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Development of CRM Systems for Wholesale Trade

  • Automate order processing and customer management
  • Track inventory, payments, and deliveries in a single interface
  • Make business decisions based on real-time data
Benefits
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Key Features of CRM for Wholesale Sales

Customer Base Segmentation
Mass mailings and promotions often fail to deliver the desired results when customers are not segmented. Both retail and wholesale partners receive the same offers, although their needs are fundamentally different. Using the platform, you can structure partners by type of cooperation, region, purchase volume, or their status. These categories can be conveniently used to create offers, email campaigns, loyalty analysis, or generate personalized solutions.
Automatic Price and Discount Generation
When prices are applied manually, the manager might accidentally choose the wrong discount, and the company loses margin, or vice versa, the client walks away because of the inflated pricing. CRM system for wholesale sales sets clear pricing rules for each partner type, product group, or region. The system automatically applies the correct discount, currency, and other terms. This ensures managers work under consistent conditions, while the risk of human error is reduced to zero.
Integration with Logistics Services
When a customer asks, “Where is my delivery?”, the manager may have to switch between five tabs to find the tracking number. This slows down response times and worsens service perception. The wholesale CRM platform is synchronized with courier and logistics services. Managers see shipment statuses, tracking numbers, and dispatch dates. This improves oversight, reduces the number of incoming inquiries, and speeds up service.
Control of Payments and Accounts Receivable
Sometimes managers find out about an overdue payment too late, when the relationship with the customer is already strained or the next delivery is at risk. CRM alerts teams to delays in advance. The system shows real-time payment status: what has been paid, what is pending, and where delays exist. You can set up automatic reminders, internal limits, and approval workflows. Financial control is carried out without manual tracking.
Document and Contract Management
A typical situation: a supervisor asks for a regional report, and it takes two days to prepare it, because the data is collected manually from different sources. CRM allows you to get the necessary information in a few clicks. In CRM, all documents are stored in the partner's profile, including contracts, acts, and supplemental agreements. The system tracks the expiration dates, versions, and updates. It allows you to quickly generate new templates based on the available data.
Our clients
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Brands we work with

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Is this right for you?
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What Tasks Does a CRM Solve in Wholesale Trade?

Optimizing Order Management
A common scenario is when one manager keeps data in an Excel file, while another uses a Google Sheet. As a result, the information is inconsistent, and customers hear only "unfortunately, there was an error." A CRM system for wholesale trade records the date of the order creation, the responsible manager, current status, stages of approval, payments, and the delivery process. Managers can track the status of orders that require approval and receive reminders about pending actions.
A Centralized Client Database
The full history of interaction (communications, pricing, discounts, delivery terms) is stored in a single client profile. A new manager can immediately see where the previous conversation left off. CRM for wholesale trade speeds up request handling and improves service quality. For example, if one manager leaves and the next knows nothing about agreements with a key client, the result is the partner's dissatisfaction. CRM minimizes this risk: through wholesale sales automation: all actions are recorded and remain accessible to the entire team.
Inventory Control
The CRM system integrates with your accounting software and displays accurate stock levels, reserves, and items in transit. This way, it is possible to plan the delivery precisely, prevent duplicate sales, and reduce cancellations caused by stock shortages. It is often the case when a product is listed as "in stock" on the website when it’s actually unavailable. CRM solves this problem: the system synchronizes inventory data in real time and alerts the team about critical stock levels. As a result, managers have up-to-date data for every order and make decisions based on the actual situation.
Automated Invoicing and Payments
Manual invoice creation often leads to errors and delays. However, a CRM system automatically generates invoices based on approved orders, taking into account individual discounts, taxes, and payment terms. Managers can see the payment status in real time and respond quickly to overdue payments. For example, a client may receive the goods but forget to pay the invoice. The CRM sends an automatic reminder, and the manager can view the client’s complete financial history from the first order to the most recent payment.
Functionality
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Important CRM Modules for Wholesale Trade

  • 360° Client Card
  • Orders and Payments
  • Shipping and Logistics
  • Analytics and Reporting
  • Approval Workflows
  • Accounting
  • Products and Inventory
  • User Roles and Permissions

360° Client Card

The client’s digital profile is built taking into account all interaction points: order, discounts, communication, payment history, and reviews. All data is stored centrally, including personal details and terms of cooperation. The system forms a complete view of the relationship with the client. It helps to respond quickly to inquiries and build personalized communication.

