15 Best CRMs For Wholesalers & Distributors

The table below shows a quick price comparison of all Wholesalers and Distributors CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Capsule	Free plan available then $21	14 day
Keap	$199	14 day
ClickUp	Free plan available then $7	No
Nimble CRM	$29.90	14 day
Pipeline CRM	$29	14 day
SAP Sales Cloud	Not stated	30 day
Apptivo	$20	30 day
Method CRM	$25	14 day
Oracle NetSuite	Not stated	No trial available

Evolved Metrics	$25	1 month
Onpipeline	$25	30 day
Infor	Not stated	No trial available
Spotio	Not stated	No trial available
WebPresented	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They claim to offer the world’s number one AI CRM that caters for distribution companies.
It is designed to help build relationships even in a complex market.
They provide integrated tools to support your agents in delivering excellent service, increasing sales and maximizing efficiency.
It can help you resolve customer inquiries faster and create efficiencies through a pre-built console.
You can improve your operational efficiency through utilizing workflows, automation and AI within the CRM that can reduce costs and save time.
The CRM offers a digital storefront and self-service buying experience to boost consumer experience and provides one-click re-ordering.
It can assist with fulfilling orders to drive efficiency and increase loyalty with order management software.
You can utilize AI to personalize your consumer experience and gain actionable insights.
It can provide a wealth of information to support sellers and your teams with real-time data and insights from the built-in analytics.
Access a 30-day free trial of the software to learn more about it.

Website: https://www.salesforce.com/consumer-goods/software-for-distributors/

2. Capsule

Offers a CRM tailored for distributors that assists with staying organized and responsive.
It stores all client information centrally including interaction history and preferences in the contact management software.
You can streamline your sales processes to make efficiencies and reduce admin tasks.
It is designed to be a user-friendly platform that is accessible to all skill levels and offers comprehensive training and support.
You can customize the CRM to meet the needs of your business including custom fields and activities.
It can assist you in efficiently managing orders and service requests to deliver quicker resolutions.
You can track potential customers throughout the customer journey to help conversion rates and gain insights.
It can be integrated with your existing software and a wide range of other software and apps to expand its capabilities.
They provide valuable insights and analytics which give business intelligence to enable you to make informed and data-driven decisions.
A free plan is available for up to two users and 250 contacts, as well as a 14-day free trial of the CRM.

Website: https://capsulecrm.com/industries/crm-for-distributors/

3. Keap

They offer sales and marketing automation software and CRM that caters for wholesalers.
The software is designed for entrepreneurs and small businesses and is easy to use.
It helps you to organize your client information so you optimize your customer experiences.
They offer the ability to automate processes to reduce admin such as personalized follow-up so nothing is missed.
It offers automated lead capture to help you collect and organize your contacts from lead forms, landing pages and social media.
The CRM allows you to tag your contacts and segment them to enable you to tailor communications and personalize experiences.
It enables you to track your leads and customers to gain insights to aid decision-making.
You can integrate the CRM with thousands of apps to synchronize your data and automate processes.
It is accessible from anywhere on a desktop or mobile device to enable remote working.
Offers a 14-day free trial of the software so you can experience the software before committing to it.

Website: https://keap.com/customer-stories/papeloja

4. ClickUp

They claim to be a top SaaS choice for wholesale distribution with an all-in-one project management solution.
The CRM is a cloud-based task management platform that includes project management software.
It provides support in creating marketing campaigns using AI including email campaigns, drafting social media posts, recording meeting notes and more.
The CRM enables you to manage your communications including email management and follow-up.
You can automate your processes to reduce the time spent on tedious tasks and data entry.
They offer a variety of templates to support task management, sales spreadsheets and communication plans.
It can aid your teams in collaborating more effectively using unified data and working together on customer accounts.
It can be integrated with over 1,000 apps and tools to unite your data.
They provide AI tools which can assist you in accessing analytics that help you make data-driven decisions through a customizable dashboard.
Offers a free plan for personal use which could be used for a trial of the software.

