Manage customer relationships, streamline operations, and boost sales with a custom CRM tailored to your wholesale distribution business.


Build a CRM tailored to how your wholesale distribution team works. Add only the features you need now, and adapt as your workflows evolve.
Connect spreadsheets, inventory management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your distribution business.
Empower your wholesale distribution team with secure, tailored CRM tools. Set up detailed permissions and user groups for sales, purchasing, and support—no IT needed.
Give sales reps, warehouse staff, and managers access to only the tools and dashboards they need for their role.
Give sales reps, warehouse staff, and managers access to only the tools and dashboards they need for their role.
Integrate with your existing systems to automate order follow-ups, inventory updates, and customer communications.
Access customer info, sales pipelines, or inventory data on desktop or mobile—wherever your team works.
Enable secure logins with Google, email, or SSO for all team members—no IT tickets required.
Keep distributor and customer data protected. Softr is SOC2 and GDPR compliant, offering fine-tuned access control.
Let your sales team ask AI about orders, customers, or trends—instant answers, built right into your wholesale CRM system.
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 distributor-ready templates.
Add features for inventory, pricing, or sales team workflows as your wholesale business evolves.
Start with your CRM, then add order forms, dealer portals, or dashboards—all in one place.
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.












CRM software for wholesale distributors is a platform designed to help distribution teams manage relationships with retailers, track orders, monitor inventory, and centralize all customer communications. It gives your sales reps, account managers, and operations staff a single, secure space to access and update quotes, invoices, order histories, and product catalogs—instead of relying on scattered spreadsheets or endless emails. This helps keep your distribution process organized and ensures your wholesale customers always get a smooth, professional experience.
Softr makes it simple to build CRM software designed specifically for wholesale distributors. You can connect all your existing data sources—like product lists, order records, and customer databases from Airtable, HubSpot, Notion, SQL, and more—to set up a system where your team can log in, manage accounts, track orders, and generate quotes all in one place.
No coding is necessary. Start with a template or build from scratch, adjust the layout, control who can see or edit what information, and brand the platform for your distribution business. Softr makes it quick to set up, easy to update, and flexible enough to grow with your workflow as your distribution needs evolve.
You can include a variety of features tailored to the needs of wholesale distributors. Some of the most common include:
\- User logins – so each sales rep or customer can access their own dashboard
\- Custom dashboards – showing sales performance, open orders, or inventory status
\- Forms – for capturing new retailer sign-ups, inquiries, or return requests
\- File sharing – for sharing price lists, agreements, or invoices securely
\- Search and filters – to quickly find customers, products, or past orders
\- Tables, lists, and detail views – for displaying order histories, product catalogs, or contact details
\- Comments or status updates – to keep track of order progress and internal notes
\- Charts – to visualize sales trends, inventory levels, or customer segments
\- Calendar view – for tracking order deadlines, delivery dates, or scheduled calls
\- Permissions and roles – so different team members or customers only see what’s relevant to them
All these features are built using Softr’s drag-and-drop blocks, so you don’t need to write any code. If your processes change, it’s easy to update your CRM later.
No coding knowledge is required. You can build your CRM software for wholesale distributors entirely using Softr’s visual editor. Everything—from designing layouts to setting up user roles and permissions—can be customized without writing a single line of code.
Yes. You can manage multiple customers, sales teams, and even supplier accounts within a single crm software for wholesale distributors platform. Each user only sees the orders, inventory, and data relevant to them, based on their login and assigned role. This is especially useful for wholesale distributors who work with many retail customers and internal teams.
Softr supports a wide variety of data sources for your wholesale distribution CRM. 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 import data from other systems using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into your crm software and display them together—so your wholesale portal can show inventory from Airtable and customer details from HubSpot at once. Most sources support real-time, two-way sync, so your data stays up-to-date automatically.
