CRM for wholesale distributors

Open the account, get the first order, then never let it go quiet.

In distribution the first order is the beginning, not the end. Accounts come in from reps and trade shows, you qualify, send a price list or quote, get a first order, and then the whole game is reorders. The rule below is the one that pays for the CRM: it tells the rep which accounts stopped ordering.

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What the copilot builds for you

• Pipeline stages: New account → Qualified → Quote or price list sent → First order → Reordering → Lost
• Fields you track: Estimated annual volume · Product category · Territory · Payment terms
• Follow-up rule: No order in 60 days: flag the account for its rep.
• Saved view: Accounts gone quiet, by territory.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Your support desk (early): Zendesk, Intercom and Freshdesk tickets become cases on the account, and Decagon conversations land on the contact.

Say it in your own words

New accounts come through reps and trade shows. We qualify, send a price list or quote, take a first order, then work on repeat orders. Track annual volume, product category, territory, payment terms. Flag accounts that have not ordered in 60 days.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

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The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy