Does dispatching an order update warehouse stock automatically?

Yes. The configurable dispatch workflow includes delivery proof and signature capture, and triggers inventory deduction at the point of dispatch.

Is CrmLeaf priced per user, and are add-on modules extra?

CrmLeaf is priced per user, with core CRM, projects, invoicing and administration included; several industry-specific modules (like verticals, procurement and payroll) are paid add-ons - confirm which apply to your plan.

Can we migrate our existing client list into CrmLeaf?

Yes. Leads and contacts import from a CSV file, and a project's task list can be brought in from an Excel-based template rather than rebuilt by hand.

Do we need a developer to configure CrmLeaf for our workflow?

No. Pipelines, stages, custom fields and project templates are all configurable inside the app, without code.

Solutions

CRM for distributors and wholesalers

Distribution runs on inventory accuracy and order fulfillment speed. CrmLeaf connects the sales order to multi-warehouse stock and a configurable dispatch workflow, so a sales rep and a warehouse manager are looking at the same numbers.

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Where it fits

What changes for distributors and wholesalers

01
Stock levels differ between the sales team and the warehouse
Multi-warehouse inventory with per-warehouse opening stock, reserved and available levels stays live for both teams.
02
Order dispatch has no proof of delivery
A configurable dispatch workflow includes delivery proof and signature capture, with automatic inventory deduction.
03
Vendor payments and bills are tracked outside the CRM
Procurement runs RFQ through vendor quote, PO, bill and vendor payment, with automatic vendor credit on overpayment.

Modules used

The parts of CrmLeaf this runs on

InventoryMulti-warehouse stock Sales ReportsDeal & order performance CRM & SalesOrders from a signed deal Goods ReturnSource-agnostic returns

FAQ

Common questions from distributors and wholesalers

CRM & Sales

See the module hub

Alternative Pages

Compare CrmLeaf to your current tool

Pricing

See plans & per-user pricing

Resources

Guides, tools & templates

See CrmLeaf built for distributors and wholesalers

Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.