So you want answers, and you want em' fast. Here they are:
Quick links for the Best CRM Software
1) Best Overall 🏆
Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
2) Good Plugins🥈
Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.
3) Most Features 🥉
A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
So, you are in the market for a CRM that suits Wholesale Sales.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
What CRM would you recommend?
In short, It's Monday.com CRM.
It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Monday.com. It's the software we use with our clients at our ad agency.
"🚀Try Monday.com CRM For Free, It's my favorite CRM to use and recommend." -Scott Max
Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com CRM Review.
The best CRM for Wholesale suppliers
As a wholesale business owner, you have to maintain contact with the factory suppliers, track shipments, reach out to more customers and manage invoices. A CRM tool that allows you to set up automation for each activity and create templates for personalized communication will be the perfect match for this category. Have a look at the products below to choose the best CRM for Wholesale suppliers:
The Pipedrive CRM tool is intuitive and easy to use, providing a wealth of data of interest and future forecast for your customers and their interactions. It is a tool very focused on the sales area, not so much on marketing, and has a paid subscription. Currently, some of your customers are Amazon, Skyscanner or Vimeo. We have tested it to make an educational video on Youtube and have raised a special offer for readers of Marketing4eCommerce 1 month free trial (usually 14 days) and 25% discount on the first purchase. You can take advantage of it at this link.
Pipedrive makes sales-related tasks easier by fetching leads 24/7 and emphasizes the right opportunity so you can convert it into a deal from the sales pipeline. Pipedrive has a flexible and user-friendly interface that simplifies the transition to the CRM tool for businesses, lessening the workload of the sales team.
Here are some features offered by Pipedrive:
- Lead Management: Pipedrive offers an unsophisticated sales pipeline with several functionalities that provide a fully visual sales experience to improve efficiency and close deals faster. Users can track opportunities through all stages of the sales funnel and customize the dashboard to move all leads at one place for smoother interaction and prioritization. Moreover, Pipedrive provides users with an AI-powered sales mentor for personalized insights.
- Communication Tracking: Pipedrive allows businesses to manage contacts and group them into “People” and “Organization” so the sales representative knows the clients' role in the company and approaches them accordingly. Pipedrive provides a visual representation of call history and other modes of communication with the client giving a cutting edge to your business in negotiations. You can also make outbound phone calls within the Pipedrive and auto-link them with the relevant contacts.
- Sales Automation System: Pipedrive allows users to automate every sales process and take their business to the next level. You will be notified: at the earliest about any changes to the lead phases and account settings to prevent misuse of your CRM. Pipedrive’s Automation sends customized notifications to the clients at the right time to increase the chances of getting engagement and successfully closing a deal.
- Insights and Reports: You can create customizable fields for analytical reports regarding deals, leads, revenue, activities and add them to the dashboard for quick access. Pipedrive also offers employee management services to create goals for teams and individuals. It helps in evaluating the performances and assigning the tasks based on merit, which increases the chances of getting a positive outcome for every sales opportunity.
- Privacy and Security: Pipedrive offers a dedicated security dashboard to give users complete control and transparency over user permissions and privacy settings. You can see how many users are logged in to the Pipedrive account and prevent mischievous entities from getting hold of your data. Moreover, you can see how recently the password has been altered, devices using your account and whether there has been any attempt to change the admin settings.
Pipedrive has 4 pricing options for users to choose between depending on their requirements.
The “Essential” plan is priced at $15/month, giving users access to pipeline management, customer support, and data importation.
The “Advanced” plan is priced at $29/month, providing all features of “Essential” plus email scheduling, click tracking, and workflow creation.
The "Professional" plan is priced at $59/month, providing all features of "Advanced" plus call tracking, document creation, and revenue forecasting.
The “Enterprise” plan is priced at $119/month and gives access to all features of Pipedrive.
You can get add-ons to get the most out of the Pipedrive CRM subscription.
HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot's CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.
Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.
Here are some impressive features available on Hubspot:
- SEO Tools: Hubspot is one of the few CRM services that provide SEO-related analysis for your website's content. Once you integrate your business website with Hubspot, it automatically scans it and recommends better optimization. Alternatively, you can paste your website's URL and get an SEO report.
- Content creation tools: You can create new blog posts for your website and edit the existing ones by simply integrating the website with CRM. Hubspot records all comments and edits made to the original content, so you are always in touch with the changes. Moreover, you can use the editor to start a new blog and add relevant images.
- CPQ Functionality: Every business needs to create quotations for products or services to assist sales reps in negotiations. Hubspot allows you to do it inside the CRM with its “Quotes Tool”. You can add unit price, discount offers, conditions, regulations terms, or any other information that will benefit the buyer and sales process.
- Campaigns Tools: Hubspot has several relevant automation tools that enable smooth interaction with clients and organize workflow. You can make posts on social media, send customized emails and run paid search campaigns to get leads on potential customers. It is one of a kind collection with all the necessary marketing tools and a great addition for larger businesses.
- Contact Attribution Reporting: Hubspot can help your management team understand the latest trend related to customers' sales processes and identify the sources that influenced their decision. You can customize the attribution parameters to get different insights into your business and recognize the market-making activities.
- Data Quality Automation: It allows you to automate properties like; time, date and add new automation to manage the incoming leads swiftly. Hubspot will follow all the pre-entered instructions and give a reminder every it finds a promising opportunity.
Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The "Professional" plan starts at $1600/month with advanced marketing tools and customer service software. The "Enterprise" plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.
3. Microsoft Dynamics
Microsoft Dynamics is perfect software for connecting clients, products, people and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.
