Top 15 CRM for Wholesalers in 2025

Benefits of CRM for Wholesale Distributors​

CRM for wholesale distributors offers transformative benefits, addressing the unique challenges of managing inventory, customer data, and complex sales cycles. Wholesale CRM software simplifies operations and enhances efficiency. Let’s explore the key advantages of using a CRM specifically for wholesale distributors.

1. Streamline Sales Automation

CRM for wholesalers streamlines sales by automating repetitive tasks like follow-ups, sending price quotes, and updating customer records. This increases sales efficiency and assists in turning leads into buyers. The automation offered by wholesale CRM software allows sales reps to focus on constructing significant relationships and closing more deals, driving overall productivity and revenue.

2. Improve Customer Satisfaction

Wholesale CRM software centralizes customer data so wholesalers can understand preferences, order history, previous interactions, etc. This allows for personalized service and enhanced customer experience, resulting in long-term loyalty. When wholesalers have a sense of what every customer cares about, they can bring them custom-made orders, which encourages repeat visits and generates happy, more loyal customers.

3. Improving Marketing Efficiency

A CRM for wholesalers lets you segment your customers into groups and gives you data-driven insights to create marketing campaigns that target your customers directly. Automation features help supercharge efforts even further by automatically scheduling emails or text messages and rapidly pushing prospects through the sales funnel. By streamlining strategies into bite-sized categories, analytics enable wholesalers to allocate resources more effectively, and they can set more brilliant growth goals using analytics to gauge the effectiveness of campaigns for higher ROI.

4. Optimize Inventory and Order Monitoring

Tracking orders and managing complex inventories become a seamless process with this wholesale CRM software. CRM for wholesalers integrates inventory information, products, and order history, thus reducing time and potential errors from manually entering everything and increasing efficiency. This ensures that sales reps constantly have updated information at their fingertips, improving decision-making and customer satisfaction.

5. Leverage Analytics to Make Better Decisions

Fig 1: WizCommerce 

Unlike other CRMs that operate on a horizontal SaaS model to cater to all industries and aim to be a one-size-fits-all platform, WizCommerce’s CRM for wholesalers adopts a vertical SaaS approach. It is purpose-built for wholesale operations, drilling deep into the unique challenges of wholesalers to deliver targeted, industry-specific solutions. This specialized focus makes WizCommerce CRM the best choice for wholesalers aiming to streamline operations and drive growth.

• • • ERP and Website Integration: Integrates with ERP and website seamlessly to allow real-time data synchronization to eliminate inventory, orders, and customer information inefficiencies.
    • Activity Tracking for Reps: Give sales reps instant access to inventory details, order statuses, shipping updates, and tracking information, enabling seamless customer interactions.
    • Customer Insights for Reordering: Provide insights to identify customers who are most likely to reorder based on their past purchases on the portal and activity on your website.
    • Inventory and Order Management: Reps can get instant access to the details about available inventory, order status, shipping info, and tracking information for seamless customer interactions.
    • Infinite Customization: Tailor every aspect of the platform—from workflows to user permissions—ensuring WizCommerce CRM perfectly fits your unique business needs.
    • Comprehensive Sales Tools: Create professional presentations, wish lists, quotes, and orders with the tool, which allows your team to close deals faster.
    • AI-Driven Product Recommendations: Leverage AI to make personalized product recommendations, driving more accurate upselling and cross-selling opportunities.
    • Account Management: Aggregate all customer data into a single view, enabling personalized service and better client relationships.
    • Advanced Reporting and Analytics: Use reports and analytics to track performance, predict trends, and make data-driven decisions.
    • Campaign and Pipeline Management: Manage sales pipelines and run targeted marketing campaigns with tools designed to optimize every step of the process.
    • Mobile CRM Functionality: Keep your team connected with a mobile app that offers real-time data access, task creation, and conversation logging from anywhere.
    • Enterprise-Grade Security: Protect your business with robust security measures that keep your data safe, compliant, and readily accessible.

Benefits of WizCommerce CRM

1. 1. 1. Tailored for Wholesalers: With a vertical SaaS approach, WizCommerce CRM comes with features that are unique to wholesalers for challenges such as bulk orders, inventory, and dynamic pricing.
      2. Enhanced Productivity: Using advanced automation tools and improved workflows, your team can save themselves hours that can instead be spent on establishing customer rapport and closing the next deal.
      3. Actionable Insights: With powerful analytics among customer insights, you can make data-based decisions, thus helping you foresee the market trends and prepare in advance.
      4. Seamless Integration: ERP, website, and app integrations reduce operational silos, improve data accuracy, and enhance overall efficiency.
      5. Mobile Accessibility: A mobile-first approach keeps your team connected and productive, whether in the office, on the road, or at a customer’s site.

