CRM + ERP for distribution & wholesale
CRM + ERP for distribution & wholesale is custom management software for a distribution or wholesale business, tracking dealer orders, tiered pricing, receivables and credit limits, and field sales routes on one system.
- Many dealers each have a different price tier and credit limit that is hard to track in Excel
- Field sales reps need to close orders on-site rather than re-entering them back at the office
- Stock sits across multiple sites and needs checking before accepting a dealer order
- Small-volume wholesale with few dealers and one uniform price — Excel still works fine for now
- Budget under 40 million VND or you need it live next week — custom software needs a review and a few weeks to build
What this package includes
- Review the current dealer-order, sales-route, and receivables process
- Dealer orders, tiered dealer pricing, and credit limits that flag automatically when exceeded
- Field sales routes, with orders recorded on-site
- Delivery and promotions by campaign or by dealer tier
- Multi-site stock, region-based permissions, training, and warranty per plan
Our process
- DiscoveryWeek 1
Review the dealer-order and field sales route process
- Agree on scope & sample screensWeek 2
Approve the dealer-order and tiered-pricing screens and the list of modules to build first
- First module liveWeeks 3–6
Put dealer orders and receivables/credit limits into real use, reconciled against old records
- Expand modulesAs scheduled
Add sales routes, delivery, promotions, and multi-site stock on the agreed roadmap
- Handover & operationsAfter acceptance
Train sales staff and the receivables accountant; hand over documentation and warranty per plan
Pricing
Starter
- CRM for dealers + dealer orders, receivables and credit limits
- 1 branch/warehouse
- 60-day warranty
Full operations
- CRM + tiered pricing, sales routes, delivery
- Management reports
- Zalo OA connection (Zalo message fees billed separately)
- 90-day warranty
Multi-branch
- Multiple branches/warehouses with branch-level permissions
- Integration with existing software after review
- 90-day warranty plus priority support
This range is an estimate for the standard scope and is confirmed after discovery.
Not ready to hire us for a full package? Start with a ready-made workflow
Automatic bank transfer reconciliation
When money arrives, automatically match it to an order, notify Zalo, and update the ledger. No more checking statements manually.
n8n workflow · 690,000 VNDCollect landing page orders in one ledger
Forms from all landing pages and Facebook Lead Ads feed one Google Sheet, with instant Zalo alerts so no order is missed.