Distribution CRM That Grows Reorders, Not Just New Accounts
Track accounts, reorder cycles and rep territories in one place. Built for distributors and wholesalers where retention is the whole game.
14-day free trial of Professional, no credit card required.
Accounts
64
12 growing
Due to reorder
18
9 this week
Pipeline
$1.4M
27 open
Weighted
$808K
By stage odds
Open quotes
21
$930K
Reorder due in 2 days
Northline Supply
Reorder due in 5 days
Pike Industrial
Quote follow-up due
Summit Foodservice
Renewal quote sent
Delta Fasteners
Cycle: every 14 days
Harbor Foods
Cycle: every 7 days
Cedar Hardware
Illustrative board. Names and figures are examples.
What Is a CRM for Distribution and Wholesale?
A CRM for distribution and wholesale keeps every account, buyer, reorder cycle and rep territory on one record. Your team sees who is due to reorder, who is slowing down and who owns the account before anyone picks up the phone.
Quotes, price books, orders and invoices live in KudosCRM. Inventory levels and purchasing stay in your ERP.
Three Challenges
Where Do Distributors Lose Revenue After the First Sale?
Each one is common, and each has a fix on the account record.
Gap 1
Reorders depend on a rep remembering to call
With KudosCRM
A recurring task or a workflow puts the reorder call on the owner's list ahead of each account's usual cycle, so retention no longer depends on memory.
Gap 2
Territories and account ownership get messy
With KudosCRM
Territories carry assignment rules and rosters, and overlap warnings flag two territories claiming the same accounts.
Gap 3
No view of which accounts are growing or shrinking
With KudosCRM
Won and open revenue sit on every company, and a Stale badge flags accounts that have gone quiet before the quarter closes.
The Account Record
Put Every Buyer, Cycle and Owner on the Account Record
Add custom fields for territory and reorder interval. Anyone opening the account sees the owner and the whole relationship.
Territory and reorder fields
Capture region, channel, the usual reorder cycle and the next reorder date.
One owner per account
Each company has one owner, and its buyers are linked to the same record.
Handoffs that keep history
Emails, calls, meetings and notes from every contact and deal roll into one Company 360 timeline, and stay when ownership changes.
The Reorder Loop
Prompt Every Reorder Before It Falls Due
Store each account's usual cycle on the record. A recurring task repeats on that cycle, or a workflow waits a set number of days after each order and creates the outreach task, so no rep has to remember.
Record the cycle
Reorder interval and next date on the account
Trigger the prompt
Timed from the cycle you recorded
Assign outreach
Task lands with the owner in My Day
Send the quote
Built from the deal
Track the result
Reports show wins and quiet accounts
Assign Reorder Tasks with Task Management Explore Recurring Tasks
Account Growth
See Which Accounts Are Growing and Which Are Slipping
Won and open revenue sit side by side on each company. A Stale badge flags accounts whose open deals have gone quiet for 30 days or more.
Won versus open revenue
Compare closed sales with what is still in play.
Stale badges
Spot quiet accounts before the order goes to another supplier.
Dashboards and forecasts
Review the weighted forecast and attainment against per-rep quotas.
Forecast Against Quota with Sales Forecasting Explore Reports
Customer Pricing
Quote Every Account at Its Own Price
Keep one product catalog and layer regional, partner and enterprise price books on top. Each quote resolves the right price for the customer, and accepted quotes become orders.
Price Books
One book per pricing scheme, all layered over the same catalog so each product exists once.
Discount Rules
Set named discount rules by quantity or customer tier, and send deeper discounts to quote approval.
Quote to Order to Invoice
Convert the accepted quote into an order, track its status, then draft the invoice from that order and mark it paid.
Inventory levels and purchasing stay in your ERP.
Features That Fit
The Parts of KudosCRM Distribution Teams Use Most
Six features, each with its own page.
Shape KudosCRM Around How Your Distribution Team Sells
Set your pipeline stages, custom fields, workflows and reports once, and the whole team works the same way. An admin quick start takes about 1 to 2 hours to a working workspace.
Automate Reorder Reminders and Handoffs
Workflows are no-code. Pick a trigger, add conditions, then add the actions that run for you. Dry-run before going live and inspect every run.
Remind before the reorder date
When an order is placed, wait a set number of days, then create a reorder task for the account owner.
Follow up the quote
Create a follow-up task when a deal moves to Quoted.
Hand off on territory change
Notify the new owner when an account is reassigned.
Route New Leads by Territory with Lead Routing Explore Workflows
Pricing
What Does KudosCRM Cost for a Distributor?
Per seat, published, with a 14-day Professional trial and no card. Small teams start on Free or Basic. Multi-rep teams choose Professional for unlimited seats and pipelines.
Free
Small firms
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small sales teams
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing distributors
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-branch groups
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.
CRM for Every Kind of Distribution Business
Wholesalers and distributors both win on reorders and account ownership.
Serving another vertical? Browse all industries, or see Manufacturing and Logistics.
Integrations
Works with the Tools You Already Use
Connect Gmail or Outlook so customer email lands on the right record, Zoom for demos, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
Start free today
Keep Every Account and Reorder in One CRM
Win the account, prompt the reorder and keep the revenue repeating.