Wholesale & Distribution CRM
CRM for wholesalers & distributors
Manage hundreds of dealers and retailers by territory, take repeat orders faster, watch credit limits and collect outstanding payments on time.
The challenge
Why wholesale & distribution businesses lose sales
Orders on calls and WhatsApp
Repeat orders are taken informally and errors happen.
Credit risk
Credit limits and overdue amounts are not visible to sales.
Territory coverage
You do not know which retailers have not ordered recently.
Schemes and rates
Different rates per customer type cause confusion.
The solution
How NexaCRM helps wholesale & distribution teams
Customer type & territory
Retailer, sub-dealer or institution with territory and beat.
Credit limits
Credit limit and credit days on every customer.
Fast repeat orders
Quotations and orders from the product list.
Outstanding tracking
Payments and dues per customer.
Inactive customer alerts
Find customers who have not ordered lately.
Field sales
Salespeople update visits and orders on mobile.
Workflow
Your sales process, step by step
Retailer or dealer enquiry
Rates and scheme shared
Order and dispatch
Collection and repeat order
Industry module
Switch on the Wholesale & Distribution module in one click
Go to Settings → Industry modules and enable it. These fields appear on your forms straight away — your existing data is not changed.
Lead fields
Customer fields
Deal fields
Lead sources

Included in every plan
Everything else your team needs
FAQ
Wholesale & Distribution CRM — frequently asked questions
Can I set credit limits per customer?
Yes. The wholesale module adds credit limit and credit days to companies.
Can I manage territories?
Yes. Record territory and beat and filter customers and reports by it.
Can I track outstanding payments?
Yes. Orders and payments show the amount due per customer.
Does it replace my billing software?
No. Keep billing in Tally or your ERP; the CRM manages customers, orders and follow-ups.
Related industries
Also built for
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Retail CRM for showrooms, furniture, electronics and jewellery stores: capture walk-in enquiries, follow up on quotations, track occasions and bring customers back.
Ceramic & Tiles CRM
Tile CRM for Indian manufacturers: manage dealers, architects, builders and export buyers, sample dispatch, projects and quotations by size and finish.
Logistics & Transport CRM
Logistics CRM for transporters, freight forwarders and courier companies: turn rate enquiries into quotations, track lanes, vehicle types, volumes and repeat customers.
Ready to grow your wholesale & distribution sales?
Start a free trial, switch on the Wholesale & Distribution module and capture your first enquiry today.