Website: https://clickup.com/blog/crm-for-distributors/

5. Nimble CRM

Offers a CRM for wholesale companies that can help streamline management and automate processes.
It can help you systemize your sales processes to make efficiency improvements.
The CRM can support you in controlling deliveries and product shipments by overseeing your warehouses, departments and staff.
It can contain all your contacts including customers, suppliers and counterparties.
You can store contact details, correspondence, documents and actions for each contact.
They provide sales tools including a sales funnel to manage your leads and customers through the customer journey.
It can simplify order processing and aid in searching for customers and orders to handle queries faster.
The CRM can support payment automation to improve financial management.
They provide reporting facilities that can aid with sales analysis and monitoring data to enable you to report on your activities and performance.
A 14-day free trial is offered to enable you to learn more about the CRM.

Website: https://www.nimble.com/crm-for-wholesale/

6. Pipeline

They offer a CRM that caters for the wholesale and distribution industries and helps with managing customer relationships and streamlining workflows.
It is a customizable platform that can be tailored to meet your needs.
The CRM is easy to use and can assist you in managing and tracking your sales.
It is a centralized platform that can store all your conversion histories, track progress and manage communications enabling your team to be on the same page.
It can help you in connecting all communication channels so you can monitor and respond to messages promptly.
You can nurture your leads through the CRM using segmentation to target and personalize communications and receive alerts about lead activity.
It offers email marketing including drip campaigns and follow-up messaging.
The CRM can assist you in monitoring the market and your sales performance to help you analyze your position, forecast and make informed decisions.
You can connect the CRM to third-party apps to provide seamless workflows.
They offer a 14-day free trial of the CRM to allow you to get a feel for the platform.

Website: https://pipelinecrm.com/industries/wholesalers-and-distributors-crm/

7. SAP Sales Cloud

They offer a range of software that is tailored for wholesale distribution to aid with delivering better customer service and improved operations.
Software includes marketing, ERP, supply chain planning, procurement and supply chain execution.
It allows you to manage omnichannel customer engagement and monitor the results of your activities.
They provide tools to enable you to deliver scalable personalization.
It offers cross-channel order management to provide a smoother customer experience.
You can automate processes to enhance your teams’ performance and grow your business.
It utilizes AI technology to boost the business and optimize the outcomes.
The software enables you to connect your teams so that they can work collaboratively and increase productivity.
It can provide insight into your business and sales performance to assist you in making decisions.
You can access a 30-day free trial of the software to learn more about it.

Website: https://www.sap.com/industries/wholesale-distribution.html#marketing-sales-and-service

8. Apptivo

Offers software that is designed to support retail and wholesale businesses in improving customer experience.
They offer an all-in-one solution that includes fields such as customers, employees, inventory, finances and more.
The software can be customized to meet your needs including custom fields, filters and views.
It enables you to segment your data so you can create targeted campaigns to meet your customer needs.
You can store all your customer information so you can understand them better and run loyalty programs through the CRM to retain them.
The CRM can also assist with sales planning, managing leads, handling cases, and recording work orders and contracts.
They provide a customizable dashboard so you can display the data you want to see and monitor your key metrics.
It can be integrated with your existing software and more than 60 apps.
They provide 24/7 customer support with live chat, email, phone, user guides and FAQs.
You can utilize the 30-day free software trial or schedule a one-to-one demo to test its capabilities and functionality.

Website: https://www.apptivo.com/industries/retail/

9. Method

They claim to offer ideal CRM software for wholesale distributors that run their businesses on Xero or QuickBooks.
The CRM provides a centralized platform for customer information providing a 360-degree view including interactions and history.
It offers automated workflows and a real-time two-way sync with accounting software.
You can customize the CRM as much as you want to tailor it to your requirements.
The CRM can help automate your lead collection through web-to-lead forms.
You can create automated workflows easily using the drag-and-drop facility.
They provide an online portal for your customers that can serve your customers at any time.
They provide a variety of templates including email, transactions and reports.
You can integrate the CRM with third-party software including Gmail, Outlook and Zapier.
A 14-day free trial is available so you can view the CRM first-hand.

Website: https://www.method.me/blog/crm-system-for-wholesale-distributors/

10. Oracle NetSuite

Offers a range of software solutions built for wholesale distribution which includes a CRM.
It offers supply chain portals for customers, vendors and sales partners to help maximize your efficiency.
The software can assist you in managing omnichannel experiences and communications including online, email, phone, in-person and more.
It brings together all your customer data to support all your teams such as sales, support and service to deliver consistent customer service experiences at any touchpoint.
You can run multi-channel marketing campaigns and the CRM creates, tracks and analyzes the campaigns.
The CRM can help you to automate your processes to reduce admin and complete tasks such as follow-up communications.
It can handle customer support cases and expedite resolutions by assigning, routing and managing the cases.
The CRM can increase collaboration across teams through the sharing of data.
They also offer software for financial management, inventory management, warehouse and fulfilment, and ecommerce.
Access a demo of the software to learn more about it.