Yes, with Softr you have full control over how users interact with your crm software for wholesale distributors. You can tailor the layout, navigation, and content to match your company’s branding and processes. Each page or section can be shown or hidden depending on who is logged in, so customers, sales reps, or suppliers only see what’s relevant to them.
You can set up different user roles like customer, sales rep, admin, or warehouse staff—and define exactly what each can view or manage. For example, customers can only see their own orders, while your internal team can access all customer records and stock levels. Personalized views ensure everyone interacts with the crm in the way that best fits their needs.
Yes, you can. You don’t need to have existing data in another platform to start using Softr for your wholesale distribution CRM. If you’re starting fresh, you can use Softr Databases, which is built in and works seamlessly with the crm software.
If you already track your accounts, orders, or inventory in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector lets you bring in data from other sources, giving you flexibility over how your wholesale business information is organized and displayed.
Yes, you can fully white-label your crm software for wholesale distributors in Softr. You can use your own company logo, brand colors, fonts, and custom domain to make the CRM feel like a seamless part of your distribution business. All Softr branding can be removed, so your distributors and team members only see your organization’s identity throughout the application.
Absolutely. Softr allows you to tailor both the design and layout of your crm software for wholesale distributors. You can modify colors, fonts, page layouts, and even control which information appears and where, so the CRM reflects your company’s workflow. Choose how each page is organized, where each block sits, and what various user roles—like sales reps or distributor partners—see when they log in.
To display your distribution data, you can add different types of blocks depending on your needs:
\- Table blocks – to show order lists, inventory, or customer data
\- List or Card blocks – to highlight distributor profiles, product lines, or shipment statuses
\- Detail View – to display a single record, like a distributor account or product details
\- Forms – for capturing orders or updating records
\- Charts – to visualize sales trends or inventory levels
\- Calendar blocks – to manage scheduled shipments or follow-ups
If your needs change, you can easily update the CRM design and content directly within the Softr visual builder.
Softr is designed with security at its core. All data in your crm software for wholesale distributors is encrypted both in transit (TLS) and at rest, and your CRM runs on secure, reliable infrastructure. You have full control over who can access and edit information in your CRM, thanks to robust role-based permissions, user management from your integrated data source, visibility settings, and global data restrictions.
If you connect to external sources like Airtable, Notion, or SQL, Softr never stores your data—it simply displays it in real time, based on your security settings. You’re always in charge of your CRM data and user access.
Softr also follows industry-leading practices for authentication, access control, and monitoring to keep your wholesale distribution data safe.
You can start building your crm software for wholesale distributors for free. Softr’s Free plan lets you publish one CRM app with up to 10 users and 2 user groups, and it supports all major data sources like Softr Databases, Airtable, and Google Sheets.
If your CRM needs more users or advanced features, you can explore Softr’s paid plans to scale up as your distribution business grows: <http://softr.io/pricing>
Softr is built to make it easy to launch user-facing apps—like crm software for wholesale distributors, client portals, or internal tools—without needing to code or hire developers. What sets Softr apart is how quickly you can go from idea to a fully functional CRM, and how seamlessly it connects with your existing distributor data.
Unlike some no-code platforms that target mobile apps (like Glide) or are more developer-focused (like Retool), Softr is designed for non-technical teams who want hands-on control over layout, permissions, and user experience. You can build on data from sources like Airtable, Google Sheets, or Softr Databases, and create secure, branded CRMs that your distribution team or partners can log into.
Everything can be customized visually—from CRM content and structure to granular user permissions. Plus, Softr comes with features like user roles, forms, conditional logic, and API support out of the box, so you won’t need to stitch together multiple tools.
Yes. Softr offers a wide range of integrations so you can connect your crm software for wholesale distributors to the rest of your tools and processes. You can sync with platforms like Stripe for payments, Intercom for support, and automate tasks with Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced custom workflows.
Whether you want to send data to your ERP, trigger alerts based on order updates, or pull in inventory data from other platforms, you can automate these workflows—no coding required.