CRM Business Hub A CRM for wholesale distributors that knows what is on the shelf
Trade customers, their price lists, stock per warehouse, purchase orders and invoices in one app. Your sales team quotes what is really available, and the warehouse sees what is coming in.
- Cancel anytime
- No long-term contract
- 14 days free
What it looks like in practice
What can we promise today?
A regular customer asks for forty cases by Friday. Your sales rep sees on-hand stock, what open quotes have already reserved and what is still available in each warehouse, before saying yes.
The trade price, not the list price
The restaurant group buys at the hospitality price list, with a better price from fifty units. The quote picks it up from the customer's group, in the customer's currency.
A supplier delivery that came short
The purchase order said two hundred, the pallet holds one hundred and sixty. You book the partial goods receipt, the rest stays open on the order, and the supplier bill follows from what arrived.
Month-end count
The team counts the aisles and records the stock count under its own number. Breakage and missing cases are booked as shrinkage in the movement journal, and the stock report shows the value at average purchase price.
A CRM for wholesale distributors has to know what is on the shelf before a salesperson promises it. CRM Business Hub keeps stock per warehouse, product and variant, with the quantity reserved by open quotes and what is still available, right next to the customer, the quote and the invoice. Each trade customer belongs to a customer group with its own price list and tiered prices by minimum quantity, so a regular buyer of two hundred units gets a different price from a one-off order. The page on inventory management and purchase orders shows the warehouse side in more detail.
Orders follow the way your warehouse works. A quote becomes an order confirmation with the customer's purchase order number and a delivery date, and one click turns the confirmation into an invoice, with the invoicing status showing what is still open. On the buying side, purchase orders go to suppliers, partial deliveries are booked as goods receipts, and each receipt becomes a supplier bill. Products carry SKU, barcode or EAN, and variants get their own SKU and price. Reports cover stock levels, stock movements, product sales and the ageing of what customers owe you. Want to check your trade prices first? Try the profit margin calculator.
What you get
Available stock, not just stock on hand
For every product and variant in every warehouse: quantity, reserved by quotes, available, minimum, average purchase price and stock value. Several warehouses side by side, with movements booked in, out or as shrinkage.
Price lists per customer group
Build price lists per currency and customer group, with tiered prices from a minimum quantity. Hospitality, retail and export customers each see their own price on the quote without anyone changing a line by hand.
From order confirmation to invoice in one click
Order confirmations have their own number range, the delivery date and the customer's purchase order number on the PDF. Send them by email with a link, then turn them into an invoice and follow the invoicing status.
Purchase orders and goods receipts
Send purchase orders with an expected date, book full or partial deliveries with a receipt number and turn them into supplier bills. The overview shows open and overdue orders and goods received without a bill.
Variants, SKUs and barcodes
Define sizes, colors or pack sizes once and apply a variant template: the matrix creates one line per variant with a generated SKU, its own price and group prices. Find any item by name, SKU or barcode while you quote.
A CRM for wholesale distributors with stock counts
Run stock counts with their own numbers, keep a full journal of every movement and report on stock levels, movements and product sales. You know what sells, what sits and what is worth reordering.
Load your product list and one warehouse
Add CRM Business Hub to a free workspace, import products and opening stock by CSV and quote your next trade order from real availability. In the fourteen-day trial, one warehouse and your top customer group are enough to see it work.
How to get started
Set up the company and invite sales and warehouse
Sign up, add CRM Business Hub and run the setup assistant for company, currency, VAT and branding. Reps, warehouse staff and the office each get their own login in the same workspace.
Import products, customers and suppliers
The import hub takes CSV files, maps your columns and shows each row before it is created. Add your warehouses and switch on stock tracking per product.
Set up customer groups and price lists
Create groups such as hospitality or retail, attach a price list with tiers to each and assign your customers to them.
Quote, confirm, deliver, invoice
Quote from available stock, confirm the order, invoice it in one click and reorder from suppliers with purchase orders when stock runs low.
Pricing
For a distributor, CRM Business Hub starts at a fixed monthly price (see pricing), and that price covers the whole workspace, not each user, so the rep on the road, the picker in the warehouse and the person who books supplier bills all work in it without a seat count.
A seasonal helper for the Christmas rush or a new rep for an export market joins the workspace without changing what you pay.
Is it the right fit?
A good fit if
- Small building supply, packaging and consumer goods distributors
- Trade suppliers with customer groups, tiered prices and several warehouses
- Distributors whose sales team needs real availability before promising delivery
- Businesses that want customers, stock, purchasing and invoicing in one app
- Distributors that sell to trade customers in several currencies, with a price list for each
Not the right fit if
- Distributors that track goods by serial number, batch or best-before date, such as food and drink wholesalers
- Businesses that want trade customers to order themselves through a portal or web shop
- Operations that need a full warehouse management system with picking routes, bin locations and shipping labels
- Companies that need a till with fiscalization at a trade counter
Frequently asked questions
What does a CRM for wholesale distributors need beyond contacts?
Does a quote reserve stock?
Can two customers pay different prices for the same product?
What happens when a supplier delivers only part of an order?
Can I bring in my product list and opening stock?
Can I see which products and customers bring in the most?
Does it replace a full ERP?
Read next
- Related solutionsQuoting and invoicing software for trades that turns site visits into paid jobsPrice the job the evening after the visit, let the customer sign online, take a deposit before you buy materials and send the final invoice the day you finish. Your office sees the same numbers.
- Related solutionsDigital business card for trade shows: leads from every stand conversation, without a badge scannerEvery person on your stand has their own card and QR code. Visitors save your contact, leave their own details and get a thank-you email before they reach the next aisle. You know who came through whom.
- From the blogProfit Margin vs Markup: The Difference That Decides Your PricesMargin divides profit by the selling price, markup divides it by the cost. Confuse the two in a price list and a planned 30% margin quietly...
- From the blogPayment Terms Explained: Net 30, Net 60 and 2/10 Net 30Net 30 means the full amount is due 30 days after the invoice date. A table of common terms, worked examples with real dates, what 2/10 net...
- From the blogWhat Happens When an Invoice Goes Unpaid, and What It Costs YouAn unpaid invoice ties up cash, eats staff time and, if it is written off, has to be replaced by many times its amount in new sales. A worke...
Ready when you are
Set it up in your own workspace and see how it works with your data.
- Cancel anytime
- No long-term contract
- 14 days free
