Categories   >   Distribution CRM Software
Last Reviewed: November 14th, 2024

Best Distribution CRM Software Of 2024

What is Distribution CRM Software?

Distribution CRM software is engineered to enhance the customer relationships of distribution-focused businesses. It tackles inefficiencies by centralizing customer data, automating sales processes, and integrating with supply chain management tools. Its importance lies in enabling personalized customer interactions, optimizing order management, and providing real-time analytics. Core functionalities include lead tracking, inventory management, and integrated communication channels. Emerging features like AI-driven demand forecasting and mobile CRM capabilities are notable. Wholesale distributors, supply chain managers, and sales teams benefit significantly. However, it can be cost-prohibitive for small enterprises and may present implementation challenges. Overall, Distribution CRM software offers robust solutions for managing customer relationships, streamlining operations, and improving decision-making processes, making it indispensable for growth-focused distribution companies.

What Are The Key Benefits of Distribution CRM Software?

  • Enhanced customer relationships
  • Streamlined sales processes
  • Improved inventory management
  • Accurate demand forecasting
  • Real-time data insights
  • Efficient order processing
  • Centralized customer information
  • Effective communication channels
  • Automated sales workflows
  • Reduced operational costs
Read more

Overall

Based on the latest available data collected by SelectHub for 749 solutions, we determined the following solutions are the best Distribution CRM Software overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Less Annoying CRM
Less Annoying CRM
Start Price
$15
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Less Annoying CRM

Less Annoying CRM’s straightforward design caters to small business users, making it easy to use and eliminating much of the learning curve that comes with more advanced CRM platforms. It’s easy to customize, the customer support is strong and the platform is quite inexpensive as well, as noted by most reviewers. However, it lacks a robust mobile app and some important integrations. Overall, it’s an efficient system for small businesses looking for basic CRM functionality without unnecessary bells and whistles.

Pros & Cons

  • Ease of Use: 99% of reviewers referencing usability mentioned the system is user-friendly, with an intuitive and uncluttered interface.
  • Customer Service: The support reps are easy to reach, patient and informative, as noted by every user who mentioned this aspect.
  • Easy to Learn: Every user who references this aspect noted minimum or no training is required, and there are short, helpful videos to understand the software.
  • Customization: Customizing the system is easy, according to 90% of the reviewers who talk about this feature.
  • Cost: The system is quite affordable, as observed by 95% of the reviewers who mention price.
  • Integrations: The scope of integration is limited, and it lacks integrations with platforms such as Constant Contact and LinkedIn Sales Navigator, as noted by more than 55% of the reviewers who reference this feature.
  • Mobile App: According to 60% of reviewers who mentioned this aspect, the system needs a dedicated mobile app.

Key Features

  • Contact Management: Store all contacts, including individuals or businesses, in a central place. Filter the views to quickly find or group certain types of contacts. Each individual record houses company and contact info, an activity list, files, notes and pipeline status. 
  • Pipeline Management: Includes four default pipeline stages, with the option to add more. Use editable templates for specific pipelines, such as orders, projects, billing and other scenarios. When adding contacts to a pipeline, it’s possible to include a task, such as following up on a specific day. 
  • Workspace: Acts as a summary dashboard, with an overview of all necessary information, from the day’s events and tasks to a pipeline report and an activity feed. 
  • Groups: Segment contacts into different groups, attach them to an existing group or create a new one. To email a particular segment, connect Less Annoying CRM to Mailchimp and then sync an audience in Mailchimp to a specific group. Groups can be public or private. 
  • Built-in Calendar: Create events and tasks within the platform via the calendar feature. Subcalendars permit greater categorization by grouping elements, such as having separate subcalendars for different levels of task priorities. Calendar sharing and sync with Google Calendar are supported. 
  • Email Log and Agenda: Store email conversations and attach them to the corresponding contact records for a complete history of interactions. Choose to receive a daily email with a checklist of any scheduled events and tasks. 
  • Integrations: Connects with third-party apps to add capabilities like lead forms, call tracking and logging, invoicing, and more. Native integrations include Mailchimp, Google Calendar and Google Contacts, while integrating with LeadsBridge and Pie Sync grants access to hundreds more apps, such as QuickBooks, Facebook Lead Ads and Shopify. Using third-party apps or Mailchimp incurs extra costs. 
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Spiro
Spiro
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST Distribution CRM Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Distribution CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Less Annoying CRM
$15
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Less Annoying CRM
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All Distribution CRM Software (749 found)

