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CRM for Distributors & Wholesalers

Manage Wholesale and Distribution within a Single Platform

Key Features:

  • Relationship Management
  • Sales Automation
  • Marketing Automation
  • Customer Service
  • ERP Integration

Relationship Management for Distributors

C2’s Customer Relationship Management (CRM) software allows wholesale and distribution companies to manage customers, prospects, and the supply chain. C2CRM allows a 360-degree view of your sales channels from customers to contacts and leads to manufacturers.

Our CRM solution is quick to install, easy to use, and completely customizable for your unique wholesaler and distributor business needs. Integrate with your ERP software to view sales orders, shipments, invoices, and inventory in one central location. Grow your business by automating all of your business processes.

Key Features of Relationship Management:

  • Account & Supply Chain Management 
  • Activity Tracking
  • Email & Calendar Integration with Outlook Plugin
  • Workflow Notifications
  • Mobile CRM
  • Google GEO Mapping


Sales Automation

Whether you’re managing an internal sales force, manufacturers’ reps, or an OEM Channel, C2CRM provides user-friendly suite of features. Our wholesale and distribution CRM allows your sales teams to create and manage each stage of your sales cycle.

Create forecasts, sales pipelines, and quotes with real-time reporting. Analyze revenue vs. margin forecasts and create simple budgetary quotes or formal proposals. A seamless integration with your ERP or accounting software enhances your sales process. Increase accuracy and enhance the efficiency of your sales pipeline management with C2CRM. 

Sales Key Features:

Sales Pipeline Management
Quoting with Product & Services Catalog
Contracts & Invoicing
Deal Reports

Distribution Marketing

Marketing and communicating with clients and potential customers is important, especially for wholesalers and distributors. And being able to focus on the right products and services gives a personal touch.

C2CRM allows you to automate and track email marketing and campaigns. Reports are generated to see who opened emails and clicked links and even see opt-ins and opt-outs. This information can be analyzed on your custom dashboard to determine campaign success and ROI. Read More on Marketing Features

Marketing Key Features:

  • Personalized Email Marketing
  • Drip Campaigns
  • Lead Scoring
  • Business Card Reader
  • Collateral & Image Management
  • Website Integration with Form Building
  • Email Status Reports
  • Custom Dashboard with Reporting


Customer Service

Post-sales automation is key to successful wholesale and distribution businesses. Especially if you perform the services associated with your products. C2CRM provides a variety of tools wrapped around customer support.

From managing and servicing customer questions, issues, and problems to returning material authorizations. Automated escalation processes, support call scripting, and a powerful knowledge base utility are also available. Effectively servicing your customers and your supply chain with our CRM software.  

Key Features of Customer Service:

  • Customer Support Ticketing
  • Project Management
  • Knowledgebase
  • Severity Assignments and Escalations
  • Custom Reports on Case Metric
  • Phone System Integration

Related Information