Wholesale sales, from first sample to the reorder.
SMH CRM keeps every store you sell to in one place. Find buyers with the built-in lead engine, send samples, quote and take orders, and hear when an account is due to order again.
Works with the tools a wholesale team already uses
One place for the whole cycle. Five jobs your team does every week, each with a screen built for it.
Find the right buyer. The built-in lead engine finds retail buyers by job title, store count and region. Save a search and run it again next year.
Search for new buyers and their companies, then import the ones you want.
Turn a buyer into an account and a contact.
Know where every sample is. Log the product, the buyer and the tracking number. Mark it delivered and a follow-up task lands three days later.
When the buyer says yes, convert the sample into an order.
Requested, approved, sent, delivered, reviewed or converted.
Quote, then take the order. Build a quote from your product list, send it as a PDF by email, and let a manager approve the big ones.
A quote or order can wait for a manager before it goes out.
An accepted quote becomes an order that moves from confirmed to shipped to delivered.
Hear when a store is due. SMH CRM learns how often each store reorders each product. When one is close to due, you get an alert and a task with a suggested quantity.
A deal that sits in one stage too long sends its owner an alert.
Overdue tasks send a reminder to whoever owns them.
See what is working. Revenue by month, pipeline by stage, and results by rep and by lead source.
Pick deals, orders, accounts, activities or quotes, choose a measure and group it.
Won and lost deals add up to a win rate on the dashboard.
One record for every store. Contacts, deals, orders and every call sit on the account.
Every contact, with who makes the decision.
Open and won, with stage and value.
Every order, with its items, total and status.
Calls, emails, meetings and notes, newest first.
Terms and habits, kept with the account.
An assistant that knows wholesale. It drafts follow-ups, reviews your pipeline and suggests products from a store's order history.
The assistant runs on Claude. It drafts, you decide what gets sent.
