CRM for Wholesaleing

Improve your wholesale operations with Capsule CRM, designed specifically for the wholesale industry. Simplify sales, inventory, and customer relationships in a single platform for enhanced efficiency and satisfaction. Capsule is your partner in growth, making complex tasks manageable and success achievable.

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Unify your wholesale team

Ditch the time-consuming manual data handling and start crafting a comprehensive view of your clientele. Capsule CRM for wholesalers centralizes all client communications — emails, calls, notes, and more — directly within each client's record so that your team can collaborate effectively and concentrate on impactful work.

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Seamless CRM integration

With Capsule's straightforward setup and user-friendly design, your wholesale business can transition smoothly, allowing for immediate adoption and minimal downtime. Our CRM system is built for quick learning and high efficiency, ensuring your sales and marketing teams can hit the ground running.

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Insightful sales analytics

Gain clear insights into your sales performance, including wins and losses, sales cycle durations, and more, tailored for the wholesale distribution industry. Capsule's analytics provide the data to inform your sales strategy and decision-making process.

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Tailor-Made for your business

Customize Capsule to fit the unique needs of your wholesale distribution company with up to 50 custom fields and activity types available on our advanced plans. Design multiple sales pipelines to reflect the diverse aspects of your wholesaling business.

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Enhance your wholesale operations with seamless integrations

Elevate your wholesale business by integrating Capsule with the essential tools you already use, creating a unified view of your customers and streamlining your operations. Discover how Capsule's extensive CRM integrations can automate and refine your processes, from lead management to inventory control, making your wholesale business operate at peak efficiency.

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QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.


Use the Capsule CRM integration for Xero and get one complete view of your business.

Microsoft Outlook Calendar

Sync your Microsoft Outlook Calendar with Capsule to create an agenda view of upcoming events.

Google Workspace SSO

SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.

The essential role of CRM software in wholesale success

The wholesale landscape has become increasingly competitive, driven by technological advancements and global market shifts – so staying ahead demands more than keeping pace with trends. Wholesalers need to excel in customer engagement and facilitate their operational processes to outperform expectations. This is where CRM for wholesaling steps in. A wholesale CRM software should bring a strategic advantage by automating routine tasks and enriching customer relationship management.

Adopting the right CRM software allows wholesale businesses to prioritize valuable client interactions over time-consuming administrative tasks.

Here's a glimpse into why embracing a CRM system is really important for wholesalers aiming for growth and efficiency:

Enhance your wholesale network with Capsule's comprehensive CRM

Capsule's CRM software is fully equipped for the dynamic wholesaler on the move. With marketing automation features that extend beyond a simple mobile app, you can seamlessly manage customer relationships, track sales, and engage in marketing campaigns directly from your device.

Whether you're in the field closing deals with real estate investors or updating sales pipelines, Capsule ensures vital information is always at your fingertips.

Free CRM for wholesale businesses

Exploring the world of CRM solutions? Capsule is your go-to platform, offering a free version tailored for wholesale companies managing up to 250 contacts. This completely free version gives you access to all the essential features needed for effective contact management, sales automation, and the integration of new technologies into your sales funnel. With Capsule, you're set to boost your client management capabilities and automate key tasks.

Experience Capsule with a 14-day free trial across all our premium plans, accessible via our website and mobile app. Should you choose to upgrade, select from our range of paid plans: Starter, Growth, Advanced, and Ultimate. Each is crafted to meet the diverse needs of real estate wholesalers, distribution businesses, and those needing advanced supply chain management or real estate CRM solutions. Grow your wholesale business with Capsule, and start seeing an increase in sales and customer retention today.

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Chosen by thousands all over the world

Chosen by wholesalers everywhere, Capsule stands out as the top CRM software for the wholesale industry. Known for its reliability, efficiency, and comprehensive features, it's the right choice for wholesale distributors, sales teams, and marketing professionals.

With Capsule, businesses specializing in real estate wholesaling, distribution, and more trust us to manage their contact lists, streamline their sales processes, and take customer interactions to a brand new level. Our CRM tools are designed to support your sales pipelines, improve customer retention, and drive sales, making Capsule the preferred CRM for wholesalers aiming for growth and success.

Frequently Asked Questions