C2CRM for Distributors

Manage Wholesale and Distribution within a Single Platform.

C2’s Customer Relationship Management tools provide distribution companies with the capabilities to manage all interactions with customers, prospects, and the supply chain. From customers to contacts, leads to manufacturers, C2CRM provides a 360-degree view of your business relationships.

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 distributors CRM allows you to create and manage real-time sales opportunities throughout various product and services sales stages. While capturing other associated revenue-generating additions such as extended warranties and maintenance, you can analyze revenue vs. margin forecasts and create simple budgetary quotes or formal proposals that incorporate multiple forms of customer-driven, volume, and up-sell pricing methods. Forecast reports include details like probability, key dates, territory, and product line, increasing accuracy and enhancing the efficiency of your sales pipeline management.

Distribution Marketing

Marketing and communicating to clients and potential customers is important, especially for distributors. And being able to focus on the right products and services gives a personal touch. C2CRM allows you to automate and track these processes. Reports are generated to see who opened emails and clicked links and even see opt-ins and opt-outs. All of this information can be analyzed on your custom dashboard to determine campaign success and ROI.

Customer Service

Post-sales automation is key to a successful distribution business, especially if you perform the services associated with your products. C2CRM provides a variety of tools wrapped around customer service, 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 available for effectively servicing your customers and your supply chain.

Schedule a Demo, Get a Free Trial


When you schedule a live demo of C2CRM you’ll get a 30-day free trial! Take our web-based CRM software out for a spin and see for yourself how C2CRM can transform your customer relationship management. Experience what it would look like to get customization at no extra charge!