In today’s modern business world, good sales result from great client relationships. Besides that, efficient product and deals management also holds an important place in the success of modern wholesale businesses. If yes, then CRM software is your way to go.
With the help of a reliable and trusted CRM solution, you’ll be able to build great customer relationships and streamline all your business tasks and interaction with technology. CRM softwares are designed in a way that not only helps you improve your relations with the existing clients but also with your potential clients.
This way, you can increase your business profits and improve time management for your business tasks. In this blog, you’ll learn the importance of CRM software and how you can take advantage of them for your wholesale business. So without further ado, let’s dive right in!
What exactly is CRM Software? Why is it useful for Wholesale businesses?
CRM is software that helps wholesale businesses in managing their selling products, deals, and customer interactions. Besides, it helps improve productivity and boosts sales. It is a great solution for streamlining vendor management. With this efficient and handy software, you can build strong client relationships, boost sales, secure clients, and expand your business reach. CRM centralizes your data.
With this, your team can easily access important information, making teamwork much easier. Additionally, you can control who can access this information and vital information like emails, support calls, purchase history, text, and other communications done with the clients.
Overall, we can say that CRM software helps boost your business because that is all possible with good client relationship, which is exactly what this tool help you maintain. In addition, you no longer have to create and maintain manual databases or spreadsheets by automating your client management tasks. All this makes your task a lot easier and saves a ton of your time.
1. Cream Soda
Cream Soda is a well-known and highly trusted CRM solution that is preferred and recommended by clients around the globe. It enables wholesalers to manage their inventory and products efficiently and drive greater sales. Cream Soda is an excellent, feature-rich sales inventory solution that wholesalers would find super helpful.
It is an efficient cloud-based CRM solution that is awesome for seamless sales management and boosting your client relationships.
It also enables you to monitor and manage each department of your wholesale business effortlessly. This way, you’ll know exactly what each team is up to and how much progress your current deals will be made.
So, sign up for Cream Soda now and take your wholesale business to the next level and achieve all your set business goals! With the unique feature set and ease of use, Cream Soda is number 1 on our recommendation list.
Features
- Deal management
- Sales inventory management
- Team collaboration
- Quote management
- Quote comparison
- Automated data entry
- Product management
- Document management system
- Custom fields
- Targeted marketing emails
- Privacy and security
- Dashboard and reports
- Contact management.
- Task scheduling
- Meeting management
- User onboarding
- Account management system
- Problems alert
- Workflow management
- Analytics
- Interaction tracking
- Segmentation
Top 3 features
The top three features of Cream Soda include the following:
- Contact management
Cream Soda offers efficient contact management that will help you easily build robust client relationships. With this feature, you can make unlimited contacts and track your client relationship history from one place.
You can also follow the insights of your conversations like customer emails, phone conversations, meeting minutes, and much more. It also enables you to assign contacts, offers, and deals to a specific team member. Cream Soda will also notify you about all the updates of client deals which is another bonus point of this software.
- Inventory/Deal management
With this feature, you can easily create customizable sales pipelines, and there is no limit to it! You can create as many as you want. This helps you manage your deals like a pro!
You can track all the stages of your deals to know exactly how much progress is made on the deals. There is a visual board that keeps a track of all the tasks, deadlines, and delays. It will notify you when anything requires your immediate attention.
- Team collaboration
With the smart and useful team collaboration tools offered by Cream Soda, you can boost the productivity and efficiency of your team. You can make as many teams as you want and this tool will provide all the collaboration tools that you need.
You can stay connected with your team from anywhere in the world. Task scheduling and meeting management is also an effortless task with this CRM software. This is why it is an awesome CRM solution for wholesale businesses.
Price plans
- Sales starter plan – $15/month (per user)
- Sales pro plan – $35/month (per user)
- Enterprise plan – $70/month (per user)
Pros
- Efficient features
- Easy to use
- Available in multiple languages
- Captures lead on autopilot, which is a unique and helpful feature
- Affordable
- Multi-currency support
- Available in multiple languages
- It helps to improve sales team productivity
Cons
- Not very beginner-friendly
- Does not offer many integration options
Integrations
- G-suite
- Outlook
- Office 365
- Mailchimp
- Google calendar
Customer support options
- 24/7 live chat
- Call
Supported platforms
- Android
- Web
2. Zoho CRM
Regarding the leading and ever-favorite CRM software ideal for wholesalers, we can certainly not miss the name Zoho. Zoho CRM lets you build long-lasting trust with your customers and helps you boost your business management efficiency.
