The CRM for distributors and suppliers
Customers, customer-specific pricing, quotes, orders, a support desk, a customer portal, campaigns and automations in one place. Connected to your ERP, including Dynamics 365 Finance & Operations and Corvexa ERP.
30-day free trial, no card needed. See pricing
Every account with its tier, contacts, price list and contract prices, so the right price is on the screen before the phone is picked up.
| Customer | Tier | Price list | Their price |
|---|---|---|---|
| Northside Plumbing Supplies | A | Trade | $42.50 |
| Bayview Hardware | B | Wholesale | $47.90 |
| Coastal Irrigation Co | A | Contract | $39.80 |
| Hills Landscaping | C | Retail | $55.00 |
Build a quote in seconds, convert it to an order when it is accepted and push the invoice to your ERP without re-keying.
Tickets with SLAs for your team; a branded portal where customers see quotes, invoices, balances and reorder on their own.
Price-list mailouts, a shared inbox that lands on the customer timeline, and simple rules that do the follow-ups for you.
Customers, products, prices, orders and invoices stay in sync. The CRM is the front office; your ERP stays the system of record.
How it works in 3 steps
Create your organisation in a minute. The 30-day trial starts immediately, no card needed.
Upload a CSV from your ERP or spreadsheet. We match the usual column names for you.
Pick a customer, add products at their price and email the quote with one click.