The AI-powered CRM for wholesale distributors
A wholesale CRM that integrates with ERP, provides real-time inventory access, helps reps create quotes, manage orders, and track customer activity—all in one place.

Trusted by 500+ leading wholesalers, distributors
and manufacturers
















Why are generic CRMs a burden for
wholesale distributors?
Lack of integration
Generic CRMs lack ERP, website, and
accounting integration, forcing sales teams to
juggle multiple platforms and slowing down sales.
No order tracking
Reps waste time hunting for order history and
tracking details, reducing their ability to focus
on sales.
Inadequate access to critical data
Generic CRMs fail to provide information, such as product
images, inventory levels, and custom pricing for each customer,
leaving sales reps without accurate data and missed sales.
Unfit for complex sales cycles
General-purpose CRMs lack the tools for B2B sales, like order creation, quotes, wishlists, and presentations—making them unfit for wholesalers with multi-step sales processes.
Lack of integration
Generic CRMs lack ERP, website, and accounting integration, forcing sales teams to juggle multiple platforms and slowing down sales.
No order tracking
Reps waste time hunting for order history and tracking details, reducing their ability to focus on sales.
Inadequate access to critical data
Generic CRMs fail to provide information, such as product images, inventory levels, and custom pricing for each customer, leaving sales reps without accurate data and missed sales.
Unfit for complex sales cycles
General-purpose CRMs lack the tools for B2B sales, like order creation, quotes, wishlists, and presentations—making them unfit for wholesalers with multi-step sales processes.
Say goodbye to CRM struggles — see how our tailored CRM streamlines your sales process.
Unlock the full potential of your business with
our AI-powered CRM for wholesale distributors
Customer account management
Get effortless order-taking capabilities in the field or online.
- Centralized data access: Easily access customer order history, statuses, and invoices in a single, organized dashboard.
- Proactive order updates: Automatically send customers real-time order status and shipment tracking details for improved communication
- Automated customer engagement: Trigger timely emails to notify customers about order placements, shipment progress, invoices, and payment reminders, keeping them informed every step.
AI-powered sales assistance
Leverage WizCommerce’s proprietary AI engine and unlock hidden upsell opportunities. With WizAI, you’ll get:
- Customer insights: Use AI to analyze behavior and identify high-potential leads, enabling reps to target the right customers.
- AI-powered recommendations: Recommend products based on customer preferences and suggest alternatives when items are out of stock
- AI image search: Quickly find products using AI text-to-image or image-to-image search, identifying SKUs and names from photos or descriptions.
Automated workflows
- Customer approval flow: Easily manage new customer registrations by automating the approval process, ensuring only verified customers can access your pricing.
- Lead management and enrichment: AI-powered lead analysis filters out relevant leads based on custom criteria such as ICPs, revenue, etc., automatically assigning the best leads to the appropriate sales reps.
- Geographic lead tracking: AI will notify sales reps if any account in their designated region has not been contacted yet or a new account has been added within their targeted geography, helping them discover new opportunities
Comprehensive dashboards
Offer flexible, fast, and secure payment options with WizPay.
- Analytics: Access a unified view of critical metrics like revenue, orders, quotes, and drafts, enabling a 360° overview of your business performance
- Sales rep activity tracker: Monitor sales rep activities, including whether they’ve visited stores to take orders, ensuring accountability and improving field operations.
- Reports: View detailed reports on sales, customers, and team performance, empowering you to make smarter, data-driven business decisions
We’re the AI-powered CRM for wholesale distributors that integrates seamlessly
Ready to discover the power of a seamlessly integrated system?
Explore more tools to power your
wholesale business
WizOrder
Empower your sales reps to sell efficiently in the field and markets.
WizShop
Sell online 24/7 with an ecommerce platform built for B2B nuances.
WizAI
Sell more with AI-driven product recommendations and lead scoring.
Resources & blogs
Getting started with us is simple, quick, and cost-effective!
Go live in <30 days
Hit the ground running with a super quick and easy implementation process.
Low-cost implementation
Get started risk-free without spending a fortune and leave the heavy lifting to us.
Round-the-clock support
24/7 expert support with a dedicated customer success manager