CRM

Build your own CRM for wholesale distribution, no code required

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

A computer screen displaying a modern CRM user interface designed for wholesale distribution, featuring dashboards, charts, and customer data panels.
crm for wholesale distribution mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your order data together in real time

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.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

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.

Advanced permissions

Grant sales reps, managers, and support teams tailored dashboards, so each team member sees only their relevant CRM info.

User groups

Grant sales reps, managers, and support teams tailored dashboards, so each team member sees only their relevant CRM info.

Automations

Connect with tools like Make or Zapier to automate order tracking, invoicing, and follow-ups, reducing manual CRM tasks.

Works on any device

Access your CRM from any device. Sales teams can update records or check inventory on the go, mobile-ready out of the box.

Easy, secure logins

Let your team log in with Google, SSO, or email for fast, secure CRM access—no IT support required.

Security

Keep sensitive customer and sales data safe with SOC2 and GDPR compliance and fine-tuned access control.

AI Magic

An AI assistant for your sales team

Sales staff can ask AI about orders, inventory, or customers—instant answers right inside your CRM, no extra tools needed.

Why Softr

Why Softr vs other software

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.

UI screenshot of Softr drag-and-drop dashboard setup for building crm for wholesale distribution

Easy, fast setup

Launch your wholesale CRM in minutes with drag-and-drop blocks and industry-ready templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add sales tracking, inventory features, or new workflows as your distribution business evolves.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage accounts, orders, and dashboards—all in one place, no extra tools or logins needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom CRM for wholesale distribution in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
Read Case Study

Frequently asked questions

What is a CRM for wholesale distribution?
What are the benefits of building a CRM for wholesale distribution with Softr?
What types of features can I build into my CRM for wholesale distribution?
Do I need to know how to code to build a CRM for wholesale distribution in Softr?
Can I manage multiple customers or sales teams in the same CRM for wholesale distribution?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my CRM for wholesale distribution in Softr, including using my own branding?
Can I customize the design and layout of my CRM for wholesale distribution?
How secure is my data in Softr apps?
How much does it cost to build a CRM for wholesale distribution with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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