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CRM for Distribution

CRMconnect for distribution unifies all sales channels - field agents, B2B portals, and EDI retail feeds - into a single automated workflow. By sharing master data with your ERP, agents gain real-time visibility into customer balances and stock levels, ensuring orders move instantly to invoicing without manual back-office data entry.

What hurts today in distribution

  • Orders received via WhatsApp and manually re-entered into the ERP
  • Field agents lacking visibility on real-time stock and credit limits
  • EDI orders from major retailers processed manually via Excel
  • Inconsistent discounting across agents without centralized control

One unified order flow, regardless of the channel

In distribution, margins are lost in operations: the same order is handled three times before it becomes an invoice. CRMconnect captures orders at the source - agent, portal, or EDI - validates them against real-time pricing and stock, and pushes them to the ERP for invoicing and delivery.

  • Mobile ordering for agents, fully functional even in low-signal areas
  • B2B Portal where customers order directly at their specific contract prices
  • EDI orders from retail chains processed without manual re-entry
  • Automated discount policies and credit limits applied at the point of sale

Visibility into field sales routes and activity

Compare planned versus completed visits, track orders per route, identify inactive customers, and analyze refusal reasons. Sales directors gain a clear view of daily field activity without requiring manual reports at the end of the month.

Built to complement your existing ERP

You don't need to replace your ERP. CRMconnect connects via API to synchronize product catalogues, prices, inventory, and balances, keeping your accounting ledger intact while modernising your operations front-end.

Recommended modules for distribution

Sales Team Management

Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.

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Multiple Sales Pipelines

Configure and track multiple commercial processes simultaneously, each with its own custom stages.

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Customer Portal

Empower your clients with 24/7 access to orders, documents, and real-time status through a native self-service portal integrated directly into your CRM.

See the module for distribution →

Retailer EDI Connections

Automate orders, dispatch advice, and invoices with major EU retailers via standardized EDI-natively integrated into your CRM operations.

See the module for distribution →

Inventory & Warehouse Management

Track products accurately with real-time updates, automated replenishment alerts, and full stock traceability.

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ERP/WMS API Integration

Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.

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Frequently asked questions

Can field agents take orders without an internet connection?
Yes. The field application is built for real-world conditions: orders are completed on a phone or tablet and synchronize automatically once a connection is restored.
Can I process orders from Carrefour, Metro, or Lidl?
Yes, through our native EDI modules. Orders flow directly into the CRM as documents, and notices or invoices are sent back in the specific format required by the retailer.
Does the system support customer-specific pricing?
Yes. Price lists, contractual discounts, and credit limits are synced from the shared master data and are automatically applied during the quoting and ordering process.

Test the order flow with your own data

Start your free trial, add real customers, and track an order from the field agent all the way to your ERP.

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