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

01

Retailer or dealer enquiry

02

Rates and scheme shared

03

Order and dispatch

04

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 typeTerritory / beatMonthly requirement (₹)

Customer fields

Credit limit (₹)Credit daysTerritory / beat

Deal fields

Scheme / offer

Lead sources

Field visitRetailer referralDistributor meet
NexaCRM /leads
Wholesale & Distribution leads in NexaCRM

Included in every plan

Everything else your team needs

IndiaMART, TradeIndia & web lead capture
WhatsApp Business API
Deal pipeline
GST quotations (PDF)
Orders & payments
Workflows & reminders
Reports & analytics
Roles, audit log & API

See all features

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.

Ready to grow your wholesale & distribution sales?

Start a free trial, switch on the Wholesale & Distribution module and capture your first enquiry today.