Manage client relationships, streamline operations, and enhance sales with a customizable CRM tailored for wholesale distribution teams.


Build a CRM that matches your wholesale distribution workflows. Add only the features you need and adjust as your team’s needs change—no code required.
Connect spreadsheets, CRMs, and ERP systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your distribution operations.
Empower your wholesale distribution teams with the right CRM tools and data access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Grant sales reps, managers, and support teams tailored dashboards, so each team member sees only their relevant CRM info.
Grant sales reps, managers, and support teams tailored dashboards, so each team member sees only their relevant CRM info.
Connect with tools like Make or Zapier to automate order tracking, invoicing, and follow-ups, reducing manual CRM tasks.
Access your CRM from any device. Sales teams can update records or check inventory on the go, mobile-ready out of the box.
Let your team log in with Google, SSO, or email for fast, secure CRM access—no IT support required.
Keep sensitive customer and sales data safe with SOC2 and GDPR compliance and fine-tuned access control.
Sales staff can ask AI about orders, inventory, or customers—instant answers right inside your CRM, no extra tools needed.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your wholesale CRM in minutes with drag-and-drop blocks and industry-ready templates.
Add sales tracking, inventory features, or new workflows as your distribution business evolves.
Manage accounts, orders, and dashboards—all in one place, no extra tools or logins needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM for wholesale distribution is a centralized platform where your distribution partners, sales reps, and wholesale customers can log in to manage orders, track shipments, access inventory details, view invoices, and communicate efficiently. It keeps all your critical distribution data and interactions in one secure place, so you don’t have to rely on scattered spreadsheets or long email chains. This helps your team stay organized and provides a smoother experience for your wholesale partners and internal teams.
Softr makes it easy to create a CRM for wholesale distribution that matches your specific workflows. You can connect to your existing data sources like Airtable, HubSpot, Notion, SQL, and more, allowing your sales reps, distributors, and wholesale customers to log in, view real-time inventory, submit orders, track deliveries, and access account information all in one place.
There’s no coding required. You can start from a template or build from scratch, customize the layout, decide who gets access to what, and brand the CRM for your company. It’s fast to set up, simple to modify as your processes evolve, and flexible enough to scale as your distribution network grows.
You can build a wide variety of features to match your wholesale distribution process. Some common features include:
\- User logins – so sales reps, distributors, and customers can access their own dashboards
\- Custom dashboards – to display order history, inventory levels, invoices, or account performance
\- Order forms – for placing new wholesale orders or submitting purchase requests
\- File sharing – for exchanging contracts, shipping documents, and product catalogs
\- Search and filters – to help users easily find products, orders, or shipment details
\- Tables, lists, and detail views – to track customers, orders, and deliveries in real-time
\- Comments or status updates – to keep communication about orders or shipments centralized
\- Charts – to visualize sales, inventory trends, or fulfillment status
\- Calendar view – for upcoming deliveries, reorder dates, or important events
\- Permissions and roles – so different users see only the information relevant to their role
Everything is built using Softr’s drag-and-drop editor, so you can add or adjust features as needed, all without touching code.
No coding is required. You can build your CRM for wholesale distribution entirely with Softr’s visual editor. You can customize everything from the layout to user roles and permissions, all without writing a single line of code.
Yes. You can manage multiple wholesale customers or sales teams in a single CRM for wholesale distribution. Each user only sees the content and data assigned to them, based on their login and role. This is especially useful for distributors who work with multiple retail accounts, suppliers, or internal sales groups.
Softr supports a wide range of data sources for your CRM for wholesale distribution. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in sales, inventory, or customer data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same CRM and display them side by side—so your wholesale distribution CRM can pull in data from both your inventory system and your customer database at once. Most sources support real-time, two-way sync, so any changes stay in sync automatically.
Yes, Softr gives you full control over how users experience your CRM for wholesale distribution. You can customize the layout, navigation, and content to match your brand and workflow. Each page or block can be shown or hidden based on who’s logged in, so every customer, sales rep, or manager sees only what’s relevant to them.
You can set up different user roles, such as distributor, sales manager, or customer—and define exactly what each role can view or edit. For example, customers can view only their own orders, while internal users can manage all sales records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple wholesale accounts, sales teams, or product lines in the same CRM. It keeps the experience clean, secure, and tailored to each user.
Yes, you can. You don’t need to bring your sales or inventory data from another system to start building your CRM for wholesale distribution with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates perfectly with any application you build.
If you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in order, product, or account data from other sources. Either way, you have full control over how your data is structured and displayed in your CRM.
Yes, you can fully white-label your CRM for wholesale distribution in Softr. You can upload your own logo, set your brand colors and fonts, and use your custom domain to ensure the CRM feels like a seamless extension of your distribution operation. All Softr branding can be removed, so your wholesale customers and sales teams only see your company’s identity throughout the platform.
Absolutely. Softr gives you the flexibility to customize both the design and layout of your CRM for wholesale distribution. Adjust colors, fonts, spacing, and the overall page structure to fit your organization's style. You can arrange each page, select which blocks appear where, and control what your sales reps, distributors, or customers see when they log in.
To display your distribution data, you can add various types of blocks depending on your needs:
\- Table blocks – to show inventory lists, order histories, or account tracking
\- List or Card blocks – to spotlight distributor profiles, product lines, or customer accounts
\- Detail View – for viewing one record at a time, like a customer or order profile
\- Forms – for data collection such as new orders or account updates
\- Charts – to visualize sales performance or inventory trends
\- Calendar blocks – for tracking delivery schedules or key deadlines
If you need to update your workflow or design, you can easily make changes in Softr’s visual builder.
Softr is built with security at its core. All your distribution data is encrypted both in transit (TLS) and at rest, and hosted on secure, reliable infrastructure. With Softr, you control exactly who can access and manage information within your CRM for wholesale distribution. You can set up role-based permissions, manage users directly from your data source, set visibility rules, and apply restrictions to protect sensitive business data across your entire CRM.
For external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access settings. You retain full control over who can view or edit your distribution data.
Softr also follows industry best practices for authentication, access management, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one CRM app for wholesale distribution with up to 10 app users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs grow—such as additional users, more advanced features, or custom integrations—there are paid plans available. You can find more information on pricing here: <http://softr.io/pricing>
Softr is designed to let you build robust, user-friendly tools—like CRMs for wholesale distribution, customer portals, and internal dashboards—without any coding required. What makes Softr stand out is how quickly you can turn your distribution processes into a working CRM, and how smoothly it connects with your existing business data.
Unlike some no-code tools that are focused on mobile apps (like Glide) or require a more technical approach (like Retool), Softr is built for non-technical teams who want complete control over layout, user access, and experience. You can use real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and build secure, branded CRMs that your sales teams, distributors, or customers can access.
Everything is customizable through a visual editor—from data organization and workflows to permissions and branding. And since Softr includes features like user roles, forms, conditional logic, and API support, you won’t need to juggle multiple systems to create a polished CRM.
Yes, you can automate and connect your CRM for wholesale distribution with other software. Softr offers a wide range of integrations to connect your CRM to your broader tech stack. You can sync with tools like Stripe for payments, Intercom for support, and automate routine tasks using Zapier, Make, or N8N. Softr also enables you to use REST API and webhooks for custom workflows.
Whether you need to automatically send order data to your accounting system, trigger notifications based on new distributor activity, or pull insights from other tools, you can set it up within your CRM—no coding needed.