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CarNow

by CarNow
CarNow
CarNow is a well-known software application that ranks 121 among all CRM Software according to our research analysts. Starting from $2299, CarNow is priced on the high side and is most suitable for companies large and small. CarNow can be deployed in the cloud. Similar alternatives to CarNow include ALERE ERP, TimelyBill and Mindsay.
Cost Breakdown
$1,000 or more
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Platform
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CINC

by Commissions Inc.
CINC
CINC, also known as Commissions Inc, is a leading data bank for the real estate industry. It simplifies sales and marketing tasks for top-producing real estate agents, teams, and leading mortgage brokers. It offers end-to-end lead generation, a conversion engine, dedicated database management and more to help businesses achieve maximum customer satisfaction. It allows organizations to seamlessly stay connected with their customers throughout the buying process. It helps real estate professionals nurture client relations and drive business growth.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$500 - $1,000
Company Size
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vcita

by vCita, Inc.
vcita
Designed for small businesses, vcita is a customer service and business management software that offers online scheduling, interaction tracking, lead management and invoicing. It combines different streams of customer communication into a single database and integrates with business websites, social media accounts and email clients. It enables users to handle operational tasks quickly and efficiently by streamlining processes.
Cost Breakdown
$10 - $100
Company Size
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Velocify

by ICE Mortgage Technology
Velocify
Velocify, now known as ICE Mortagate Technology, helps streamline the lending or property investment processes by improving efficiency, increasing ROI and ensuring a higher quality of work with full compliance. It delivers a seamless experience for customers and members from a unified dashboard. It helps in engaging customers, initiating and carrying through loan processes. It provides a secondary market for selling, offers correspondent lending and boosts productivity.It also provides businesses with data, reporting, APIs, partner networking, business rule engine and more to help them grow.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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OneCause

by OneCause
OneCause
OneCause is an easy-to-use platform for nonprofits of all sizes that provides features to manage multiple fundraisers all through the year. It supports virtual fundraising, offers best practices and insights from different nonprofit organizations, and helps companies engage, learn and share to amplify fundraising success. For greater flexibility, users can opt for support with specific causes using customized branding, registration and launch options.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Mixmax

by Mixmax
Mixmax
Mixmax is a well-known software solution that ranks 94 among all Marketing Automation Software according to our research analysts and 182 crowd-sourced reviews from 1 source. Starting from $0, Mixmax is priced at no cost when starting, has offered a free trial in the past and is most advisable for business of all sizes. Mixmax can be deployed online. Similar alternatives to Mixmax include Servetel, Onstipe and InMoat.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
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Deployment
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Platform
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Kukui

by Kukui
Kukui
Kukui is a well-known software solution that ranks 127 among all CRM Software according to our research analysts. Kukui is most fitting for any company. Kukui can be deployed online and is accessible from a limited number of platforms including Windows and Linux devices. Similar alternatives to Kukui include Skyward CRM, Billage Software and OBS.
Cost Breakdown
$10 or less
Company Size
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Deployment
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Platform
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Cloze

by Cloze
Cloze
Cloze serves as a personal assistant to help businesses build and nurture customer relationships. It offers automated, smart and proactive customer engagement services that drive growth. It focuses on automatically keeping track of phone calls, emails, text messages, meeting schedules, documents and social media alerts. It assists in organizing customer data based on contacts, company information, meetings, communication and more, allowing organizations to carry out operations effortlessly.The platform’s algorithm uses artificial intelligence to understand and adapt to the needs of the company and its employees.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Revv

by RevvSales
Revv
Revv is a well-known software platform that ranks 60 among all Supply Chain Management Software according to our research analysts and 20 crowd-sourced reviews from 1 source. Starting from $0, Revv is priced free of charge to start, offers a free trial on occasion and is most fitting for all company sizes. Revv can be deployed online. Similar alternatives to Revv include Moduurn, WaerLinx and Unigis.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Dealertrack DMS

by Dealertrack
Dealertrack DMS
Dealertrack DMS is a popular software platform that ranks 130 among all CRM Software according to our research analysts and 104 crowd-sourced reviews from 1 source. Dealertrack DMS is most applicable for business of all sizes. Dealertrack DMS can be deployed online. Similar alternatives to Dealertrack DMS include Skyward CRM, Billage Software and OBS.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
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Deployment
Cloud On-Premise
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Connecteam