Fig 2: Creatio

Creatio is a potent CRM for wholesalers that helps automate business processes and improves customer satisfaction. From streamlining operations to improving marketing and empowering sales teams to be more productive, Creatio provides wholesale distributors with the tools to drive excellence on their no-code business process platform.

Key Features

• • • No-Code Automation: Creatio enables users to automate workflows quickly and easily, with no coding knowledge needed. It is excellent for wholesalers using CRM systems for the first time.
    • Organized Campaigns and Leads: Pre-built automation makes lead management and marketing campaigns easier, saving time and increasing efficiency.
    • Complete Sales Management: You get end-to-end options offering 360-degree visibility in the sales trajectory, from capturing leads to assigning leads down to performance metrics.
    • Enhanced Communication Tools: Integrates third-party chatbots and native live chat features to ensure smooth customer communication

Pros

• • • Intuitive platform with no-code automation, enabling easy workflow customization.
    • Comprehensive tools for lead management and campaign tracking.
    • Supports end-to-end sales process management for a holistic growth of wholesale strategy.

Cons

• • • Some integrations can be complex and may require developer assistance.
    • Limited analytics features compared to other CRM platforms, such as exporting data or using calculated variables.

Pricing

Fig 3: Pipedrive

Pipedrive is a wholesale CRM platform primarily focused on improving pipeline management for small businesses and sales teams. While it offers deal tracking and automation tools, its features are better suited for straightforward sales processes rather than complex wholesale operations.

Key Features

• • • Sales Reports: Provides key data that helps to plan goals and track performance within the sales funnel
    • Automation: Makes some tasks easier but still has to outsource many processes to actual humans.
    • Lead Management: Offers tools for qualifying and prioritizing leads but is somewhat limited.
    • Pipeline Monitoring: Visual indicators help users track deals requiring attention.

Pros

• • • Easy-to-use interface, ideal for small teams.
    • Affordable entry-level pricing for basic CRM needs.

Cons

• • • Limited functionality outside of pipeline management.
    • Challenging integrations for non-technical users.
    • Repetitive data entry is not fully addressed by automation.

Pricing

Fig 4: EngageBay

EngageBay offers an all-in-one CRM suite to streamline marketing, sales, and customer support automation. While it provides tools for email campaigns, lead generation, and customer onboarding, its offerings are more suitable for small-scale operations rather than robust wholesale workflows.

Key Features

• • • Marketing Tools: Includes essential email marketing, lead generation, and sales automation capabilities
    • Customer Support Automation: Pre-built ticket routing, escalation, and task management automation to streamline support.
    • Project Management: Features like calendars and milestone tracking help with team organization.

Pros

• • • Affordable entry-level pricing, including a free tier for basic needs.
    • Combines marketing, sales, and support tools in one platform.

Cons

• • • Limited troubleshooting resources, such as tutorials or FAQs.
    • Template options lack flexibility and drag-and-drop functionality.
    • Features are not as tailored to wholesale-specific challenges.

Pricing

Fig 5: Salesforce

Salesforce is also a highly versatile and customizable CRM favored by large enterprises. While it does include powerful marketing, analytics, and integration tools, its complexity and lack of wholesale industry-specific features make it less ideal for addressing the core needs of distributors seeking industry-relevant solutions.

Key Features

• • • Sales AI Tools: Uses customer data to enhance sales effectiveness and impact.
    • Advanced Analytics: Improves forecasting precision, broadens sales funnels, and streamlines revenue collection.
    • Effortless Incorporations: Unites with top project management and marketing tools for a cohesive platform experience.
    • Real-Time Insights: Offers timely insights that allow sales teams to close deals faster and keep their pipelines organized.

Pros

• • • Extensive customization options to suit unique business needs.
    • Robust analytics and forecasting tools for data-driven decision-making.
    • Integrates with a broad spectrum of third-party tools and platforms.

Cons

• • • Expensive pricing, particularly for smaller businesses or teams.
    • Complex to implement and navigate without expert support.
    • Frequent bugs and crashes can disrupt workflows.
    • Not specifically designed for wholesalers, lacking key features like inventory tracking and tailored order management.

