CRM for Distributors & Wholesalers

Manage Wholesale and Distribution within a Single Platform.

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

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.

Quoting & Forecasting

Whether you’re managing an internal sales force, manufacturers’ reps, or an OEM Channel, C2CRM provides a highly conformed yet simple-to-use 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. Integrate with your ERP or accounting software to enhance your sales process. Increase accuracy and enhance the efficiency of your sales pipeline management with C2CRM.

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.

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 return material authorizations. Automated escalation processes, support call scripting, and a powerful knowledge base utility are also availableEffectively servicing your customers and your supply chain with our CRM software.