by Connecteam
Connecteam
Connecteam is a cloud-based HR management software designed for small and medium-sized businesses. It streamlines various HR tasks, including scheduling, time tracking, payroll, communication, and employee training. Connecteam caters well to companies with mobile or remote workforces, as its mobile app enables real-time communication and task management. Key benefits include increased productivity, improved communication, simplified payroll, and reduced paperwork. Popular features include scheduling tools, time clocks, expense tracking, and an employee engagement platform. User reviews praise Connecteam's user-friendly interface, affordability, and wide range of features. Compared to similar products, Connecteam is often lauded for its mobile accessibility and focus on employee engagement. However, some users mention limited reporting capabilities and customization options. Pricing starts at $29 per month for basic features, with additional tiers offering more functionality at higher price points. Connecteam offers a free trial, allowing potential users to test the software before committing. Overall, Connecteam is a versatile HR management solution well-suited for small and medium-sized businesses seeking to streamline HR processes, improve communication, and boost employee engagement. Pros Easy to use Mobile app Good communication Scheduling and time tracking Affordable Cons Limited customization Basic reporting Needs more integrations No built-in payroll Notification overload
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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WelcomeHome

by WelcomeHome Software
WelcomeHome
WelcomeHome is a sophisticated CRM software tailored for senior living communities, offering a comprehensive suite of tools to streamline operations and enhance resident engagement. It excels in managing leads, automating follow-ups, and providing insightful analytics, making it particularly beneficial for industries focused on elder care and assisted living. Users appreciate its intuitive interface and robust reporting capabilities, which facilitate informed decision-making. Unique features include customizable dashboards and seamless integration with other systems, ensuring a cohesive workflow. Compared to similar products, WelcomeHome is praised for its user-friendly design and efficient customer support. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a personalized quote. This ensures that organizations can align the software's capabilities with their specific operational needs, optimizing both cost and functionality.
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Platform
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Cisco Finesse

by BroadSoft
Cisco Finesse
Cisco Finesse is a popular software platform that ranks 18 among all Customer Service Software according to our research analysts and 2 crowd-sourced reviews from 1 source. Starting from $0, Cisco Finesse is priced at no cost when starting and is most suitable for any company. Cisco Finesse can be deployed online. Similar alternatives to Cisco Finesse include Vision Helpdesk, Comm100 and Jitbit.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
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Platform
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Shape Software

by Shape Software
Shape Software
Shape Software offers a comprehensive solution for managing customer relationships and tasks, making it ideal for industries like real estate, legal, and healthcare. Its robust CRM capabilities streamline client interactions, automate workflows, and enhance productivity. Users appreciate its intuitive interface and customizable features, which include lead management, email marketing, and reporting tools. Shape Software stands out with its seamless integration options and mobile accessibility, allowing professionals to manage their operations on the go. Compared to similar products, users often highlight its user-friendly design and efficient customer support. Pricing details are not explicitly available, so it's advisable to contact SelectHub for a tailored quote. This ensures that businesses can align the software's capabilities with their specific needs and budget. Overall, Shape Software is a versatile and dynamic tool that effectively supports businesses in optimizing their customer relationship management processes.
Cost Breakdown
$100 - $500
Company Size
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Deployment
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DYL

by DYL
DYL
DYL is a well-known software product that ranks 42 among all Sales Force Automation Software according to our research analysts and 50 crowd-sourced reviews from 1 source. DYL is most applicable for businesses on the small or medium side. DYL can be deployed online and is accessible from a limited amount of platforms including Windows devices. Similar alternatives to DYL include iSEEit, SalesJunction and Groove.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
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Deployment
Cloud On-Premise
Platform
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FunnelMaker

by TriageTech LLC
FunnelMaker
FunnelMaker is a comprehensive software solution designed to streamline CRM and marketing tasks, making it an ideal choice for businesses seeking to enhance customer relationship management and marketing efficiency. It caters to a wide range of industries, including real estate, healthcare, and financial services, due to its versatile features. Users benefit from its robust capabilities such as email marketing automation, lead tracking, and detailed analytics, which empower businesses to optimize their marketing strategies and improve customer engagement. FunnelMaker stands out with its user-friendly interface and customizable options, allowing businesses to tailor the platform to their specific needs. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a personalized quote. Compared to similar products, FunnelMaker is praised for its intuitive design and comprehensive feature set, making it a valuable tool for businesses aiming to enhance their CRM and marketing efforts.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Microsoft Dynamics GP

