Wholesale Distribution CRM
See every account in your network, quote from the price list it buys from and catch the reorder that is about to slip, beside the ERP you already run.
No credit card required.
From price request to order
Every quote runs the same way, rep after rep.
Each step is a record on the account, so whoever picks it up next sees the whole trail. Quotes work the same for every rep.
- Priced from the right list.The rep picks the dealer, wholesale, retail or export price book and the lines are priced from it.
- Every change is a new version.v1, v2 and on, each numbered, with an expiration date and your own PDF layout.
- Discounts go to a named approver.A line discount above your threshold waits for a decision, and the decision stays on the quote.
- The accepted version becomes the order.Its lines carry over without retyping, with the customer’s PO number on the record.
On every account
One account family. One owner. One history.
- Headquarters, branches and dealers stay linked.A rep sees the whole account family from any record.
- Every account has an owner.Territory, tier and the rep who covers it are fields on the company.
- Redrawn territories keep their history.Accounts move to their new owner in bulk, with everything on them.
- The last quote is never in someone’s inbox.Messages, quote versions and visit notes sit on the same record.
Reorders
The quiet account shows up before month-end.
Give each company an order frequency and a next-order date. When the date passes, nobody has to remember to look.
- After every order The next-order date moves Update dates in bulk from a file your ERP exports.
- When the date passes The rep gets a call task A date-based rule creates it and tells the regional manager.
- Every week Reorders run in their own pipeline A quiet account never hides among new-account deals.
How a distributor runs it
One price request. Five steps. Nothing retyped.
A dealer asks for a price. The rep quotes from that dealer’s price book, a discount above your threshold goes to its approver, and the accepted version becomes the order. Invoicing and receivables stay in your ERP.
You stay in charge
Your prices. Your threshold. Your call.
- Discount thresholdYou set it, and a named approver decides above it. See how an approval flow works.
- Contract pricingVolume tiers and contract prices stay in your ERP, where they already live.
- Dealer accessDealers do not log in. Senitix CRM is your team’s tool, not an ordering portal.
- Margins and costsWho sees them is set by roles and field-level security.
Plan details are on the pricing page.
Wholesale distribution CRM questions
What is a CRM for distributors?
It keeps the relationship side of the business: accounts and their branches, quotes from the right price book, discount approvals and when each account should order again. Orders, stock and invoicing stay in the ERP. Our guide to what a CRM is covers the basics.
Is a CRM the same as a dealer portal?
No. A dealer portal is where a dealer places its own orders and checks its statement. A CRM manages your team’s relationship with that dealer: calls, quotes, approvals, territory and the next reorder.
Can we quote different accounts from different price lists?
Yes. Keep separate price books for dealer, wholesale, retail and export pricing, and the rep picks one on the quote. A special price for one account is a line discount that goes to approval above your threshold.
How do we manage sales territories?
Make territory a field on the company and the rep who covers it the account owner. Reports group deals and quotes by territory, and accounts are reassigned in bulk when territories change.
Can we see when an account is overdue for a reorder?
Yes. A next-order date on the company drives a rule that gives the rep a task and notifies the manager once the date passes.
Does it connect to our ERP?
Records move in and out through CSV and Excel import and export, and the API is there for your own integration. See the integrations on the features page.
Start with one territory and one price book.
Import your accounts from a spreadsheet, load a price book and send the first quote from it.
No credit card required.