business intelligence and reporting
- Distribution
- Finance
- Ecommerce
- Mobile app
- Offers a demo of their software
Website Orderwise CRM software
6. NoBlue
- Offers a wholesale and distribution systems including CRM
- End to end customer relationship management
- Integrated marketing automation
- Automation of sales tasks
- Lead management
- Quoting and opportunity management
- Pipeline management
- Sales forecasting
- Project tracking module
- Offers customised demos of their software
Website NoBlue CRM software
7. Apex IT
- Provides software for wholesale and distribution including CRM
- Centralised store of customer data
- Segment and target customers
- Store unlimited addresses against a single customer record
- Email integration
- Log customer interactions
- Automation and alerts
- Incorporates kit and assembly products
- Sales order history
- Reporting
Website Apex IT CRM software
8. Nolan Business Solutions
- Provides software for wholesale and distribution that incorporates CRM
- Manage inventory levels
- Oversee supply chains
- Integrate with your website
- Manage sales and purchase orders
- 360 view of the customer
- Automate processes
- Mobile access
- Integration with financial ledgers
- Offers a demo of their software
Website Nolan Business Solutions CRM software
9. TMB
- Offers a CRM for wholesale, manufacturing and distribution
- Sales enablement and business intelligence
- Centralised customer data
- Store customer communications
- Sales data
- Automate sales campaign
- Tasks and diary management
- Mobile app available on iOS and Android
- Integrates with ERP solutions
- KPI reporting
Website TMB CRM software
10. Hso
- Offers merchant and wholesale solutions
- Provides tailored products for office, construction and gardening products
- Built on Microsoft Dynamics 365
- A complete view of customers
- Real-time information
- View order history
- Collaborate and communicate
- Inventory management
- Integrated business intelligence
- Flexible reporting
Website Hso CRM website