CRM for distributors and wholesalers
Distribution runs on inventory accuracy and order fulfillment speed. CRMLeaf connects the sales order to multi-warehouse stock and a configurable dispatch workflow, so a sales rep and a warehouse manager are looking at the same numbers.
- Free trial
- No credit card
- Free onboarding
What changes for distributors and wholesalers
Stock levels differ between the sales team and the warehouse
Multi-warehouse inventory with per-warehouse opening stock, reserved and available levels stays live for both teams.
Order dispatch has no proof of delivery
A configurable dispatch workflow includes delivery proof and signature capture, with automatic inventory deduction.
Vendor payments and bills are tracked outside the CRM
Procurement runs RFQ through vendor quote, PO, bill and vendor payment, with automatic vendor credit on overpayment.
The parts of CRMLeaf this runs on
Inventory
Multi-warehouse stock
Sales Reports
Deal & order performance
CRM & Sales
Orders from a signed deal
Goods Return
Source-agnostic returns
Common questions from distributors and wholesalers
See CRMLeaf built for distributors and wholesalers
Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.