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 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 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.
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.
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.
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.
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