by Microsoft Corporation
Microsoft Dynamics GP
Microsoft Dynamics GP is a versatile solution, well-suited for companies seeking to connect supply chain workflows with tasks such as financial management and human resources management. It offers a range of features, with the option to add on integrations with third-party offerings or implement advanced packages to further increase its functionality. It helps free up employee time to focus on other tasks through its automation of processes such as the generation of receivables, the creation of purchase orders and the direct deposit of employee pay to bank accounts. Available on-premise or in the cloud.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Firepoint

by Firepoint
Firepoint
Firepoint is a compact CRM and lead conversion platform, designed exclusively for real estate agents. It caters to the needs of team leads, brokers and loan officers. Users can glean performance insights, manage client relationships and keep teams connected and productive. It’s suitable for single agents as well as firms that deal with hundreds of transactions per year. Brand promotion, PPC management, third-party integrations, lead distribution, simplified communication and business optimization are some of its notable inclusions.
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Textline

by Textline
Textline
Textline is a well-known platform that ranks 108 among all Marketing Automation Software according to our research analysts and 154 crowd-sourced reviews from 1 source. Starting from $59.97, Textline is priced more economically, offers a free trial on occasion and is most advisable for all business sizes. Textline can be deployed online. Similar alternatives to Textline include Mention.com, LeadGen App and Vergic.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Platform
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Waitwhile

by Waitwhile
Waitwhile
Waitwhile is a reputable software system that ranks 23 among all Customer Experience Software according to our research analysts and 61 crowd-sourced reviews from 1 source. Starting from $59, Waitwhile is priced lower than average, offers a free trial on occasion and is most suitable for any business. Waitwhile can be deployed online. Similar alternatives to Waitwhile include Joonbot, Tatvam and CIS Infinity.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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Buyer's Guide

Distribution CRM Software Is All About Optimizing Operations and Improving Customer Experience

By Perminder Kaur, Technical Writer at SelectHub

Distribution CRM BG Intro

In the fast-paced, ever-changing distribution market, businesses face many issues like supply chain interruptions, inventory management issues, demand volatility and evolving customer expectations, which demand innovative solutions. Enter the game-changer: distribution CRM software.

In this buyer’s guide, we tour the maze of distribution issues and reveal how distribution CRM software emerges as the knight in shining armor.

Executive Summary

  • Distribution CRM software helps firms streamline operations, optimize inventory management and boost profitability.
  • It offers extensive inventory management features to analyze and control inventory levels, expedite replenishment procedures and ensure accurate stock availability for fast order fulfillment.
  • When purchasing distribution CRM software, it’s imperative to ask suppliers pertinent questions to understand its features, customization options, implementation process, ongoing support and pricing structure.
What This Guide Covers:

What Is Distribution CRM Software?

Distribution CRM software is a tool that revolutionizes customer relationship management and optimizes business operations in the distribution industry. Its robust capabilities and user-friendly interface enable you to quickly manage customer interactions, track sales activities and develop long-lasting partnerships. You can streamline sales processes, identify patterns and make data-driven decisions.

In addition to CRM capabilities, the system offers inventory management features to optimize the supply chain. You can get real-time visibility into stock levels, track inventory movement and ensure timely restocking. It helps avoid stockouts, reduce carrying costs and improve operational efficiency.

With customer communication and engagement and customer marketing campaigns, you can create strong client relationships and closely monitor your distribution procedures, laying the groundwork for growth and success.

Primary Benefits

In this section, we’ll look at the benefits of distribution CRM software that can help your company grow while maintaining good customer relationships.

Distribution CRM Primary Benefits

Enhance Efficiency and Customer Satisfaction

Say goodbye to manual order entry and hello to lightning-fast order processing! Distribution CRM software lets you automate the entire order administration process, from order capturing to invoice generation, eliminating errors and shortening processing time. It ensures smooth order fulfillment and on-time delivery, leading to satisfied customers.

Improve Inventory Control

You can gain unprecedented control over your inventory by monitoring stock levels in real time, tracking inventory movement, detecting slow-moving or obsolete items and optimizing stock replenishment. Avoid stockouts, cut carrying expenses and always have the right products when your consumers need them.

Strengthen Supplier Collaboration

Develop strong ties with your suppliers to improve collaboration. Distribution CRM software supports immediate product restocking by automating purchase orders and enabling smooth communication.

You can improve supplier performance and maintain a consistent supply of high-quality items by negotiating improved terms with suppliers, such as pricing, discounts and delivery schedules.

Increase Engagement and Conversions

With distribution CRM software, you can segment your client base, personalize marketing communications and create targeted campaigns for specific customer groups. By researching consumer preferences and purchase history, you can build attractive offers that appeal to your audience and drive higher engagement and conversion rates.

