Running wholesale sales on a generic CRM plus a separate invoicing tool plus a separate payments platform is expensive, manual, and error-prone. Wholtra gives you a wholesale-ready CRM with integrated B2B payments and invoice tracking, so your team can see who your customers are, what they ordered, what they owe, and what they’ve paid—all in one place.
Centralize accounts, contacts, and order history in a CRM built for wholesalers and distributors. Store notes and activities, and set base product prices with client-specific pricing overrides so each customer sees their negotiated pricing in the catalog, on orders, and on invoices.
Let B2B customers pay the way they prefer while keeping everything tied to the right account. Accept credit card, ACH, invoice pay, or COD, send secure payment links, and give customers self-serve options—all connected to your orders and invoices inside Wholtra.
Generate invoices directly from orders and track what’s open, past due, and paid in real time. Wholtra can consolidate multiple invoices into a single payment link so customers can pay several invoices at once, helping you collect faster and keep AR organized.
Because Wholtra is wholesale order management software, your CRM, invoicing, and payments sit on top of real orders and inventory. See what customers ordered, what shipped, and what is on backorder without jumping between systems.
Sales reps, account managers, and AR all work from the same up-to-date customer view. Instantly see open invoices, recent payments, and order history so you can prioritize outreach, reduce surprises, and keep relationships strong.
Run reports that tie customers, orders, invoices, and payments together. Understand who your best customers are, who is often late, and how much each account has spent over time—all from one platform built for B2B distribution.
Want to see how a wholesale CRM with built-in B2B payments and invoice tracking could work for your business?
Email sales@wholtra.com Use the contact form