Pricing

Fig 6: Method

Method is a CRM platform designed for businesses that use QuickBooks or Xero to manage processes more efficiently. It excels in two-way synchronization, meaning your CRM updates automatically reflect in your accounting platform and vice versa. Although it offers functionality such as payment portals and workflow automation, it is heavily integrated with QuickBooks, making it less-than-appealing to broader wholesale operations.

Key Features

• • • QuickBooks and Xero Integration: Two-way sync keeps invoices, payments, and customer data accurate between Xero and QuickBooks, eliminating costly mistakes.
    • Company’s customer portals: These online portals allow customers to edit their information and view their transaction history, enhancing and improving customer service.
    • Workflow Automation: Automating repetitive tasks allows sales teams to concentrate on more critical roles.
    • Comprehensive Customer View: Offers a 360-degree profile, including transaction history and interaction details.

Pros

• • • Integration with QuickBooks and Xero for streamlined accounting processes.
    • Drag-and-drop workflow automation improves team efficiency.
    • Reusable templates for emails, transactions, and reports simplify operations.

Cons

• • • Limited appeal beyond QuickBooks and Xero users
    • Some bugs and functionality issues take time to resolve.
    • Customization options for personalized views are limited.

Pricing

• • • Contact Management: $25/month per user
    • CRM Pro: $44/month per user
    • CRM Enterprise: $74/month per user 

7. NetSuite

Fig 7: NetSuite

NetSuite is a cloud-based tool that provides ERP, CRM, and ecommerce platform to improve overall business processes. It is a complete solution for dealing with relationships, inventory and financials. However, its generic appeal and complexity can be a sure turn-off for wholesalers with specific needs.

Key Features

• • • Automation tools: Streamline repetitive tasks, such as managing accounts, inventory, and operations.
    • ERP Integration: Enables multi-entity management, which large enterprises often require with complex organizational structures.
    • Analytics Tools: Monitor Inventory Levels, Improve customer satisfaction, and Manage Carrying Costs.
    • Accounting Features: Provides an overall view of the financial performance and cash flow.

Pros

• • • Combines ERP and CRM tools in one platform for streamlined operations.
    • Provides employee-specific dashboards to enhance productivity and focus.
    • Offers integration options through an open API for custom workflows.

Cons

• • • Requires a learning curve due to its complex interface and extensive features.
    • Some users report slow customer support and limited troubleshooting guidance.
    • Pricing information is not readily available, so a custom quote from the provider is required.

Pricing

Fig 8: Pipeline

Pipeline CRM is designed to streamline communication and sales processes for wholesalers and distributors. Centralizing customer data and automating sales workflows ensures that every team member stays on the same page. Ideal for small-to-medium-sized organizations, Pipeline is a great fit for wholesalers focused on growing their retailer customer base.

Key Features

• • • Custom Deal Stages: Tailor deal pipelines to match the unique steps in your wholesale sales process.
    • Email Campaign Tracking: Automatically track and manage email communications within your account.
    • Smart Agendas: Generate dynamic agendas to keep your team aligned and organized.
    • SuperShare: Share data with trusted contacts quickly and securely.

Pros

• • • Affordable pricing for small and medium businesses.
    • Sales management automation to streamline processes.
    • Broad integration offerings with tools like QuickBooks, Google Apps, and Zapier.

Cons

• • • Limited customization options for tailoring workflows and the interface.
    • Reporting tools are essential, but they lack advanced analytics capabilities.
    • Best suited for small-to-medium organizations; may not scale well for larger businesses.

Pricing

Fig 9: Syspro

Syspro CRM is specifically designed for manufacturing heavy industries that want efficiency, quality and strong supply chain relationships. The automotive, industrial machinery and food and beverage industries are among those it caters to, helping them manage complex operational needs using tools.

Key Features

• • • Recall Management: Manages lotted and serialized product recalls to maintain compliance and traceability.
    • Warranty Contracts: Creating terms to control different warranties and improving after-sales assistance.
    • Case Management: Provides in-house & remote case management tools (repairs & preventative maintenance).
    • Customer Service Automation: Automates service tasks using customizable automation and case management workflows.

Pros

• • • Reliable software with a reputation for stability and minimal downtime.
    • Offers rapid and consistent updates with responsive support options.
    • Industry-specific focus makes it a strong choice for manufacturers and distributors.

Cons

• • • Overwhelming for small-to-medium businesses due to its complexity.
    • Navigation can be confusing, with limited links to related records.
    • Heavily specialized, it is less adaptable to industries outside manufacturing.

