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Distribution CRM

Built for the Way Distributors Sell

From customer account to quote to order visibility to repeat business.

C2CRM helps distribution teams connect customer relationships, sales opportunities, product and pricing information, quoting, service, and relevant ERP data in one configurable workspace.

Request a Demo →See C2CRM in Action →
Distribution sales and operations professionals reviewing customer and order information
Built around your distribution business
“Your CRM should help your team strengthen accounts, manage opportunities, and serve customers.”

From first contact to repeat orders

The Distribution Sales Cycle

C2CRM helps you manage the entire customer lifecycle — from leads to repeat business.

1. Attract
New Leads

Capture and manage leads from multiple channels.

2. Qualify
Opportunities

Track activity and prioritize the right opportunities.

3. Quote
and Propose

Create quotes and manage approvals with ease.

4. Win
New Business

Convert opportunities and place orders.

5. Fulfill
and Deliver

Connect CRM with ERP for order visibility.

6. Support
and Service

Manage customer inquiries and service requests.

7. Grow
Repeat Business

Strengthen relationships and uncover new opportunities.

Distribution sales capabilities

Key Capabilities for Distribution

Give your distribution team the tools to manage customer relationships, sales activity, and growth opportunities.

Distribution sales professionals reviewing customer account information

Manage Customer Accounts and Relationships

Keep account, contact, location, and relationship information organized so representatives can understand the customers and buying teams they serve.

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Wholesale products ready for distribution

Products and Customer Pricing

Organize product and pricing information to help sales teams prepare consistent quotes and respond to customer needs. Confirm specific product and price-book functionality before publication.

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Distribution quote and order information displayed on a laptop

Quoting and Sales Follow-Up

Track quoting activity and sales follow-up alongside the customer opportunity. Confirm the exact quote-generation and approval workflow supported by C2CRM before publication.

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Distribution warehouse with inventory and order operations

ERP Integration and Order Visibility

Explore integration options that can connect customer-facing CRM activity with relevant ERP, order, and transaction information, depending on the systems and integration configured.

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Distribution account representative meeting a customer

Territory and Account Management

Organize accounts, territories, activities, and customer visits to help representatives prioritize relationships and opportunities.

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Sales forecasting and customer account dashboard

Sales Forecasting and Reporting

Help managers review pipeline activity, sales performance, customer engagement, and trends through available dashboards and reports.

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A connected distribution sales workspace

A CRM That Connects With Your Distribution Business

C2CRM gives your team the tools to manage customer relationships, track opportunities, and connect with your ERP — all in one place.

  • Keep customer account and contact information accessible.
  • Track opportunities, quotes, and customer follow-up.
  • Give managers visibility into pipeline and sales performance.
  • Help sales representatives access relevant information while working with customers, where supported by their C2CRM setup.
  • Backward visibility to the manufacturer and forward visibility to the customer.
See C2CRM in Action →
C2CRM dashboard screenshot showing customer, sales, and reporting information for a distribution business

Designed to fit your distribution business

Built Around the Way Your Distribution Business Works

Configure CRM processes around your team's customer relationships, sales workflows, and reporting needs.

⚙

Flexible

Configure processes, fields, forms, and reports around your team's needs.

▤

Connected

Explore integration options connecting CRM with relevant ERP and other business systems.

✓

Supported

Work with Clear C2 for implementation, training, and ongoing support.

Let's talk about your process

See How C2CRM Can Work for Your Distribution Business

Let's discuss your customer relationships, sales process, quoting needs, and ERP integration requirements—and show you how C2CRM can be configured for your distribution team.

Request a Demo →Implementation Customer Services →
✓ Configurable — Workflows and reporting
⇄ Connected — Integration options
♡ Supported — Training and assistance

For current published rates, see the C2CRM pricing page.

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