Overview
TDF CRM offers distribution-focused teams a complete view of their customers through seamless ERP connections, AI tools, and built-in reporting. It’s less suited for businesses needing heavy customization, but if you want reliable, out-of-the-box performance without the IT hassle, this is a solution worth considering.
Overall Rating
Based on 7 users reviews
4.6
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
TDF CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is TDF CRM?
TDF CRM, now rebranded as White Cup CRM, is a revenue intelligence platform built specifically for the unique needs of wholesale distributors. It centralizes customer, sales, and product data from your enterprise resource planning (ERP) into a single, accessible system.
By leveraging sales automation and distributor-focused Artificial Intelligence (AI), the platform helps sales teams identify their best opportunities, and automate follow-ups based on customer buying patterns.
TDF CRM Pricing
TDF CRM Integrations
The software supports out-of-the-box integration with multiple enterprise systems and platforms, such as:
- Shopify Software
- Magento
- BigCommerce
- WooCommerce
Who Is TDF CRM For?
TDF CRM is mainly designed for the distribution industry.
Is TDF CRM Right For You?
If your distribution business is struggling with generic software, TDF CRM may be the right fit. It moves beyond basic contact management to offer a fully integrated CRM, BI, and AI platform. Its standout advantage lies in its all-inclusive pricing model and deep, out-of-the-box ERP integration, which provides a comprehensive view of customer activity to drive revenue. This purpose-built approach ensures your entire team has the data and tools needed to win more deals.
Still doubtful if TDF CRM is the right fit for you? Connect with our customer support staff at (800) 295-0411 for further guidance.
TDF CRM Features
Using TDF CRM, you can automate follow-ups and streamline tasks triggered by key ERP data points like order status and customer buying patterns. This system allows you to route leads effectively, track opportunity stages for better pipeline management, and align sales and marketing goals.
I The AI-powered ‘Next Best Actions’ feature increases order value by providing tailored product recommendations and timely reordering reminders based on customer purchase history. It also helps convert slow-moving stock into sales with targeted, automated promotions to protect margins.
TDF CRM brings together all relevant customer information—including purchase histories, online shopping behavior, account notes, and sales activities—into a centralized view. This ensures sales, account management, and customer service teams can make every interaction productive and informed.
Integrated with ‘White Cup BI,’ the platform provides over 40 pre-built dashboards and more than 1,100 ready-made reports. This allows teams to instantly access insights on sales performance, customer trends, and vendor metrics without needing custom reports from IT.
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