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Orders and Payments

Orders are created quickly, with automatic assignment of terms: prices, discounts, and deadlines. Invoices are generated without manual input. The platform integrates with accounting and banking services. In addition, such wholesale trade automation monitors the status of payments, generates reports on receipts, and monitors accounts receivable at every stage of the client relationship.

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Shipping and Logistics

CRM allows users to generate waybills, build delivery routes, and monitor shipment statuses. Thanks to API integration with logistics providers, data is received in real time. All stages of logistics, starting from product reservation and ending with its shipment, are instantly recorded by the system. They can be viewed in the order card or a dedicated logistics module.

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Analytics and Reporting

The system provides real-time analytics on orders, sales, repeat referrals, and manager performance. All metrics are visualized in the form of charts or tables. You can generate reports by product category, region, and customer segment and export the data for further processing.

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Approval Workflows

If approval is required to make a decision, for example, on a discount or deferring payment, the system automatically launches a predefined workflow: manager → supervisor → finance department. Each step is documented: who agreed or declined, when it happened, and for what reason. This ensures transparency and accountability.

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Accounting

The CRM system integrates with accounting platforms and allows users to automatically exchange data on invoices, service acts, and payments. All documents are synced with financial services, which reduces the burden on the accounting department and eliminates duplication of data.

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Products and Inventory

Each product has its own profile with photos, stock levels, prices, and movement history. In addition to current availability, inventory records show reserved items, transit shipments, and expected deliveries. All this information is available in a single interface; this is very important because it helps to avoid situations like selling out-of-stock items or missing inbound inventory.

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User Roles and Permissions

The CRM system for wholesale trade supports flexible access controls: you can assign roles for sales reps, analysts, and managers. Access to financial data can be restricted, with options for view-only or edit permissions. A full change log lets you track who modified what and when.

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Why Asabix?
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Why Choose Asabix for CRM Development?

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Flexible Customization Tailored to Your Business
We don’t deliver off-the-shelf solutions. Before we begin development, our team analyzes the company's business logic, identifies its inefficiencies, and designs functionality that aligns with your real operational workflows. After that, we configure the system based on the department structure, user roles, customer categories, and approval processes. As a result, you get a CRM that is fully adapted to your business process.
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Proven Experience with Real-World Businesses
We’ve implemented solutions for clients with active warehouses, high order volumes, and complex logistics. We understand the day-to-day challenges managers and executives face: duplicate data in Excel, lost order statuses, and a lack of clear analytics. That’s why we deliver solutions that address these issues without overloading the system with unnecessary or bloated features.
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Modern Technologies and Reliable Architecture
Our development is based on a proven tech stack, modular system architecture, and open APIs. The technologies we use make it easy to scale your solution, roll out new functions, and integrate with external services. Your data is securely protected, and the platform remains stable under high loads. Our solution is suitable for both local operations and distributed teams.
Reviews
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They trust us

Some Comments
We are very happy with the results! From the very beginning, the Asabix team exhibited a commitment to excellence and their performance exceeded our expectations on every front. Communication was seamless throughout the entire project. They were quick to respond to my inquiries, which helped us maintain a dynamic and efficient workflow. The quality of their work is truly outstanding.

