The Distributor CRM That Connects Sales to Inventory
Selling Blind vs. Operating Connected.
The Reality Today
What You Actually Need:
What Happens When Your Data Finally Connects
Stop guessing and start optimizing. Cone CRM eliminates data silos, allowing every department to work from a single source of truth and achieve immediate operational improvements.
End-to-End Order Flow
Sales orders sync directly with your ERP/WMS, eliminating manual data entry, and reducing your order processing time from hours to minutes.
Profit-Driven Sales Cycle
Sales reps are guided by up-to-the-minute inventory and cost data. Every quote is accurate, every discount is accounted for, and your margins are protected from the start.
360° View of Every Client
Sales, service, and accounting access the same complete record, including payment history, fulfillment status, and open quotes. This speeds up issue resolution and improves client retention.
Real-Time Regional Reporting
Sales reps are guided by up-to-the-minute inventory and cost data. Every quote is accurate, every discount is accounted for, and your margins are protected from the start.
Success stories from distributors like yours
Finitec
Leading wood floor finishes manufacturer-distributor
Finitec unifies sales tracking and pipeline visibility
Connected CRM to its Baseline Selling program to replace spreadsheet quoting, centralize data, and set measurable pipeline goals.
Cubex
Heavy equipment dealer and distributor
Cubex connects teams and simplifies reporting
Centralized customer data across departments, gained a real-time funnel view, and generated reports at the click of a button.
Symbiose
Import and distribution agency
Symbiose streamlines order-taking for road reps
Centralized producer and customer data, optimized on-the-road workflows, and moved from PDFs to targeted email lists.
A Partner Who Knows Distribution
We don’t hand you software. We work with your teams to help your systems, processes, and people move in the same direction.
Industry Expertise
Built with distributors and 3PLs in mind. Workflows that match how sales, operations, and logistics actually work together.
Connected, Not Complicated
Your systems. One CRM interface. We help connect CRM, ERP, and WMS data, so teams work with accurate, real-time information.
Adoption That Sticks
Built for daily use. Clear, fast, and mobile-ready so your team stays aligned in the office, in the warehouse, or on the road.
Local Support That Gets Your Reality
Support that works on your schedule. Fast, responsive help from a team that understands the pace of operations across provinces.
See Cone CRM in Action
Ready to see how Cone CRM can transform your distribution operations? Schedule a personalized demo with our team. We'll walk you through the platform, answer your questions, and show you exactly how Cone can solve your specific challenges.
Meet Sophie
Frequently Asked Questions
What is the best CRM for wholesale distribution in Canada?
The best CRM for Canadian distributors connects CRM, ERP, and WMS data, supports multi location/province teams, and reduces manual rekeying so sales and operations work from one source of truth.
How do distributors connect CRM with ERP and WMS systems?
Distributors typically connect systems through native integrations or middleware so quotes, orders, inventory signals, and customer updates sync automatically instead of being copied between tools.
Why does CRM adoption fail in distribution teams?
Adoption drops when CRMs add admin work, do not reflect real workflows, or lack operational context. Reps stop using it when they still need spreadsheets, email threads, or the ERP to do their job.
What features should a distribution CRM include for multi location operations?
Look for multi site and multi department handling, role based visibility, standardized processes across branches, and reporting that rolls up cleanly without creating separate “versions” of the truth.
How can a CRM reduce rekeying and improve reporting accuracy for distributors?
A connected CRM reduces rekeying by syncing customer, pricing, order, and status data across systems. That improves forecast and margin reporting because teams are using current, consistent data.
Fresh Perspectives You'll Love
Distribution et logistique au Canada : votre CRM est-il à la hauteur ?
Comment unifier CRM, ERP et logistiques et moderniser les distributeurs et 3PL canadiens.
Proudly Canadian
Cone CRM is proud of its local talent and Canadian roots. Our goal is to support and fuel the growth of SMBs in French and English.
Based in the Greater Montreal area, Quebec
Supporting businesses in Canada and USA
All data is protected and stored in Canada
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