Last Updated
Overview
WPCRM is customer relationship management software that is specifically built for wholesale distributors to improve quoting, sales tracking, and customer communication. While it may take time to customize specific workflows, it offers built-in quoting tools and AI-backed opportunity insights that improve response times and help teams close deals faster.
Overall Rating
Based on 5 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
WPCRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Pipeline Tracking
What Is WPCRM?
WebPresented (WP) CRM is a sales-focused customer relationship management (CRM) built for wholesale distributors. It provides advanced reporting to track performance trends, customizable dashboards for real-time visibility into key metrics, and forecasting tools to anticipate demand. These capabilities help businesses identify growth opportunities, address performance gaps, and create data-driven strategies. WPCRM is well-suited for mid-sized and large distribution businesses.
WPCRM Pricing
WPCRM offers customized pricing plans based on ERP integrations, user count, and features.
WPCRM Integrations
The WPCRM software supports integration with multiple systems and platforms, such as:
- HubSpot
- GENESYS
- GoTo
- MailChimp
- Insite
- Marketo
- Infor
Who Is WPCRM For?
WPCRM is ideal for a wide range of industries and businesses, including
- Electrical distribution
- Building materials
- Construction supply
- HVACR
- Janitorial
- Sanitation
- Industrial Machinery
- Supply distribution
Is WPCRM Right For You?
WPCRM is a strong fit for distributors and manufacturers looking for a CRM that prioritizes ERP integration, sales efficiency, and real-time visibility. Its standout feature is its ability to integrate with major ERP systems that help teams to improve quote speed and customer response time. Recognized for its focus on distribution-driven CRM, WPCRM offers scalable solutions built around security, accuracy, and sales results trusted by leading industry players.
Still doubtful if WPCRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
WPCRM Features
Mobile CRM
Mobile CRM gives field sales teams access to real-time customer data, quotes, and task management from any device. Reps can capture activities, update pipelines, and respond to leads without being tied to a desktop, improving responsiveness and productivity on the go.
Plaimaker
Plaimaker is WPCRM’s intelligent assistant designed to guide sales reps with data-backed recommendations. It analyzes customer activity, sales history, and engagement patterns. It suggests timely follow-ups and prioritizes actions that help teams focus on the high opportunities.
Workflow Automation
This feature simplifies sales operations by automating routine tasks like follow-ups, task creation, and internal reminders. Triggered by events such as new account creation or quote activity. Workflows help teams stay organized by reducing manual input. It ensures that every lead or project moves forward without delay.
Real Time Quoting
Designed for speed and accuracy, this feature gives sales reps instant access to ERP-powered pricing and product availability. Whether in the office or out in the field, teams can build quotes using real-time data, reducing delays and improving customer response times.
Job Management
More than just quoting, this tool supports every stage of job and project execution. From managing bidders and materials to tracking submittals and compliance, it brings structure to complex distribution workflows. Teams can monitor milestones, log contractor updates, and capture win/loss data, all within one centralized workspace.
Pros And Cons of WPCRM
Pros
Improves field sales with mobile access
Enables task management across sales teams
Offers sales-friendly interface for quick adoption
Cons
Requires setup for initial ERP connection
Limited dashboard personalization options available
WPCRM Reviews
Total 5 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars20%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“Great CRM with Minor errrors”
Pros
It brings all customer information into one place, improves client engagement, and integrates smoothly without major issues.
Cons
Customization feels limited, and I have some security concerns about certain plugins.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Mid Market, 51-100 employees
“Customer Data Management Made Simple”
Pros
The interface is simple, and I love that I can access it from my tablet or phone, which is great for our field team.
Cons
The amount of data can be overwhelming at first, and figuring out how to filter and organize it takes time.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
9
Functionality
6
Mid Market, 101-500 employees
“Keeps track of all activities”
Pros
It helps me stay on top of leads and manage event lists effectively. Creating contacts or converting them to opportunities is simple, and I can track all account activity easily.
Cons
I haven't tested it fully with my current organization yet, so I'm not sure about downsides now.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does WPCRM offer an API?
Vendor has not shared specific information publicly about its API.
What other apps does WPCRM integrate with?
It integrates with Epicor, Infor, Microsoft Dynamics, Mailchimp, Outlook, Insite, Janitorial, GENESYS, and HubSpot.
What language does WPCRM support?
The platform supports the English language.
Does WPCRM have a mobile app?
Yes, WPCRM provides a mobile app for iOS and Android devices.
What level of support does WPCRM offer?
WPCRM offers 24/7 customer support, contact form, and email assistance.
Who are the typical users of WPCRM?
WPCRM is used by business types, including electrical distribution, building products, construction supplies, HVACR, janitorial, sanitation supplies, industrial machinery, and supply distribution sectors.
What types of pricing plans does WPCRM offer?
The vendor offers customized pricing plans based on business needs. Get in touch with us for a tailored WPCRM cost estimate.