Build your own wholesale crm, no code required
Manage clients, track sales, and optimize workflows with a customizable CRM tailored to your wholesale business needs.
Customize your CRM around your processes
Create a wholesale CRM that fits the way you work. Start with just the tools you need, and easily update your setup as your business evolves.
Lead capture and tracking
Customer account management
Order and quote management
Task and follow-up reminders
Pipeline and deal tracking
Reporting and analytics dashboard
Unify your wholesale data in real time
Connect spreadsheets, inventory systems, and sales platforms with real-time sync—or manage everything in Softr Databases. Create one source of truth for your wholesale operations.
Custom access for every team. Built-in security, no dev time.
Empower your sales and account teams with the right CRM tools and access. Set up secure logins, user groups, and permissions—no IT support needed.
Advanced permissions
Provide different roles with tailored dashboards—ensure sales, support, or admin teams see just the information they need.
User groups
Provide different roles with tailored dashboards—ensure sales, support, or admin teams see just the information they need.
Automations
Connect your CRM with tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and reporting.
Works on any device
Your wholesale CRM is mobile-ready by default—allow teams to update records or check pipeline status on the go.
Easy, secure logins
Team members log in with Google, email, or SSO for fast, secure CRM access without IT help.
Security
Keep customer and sales data safe with SOC2 and GDPR compliance, plus fine-tuned permission controls.
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An AI assistant for sales teams
Sales teams can ask AI about orders, customers, or inventory and get instant answers—all within your wholesale CRM portal.
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.
Easy, fast setup
Launch your wholesale CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features for new products, bulk orders, or team roles as your business needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add order dashboards, vendor portals, or forms—all in one place, no extra tools.
Build a fully custom wholesale crm 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.
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Frequently asked questions