And this is why it currently comes at number 2 on our recommendation list. Zoho lets you efficiently handle inventory, convert more leads, grow your revenue, and better engage with your clients while saving time and hassle.
Features
- Inventory management
- Deal management
- Product management
- Calendar/reminder system
- Activity dashboard
- Channel management
- Client tracking
- Client management
- Expense tracking
- Proposal management
- search/filter
- Territory management
- Document storage
- Task management
- Email marketing
- Social media integration
- Internal chat integration
- Segmentation
- Lead generation
- Lead qualification
- Quotes /estimates
- Marketing automation
- AB testing
Top 3 features
The top three features of Zoho CRM include:
- inventory/deal Process management
With this feature offered by Zoho CRM, you can improve the efficiency and productivity of your sales team. With this feature, you can track the process of your deals from the lead creation to the deal closure. This way, you’ll know exactly how much progress has been made.
With the help of Zoho’s blueprints, you can execute all your sales processes in a systematic and organized manner. There is an approval management process, too, so your team is never left waiting long for your approval. This speeds up the deal process and leads to more deals closing quickly.
- Marketing automation
It helps your marketing teams efficiently run quality campaigns and pass on awesome leads to the sales team. With the marketing automation tools offered by Zoho, you will get the best ROI from each campaign you create. This software also lets you segment your clients according to their requirements, so you know exactly what your customers expect from your marketing campaigns, which results in faster lead conversion.
- Analytics
The analytics offered by this tool gives you valuable insights into your business’s performance and customer behavior. This analytics feature lets you learn about many important metrics such as lead conversion analytics, territory-based replies, recent trends, KPIs, and future forecasts. All this information is helpful in taking calculated business actions.
Price plans
- Starter: from $12 per user/month
- Professional: from $20 per user/month
- Enterprise: from $35 per user/month
- Ultimate: from $100 per user per month
- Free version
Pros
- Affordable
- Easy to use
- Unique features
- Built-in AI
Cons
- Slow customer support
Integrations
- Google Drive
- Slack
- Microsoft 365
- Zoho Expense
- Zoho Books
- Pipefy
- ServeManager
- Insightly
- Zoho Analytics
- Zoho Projects
- Infraspeak
- Authorize.Net
- Google Workspace
- HubSpot Marketing Hub
- Stripe
- HubSpot CRM
- Zoho CRM
- Zapier
- Square Payments
- Zendesk
- Zoho Desk
- Wrike
Average rating
The estimated rating of Zoho CRM is 4.2. We have estimated this rating by observing Zoho’s rating on the top 3 most trusted and reliable websites, Capterra, G2, and GetApp.
Testimonials
“Zoho CRM ideal for small business owners” – Joseph W. (G2)
“Dealing With Clients Is Easier Than Ever With Zoho CRM” – Faisal faroque (Capterra)
“Easy to use, monitor leads and manage team assignments” – Kelly (Capterra)
Customer support options
- 24/7 (Live rep)
- FAQs/Forum
- Phone Support
- Email/Help Desk
- Chat
Supported platforms
- Web
- Android
- iPhone/iPad
3. Onehash CRM
Onehash CRM is a favorite of many users all around the world. The reason is that it offers incredible, productivity-boosting, and useful features.
Managing client relationships and sales activities is an effortless task for wholesalers with the help of this super useful and efficient tool. This is why it currently holds the third position on our recommendation list. This tool is efficient, scalable, agile, and affordable too.
