Wholtra’s CRM is built for wholesalers and distributors. Centralize customer data, order history, and communications in one platform—no spreadsheets or separate sales tools. Your team sees who’s who, what they’ve ordered, and how to follow up, all alongside orders, invoicing, and inventory.
Each client has a single profile: contact info, payment terms, and order history. Your wholesale CRM starts with one source of truth for every customer.
See every order and invoice from the client record. No switching systems—CRM and order management live in the same platform.
Add notes, tasks, and tags so your team knows the latest on each account. Built for B2B, not a generic contact list.
One place for contacts, terms, and history. Search and filter so you can find any client fast. Wholesale CRM without the clutter.
From the client record, see open orders, paid and unpaid invoices, and payment method. No digging through files.
Track follow-ups and internal notes per client. Your team stays aligned without email chains or sticky notes.
Clients, orders, and payments in one login. No syncing between a separate CRM and your order system.
Customer profiles, terms, and history built for wholesale workflows. Not a generic sales CRM repurposed for B2B.
One record per customer. Your team spends less time updating spreadsheets and more time selling and serving clients.