CRM FOR WHOLESALERS & DISTRIBUTORS
Turn Customer Follow-Ups Into Repeat Sales
Use customer purchase history to automatically identify follow-up opportunities, create timely sales tasks, and track your team’s results.
Turn your customer and order history into actionable sales follow-ups.
Built for Teams That Depend on Repeat Orders
Know Who Needs Attention
Identify inactive customers, at-risk accounts, and upcoming reorder opportunities.
Follow Up at the Right Time
Automatically create sales tasks based on purchasing behavior and customer segments.
Track Every Outcome
Monitor sales activities, follow-up outcomes, and performance by representative or campaign.
Your Sales Team's Daily Follow-Up Workspace
Manage assigned tasks, customer interactions, and next steps in one place.
Understand Every Customer’s Buying Behavior
Turn order history into actionable customer insights that help your sales team prioritize follow-ups.
Understand Customer Value
See order history, total spending, and last purchase date.
Automatically Segment Customers
Use RFM to group customers by recency, frequency, and spending.
Identify Follow-up Opportunities
Spot inactive accounts and upcoming reorder opportunities.
See the Complete Relationship History
Review previous activities, notes, and recorded outcomes.
Connect Your Order Data
Sync customers and orders through supported integrations.
Automate the Follow-Ups That Drive Repeat Sales
Turn customer purchasing behavior into timely tasks for your sales team—automatically.
Reorder Reminders
Follow up when customers approach their estimated next order date.
TRIGGER
Expected reorder date approaching
ACTION
Create sales follow-up task
Inactive Customer Follow-Ups
Reconnect with customers whose purchasing activity has stopped.
TRIGGER
Customer enters inactive segment
ACTION
Assign customer follow-up task
Prioritize the Right Customers
Use purchase history, RFM segments, and estimated reorder dates to identify customers who need attention.
Automate or Assign Follow-Up Tasks
Automatically generate tasks from customer behavior, or let managers and sales representatives create them manually.
Organize Sales Campaigns
Group follow-up activities into targeted sales campaigns, assign responsibilities, and keep outreach organized.
Track Campaign Execution
Monitor completed tasks, customer responses, and recorded outcomes by sales representative or campaign.
Know What Happens After Every Follow-Up
Track customer responses, monitor sales activities, and measure follow-up performance across your team and campaigns.
Record Every Follow-Up Outcome
Capture whether a customer placed an order, didn’t respond, requested another follow-up, or asked not to be contacted again.
Keep the Next Action Clear
Schedule additional follow-ups when conversations require further action, so important customer requests don’t get overlooked.
Monitor Task Progress
See which tasks are completed, pending, or overdue, and keep your team’s follow-up activities organized.
Track Sales Representative Performance
Review completed activities and recorded outcomes for each team member.
Measure Sales Campaign Results
Monitor task execution, customer responses, and recorded order outcomes across your sales campaigns.
Make Every Customer Follow-Up Count
Give your wholesale sales team a better way to identify opportunities, automate follow-ups, and track results.
It completely integrates with our eCommerce platform, BigCommerce and makes for ease of tracking our customers and sales data. Best CRM for eCommerce that we have found.
I like the fact that everything is in one place and is easy to see everything and is easy to use. This makes it fast and easy to be able to go in whenever you want and look at things such as sales history, email marketing, etc.
Great value for price point. A lot of amazing functionality and features that would only be available in a more expensive CRM. It works well for our company on the B2B-side, although it seems to be well built for our B2C customers & transactions as well. The segments and automations are great!!
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