Key Features & Functionality

Customer Relationship Management

The platform lets you streamline customer interactions, track communication history and personalize experiences to develop strong, long-lasting connections.
Inventory Management

You can gain real-time visibility into stock levels, automate inventory tracking and optimize replenishment.
Sales and Order Management

This feature enables you to streamline sales operations and effortlessly automate order processing.You can gain valuable insights on sales performance, manage your sales pipelines and generate professional invoices.
Analytics and Reporting

With distribution CRM software, you can unlock real-time data insights and make data-driven decisions to improve overall performance.
Supplier Collaboration

Nurture strong relationships with your suppliers through seamless communication, automated purchase orders and optimized supplier management processes.This also fosters reliable partnerships for your business.
Mobile Access

You can access and manage critical business information on the go, enabling you to stay connected and make informed decisions from any location.

Software Comparison Strategy

Consider the following factors while evaluating distribution CRM software for your company:

  • Evaluate Your Business Needs: Determine how many employees will use the platform, how easily they will adapt to it and whether they will require training. Also, define the specific problems you want the platform to solve.
  • Identify Gaps in Existing Processes: Examine your current distribution processes and where they fall short. Identify your existing platform’s missing features and how distribution CRM software can address those gaps.
  • Analyze Vendor Reputation: Read online reviews, check industry references and seek referrals from colleagues with firsthand experience with distribution CRM software. Find companies with a proven track record and favorable client reviews.
  • Check out Free Trials: Look for free trial offers from possible providers. Before committing, you can try the system with your team, evaluate its usability and check whether it meets your business requirements.
  • Consider the User Experience: Examine the software’s usability and intuitiveness. To maximize user acceptance and efficiency, choose a system that is simple to use and requires little training.
  • Assess Scalability and Integration: Ensure that the distribution CRM software can grow with your company. Consider its interoperability with existing systems, such as ERP or accounting, to guarantee smooth integration and data synchronization.

Cost & Pricing Considerations

The cost of distribution CRM software usually ranges from $12 to $200 per user per month. However, this cost may vary depending on various factors:

  • User Licenses and Access: Additional user licenses or advanced access tiers may incur additional costs.
  • Integration and Data Migration: The complexity of integrating the distribution CRM software with current systems and moving data might influence the overall cost. Connecting with external company tools will incur additional implementation and customization fees, especially if there’s a need for considerable data migration.
  • Support and Maintenance: Some suppliers provide different levels of assistance, such as essential support, priority support or specialized account managers, for a fee. The pricing structure may include ongoing maintenance and updates, so it’s critical to understand the extent of support provided and associated costs.

Questions To Ask

By asking these guiding questions, you can gain a better understanding of your company’s specific requirements:

  • What improvements do we need in our existing Distribution CRM process?
  • What are the primary operational challenges our organization is currently facing?
  • Which features do we need to overcome these challenges?
  • How many employees will use the software?
  • Which integrations are essential for seamlessly connecting with our existing systems?

Distribution CRM Key Questions

To gain deeper insights into the software and vendor, consider asking potential vendors the following questions during your evaluation process:

  • What customer service and training resources do you offer?
  • Is the software customizable to align with specific business needs?
  • What measures are in place to ensure data security?
  • What integrations does the system support?
  • What are the key advantages of the software?

Next Steps

Choosing the appropriate distribution CRM software can help you boost productivity, enhance customer interactions and achieve better control over distribution operations. Additionally, it provides insights into customer preferences and helps analyze sales data and make informed decisions to expand your market reach.

Remember to evaluate your company’s needs, rank the most critical features and consider the vendor’s reputation. In case you still have any inquiries about features, installation or continuing support, don’t hesitate to contact the seller.

Need help deciding which product to buy? We’re here to assist you! Use our thorough comparison report to analyze the leading solutions in the sector. Wishing you success as you search for the ideal distribution CRM software!

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About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Perminder
By Perminder Kaur
Technical Content Writer
Perminder Kaur is a Technical Writer at SelectHub, creating informative content on products and services for the legal, CRM and risk management categories. With a background in content strategy, she brings a wealth of knowledge to her role and is known for her ability to communicate complex concepts clearly and concisely. When she is not working, Perminder enjoys exploring the world of books, trying to fuse the world of psychology and fiction. Fun Fact: As an artist, she enjoys experimenting with different forms of creative expression and is currently working hard to inspire a love of books and art in her son.
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