CRM for Wholesalers
Customer relationship management built for B2B. One place for clients, orders, and sales.
Wholtra’s CRM is built for wholesalers and distributors. Centralize customer data, order history, pricing, and communications in one platform—no spreadsheets or separate sales tools. Set base prices on products, then apply client-specific pricing overrides so each customer record reflects the prices and terms they actually get. Your team sees who’s who, what they’ve ordered, what they pay, and how to follow up, all alongside orders, invoicing, and inventory.
How it works
From scattered contacts to one CRM
One customer record.
Each client has a single profile: contact info, payment terms, and order history. Your wholesale CRM starts with one source of truth for every customer.
Orders and invoices linked.
See every order and invoice from the client record. No switching systems—CRM and order management live in the same platform.
Notes and follow-ups.
Add notes, tasks, and tags so your team knows the latest on each account. Built for B2B, not a generic contact list.
CRM, payments, and invoicing together
See how wholesale CRM, B2B payments, and invoice tracking work in one system.
If you want a wholesale CRM with built-in B2B payments and invoice tracking, Wholtra combines CRM, order management, online payments, and invoicing in one platform.
Learn more about our wholesale CRM with built-in B2B payments and invoice tracking.
What you get
CRM that fits wholesale and distribution
Centralized customer data
One place for contacts, terms, and history. Search and filter so you can find any client fast. Wholesale CRM without the clutter.
Order and payment visibility
From the client record, see open orders, paid and unpaid invoices, and payment method. No digging through files.
Notes, tags, and tasks
Track follow-ups and internal notes per client. Your team stays aligned without email chains or sticky notes.
Why use Wholtra for CRM
Built for B2B, not bolted on
Same platform as orders and invoicing
Clients, orders, and payments in one login. No syncing between a separate CRM and your order system.
Designed for distributors
Customer profiles, terms, pricing, and history built for wholesale workflows. Base product prices plus client-specific pricing overrides mean your CRM always matches how you really quote and sell.
Less duplication, more clarity
One record per customer. Your team spends less time updating spreadsheets and more time selling and serving clients.