Top 7 CRM Solutions for Wholesale and Distribution: Features, Benefits & Pricing

Have you ever wondered how our products are delivered at the right moment and place? Or have you ever considered the number of people involved and the work required to deliver a product on schedule?

Behind all these lies an entire process called distribution. This is a time-consuming, intensive process. Success in the distribution and wholesale sectors depends on efficiency and accuracy. Distributors and wholesalers handle a range of tasks daily, including managing supplies, following deliveries, customer service, and making payments on time because even minor mistakes can result in expensive losses or may lose clients.

That’s where CRM software comes into play. No matter the industry, a CRM has become essential and is no longer just a fancy tool to talk about. It is the best player for companies trying to improve customer relations, increase revenue, and simplify operations. A CRM can assist you in keeping ahead of competitors, especially if you work in the wholesale or distribution industry.

This blog will explain the features of the top 7 CRMs made specifically for distributors and wholesalers, explain why you need them, and assist you in selecting the one that best suits your company.

Why Do Distributors and Wholesalers Need a CRM?

Let's start with the basic concepts. Task automation, customer relationship management, and real-time operational data access are all possible with a CRM. For wholesalers and distributors, it goes beyond that.

With features like inventory tracking, delivery route optimization, stock level updates, and even email or WhatsApp integration, a CRM tailored to your sector can do wonders on a single platform. That is the strength of a CRM made specifically for the wholesaler and distribution sector. It helps your business grow by lowering errors, saving time, and improving customer satisfaction. However, there are a few categories and checklists that you should tick before choosing the right CRM for your business. 

Checklist to Tick Before Choosing the Right CRM

Not all CRMs are made equal, particularly when it comes to the wholesale and distribution processes. Here are a few essential characteristics it should satisfy:

Inventory management: Check if the CRM can send out low-stock alerts, update inventory, and track stock levels.

Route Planning: Plan delivery routes to reduce fuel expenses and save time.

Delivery Tracking: Support to keep clients informed and track delivery time.

Integration: For smooth client interactions, look for CRMs that allow email, calls, and WhatsApp communication.

Payment: Software should be integrated with payment collection features.

Training and Support: To guarantee simplified operations, select a CRM that provides free training, installation, and ongoing maintenance support.

Trials: See if they offer a free trial option. This will allow you to see whether the software meets your needs and test it out before committing.

Keeping these pointers in mind, let us examine the best CRMs for distributors and wholesalers on the market.

1. Dynamics 365

Dynamics 365 is a product by Microsoft. It is an effective CRM choice for companies with complex supply chain requirements. They provide features to:

• Automate workflows and dynamic pricing features to manage the orders. This ensures that customers get accurate quotes and timely deliveries.
  

• Follow stock levels, increase fulfillment accuracy, and achieve warehouse operations. This helps in reducing stockouts and overstock situations.
  

• Make supplier management easier by automating the procurement procedure and making sure of prompt stock replenishment.
  

• Predict demand, maximize inventory, and raise the supply chain's efficiency with the help of AI-driven insights.
  

• Get up-to-date data and performance metrics before you make decisions.

Pricing:

• Standard: $210/user/month

• Premium: $300/user/month

2. dovyo Distributor CRM

dovyo has created distributor CRM specifically designed to address the unique challenges that distributors and wholesalers face. Here's a breakdown of its features:

• Optimize delivery routes to cut down on fuel expenses and travel time. Real-time tracking sees that products reach customers on time by tracking delivery progress and making necessary adjustments.
  

• Simplifies the distribution process by guaranteeing that your products are delivered effectively, automating repetitive tasks, and lowering manual error rates.
  

• It connects to tools such as lead management systems, email, WhatsApp, call support and payment gateways. This implies you can manage transactions, communication, and client inquiries in one location.
  

• In contrast to other CRMs, dovyo lets you customize its features to meet your unique business requirements.
  

• Free trials, installation services, training sessions for the team, and ongoing maintenance are also provided.