They demonstrated an impressive level of expertise in web development. They flawlessly executed complex functionalities and integrated custom features to meet our specific needs. The website they created functions seamlessly and aligns with our brand identity.
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Anna Schmitz
CFO, Superior Vending Inc.
Our partnership with Asabix has been in place for 5 years, and it's been a successful collaboration. We sought their expertise based on recommendations we received to finalize our existing online store and eventually develop a new, more technically advanced one that supports two languages and currencies for international shoppers. The outcome was perfect for us: the Laravel-based online store loaded quickly and displayed perfectly on mobile devices. It's worth mentioning that we frequently incorporate third-party services or follow specific recommendations from SEO agencies, and Asabix handled it all, saving us from unnecessary back-and-forth. This team helped us bring Ukrainian hospitality online and draw in new customers.
Etnodim
Iwan Korniychuk
Managing partner, Etnodim
Asabix's development team blew us away with their exceptional technical expertise and relentless dedication throughout the project development process. We've got a speedy website with an intuitive admin panel. The platform includes a helpful calculator for estimating global delivery costs. You can monitor real-time deliveries by initiating shipments, making payments, and receiving tracking numbers for parcels in your account. The system also features dedicated pages for payment history, address templates, and more. Both the website and account offer multiple language options. Furthermore, the account integrates various APIs of external services.
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Svitlana Krytska
COO, Express Poshta
Asabix's efforts have increased the client's store visits and conversion rates. Asabix has adhered to deadlines and consistently and promptly attended to issues, even outside regular business hours. Their efficiency, flexibility, responsibility, and engaging approach are key elements of their work.
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Evgeniy Marendich
Head of Marketing, EAT ME AT
Qualified employees work there. The company knows Laravel + VueJS well.
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Oleksandr Polkhovskyi
CEO, Uland.ua
Been working with Asabix for a few months, been very happy with the service. Very quick at responding and providing great solutions. Would recommend them for any project in Laravel, and with API. Tried others before, glad I found them sooner than later.
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Oleh Ladan
Skladusa
We hired Asabix to develop a website that would rank highly in search engines and have an up-to-date look. We needed to present our furniture series and collections online for many European countries. Our communication with the Asabix team was quick and straightforward, and the outcome was even better than we imagined: the website works flawlessly, and we also introduced loyalty programs and promotional subscriptions. The admin panel we received was user-friendly, allowing us to manage and launch the online store on time.
Roman T.
Business development manager, Aquarodos
Stack of technologies
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We use the best
technologies in our work

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FAQs
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Frequently asked questions answered

How does a CRM system help in wholesale trade?

In wholesale, it is important to keep the entire cooperation cycle under control from order to delivery. A CRM system simplifies this process: managers see all orders, communications, payments, and stock levels in one user-friendly interface. This saves time, reduces errors, and enables faster response to partner requests.

What features are important for CRM in the wholesale sector?

Flexibility is very important for B2B sales. It is delivered via a number of CRM functions. For example, order management, price list and promotion creation, accounts receivable tracking, customer segmentation by type or contract terms, integration with logistics systems, and real-time analytics.

Can CRM be integrated with accounting and warehouse systems?

Yes, and this is critically important. At Asabix, we configure CRM so that it works together with your accounting tools, inventory systems, logistics services, payment gateways, and document workflows. You avoid data duplication and create a unified digital ecosystem for your business.

How much does it cost to develop a CRM for wholesale trade?

The cost of the basic project starts from about $15,000. The final budget may vary. It depends on the complexity of logic, integrations, roles, analytics, and the specifics of your processes. Contact us for a free consultation and budget estimate tailored to your requirements.

Do I need to pay a monthly subscription fee for the CRM?

No. You get a ready-made platform as your property. This is a one-time development investment that comes without a monthly subscription fee, provider lock-ins, or user limits. The system runs on your own server or hosting environment, whichever is most convenient for you.

Is it difficult to implement CRM in an existing business?

Not at all. We deploy CRM systems step by step, taking into account your current structure. The process includes gathering requirements, building interactive prototypes, training your team, and migrating data, all in close collaboration with you. As a result, the transition to a new CRM does not disrupt business processes.

Why build a custom CRM when there are ready-made cloud options?

Off-the-shelf cloud CRMs are generic products that often do not take into account the specific needs of wholesale businesses. A custom system is tailored to your operations, based on the team structure, warehouse logic, approval workflows, integrations, and analytics. You get exactly what you need: nothing more, nothing less.

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