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Common CRM problems in Wholesale

Why most CRMs
don't work for
Wholesale

Most CRMs lack flexible workflows, robust automation, and support for non-linear, compliance-heavy processes, making them ill-suited for wholesale’s complex, multi-step operations and high transaction volumes.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Wholesale field

"Our complex quoting and approval steps are impossible to automate."

"We spend too much time on manual data entry for every order."

"It doesn’t handle repeat sales or high SKU counts efficiently."

"The system feels built for another industry, not for wholesale."

Monday.com CRM solution for Wholesale

So, What makes monday CRM
perfect for Wholesale?

Centralized Sales and Inventory Management

Easily manage bulk orders, inventory, and logistics from a single, integrated platform.

Automated Workflows Reduce Manual Tasks

Automate order processing, invoicing, and follow-ups to speed up fulfillment and boost accuracy.

Stronger Supplier and Customer Relationships

Track purchase history and communication to deliver better service and build lasting partnerships.

Real-Time Visibility and Reporting

Access up-to-date stock levels, shipment status, and sales insights to make smarter decisions fast.

Use cases for Wholesale

Key use cases

Teams in the wholesale industry use monday CRM to streamline sales processes, manage bulk orders, and strengthen supplier and customer relationships from a single, centralized platform.

📦

Order & Inventory Management

Monitor stock levels, automate reordering, and prevent supply chain issues to ensure timely fulfillment of bulk wholesale orders.

🤝

Supplier & Customer Relationship Tracking

Maintain a comprehensive record of supplier and customer interactions, purchase histories, and contracts to enhance partnerships and satisfaction.

🔄

Automated Workflow & Task Management

Automate sales procedures, approvals, invoicing, and reminders to reduce manual work and accelerate order processing.

📈

Sales Pipeline Visibility

Track deal progress, bulk order negotiations, and sales performance with customizable pipelines for improved forecasting and productivity.

🚚

Logistics & Delivery Tracking

Integrate with shipping providers to manage delivery schedules, track shipments in real time, and minimize delays for wholesale orders.

🧰

Customizable Reporting & Insights

Access and customize detailed reports on inventory, sales, and customer data for smarter decision-making and process improvements.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize and monitor high-volume orders, ensuring each step from negotiation to delivery is tracked so nothing falls through the cracks.

Yes, monday CRM provides real-time visibility of your stock levels and automates reordering, helping prevent overstocking or running out of inventory.

You can store and update all your supplier and customer information, including purchase history and communications, in one place for better partnership management.

It streamlines your workflow by automating order approvals, invoice creation, and reminders, making your order processing faster and reducing manual errors.

You can connect monday CRM to your shipping providers to track shipments, manage delivery schedules, and receive real-time updates on orders.

monday CRM offers dashboards and reporting tools that help you forecast sales, spot trends, and plan inventory more accurately.

Yes, monday CRM enables team collaboration by allowing multiple users to update order statuses, leave notes, and share files so everyone stays aligned.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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