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CRM for wholesale trade

Orders from points of sale, warehouse stock, receivables, and exchange with 1C in one system. You can see which manager and which customer actually bring in money.

What gets in the way of selling

Orders sit in managers’ personal chats

The customer writes to the manager on WhatsApp; the owner sees neither the orders nor the agreements. Once messengers are connected, every conversation lands in the CRM.

Customer debts surface late

You shipped on credit and remembered two months later. The finance module shows receivables for each counterparty.

Stock does not match 1C

The manager promises a product that is not there. Inventory and two-way exchange with 1C keep the data in one state.

A turnkey setup

What the CRM setup for your industry is made of. The system creates the base part at registration.

Fields on the card

  • Counterparty and point type
  • Items and volume
  • Payment terms
  • Deferred payment
  • Region and route
  • Assigned manager

Directories

  • Category → items → SKU
  • Counterparties and points of sale
  • Regions and routes
  • Price lists by customer type

Modules

  • Funnels by line
  • Inventory
  • Finance and receivables
  • Documents
  • Sales plans by manager

An AI agent for your scenario

The agent takes repeat orders from regular points, confirms stock and amount, and hands disputed cases to a manager. Call review shows which managers do not upsell and do not handle price objections.

A storefront for this industry is already built in

Catalog, cart, and payment work as an online store on your domain and as an app in Telegram. The order arrives in the same funnel your managers work in.

How the store works

We will set up the CRM for your business free for 14 days

We will show the system on your processes, connect messengers and telephony, and set up an AI agent on your price list.

Workspace opens immediately · 14 days free · no card