CRM for wholesalers, distributors and traders
Run high-volume orders, credit-based relationships and multi-godown stock on one system — where sales, stock and outstanding balances finally agree.
What slows wholesale & trading teams down
One platform for wholesale & trading
A week inside a wholesale & trading team
Morning order rush
Party orders flood in; billing runs at counter speed with credit checks inline and stock decremented live across godowns.
The credit decision
A party asks for more credit; their full history — orders, payment punctuality, current exposure — answers in one view.
Collection day
Ageing sorts parties by exposure and overdue days; reminders go out and field collections log against balances on mobile.
Everything wholesale & trading needs, included
From first touch to lasting relationship
Order
Party orders billed fast with credit inline.
Move
Stock flows across godowns, tracked live.
Collect
Outstanding chased by priority, not memory.
Reconcile
Bank, ledger and stock agreeing daily.
Wholesale & Trading CRM, answered
Limits and live exposure sit on each party; billing flags breaches before they happen.
Numbering is sequential and collision-safe under concurrent billing, built for volume.
Tier and party-wise rate lists apply automatically on orders.
Balances track per godown with transfer orders and cycle counts keeping them honest.
Mobile access lets the field record collections against party balances on the spot.
Account Aggregator feeds bring statements in for matching against entries.
Orders, payments, credit and conversations — one party 360°, end to end.
See EazyCXM for wholesale & trading
A guided walkthrough on workflows shaped like yours.