Website: https://www.netsuite.com/portal/in/industries/wholesale.shtml

11. Evolved Metrics

They offer a CRM designed for wholesale companies and distribution businesses.
It caters for small to mid-size businesses with an easy to learn and set-up software.
The CRM provides a simple and intuitive interface that is customizable.
You can use the CRM to streamline your day-to-day activities and reduce admin tasks.
It centralizes your customer information for your sales, marketing and customer communications.
The CRM can be integrated with your email and calendar to enable you to store communications and see your schedule.
You can track prospects and customers in the CRM and schedule follow-up activities.
They provide reporting facilities with a dashboard so you can access sales metrics and insights.
It can be integrated with the systems that you already have to synchronize your data.
They offer a month long trial of the CRM at no charge and a demo so you can see what it can do.

Website: https://evolvedmetrics.com/crm-for-wholesalers/

12. Onpipeline

Offers a CRM for distributors and wholesalers to aid them in managing customer interactions and can integrate with your ERP.
It manages your customers in a centralized platform that is accessible to all your team members.
You can store all communications in one place for all channels and this enables you to respond quickly to customer queries.
The CRM can also assist with tracking your orders, creating quotes and invoices.
It provides marketing automation to reduce repetitive tasks and increase efficiency.
Task automation includes adding data, managing leads, setting up follow-up activities and invoicing activities.
The CRM can assist you in managing demand more effectively so you have improved inventory levels.
It can increase collaboration within the business and with suppliers and buyers.
It can be used to monitor and track the performance of agents and the business.
A 30-day free trial is offered to sample the software before signing up.

Website: https://www.onpipeline.com/crm-for-distributors/

13. Infor

They offer tailored distribution software which includes a CRM that can drive productivity and automate your processes.
Offers ERP, analytics, warehouse management systems, CPQ software and HR software as well.
The CRM helps you to manage your leads, identify opportunities and manage activities.
It assists you in controlling your customer data and it can be accessed from wherever you need to.
The software is easy to set out of the box and can be integrated with other software options they offer for greater functionality.
The CRM allows your teams to access the same information and support customers wherever they are.
It enables you to manage all your customer interactions across all communication channels and run omnichannel marketing campaigns.
The CRM also aids you in coordinating your sales efforts throughout the sales journey.
You can also utilize the CRM to configure quotes and contracts to support your sales teams.
It can help you to leverage the data you have to gain insights and make data-driven decisions.

Website: https://www.infor.com/en-gb/industries/distribution

14. Spotio

Offers a CRM that caters for wholesale companies which specialize in providing services for field sales teams.
It centralizes all your contacts and can assist you in generating leads.
The CRM can help you automate your administrative tasks to save time and effort.
It can manage your communications with automated email and text sequences to inform and engage leads and customers.
You can streamline your workflows to improve your processes and create efficiencies.
It gives you greater visibility of your field teams and enables you to share information in real time between teams.
The CRM can even support your field team in optimizing their travel routes when visiting customers.
They provide custom reports and enable you to track the performance of your team and individuals.
It can be integrated with a range of top tools to extend its capabilities.
You can schedule a demo to learn more about the software.

Website: https://spotio.com/blog/wholesale-crm/

15. WebPresented

They claim to offer a leading CRM, quoting and AI-driven sales enablement platform for wholesale distributors.
It is designed to help you streamline your sales processes and accelerate your growth.
By centralizing your contact information, you can manage your customer relationships more effectively and share information across teams.
You can integrate it with ERP systems to provide greater management of your operations.
It can help you create a consistent sales culture and manage your sales operations more visibly.
The CRM can assist with cross-selling and upselling to grow your orders by analyzing your customer data.
It can aid with job management by helping to track jobs, projects, bids and quotes.
They also assist with speeding up your quoting processes using real-time pricing and accessing availability from your ERP.
It offers built-in analytics to aid you in gaining insight from your data about performance and forecast revenue.
They offer a demo of the CRM so you can see what it can offer.

Website: https://www.webpresented.com/