Pricing

Fig 10: Odoo

Odoo provides a comprehensive suite of integrated applications to help businesses manage their operations, such as sales, marketing, inventory, and customer relationship management. Its open-source model makes it well-suited for organizations that favor flexibility and extensive customization because it puts them in complete control. However, this flexibility requires developer expertise to unlock its full potential.

Key Features

• • • All-In-One Ecosystem: Offers modules for sales, marketing, HR, inventory, and more all in one application.
    • Open-Source: Organizations have complete control over the customization for business needs.
    • Custom App Marketplace: Access a wide range of pre-built, ready-to-use apps tailored to various industries.
    • Integration Capabilities: Integrates completely with other Odoo apps, enabling smooth processes throughout the platform.

Pros

• • • The first app is free, including hosting and support, making it accessible for businesses starting.
    • Offers affordable pricing for additional apps, with scalable options.
    • Customizable open-source platform ideal for businesses with specific requirements.

Cons

• • • Requires a dedicated development team for advanced customizations, which can increase costs.
    • Does not provide native integrations with third-party software, limiting flexibility for businesses relying on external tools.
    • The open-source nature may feel barebones for organizations looking for ready-to-use solutions.

Pricing

Fig 11: ClickUp

ClickUp CRM is an all-in-one project management platform, making it a popular choice for businesses seeking a streamlined, cloud-based platform. With AI-driven tools and extensive integrations, it aims to enhance productivity and organization. However, its versatility comes with a learning curve and other limitations, particularly for wholesale-specific operations.

Key Features

• • • Custom Dashboards: Enables users to create a customized workspace for better navigation and workflow.
    • Wide Integrations: Integrates with more than 1,000 tools and applications for centralizing operations.
    • Free Templates: Access to around 1,000 templates for task management, sales tracking or communication planning.
    • Cross-Platform Compatibility: Available as browser extensions, desktop apps (Windows, Mac, Linux), and mobile apps (iOS and Android).

Pros

• • • Affordable pricing with a free plan for small teams or businesses.
    • Advanced AI tools for automating tasks like drafting emails and managing customer data.
    • Broad integration capabilities with popular apps and tools.

Cons

• • • The platform’s extensive features can be overwhelming for new users.
    • Does not include tools like inventory tracking or bulk order management.
    • Advanced AI features are only accessible with paid subscriptions, adding extra costs.
    • The interface can be challenging, especially for users unfamiliar with CRM or project management tools.

Pricing

Fig 12: Zoho 

Zoho CRM is a Multi-featured platform made to ease customer interaction and maximize the sales process. Zoho CRM is known for being highly affordable and containing many features while integrating easily with hundreds of other apps. But its intricate setup and use of bespoke programming can prove off-putting for some users.

Key Features

• • • Omni-Channel Engagement: Provide customer support with customized messaging for smooth experiences across multiple channels.
    • Automation Tools: Automate repetitive tasks that simplify marketing campaigns, customer outreach, and workflows.
    • Detailed Analytics: Offers real-time tracking of sales, insights into customer retention, and sales forecasting to make decisions.
    • App Integrations: Connects over 800 apps in the Zoho marketplace, providing extensive compatibility and functionality.

Pros

• • • Affordable pricing plans, suitable for small to mid-sized businesses.
    • A customizable platform that integrates seamlessly with Zoho’s ecosystem.
    • Comprehensive automation tools to simplify repetitive tasks.

Cons

• • • The user interface could be improved for better navigation and usability.
    • Custom functions require programming knowledge, which may not be feasible for all teams.
    • The wide range of features can be overwhelming and require significant time to learn and set up.

Pricing

Fig 13: Freshsales

The Freshsales CRM, a part of the Freshworks suite, aims to improve sales management, enable better customer support, and help small businesses optimize their productivity. It provides AI-powered features and easy integrations to enhance operations and improve customer interactions. However, some constraints in place could make it less useful for more complex wholesale operations.

Key Features

• • • Sales Tools: These are products designed for small businesses to generate more revenue and work more efficiently.
    • AI CRM Insights: Unleashes the power of AI to derive insights about customer behavior across your app and website, enhancing the customer journey with understanding.
    • Automation Features: Automates activities such as notification and task generation, saving time and minimizing manual effort.
    • Integrations: Integrates with tools like Mailchimp and Trello to streamline workflows.

