Quotes ignore real cost.
Reps quote from an old price sheet while freight, duty, and supplier costs move underneath them. The order books at a margin that turns out to be thin or negative.
CRM CUSTOM CRM · WHOLESALE & DISTRIBUTION
A CRM THAT KNOWSYOUR MARGIN.
Generic CRMs track deals but ignore inventory, landed cost, and reorder cycles. We build distribution systems around how you actually sell: accounts, quotes, and POs tied to real margin, with AI reading supplier quotes so nobody prices from a stale cost.
01 THE PROBLEM
SOUND
FAMILIAR?
Reorders happen by memory.
Which accounts reorder what, and when, lives in a rep's head. A regular customer runs out and buys from a competitor because nobody called.
Supplier quotes are chaos.
Factory and supplier quotes arrive as PDFs and spreadsheets in different formats. Comparing landed cost across suppliers is hours of manual retyping.
POs and inventory drift apart.
Purchase orders, receipts, and stock levels live in separate systems. Sales promises product that is not really there, and the customer relationship pays for it.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Account and quoting pipeline Every account with its order history, quotes, and open opportunities in one view, so reps sell from data instead of a static price sheet.
- AI supplier quote parsing Factory and supplier quotes parsed on upload: unit cost, freight, and terms extracted and normalized so landed cost is comparable across suppliers in seconds.
- Margin and landed-cost engine Freight, duty, and supplier cost rolled into landed cost per SKU so every quote shows real margin before it is sent.
- Purchase orders and receiving POs generated from demand, tracked to receipt, and reconciled against supplier invoices in the same system the sale lives in.
- AI reorder and stockout alerts Reorder cycles and inventory thresholds watched automatically, surfacing accounts due to reorder and SKUs about to stock out before it costs a sale.
- Customer portal and reordering A branded portal where accounts see catalog, pricing, and order history and reorder without tying up a rep.
- Pricing and contract management Customer-specific pricing, volume tiers, and contract terms enforced consistently instead of living in a rep's spreadsheet.
- ERP and inventory integration Sync with your ERP or inventory system so orders, POs, and stock levels stay in step instead of being rekeyed.
AI, SUPERVISED The AI layer reads supplier quotes, computes landed cost, and flags reorders and stockouts. Your team sets the pricing and places the orders. Every cost and quote is on the record.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from a generic CRM plus our ERP?
A generic CRM tracks contacts and ignores cost and inventory; your ERP runs the back office but is not built for selling. We build the distribution sales layer around your margin and reorder cycles and connect it to your ERP, and you own the code and the data.
Can it handle customer-specific pricing and landed cost?
Yes. We model your volume tiers, contract pricing, and landed-cost math into the quoting engine so every quote reflects the right price and real margin, with an audit trail on how the number was built.
Does it connect to our ERP and inventory system?
Yes. We integrate with your ERP, inventory, and accounting instead of replacing them. The CRM handles selling, quoting, and reorders and keeps stock and orders in sync with the system of record.
What does a distribution CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number up front, and there is no per-seat pricing after go-live.
How long does it take to get running?
We scope a first working version around a 21-day build, then extend it while your reps already quote and order in it. Value shows up in weeks, not after a long ERP-style rollout.