Features
- Activity Dashboard
- Batch Communications
- Content Delivery
- Content Management
- CRM
- Customer Database
- Customer History
- Data Extraction
- Distribution Management
- Document Storage
- Email Marketing
- Campaign Management
- Collaboration Tools
- Contact Management
- Lead Segmentation
- Inventory management
- Deal management
- Product management
- Meeting Management
- Multi-Channel Communication
- Online Forms
- Order Management
- Performance Management
- Personalization
Top 3 features
The top three features of Onehash CRM include:
- CRM Analytics
With the powerful analytics offered by this tool, you can easily assess your organization’s customer data. This will immensely help streamline sales processes and evaluate opportunities and lead generation. It also enables you to estimate your current campaigns’ effectiveness and profit estimates of your deals.
- Workflow Automation
With this feature, you can automate your team’s time-consuming tasks, which will help them focus on more critical tasks. This feature allows a lot in boosting the productivity of your teams. You can also modify the client status, develop immediate emails for query solutions, and notify clients with email campaigns.
- Sales management
With this tool, you can manage your sales like a pro while also saving a ton of your time. You will get powerful reporting features with this tool. With these, you can easily create sales reports and also monitor the performance of your sales team. It also lets you get useful insights into your current deals.
Price plans
- OneChat professional plan – $27/month
- OneHash CRM professional plan: $99/month*
Pros
- UI Design
- Ease of Use
- Reports
- Kanban View in Leads
- simple user interface
Cons
- Unexpected errors often occur
- Some of the features are complex
- Not beginner-friendly
Integrations
- Watsapp
- Line
- API
Average rating
The estimated rating of Onehash CRM is 4.2. We have estimated this rating by observing Onehash’s rating on the top 3 most trusted and reliable websites, Capterra, G2, and GetApp.
Testimonials
Here is what the users are saying about Onehash CRM on Capterra;
- “Time to change to OneHash” – Vinayak H.
- “The Most Value for money ERP ” – Hossam G.
- “Best Business Investment ” – Mark D.
Customer support options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 24/7 (Live Rep)
- Chat
Supported platforms
- Desktop – Mac
- Desktop – Windows
- Desktop – Linux
- Desktop – Chromebook
- Android
- iPhone/iPad
4. Hubspot
Hubspot CRM is another top-notch CRM solution that has a 100% customer satisfaction rate and an awesome free version as well. It not only helps you with client management, but it also has features that can help everyone on your team. With this tool, you can say goodbye to manual reports and repetitive time-consuming tasks.
Features
- Activity Dashboard
- Alerts/Notifications
- Calendar Management
- Inventory management
- Deal management
- Product management
- Calendar/Reminder System
- Campaign Management
- Client Management
- Contact Management
- Contract/License Management
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Landing Pages/Web Forms
- Marketing Automation
- Mobile Access
- Prospecting Tools
- Quotes/Estimates
- Referral Tracking
- Reporting/Analytics
- Sales Pipeline Management
- Scheduling
- Search/Filter
- Segmentation
- Source Tracking
- Task Management
Top 3 features
Here are the top 3 features of this tool;
- Sales activity tracking and analyzation
With the visual dashboard offered by this tool, you can easily track and analyze your dales activity in real-time. You can view the entire pipeline of your sales activities from a single dashboard. It also offers detailed sales reports so you know exactly what each team member is up to. You can also get useful insights into your team’s performance.
- Prospect tracking
With this feature, you can easily track whenever a lead visits your website and you can observe which prospect is engaging the most on your site. This way, you can target that prospect and convert them into your clients by taking the required actions. So sales lead generation is an effortless task with this tool.
- Deal tracking
The deal tracking feature helps you observe which deal is helping you hit your quota so you can prioritize completing that deal first and satisfying that client as best as you can. Plus, you can monitor all your deals and the progress that is made on finalizing those deals. All this useful information can help in improving your revenue generation as well as your team performance.
Price plans
- Free version available
- Starter plan – starts at $45/ month
- Professional plan – starts at $360 / month
- Enterprise plan – starts at $1,200 / month
Pros
- Intuitive
- Tracks interactions
- Awesome free version
- Allows you to view your entire pipeline
- Easy to use
Cons
- It is expensive.
- Complaints of data loss.
- Reporting tools don’t offer much.