Pros

• • • AI-driven insights for improved customer engagement.
    • Affordable pricing options, including a free plan for up to three users
    • Seamless integration with widely used productivity and marketing tools.

Cons

• • • Locating specific customer information, like time zones or locations, can be challenging.
    • Reports of bugs and limited features on the free plan.
    • Lacks advanced wholesale-specific features, such as inventory tracking or bulk order management.

Pricing

Fig 14: HubSpot

HubSpot is a popular CRM for service businesses, offering marketing, sales, service, and website management tools. Due to its ease of use and excellent automation capabilities, it is widely used by businesses looking to optimize customer relationship management and lead nurturing. However, HubSpot can get expensive very quickly as you add on features.

Key Features

• • • Tool Integrations: Integrates easily with tools like QuickBooks, Zerys, and email platforms to bring workflows together.
    • Automation: Automates lead generation, email marketing, tracking, scaling down manual effort and adding time for other tasks.
    • Sales Lifecycle Management: This software feature tracks and manages sales leads, opportunities, and deals as they progress through the customer journey.
    • Analytics Tools: Generated metrics and demanded detailed insights in sales reports to make qualitative decisions.

Pros

• • • It requires minimal training and powerful marketing automation options.
    • Flexible with multiple feature packages for sales, marketing, and service.
    • It provides lots of integrations that make operations more straightforward

Cons

• • • Add-ons and advanced features can become expensive for businesses on a tight budget.
    • Limited customization compared to more robust CRMs like Salesforce.
    • Some missing functionalities, such as bulk actions for managing multiple records simultaneously.

Pricing

Fig 15: SAP

SAP Business ByDesign is an end-to-end business suite for small-to-medium enterprises and subsidiaries. It is a powerful CRM software that offers features across CRM, finance, HR, project management, supply chain, and manufacturing. Its global reach and multi-language support make it particularly effective for businesses operating across multiple countries and industries.

Key Features

• • • Global Scalability: Allows different companies in different countries to run their own sets of books within the same platform.
    • End-to-End Visibility: Offers real-time views of manufacturing, inventory, and customer interactions.
    • Open for Integration: Broadens adaptability and operational efficiency boundary through integration with SAP and non-SAP applications.
    • Customer Data Insights: Develops a customer profile and provides insights powered by AI to create loyalty and improve relationships.

Pros

• • • Decision-making with the aid of embedded business analytics and mobile support.
    • Automatic updates (that are regular) and customizable features minimize IT involvement.
    • Extending functionality into significant sectors, such as manufacturing and wholesale distribution.

Cons

• • • High training and maintenance costs can strain smaller businesses.
    • Identifying and resolving errors can be complex without expert knowledge.
    • Base package pricing may be prohibitive for startups or small organizations.

Pricing

Contact the SAP sales team.

What Should You Look for in CRM for Wholesale Distributors? 

When it comes to wholesale operations, there is no one-size-fits-all solution. Wholesale is a niche industry with unique challenges that require tailored tools and functionalities. Thus, a tailored CRM for wholesalers is the perfect solution to satisfy these essential customer requirements and help the business blossom.

So, what are the essential features that a wholesale CRM must have?

1. Seamless Integration

A wholesale CRM needs to integrate with your ERP systems like NetSuite, Business Central, or accounting systems like QuickBooks, etc. so that active data for inventory, orders, and customers can be constantly synchronized. This reduces data silos, enhances accuracy, and ensures smooth information flow across your operations.

2. Advanced Customer Insights and Analytics

Knowing customer behavior is paramount for wholesalers. Your CRM should enable you to leverage past orders and account activity into actionable insights, anticipating when to reach out for potential reorders to offer better recommendations. These insights enable better decision-making and enhance customer relationships.

3. Flexibility and Infinite Customization

Every wholesale business has unique workflows, pricing structures, and operational needs. A wholesale CRM should offer infinite customization to adapt to specific requirements, ensuring the platform grows with your business and fits seamlessly into your processes.

4. Comprehensive Sales and Pipeline Management

From tracking sales opportunities to managing bulk orders and customized pricing, a wholesale CRM must streamline every stage of the sales process. Features like task automation, order tracking, and real-time pipeline management empower sales teams to perform at their best.

These capabilities are more than nice-to-haves; they are critical components of a solution that meets the special demands of wholesale operations. This is why WizCommerce CRM has become the best partner for wholesalers. It is engineered for integrations, deep insights, and unmatched customizations, enabling organizations to simplify workflows, deepen customer relationships, and create sustainable growth.