A CRM that knows your dealers and their prices
Each retailer and dealer gets their own price list, so every quote your reps send is right the first time. When a dealer accepts it, the sales order is already in your books, with the same products and stock as your warehouse.
Free for 2 users, for as long as you like. Works on any device.
| Sunflower oil 15 L tinList $2,350 - dealer $2,160 | 40 | $86,400 |
| Basmati rice 25 kg bagDealer price applied | 25 | $52,500 |
| Toor dal 30 kg bag | 12 | $35,280 |
| Delivery - North zone route | 1 | $1,200 |
Selling to dealers, without the phone-book chaos
Distribution runs on relationships and repeat orders. These are the places where they slip.
Every rep keeps their own price sheet
One dealer gets last year's rate, another gets a discount nobody approved, and the margin only shows up wrong at month end.
Make a price list per dealer group - a percentage below list, or your own price per product - and pick it on the company. Their quote uses it by itself.
Reorders depend on someone remembering
A retailer who ordered every three weeks goes quiet, and nobody notices until a competing supplier is already on their shelf.
A workflow plans a reorder call when a deal is won, and a timed check alerts the owner when a dealer's deal has gone quiet for the days you choose.
New retailers wait for the right rep
Enquiries from the website and trade fairs sit in one inbox while reps argue over whose area they belong to.
Assignment rules share new leads by area, source or order value, or simply in turn. The rep gets an alert the moment one lands.
Orders are typed twice
The rep sends a quote on WhatsApp, the dealer says yes, and the office types the same lines again into the billing software.
The dealer accepts the quote from a link. The sales order or invoice can make itself, straight into your books, with no second typing.
From a new retailer to a regular order
- A retailer asks
A shop owner fills your web form or calls in. They become a lead with their town, and the North zone rep gets it.
- The rep follows up
One tap to call or WhatsApp. The visit, the samples sent and the next step all sit on the record.
- A quote at dealer price
Products go on the deal and become the quote, priced from their list. The dealer accepts it online.
- The next order comes round
A reorder call is planned by itself, so the account never goes cold.
Built for the way distributors sell
Customer price lists
Wholesale, dealer and stockist prices picked up on quotes, orders and invoices. Ellibo Inventory uses the same lists.
Leads by area
Assignment rules hand new enquiries to the rep who covers that area, or share them out in turn.
Same products as your stock
CRM products are the same items as in Accounting and Inventory, so prices and stock match everywhere.
WhatsApp to retailers
Send a price update or a quote link with templates in one click. With your own WhatsApp Business number, replies land on the record.
Targets per rep
Monthly sales targets for each person, with an "on track" meter on the dashboard.
Who sees what
Custom roles, teams by region and hidden amounts, with an audit log of every change and download.
Ready before the next sales meeting
- Import your dealers and retailers from a spreadsheet - duplicates are skipped.
- Add your products, or use the ones already in Ellibo Accounting or Inventory.
- Make a price list for each dealer tier and pick it on their companies.
- Set assignment rules so each area's leads go to the right rep.
- Turn on the ready-made workflow that plans a follow-up after every won deal.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
InventoryStock, warehouses and the same price lists as your reps' quotes. AccountingAccepted quotes become invoices, and dues show on each dealer. EcommerceA trade store where approved dealers reorder by themselves.CRM for distributors & wholesalers: FAQ
Can each dealer have their own prices?
Yes. From the Standard plan, make price lists - a percentage below your normal prices, or your own price for each product - and pick one on the dealer's company. Their quotes, orders and invoices use it, and the search shows the normal price crossed out.
Can reps see only their own dealers?
Yes. The Sales role sees only their own leads and deals, managers see everyone's, and you can make custom roles - for example one that can't delete or download - and hide amounts from some people.
How do we keep up with repeat orders?
Use a workflow to plan a reorder call after each won deal, and a timed check that alerts the owner when a deal goes quiet. Deals with nothing planned are also flagged on the board.
Will the order go into our accounts?
Yes. A quote can become a sales order or invoice - by hand, or by itself when the dealer accepts it online. It is the same document Ellibo Accounting and Inventory see.
Does it work for reps on the road?
Yes. CRM runs in any phone browser. Records show the details first, the calendar shows the day at a tap, and calls and WhatsApp are one tap away.
Can we start free?
Yes. The Free plan has 2 users, 1 pipeline and 2 workflows, free for ever, and every new business gets a 14-day trial of every feature with no card.
CRM for other businesses
More Ellibo apps for wholesale & distribution
Every dealer, every price, every reorder on time
Free for 2 users, for as long as you like. Add more apps whenever you are ready.