SmartContact for wholesalers

A simple CRM for wholesalers and distributors

Keep every trade account, buyer and conversation in one place, help your reps follow up on new accounts, and see which customers are quietly buying less.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Reps keep customer knowledge in their heads and their phones.
  • New trade accounts get one visit, then nobody follows up.
  • You only notice a customer has drifted when their orders stop.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for wholesalers:

  1. Prospect
  2. Contacted
  3. Samples or price list sent
  4. Trade account opened (Account)
  5. Lost

Lead sources worth tracking: Trade show, Rep visit, Website trade enquiry, Existing customer referral, Buying group.

Custom fields to add

  • Account number: match the record to your accounts or ordering system
  • Product ranges: which of your ranges they buy
  • Rep territory: share the list fairly and report by area
  • Buying status: a drop-down of regular, slowing or lapsed, updated by the rep after each call

How wholesalers use SmartContact

Every rep's calls on the timeline

Calls, visits and notes sit on the customer's record, so when a rep is off, or leaves, the next one knows exactly where things stand.

Quiet accounts as a saved view

Filter accounts whose buying status is slowing and save the view, so reps call the customers who are drifting before they go elsewhere.

Price lists and quotes

On Standard, add your products to a price list and build quotes on a deal, with VAT and discounts, that customers accept online.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which trade accounts in the North territory are marked as slowing, and when did we last speak to each?"
  • "Log a visit to Harbour Cafe Supplies: interested in the new eco range, send samples."
  • "Which reps opened the most new accounts this quarter?"

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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