Pricing:

• Standard: ₹700/user/month (billed annually)

• Professional: ₹1,050/user/month (billed annually)

• Enterprise: ₹1,400/user/month (billed annually)

3. Oracle NetSuite

Oracle NetSuite is a specialized solution that provides wholesalers and distributors with exclusive financial and operational management tools. Features that we can benefit from:

• Use real-time data to manage your finances, guaranteeing precise accounting and efficient cash flow.
  

• Optimize stock levels, reduce handling expenses, and enhance cash flow management. This ensures that products are available when and where customers need them.
  

• Instant access to customer information for your service, support, and sales teams to increase client loyalty and satisfaction.
  

• Simplify warehouse processes and track shipments to raise on-time delivery rates.

Pricing:

Available upon request.

4. Salesforce

Salesforce is a leading CRM solution known for its advanced features and AI-driven insights. Their features include:

• Forecast consumer behavior, suggest next steps, and enhance decision-making.
  

• Get access to real-time analytics to monitor performance, predict sales, and spot expansion prospects.
  

• Make the order-to-delivery process easier with tracking tools and automated processes.
  

• Automate tedious jobs and connect Salesforce to calendars, email, and payment systems, among other tools.

Pricing:

• Enterprise: €165/user/month

• Unlimited: €330/user/month

• Einstein 1 Sales: €550/user/month

5. Zoho CRM

Zoho CRM is one well-known CRM program. It will work great as a wholesaler and distributor CRM software for small and medium-sized businesses with the flexible and affordable solution they seek. Their features include:

• Consumer communications can be tracked and managed through a number of channels, including email, social media, live chat, and phone calls with Zoho CRM.
  

• Make data-driven decisions by tracking performance metrics and forecasting sales trends.
  

• Streamline partnerships and manage deals effectively with pipeline visualization tools.
  

• For a smooth experience, this will automate follow-ups and other repetitive tasks and integrate with other Zoho apps.

Pricing:

• Standard: ₹800/user/month (billed annually)

• Professional: ₹1,400/user/month (billed annually)

• Enterprise: ₹2,400/user/month (billed annually)

6. HubSpot

HubSpot is a famous CRM platform for distribution and wholesale processes. It has a user-friendly design that is ideal for managing leads and tracking sales. They provide features that:

• It helps to run marketing campaigns, generate leads, and track them throughout the sales cycle.
  

• Get detailed insights into campaign performance and metrics about the sales cycle.
  

• Automates repetitive tasks like email follow-ups and lead assignments. This helps save time and effort.

Pricing:

• Professional: $90/month/seat

• Enterprise: $150/month/seat

7. Pipedrive

Pipedrive is a CRM with a sales focus that assists businesses in effectively tracking deals and managing pipelines in a distribution and wholesale process. They provide features that can help:

• Track deals as they pass through the funnel and personalize the stages of your sales pipeline.
  

• Set priorities for activities and projects that increase sales while ensuring you do not stray from your objectives.
  

• Automates repetitive tasks and integrates with other tools like email and calendar apps.

Pricing:

• Essential: $14/user/month

• Advanced: $24/user/month

• Professional: $49/user/month

• Power: $59/user/month

• Enterprise: $79/user/month

It’s Time to Pick Your CRM:

Picking the right CRM for wholesale and distribution can be a game-changer for your business.This post has explored how to choose the right CRM for wholesale and distribution processes and listed 7 top options with their features. Among these, after the research, dovyo distributor CRM stands out as a great choice. Its user-friendly design, inventory control, supply chain management, built-in integration process, free trial, training session, ongoing maintenance service, and affordable cost make it a reliable option for businesses looking for a long-term solution. While other CRMs are great, dovyo seems to tick all the boxes for wholesalers and distributors. If you’re ready to streamline your operations, dovyo is worth a try!  Book a free consultation with dovyo distribution CRM today and enjoy a free trial! Let us assist you in identifying the ideal answer to your problems.