Microsoft Dynamics 365 Features
Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.
Here are some unique features offered by Dynamics 365:
- Unified Communications: Dynamics 365 allows you to connect with clients through "Microsoft Teams" and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
- Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365's AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
- Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
- Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs.
- Power supply chain agility: Dynamics 365 can help your business's profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
- Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
- Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
- Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.
Microsoft Dynamics 365 Pricing
Dynamics 365 allows users to choose packages according to their business niche.
Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.
The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. "Sales Premium" is priced: at $131/month for a single user, and "Microsoft Relationship Sales" is available for $134/month.
“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.
Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and "Sales Professional" is priced: at $63.2/user/month.
4. Zoho CRM
Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.
Zoho CRM Features
Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.
Here’s a wide range of features offered by Zoho CRM:
- Canvas design studio: Every business has different requirements, so it's weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
- Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
- Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
- Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
- Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
- Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.
Zoho CRM Pricing
Zoho CRM offers subscription plans for every business, whether small, medium, or large.
The " Standard" plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.
The "Professional" plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.
The "Enterprise" plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.
The "Ultimate" plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.
Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.
There’s also a free edition of Zoho CRM which offers essential management tools.
5. Sage CRM
Sage is a company that has a multitude of tools of all kinds: accounting, billing, finance, warehousing, manufacturing, payroll, employees and much more. Among them, Sage CRM stands out, one of the most popular options in the market, which cannot be defined as easily intuitive, but as practical (once you know how its working mechanics work).
Sage CRM Features
Sage CRM is a highly configurable open-ended software that allows businesses to use it for different purposes. It offers several tools and integrations that can positively affect your sales and marketing campaigns while managing the company’s data in an orderly manner. Users can get a better understanding of products through Sage CRM and meet the clients' expectations, thus increasing the chances of securing a lead.
Here are some fascinating features offered by Sage CRM:
- Opportunity Management: Sage CRM allows users to connect multiple companies to a single opportunity and avoid duplication. It processes the data from the prospect stage through to its complete cycle with unique workflows and helps in turning qualified leads into legitimate opportunities. Sage CRM offers the ability to quarantine unverified information, which can be reviewed; by sales representatives.
- Sales and Marketing Reporting: Sage CRM allows users to create and share valuable reports based on customer details. There are several pre-defined reports available that display distinct sales metrics, and you can set customized parameters for more accuracy. It helps users from different departments in your organization to get detailed insight regarding their work and clients. Sage CRM improves the effectiveness of your marketing campaigns by informing you about the most beneficial lead sources so you can focus your efforts on the right advertisement.
- MailChimp Integration: Sage CRM can be integrated with MailChimp to boost email marketing campaigns by targeting a specific audience. Users can view how effective the marketing strategy is and alter it accordingly; to get better client engagement. It can create new business opportunities and strengthen existing relations.
- Customer Service: Sage CRM improves customer service drastically from both team and individual points of view. It allows you to analyze resolution time for specific complaints, reassign cases to more suitable customer representatives based on experience, review solutions, and access past tickets through knowledgebase for reference on a current problem.
- Actionable Reports: Sage CRM records information for every click and unsubscribes so you can approach the client accordingly with an automated message or email. It can help in winning back a lost lead or follow up on an interested client immediately to get the upper hand in the negotiation process.
- Collaboration: Sage CRM simplifies the communication between the marketing and sales team while allowing employees to collaborate on projects. You can share the latest updates regarding the sales process or marketing ventures with relevant team members and easily exchange constructive ideas for the betterment of the business.
Sage CRM Pricing
Sage CRM provides customized services depending on your business requirements. Click on the "Request a callback” tab to get contacted; by a customer representative, fill in some basic details, and get a price quotation for your CRM needs.
Why use a CRM at all?
As a distributor or business owner, you have to manage several aspects of the organization to ensure efficient functioning. Interacting with clients, Tracking orders, managing assets and getting financial insights are crucial to building a successful business. Using different sources for each activity complicates the process and wastes a lot of time.
CRM provides a one-stop solution for your business to handle all operations within a single platform. You can integrate a CRM with several other tools to maximize its benefits and assist your employees. With the rapid growth of technology, CRM is necessary to scale your business swiftly and generate more profits.
Why should Wholesale suppliers use a CRM?
Wholesale distributors must maintain their supply chain and ensure that the products are in top condition. Moreover, they also have to deal with customer inquiries, fulfil large orders and record customer data; to provide better services and understand, what are the requirements of your specific clients.
You cannot depend on manually recording every minute detail as it's not feasible and leads to errors. Having a unified system to process all operations and change them according to your requirements can be highly beneficial and simplify the way you manage your supply chain.
CRM adoption in the wholesale industry helps you edge ahead of your competitors and provide better services in the market. You can automate workflows to generate invoices as soon as a deal is closed and ensure that the billing details are sent: to the right client.
You no longer have to worry about scouring through several sources for lead management, marketing strategy implementation and the financial aspect of the business.
A CRM solution will allow you to get on top of each task and execute it perfectly. It is your gateway to improving your work culture and converting more opportunities into clients.
CRM for Wholesale, A Summary
In the wholesale business, you have to provide better rates than the competitors and handle bulk orders frequently. CRM allows you to track every step of a process and deliver quality services to your clients. You can manage more orders than usual by automating workflows for quick processing.
Pipedrive offers Wholesale distributors a customizable solution to handle all business operations. It enables quick interaction with the clients and brings all leads within the CRM system. It is our suggested pick for a CRM that suits Wholesale. Visit the website to get started.