Manage bulk orders and wholesale accounts in an AI-powered CRM built with AI to fit your logistics and supply chain workflows.




Customize your CRM setup with the exact bulk order and inventory views your team needs. Add features as workflows evolve—no code needed.






Connect supply chain records, vendor docs, and bulk orders from existing tools—or manage everything in Softr Databases. Create one source of truth for your business.
Give each teammate the right wholesale tools and access. Set up secure logins and granular permissions—no IT support or dev work needed.
Give different team members tailored access and dashboards for sales forecasting or vendor management, so each role sees only what they need.
Give different team members tailored access and dashboards for sales forecasting or vendor management, so each role sees only what they need.
Streamline operations with Softr Workflows. Trigger native notifications for order approvals or low stock alerts to keep your supply chain moving.
Access your distribution data on the warehouse floor or in the field. All wholesale tools are mobile-ready out of the box.
Use Google, email, or SSO logins to give your logistics team fast, secure access to wholesale accounts—no IT tickets needed.
Keep sensitive vendor and pricing data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

Build your wholesale CRM in minutes with AI—no dev time or complex configuration needed for your supply chain.

Add features like order approvals, forecasting, or vendor tracking as your business grows—no rebuild needed.

Start with a wholesale CRM, then add inventory dashboards and vendor forms—all in one place with no extra tools.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




