Manage retail partners, bulk orders, and leads in an AI-powered wholesale CRM built with AI to fit your retail and eCommerce workflow.




Customize your wholesale CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.






Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different team members tailored access and dashboards, so each role sees just the wholesale data they need.
Give different team members tailored access and dashboards, so each role sees just the wholesale data they need.
Streamline your processes with Softr Workflows. Trigger native notifications for bulk orders or data changes to keep operations running.
Access and update your wholesale CRM on the go. All apps are mobile-ready out of the box for your field sales team.
Use Google, email, or SSO logins to give your team fast, secure access to retail partner data—no IT tickets needed.
Keep internal data safe with SOC2 and GDPR compliance, plus fine-tuned access control for every partner record.
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 manual setup needed.

Add features like bulk order processing, reorder alerts, or AI insights as your workflows evolve—no rebuild needed.

Start with a CRM, then add B2B portals, dashboards, or 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 wholesale CRM is a secure space where your sales team or account managers can log in to access information, like retailer order histories, inventory levels, digital product catalogs, and shipping timelines. It keeps all wholesale communication in one place, so you don't have to rely on back-and-forth emails or messy spreadsheets. This makes it easier to stay organized and provide a smoother experience for your retail partners.
Softr is the first AI-native platform for building business software. It makes it easy to build a wholesale CRM that fits the way your distribution business works. You can describe your needs to the AI Co-Builder to instantly generate your database, pages, and logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide who sees what, and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to grow with your sales volume.
You can include a wide range of features in your wholesale CRM, depending on what your sales workflow looks like. A great wholesale CRM app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let users query their sales data conversationally, or set up Database AI Agents to perform competitor price analysis or lead enrichment.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic bulk-order calculator—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automated low-stock alert) that trigger notifications or sync data whenever a wholesale record is updated or a button is clicked.
- User Portals & Logins – Securely manage access so each regional sales rep only sees their own accounts or specific retail territory views.
- Forms & Data Collection – Capture information with custom intake forms, contract uploads, and conditional logic for tiered pricing.
- Dashboards & Charts – Visualize your wholesale CRM performance and sales metrics with real-time charts and revenue summaries.
- Lists & Advanced Filtering – Display and manage your data with searchable tables of SKUs, kanban boards for lead stages, and detailed customer profile views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI. And if your sales process changes, it's easy to update the platform later.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a wholesale CRM in Softr by simply describing your sales requirements—like managing bulk discounts or tracking bulk warehouse shipments—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like authentication, database logic, and account security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe it, Softr builds it, and it’s ready for your sales team instantly.
Yes. You can manage multiple sales teams or regional departments in a single wholesale CRM. Each team member only sees the lead content and inventory data assigned to them, based on their login and department role. This is useful for large distributors, multi-brand wholesalers, or businesses operating across different geographic territories.
Yes, you can. You don't need to bring your data from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any wholesale CRM application you build.
But if you already have product and customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in shipment data from other sources. Either way, you have full control over how your wholesale data is structured and displayed in your app.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering the highest performance, instant automation triggers, and a lightning-fast experience because your wholesale data is native to the platform.
If you already have your vendor or product data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your wholesale CRM could pull in order history from Softr Databases and lead data from HubSpot at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your wholesale CRM. You can customize the layout, navigation, and order workflows to match your brand and sales cycle. Each page or block can be shown or hidden based on who's logged in, so every sales rep sees only the accounts relevant to them.
You can also set up different user roles, such as sales manager, account executive, or warehouse admin—and define exactly what each role can view or edit. For example, account executives can only see their own customer leads, while managers can oversee all wholesale records. You can also create personalized views by filtering warehouse data based on the logged-in user.
This level of customization is especially useful when you're managing multiple sales regions or different product lines in the same app. It helps keep the experience clean, secure, and tailored to each user.
Yes, you can fully white-label your wholesale CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the app feel like a natural extension of your wholesale brand. You can also remove all Softr branding, so your sales team and partners only see your company's identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your wholesale CRM. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different sales roles see when they log in.
To display your sales data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like transaction history, invoices, or stock levels
- List or Card blocks – to highlight things like retail partner profiles, product catalogs, or marketing resources
- Detail View – to show one record at a time, like a deep dive into a specific retail account
- Forms – for order placements and lead intake
- Charts – to show monthly revenue and sales performance
- Calendar blocks – to display delivery schedules or follow-up deadlines
If your sales process or design needs change later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Wholesale CRM apps also give you full control over who can see and do what in your app. You can set up role-based permissions, manage sales users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive customer information and pricing across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment, with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For apps connected to external data sources like Airtable, Notion, or HubSpot, Softr doesn't store your sensitive sales data—it just displays it in real time based on your access settings. You're always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your wholesale business information safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain or secure—Softr builds your wholesale CRM on top of a stable, business-grade foundation.
We handle the "boring 80%" (like authentication, secure hosting, and granular sales permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your app is secure, scalable, and ready for your sales team to use from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code, or traditional no-code tools that require manual configuration, Softr's AI Co-Builder creates a wholesale CRM on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your sales database, app, and logic in minutes, then use visual controls for precise editing. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, permissions, and hosting) already built-in. It's designed for non-technical sales teams who want to move from prototype to production on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your wholesale CRM to the rest of your tech stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for credit card payments and Intercom for account support. Softr also supports REST API and webhooks for more advanced logistics workflows.
Whether you need to send order data to a fulfillment system, trigger automated follow-ups based on lead actions, or display shipping information from other tools, you can build it into your wholesale CRM, without writing code.
Describe what you need. Softr's AI builds it in minutes.