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Spreadsheets and manual processes can hold back your wholesale business from growing. As wholesalers face increasing pressures to deliver faster, maintain accurate inventory visibility, and provide exceptional customer service, the right CRM becomes essential for success.
A CRM helps wholesalers streamline operations, from managing volume-based pricing to tracking shipments across multiple channels. That‘s why we’ve compiled this list of the best CRM software for wholesalers, complete with feature breakdowns, pricing comparisons, and implementation guidance.
Below, we’ll explore solutions including HubSpot, Pepperi, Prospect CRM, and Zoho. Unipart, a global provider of supply chain solutions, grew its pipeline from millions to billions in just 12 months using HubSpot.
To quickly bring you this comprehensive guide, we used AI tools for research and drafting. All content has been thoroughly reviewed, fact-checked, and revised by a HubSpot staff writer to ensure accuracy and completeness.
Read on to discover which CRM will transform your wholesale operations.
Table of Contents
A CRM for wholesalers is a specialized customer relationship management system designed to handle the unique complexities of wholesale distribution. Wholesale-focused systems can integrate with inventory management, handle bulk pricing structures, manage distributor networks, and track orders from purchase to delivery — all while maintaining detailed customer histories and facilitating B2B communications.
HubSpot’s CRM platform serves wholesalers by providing customizable properties, automation for order workflows, and unified data across sales, marketing, and service teams to manage complex B2B relationships at scale.
CRM | Best For | Key Features | Pricing | Free Trial Available |
HubSpot | Wholesalers wanting an all-in-one platform that unifies sales, marketing, and service with powerful automation | Unified customer view, marketing automation, AI-powered features | Free CRM; paid plans start at $15/seat/month | Free plans |
Pepperi | Brands and wholesale distributors needing unified B2B commerce across all channels | Self-service buying portal, sales rep order taking, route accounting & DSD | Starts at $500/month | No free trial |
Prospect CRM | Wholesalers needing stock-aware CRM with real-time inventory visibility | Stock-aware CRM technology, RFM customer segmentation, cross-selling Magic Matrix | Starts at $210 | 14-day free trial |
Zoho CRM | Small to mid-sized wholesalers seeking affordable, feature-rich solutions | Process management (Blueprint), Zia AI agents, lead nurturing | Starts at $20/user/month | Free trial available |
The right CRM can change constant bottlenecks into smooth operations. Let’s examine four leading solutions that excel at managing wholesale complexities.
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Best for: Wholesalers wanting an all-in-one platform that unifies sales, marketing, and service with powerful automation
HubSpot’s CRM is free and includes contact management, deal pipelines, and basic reporting. You can expand functionality by adding paid Hubs. Hub pricing is as follows:
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Best for: Brands and wholesale distributors needing unified B2B commerce across all channels
Pepperi pricing is as follows:
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Best for: Wholesalers needing a stock-aware CRM with real-time inventory visibility
Prospect CRM’s pricing is as follows:
Source
Best for: Small to mid-sized wholesalers seeking affordable, feature-rich solutions
Zoho CRM’s pricing is as follows:
Step 1: Map your current processes. Document existing workflows and identify areas where a CRM could improve efficiency. Consider order processing, customer communication, and reporting needs.
Step 2: Define integration requirements. List all systems that need to connect with your CRM. Check each platform’s integration options and consider middleware solutions if needed.
Step 3: Calculate total cost of ownership. Consider subscription fees, implementation costs, training, and ongoing support when evaluating CRM options.
Step 4: Involve key stakeholders. Include representatives from sales, customer service, and operations in the evaluation process to ensure the CRM meets all departmental needs.
Step 5: Test with real scenarios. Use free trials to test CRMs with actual business scenarios. If a free trial isn’t available, book a demo with a sales rep. Create sample quotes, manage test orders, and evaluate ease of use.
Step 6: Plan for scalability. Choose a CRM that can grow with your business. HubSpot’s scalable platform allows businesses to start with free tools and add features as they grow.
The best CRM depends on specific business needs, size, and budget. HubSpot offers a comprehensive platform with free CRM tools and scalable paid features. Its flexibility and unified approach to sales, marketing, and service make it suitable for many wholesale operations.
Key features include contact and account management, opportunity tracking, integration capabilities, reporting tools, and mobile access. Look for platforms that support B2B sales processes and can connect with your existing business systems. HubSpot’s CRM has over 1,900 integrations in its App Marketplace, offering plentiful opportunities to connect with many of your favorite tools.
Yes, HubSpot’s flexibility makes it suitable for wholesale businesses. The platform offers custom properties, workflows, and integrations that can be configured for wholesale-specific needs. Manufacturing companies with similar B2B complexity have seen strong results — Positec Group, a manufacturer of power tools, manages over 90,000 support tickets annually with HubSpot.
CRM costs vary widely based on features and vendor. Pepperi starts at $500/month for its Pro plan. Prospect CRM begins at $210 for four users on its Start-Up plan. Zoho CRM offers more affordable per-user pricing starting at $20/user/month for Standard. HubSpot’s CRM is always free with contact management, deals, and basic reporting, with paid plans starting at just $15/month/seat for additional features.
HubSpot stands out as a flexible CRM solution for wholesalers seeking to modernize operations and build strong customer relationships. Here’s why wholesale businesses choose HubSpot:
Ready to transform your wholesale operations? Start with HubSpot’s free CRM today and scale up as your business grows.
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