Key Features of CRM for Wholesale Sales
Brands we work with
What Tasks Does a CRM Solve in Wholesale Trade?
Important CRM Modules for Wholesale Trade
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.
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.
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.
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.
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.
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.
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.
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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Frequently asked questions answered
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.
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.
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.
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.
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.
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.
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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