CRM FOR WHOLESALERS & DISTRIBUTORS
Turn Customer Follow-Ups Into Repeat Sales
Automatically identify customers who need attention, create timely follow-up tasks, and track your sales 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.
Understand Every Customer’s Buying Behavior
Turn order history into actionable customer insights that help your sales team prioritize follow-ups.
Understand customer value
View total orders, total purchase value, last order date and recent transactions.
Identify follow-up opportunities
Compare the last order date with the last contact date to find customers due for follow-up.
See the complete relationship history
Review previous activities, outcomes, notes, files and recorded customer feedback.
Build actionable customer segments
Create dynamic customer groups based on orders, inactivity, value, tags, tiers and custom fields.
Connect your transaction data
Sync customers and orders from Shopify, WooCommerce, BigCommerce or your ordering, ERP or booking system.
Automate the Follow-Ups That Drive Repeat Sales
Turn customer purchasing behavior into timely tasks for your sales team—automatically.
Prioritize the right accounts
Use order history, customer value, inactivity, tiers and tags to decide who the team should contact first.
Assign customers and activities
Distribute campaign customers across the sales team and give every follow-up a clear owner.
Guide salespeople with scripts
Provide campaign-specific messaging, talking points and objection-handling guidance.
Launch campaigns from customer segments
Use customer lists such as inactive customers, first-time buyers, high-value customers and never-ordered contacts.
Automate repeatable follow-up actions
Automatically create tasks, assign contacts, add tags, notify users and move customers through the workflow.
Track campaign execution
Monitor assigned customers, completed activities, follow-up coverage and salesperson performance.
Know What Happens After Every Follow-Up
Give sales managers visibility into activities, customer responses, and campaign execution.
Record the result of every interaction
Capture whether the customer ordered, asked to be contacted later, declined, was unreachable, or reached another defined outcome.
Keep the next action clear
Schedule the next call, task, or follow-up directly from the completed activity.
Identify overdue and unfinished follow-ups
See which customers still require attention and which activities are falling behind.
Measure effort by salesperson and campaign
Compare completed activities, coverage, outcomes, and team performance.
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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