Wholesale CRM with Built-In B2B Payments and Invoice Tracking
One system for your B2B relationships, orders, invoices, and payments—built for wholesalers and distributors.
A wholesale CRM keeps relationships, orders and cash in one place. Running wholesale sales on a generic CRM plus a separate invoicing tool plus a separate payments platform is expensive, manual, and error-prone. Wholtra gives you a wholesale-ready CRM with integrated B2B payments and invoice tracking, so your team can see who your customers are, what they ordered, what they owe, and what they’ve paid—all in one place. Review our pricing, explore convenience store distributor software, or read the SBA guide to managing business finances.
Why a wholesale CRM beats generic tools
A wholesale CRM should track more than contacts. It should show each buyer’s order history, open invoices, payment status, and terms. With a wholesale CRM built for distributors, reps stop switching between tabs and start answering customer questions in seconds.
Generic CRMs rarely understand case packs, backorders, or account-level pricing. A wholesale CRM that connects directly to orders and invoicing removes retyping, reduces disputes, and speeds up collections. Teams that move to a wholesale CRM also get cleaner reporting on who owes what and who is ready to reorder.
Payments belong in the same record. When your wholesale CRM supports ACH and card payments with invoice tracking, you can see paid and unpaid balances next to every customer, follow up at the right time, and keep cash flow predictable.
How Wholtra combines CRM, B2B payments, and invoicing
Wholesale CRM, order management, invoicing, and B2B payments in one platform.
Wholesale CRM with client-specific pricing
Centralize accounts, contacts, and order history in a CRM built for wholesalers and distributors. Store notes and activities, and set base product prices with client-specific pricing overrides so each customer sees their negotiated pricing in the catalog, on orders, and on invoices.
Built-in B2B payments
Let B2B customers pay the way they prefer while keeping everything tied to the right account. Accept credit card, ACH, invoice pay, or COD, send secure payment links, and give customers self-serve options—all connected to your orders and invoices inside Wholtra.
Invoice tracking for wholesalers
Generate invoices directly from orders and track what’s open, past due, and paid in real time. Wholtra can consolidate multiple invoices into a single payment link so customers can pay several invoices at once, helping you collect faster and keep AR organized.
Orders, inventory, and CRM in one place
Because Wholtra is wholesale order management software, your CRM, invoicing, and payments sit on top of real orders and inventory. See what customers ordered, what shipped, and what is on backorder without jumping between systems.
Visibility for sales and AR
Sales reps, account managers, and AR all work from the same up-to-date customer view. Instantly see open invoices, recent payments, and order history so you can prioritize outreach, reduce surprises, and keep relationships strong.
Reporting that connects customers and cash
Run reports that tie customers, orders, invoices, and payments together. Understand who your best customers are, who is often late, and how much each account has spent over time—all from one platform built for B2B distribution.
Want to see how a wholesale CRM with built-in B2B payments and invoice tracking could work for your business?
Email sales@wholtra.com Use the contact form