Integrations
- Microsoft Excel
- Slack
- Trello
- Gmail
- Microsoft 365
- Google Workspace
- Zoom Meetings
- Canva
- WordPress
- Google Forms
- Mailchimp
- SurveyMonkey
- Asana
- Shopify
- Eventbrite
- Clockify
- HubSpot Marketing Hub
- ClickUp
- Stripe
- FreshBooks
- Zoho CRM
- Zapier
- Squarespace
- Calendly
Average rating
The estimated rating of Hubspot CRM is 4. We have estimated this rating by observing this tool’s rating on the top 3 most trusted and reliable websites, Capterra, G2, and GetApp.
Testimonials
Here is what the users are saying about Hubspot CRM on Capterra;
- “The go-to-CRM for startups growing from small to medium, fast” – Juan M
- “Easy to Use Popular CRM for Small Businesses” – Avash
- “Great CRM with great capabilities and features” – Shan A.
Customer support options
- 24/7 Chat support
- FAQs/Forum
- Phone Support
Supported platforms
- Web
- Android
- iPhone/iPad
5. Nethunt CRM.
NetHunt is also a leading name in the CRM industry. It is a fully-featured CRM solution that helps you boost your wholesale business’s growth and also manage your business tasks like a pro. It also enables you to improve your client relationships and build robust, long-lasting and trusted relationships with them.
This tool has recently launched its super useful Workflow feature. With the launch of this feature, NetHunt has evolved from a robust CRM solution to a reliable sales-growth hub.
Features
- API
- Access Controls/Permissions
- Appointment Scheduling
- Inventory management
- Deal management
- Product management
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Visualization
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- For iPad Devices
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Social Media Integration
- Task Management
- Third-Party Integrations
- Workflow Management
Top 3 features
Here are the top 3 features of this tool;
- Sales automation
With this feature, your team can work smartly and boost your business’s productivity resulting in more lead generation and sales. This is a modern feature that is like a sales savior. It saves you from repetitive and time-consuming tasks like data entry or keeping sales records.
- Team collaboration
Team collaboration is an effortless task with NetHunt. With the team collaboration tools offered by this software, you can easily organize and manage your workload for the day. there are daily reminders and summary details that will be sent to you, so you know exactly what your teams are up to. You can ping your coworkers when you require their service or want to keep them updated on the deal or any new opportunity.
- Client management and leads generation
This tool not only helps you efficiently manage your existing customers, but also helps you find, manage, and convert new leads for your business. By automating your lead generation process you act on new chances in the most efficient way. You can also receive immediate or scheduled notifications whenever something attention-deserving occurs with a lead, client, or deal.
Price plans
- Basic plan – $30/month (per user)
- Business plan – $60/month (per user)
- Advanced plan – $120/month (per user)
- Special startup plan (customizable)
Pros
- Good value for money
- User friendly
- Organizes your contact base once and for all.
- Team collaboration is easy with this tool
- Reports and activity summaries are very useful
Cons
- Limited choices for coloring folders and pipelines.
- When a system updates you need to refresh the tab with Gmail.
Integrations
- Data Studio
- Zapier
- Facebook Messenger
- Intercom
- API Access
Average rating
The estimated rating of Nethunt CRM is 4. We have estimated this rating by observing Nethunt’s rating on the top 3 most trusted and reliable websites, Capterra, G2, and GetApp.
Testimonials
Here is what the users are saying about Nethunt CRM on GetApp;
- “Overall, our experience has been fantastic. I am excited to see what other capabilities this platform has for us.” – Andrew K.
- “The ease of use and how it is beautifully integrated with Gmail. The ease of having everything on something you check on a daily basis.” – crystal K.
- “Overall positive as it helps better segregate between the customer personas and my whole team has a clear understanding of what’s going on with the various leads and customers.” – Aurelian R.
Customer support options
- Knowledge base
- Email Support
- Phone Support
- Live chat
- Online Community Access
- Dedicated Customer Success Manager
Supported platforms
- Web
- Android
- iPhone/iPad
Conclusion
In the wholesale business just like other businesses, CRM solutions play an essential role in elevating your business activities, improving your client relations, boosting your sales, and improving the productivity of your teams.
CRM enables you to manage all your business activities like a pro from anywhere in the world. With the help of all the CRM solutions mentioned above in our article, you’ll surely be able to hit your business goals and take your wholesale business to the next level!