CRM software for wholesalers and trade suppliers
Every lead, project and call, logged.
A CRM that lives beside your quotes and orders, so the pipeline is not a second system to keep up to date.
No double entry
The opportunity, its quote and its order are the same record moving forward.
Built for projects
Builders, designers and developments, with every quote and order for the job together.
The whole relationship
Calls, visits, quotes, orders and invoices on one customer record.
What's in CRM
CRM: 3 features.
-
Sales pipeline
Leads and opportunities from the first call to won, with the quote attached and the value taken from it, not typed in again.
- Your own stages
- Quote attached
- Owners and handovers
-
Projects & site registrations
Group every quote and order for a job or development, register the site, and see who is involved, from the specification to the last delivery.
- Projects
- Site registrations
- Stakeholders
-
Customers, contacts & call log
Companies, people, calls, visits and notes, with the quotes, orders and invoices they led to. Everything about a customer in one place.
- Companies and people
- Call log
- Reps on accounts
Which plans include the CRM?
The CRM is included in Pro and Max, and is an add-on for Core.
Do we still need a separate CRM such as Salesforce or HubSpot?
Most trade suppliers do not. Orderfy's CRM covers the pipeline, projects, site registrations, contacts and the call log, and it is connected to your quotes, orders and stock.
Keep exploring
The rest of Orderfy.
CRM that fits the trade.
Talk to us about how you work today, and see Orderfy set up for it.