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Custom CRM · Wholesale and retail

A CRM for wholesale and retail: stock, suppliers, trade

Stock, suppliers, trade customers and orders in one place, whether they come from your shop, your website, a trade login or a phone call.

Talk about your systemFrom £999 + £79 a month
  • Free first call, no obligation
  • A fixed price for each step
  • Built around how you work
Sound familiar?

Where the week goes.

What we build

The parts of your system.

Every system is built around how you already work, so you only get the parts you need. These are the ones most wholesale and retail ask for.

Products and stock

One stock figure for each product, wherever you sell it.

  • Products with variants, barcodes and where they are kept
  • Stock across shop, website and stockroom
  • Reorder levels and low-stock alerts
  • Batches and best-before dates where you need them
  • Stock takes done on a phone

Trade customers

Trade accounts with their own prices, terms and login.

  • Trade accounts with their own price lists and minimum orders
  • A trade ordering login on your website
  • Credit limits and payment terms
  • Monthly statements and reminders for overdue balances

Orders, picking and delivery

Every order in one list, wherever it came from.

  • Orders from your website, trade login, phone and email together
  • Pick lists for the warehouse or stockroom
  • Delivery runs and collection slots
  • Delivery notes and invoices produced from the order

Suppliers and purchasing

Buy the right amount at the right time.

  • Suppliers with contacts, costs and usual lead times
  • Purchase orders raised from the reorder list
  • Goods in recorded, including part deliveries
  • Cost prices updated when a supplier changes them

Connections to your other tools

Linked to the tools you already use, where those tools allow it.

  • Shopify or your own online store
  • Your till or EPOS system, where it lets other systems connect
  • Your accounting software, or a clean export for your accountant
A day with it

What changes on a normal day.

An example of how the system fits into the day. Yours is built around your own routine.

  1. 7:30Trade orders placed overnight through the trade login are waiting, each at that customer's prices.
  2. 9:00Pick lists are printed for the morning's orders, grouped by delivery run.
  3. 11:00The reorder list shows what has dropped below its level. You turn it into purchase orders for each supplier.
  4. 14:00A delivery comes in and is checked against the purchase order. Stock updates on the website and in the shop together.
  5. Month endStatements go to trade accounts, and reminders go to anyone past their terms.

Always included

  • Lives on your own website behind a private login, and works on your phone
  • Login protected with a one-time code; encrypted connection and automatic backups
  • Your data stays yours: export it any time, and we hand it over if you leave
  • Hosting, security updates and small improvements in the £79 a month
  • A fixed price for each step, agreed before we start
Not sure what you need?

Tell us how your business runs today. We will suggest the smallest system that saves you the most time, and whether an off-the-shelf app would do the job instead.

Get a free quote
Our promises

Our promises to you.

No surprises on price, no locking you in, and no going quiet once the site is live.

The full details are in our terms.

Wholesale and retail: questions about a custom system

How much does a stock and trade system cost?
Systems start from £999 to build, plus £79 a month for hosting, security, daily backups and small improvements. A fixed price follows a short call. Many businesses start with stock and trade orders, then add purchasing.
Can it keep stock in step with Shopify?
Shopify lets other systems read orders and update stock, so in most set-ups, yes. We confirm how your store is set up before quoting.
Will it connect to my till?
It depends on the till. Some EPOS systems let other systems read sales and update stock, and some do not. We check yours before we quote and tell you honestly what is possible.
Can trade customers order online at their own prices?
Yes. Each trade customer logs in and sees their own price list, minimum order and account balance, then orders straight into the system.
Who owns the data?
You do. Everything in the system is your business's data. You can export it as a spreadsheet whenever you like, and if you ever leave, you take a full export with you.
Is there ready-made stock software that would do this?
Yes, there are good stock and order tools, and if you sell through one shop and one website, one of those may be enough. Custom is worth it when you mix trade and retail, have your own way of pricing, or need it to fit with a workshop or other business system.

Tell us how your wholesale and retail business runs. We'll show you what can run itself.

Two minutes to fill in. You'll see a first look at your website straight away, and we reply the same working day.

  • Free and no obligation
  • A fixed price, not an estimate
  • Half up front, the rest when you are happy
  • You own everything we build