A CRM for wholesale distribution is a specialized digital hub designed to manage the unique relationships between wholesalers, manufacturers, and retailers. It provides a secure environment where sales reps and warehouse managers can track purchase orders, inventory levels, and dealer accounts in real-time. By centralizing high-volume transaction data and communication, it eliminates the need for messy spreadsheets and fragmented email chains, ensuring a more efficient supply chain and a smoother ordering experience for your B2B customers.
Softr is the first AI-native platform specifically designed for building business software like wholesale CRMs. It allows you to create a system that mirrors your specific distribution workflow perfectly. Using the AI Co-Builder, you can describe your dealer management process to instantly generate a database for SKUs, customer tiers, and regional sales territories—all fully connected and secure.
You don't need any coding knowledge to get started. Whether you generate the foundation with AI, use a pre-built template, or start from scratch, your CRM runs on Softr Databases or connects to existing inventory data in Airtable, Google Sheets, or HubSpot. You have total control over the visual interface, allowing you to set specific pricing visibility for different distributors and brand the portal to match your wholesale company’s identity.
You can integrate a diverse range of features tailored to the wholesale lifecycle, blending functional data blocks with AI-driven insights:
- AI-Powered Intelligence – Use Ask AI to let sales managers query order trends conversationally, or deploy Database AI Agents to automate lead scoring or market research on potential retail partners.
- Vibe Coding Blocks – Create custom UI components—like an interactive warehouse floor map or a bulk-order discount calculator—using the AI Code block to build exactly the tools your team needs.
- Softr Workflows – Set up native automations, such as triggering an alert to the logistics team when a high-priority order is placed or syncing regional sales reports when a status changes.
- Distributor Portals – Securely manage account access so that individual retailers see only their negotiated pricing and order history.
- Order & Lead Forms – Capture new warehouse applications or restocking requests with organized forms and automated file uploads for tax certificates.
- Wholesale Dashboards – Monitor KPIs like inventory turnover and regional sales growth with real-time charts.
- Product Lists & Filtering – Let reps navigate thousands of SKUs easily using searchable tables, kanban views for lead pipelines, and detailed product record pages.
Every feature is built with drag-and-drop simplicity, and if your distribution network expands, you can update your CRM in seconds.
Vibe coding allows you to modernize your wholesale operations at lightning speed by using AI to interpret your business logic. You can "vibe code" your CRM by describing your specific distribution requirements—such as multi-tiered pricing or regional sales territories—to the AI Co-Builder. Softr then translates those needs into a production-ready application built on a reliable architecture.
While other tools might give you buggy, hard-to-maintain code, Softr provides the "boring 80%"—including secure dealer logins, relational database logic, and SOC2 compliance—out of the box. You provide the vision (the "vibe"), and Softr delivers a robust system ready for your sales reps and warehouse staff to use immediately.
Yes. You can manage multiple regional teams, independent sales reps, and diverse distributor accounts within a single CRM. Through sophisticated visibility rules, each user only accesses the accounts, pricing lists, and shipping schedules assigned to them. This is ideal for large-scale wholesalers who need to keep sensitive dealer agreements private while maintaining a centralized overview for executive management.
Absolutely. You don't need an existing database to start building your distribution CRM. If you are starting fresh, you can utilize Softr Databases, which is built into the platform and optimized for handling relational data like products linked to specific suppliers and orders.
However, if your inventory or lead data is currently stored in Airtable, Google Sheets, HubSpot, or even a SQL database, you can connect those sources effortlessly. You can also use the REST API to pull in live shipping data from 3PL providers. Regardless of the source, you have complete control over how your wholesale data is structured and presented.
Softr Databases is the recommended native, relational data source for your CRM, offering the performance and security required for high-volume wholesale transactions. It enables instant automation triggers and provides a seamless experience since the data resides natively within the platform.
For businesses already using third-party tools, Softr connects to over 17 external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even mix data sources; for instance, your customer interaction history could live in HubSpot while your live SKU counts stay in Softr Databases. Most connections support real-time, two-way sync, ensuring your sales reps always see the latest stock levels.
Yes, Softr provides granular control over the wholesale user experience. You can tailor the navigation and layout to fit your specific order-to-cash workflow. Each block can be shown or hidden based on the user's role, ensuring that a field sales rep sees a mobile-optimized lead list while a warehouse manager sees a fulfillment queue.
You can define unlimited roles—such as Territory Manager, Warehouse Staff, or External Retailer—and specify exactly what they can edit. For example, you can allow distributors to view only their own invoices while your internal finance team can see the entire company's receivables. This keeps your wholesale operations clean, secure, and highly relevant to every stakeholder.
Yes, you can fully white-label your distribution CRM. You can incorporate your corporate logo, brand colors, custom typography, and host the app on your own domain (e.g., portal.yourwholesaleco.com). This ensures that when your retail partners log in to place orders, they experience a professional, branded environment that builds trust and reinforces your company's identity.
Yes, Softr offers extensive flexibility to design a CRM that matches the way you do business. You can customize the spacing, colors, and fonts, as well as the logical flow of the app. You can arrange blocks to create the perfect dashboard for your team to track open quotes and shipping status.
You can utilize various blocks to manage your wholesale data:
- Table blocks – for high-density information like SKU lists or monthly sales reports.
- Kanban blocks – for tracking the progress of wholesale leads through the sales pipeline.
- Detail View – for deep dives into specific dealer profiles or order specifications.
- Forms – for quick order entry or new vendor onboarding.
- Charts – for visualizing inventory health and top-performing regions.
- Calendar blocks – for tracking delivery dates and fulfillment deadlines.
All design elements are easily adjustable via the visual builder, allowing your CRM to evolve alongside your product catalog.
Security is a core priority for Softr. All data used in your CRM is encrypted in transit and at rest, hosted on secure infrastructure designed for business-critical applications. You maintain strict control over data access through role-based permissions and visibility rules, ensuring sensitive pricing or margin data is never exposed to the wrong parties.
When using Softr Databases, your wholesale information is stored in a secure European-based environment (Germany) with SOC 2 Type II compliance. If you connect to external systems like SQL or Airtable, Softr acts as a secure interface that displays data in real-time without storing it on our servers. You remain in total command of your proprietary distribution data and who has the authority to edit it.
It is fully production-ready from the start. Unlike general AI tools that might generate 'vibe code' which is difficult to scale or secure, Softr builds your wholesale CRM on a professional foundation.
We provide the essential infrastructure natively—such as secure dealer authentication, granular row-level permissions, and robust hosting—so you don't have to build them from scratch. This eliminates the technical debt usually associated with AI-generated software. Your CRM is built to be scalable, secure, and ready for your sales team to manage million-dollar accounts from day one.
Softr is the first AI-native platform designed for business software, offering a unique hybrid of speed and reliability. Most no-code tools require manual setup for every database link and button, while 'vibe coding' tools often produce unstable code. Softr's AI Co-Builder generates a tailored distribution CRM on a secure, production-grade foundation in minutes.
This gives you the ultimate advantage: the speed of AI to generate your SKU lists and sales pipelines combined with the reliability of a platform that handles complex business needs like roles and permissions natively. It is specifically built for non-technical operations managers who need to move from a manual process to a professional digital CRM overnight.
Yes. Softr allows you to build powerful native workflows and connect your CRM to your entire supply chain stack. You can automate tasks using Softr Workflows—like sending an automated restocking alert when inventory hits a certain threshold—or integrate with Stripe for B2B payments and Intercom for customer support.
With support for the REST API and webhooks, you can also sync your CRM with external ERPs or shipping platforms. Whether you need to automate invoice generation or pull in live freight tracking, you can build these complex integrations directly into your wholesale portal without ever writing a line of code.
Describe your workflow and Softr's AI builds your custom wholesale CRM in minutes. Get started for free.