A CRM that runs the wholesale deal from lead to payment
When managers track deals in spreadsheets while the warehouse, telephony and CRM cannot see each other, deals slip and margins stay invisible. We bring it into one system built around your process.
- Fixed estimate after a brief
- Green Core Web Vitals
- Reply within 24h
A wholesale deal is not “lead → call” but a long chain: invoice, stock reservation, shipment, payment and returns. Off-the-shelf CRMs cannot do that, so teams juggle three tools and spreadsheets between them. We build from a process map, not a funnel template.
Sound familiar?
Signs an off-the-shelf CRM no longer fits:
- Deals live in spreadsheets, not in a system
- Warehouse, telephony and CRM are three disconnected tools
- Leads from messengers and calls get lost
- Leadership cannot see real margin or deviations
What you get
A funnel built for wholesale
Lead → invoice → stock reservation → shipment → payment — no manual data entry between systems.
Telephony, mail and the deal in one place
Every call and email is attached to the deal with recording and context — nothing is lost in messengers.
Warehouse and ERP in sync
Stock, prices and reservations pull from your accounting system into the deal in real time.
Margin dashboards for managers
Real margin, deviations and the pipeline in one place — not across ten spreadsheets.
Routine, automated
Auto tasks, document templates and triggers: the deal moves on its own, not by managers dragging it.
What's included
- A business-process map before development
- Pipelines built for the wholesale deal cycle
- Telephony integration with call recording
- Sync with the warehouse and ERP
- Roles, permissions and an activity audit
- Reports and margin dashboards in real time
Who it is for
- Wholesale companies and distributors
- B2B sales teams with a long deal cycle
- Warehouse and logistics working from one stream
- Teams that outgrew Excel and three separate tools
How we work
Six steps from idea to launch — sequential, transparent and predictable.
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Brief & analytics
We study your business, competitors and audience. Define goals and success metrics.
- Goals & metrics
- project map
- scope
- estimate
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Prototype & design
We design the structure, create the UI concept and approve the visual language.
- UX prototype
- UI concept
- design system
- responsive
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Development
Layout, code, content. Weekly progress demos keep you in the loop.
- Frontend
- business logic
- integrations
- headless CMS
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Testing & QA
We check on real devices and browsers, fix edge cases and bring speed into the green.
- Cross-browser QA
- Core Web Vitals
- automated tests
- a11y
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Launch
We deploy to production and connect the domain, SSL, analytics and monitoring.
- Deploy
- domain & SSL
- analytics
- 301 redirects
- SEO base
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Growth & support
We keep growing the product: new features, A/B tests, speed improvements and 24/7 support.
- Iterations
- A/B tests
- speed & conversion
- monitoring
- support
Technology & integrations
- React / Vue
- Node.js
- PostgreSQL
- ERP (1С / BAS)
- Telephony (Twilio)
- Mail & courier APIs
- WebSocket / n8n
Indicative packages
Custom CRM
from $4,300
Timeline: 6–10 weeks
A more complex case
a custom quote
What drives the budget
- How many pipeline and role types
- Depth of integrations (ERP, warehouse, telephony)
- Number of users and modules
- Whether analytics and a mobile area are needed
Delivered work
Custom CRM for a wholesale company
Deal cycle shortened by 35%
A CRM built from scratch on React: sales pipelines, document flow, telephony, warehouse and access roles. Replaced three services the client paid for separately.
View the case → Automation / SaaSBusiness process automation platform
−280 person-hours of routine per month
A visual process builder on Vue: lead → deal → contract → payment with zero manual steps. 40+ automation templates for clients.
View the case →What we take on
- A fixed estimate after the free brief
- A process audit before any code
- Roles, permissions and an action audit
- Weekly demos and post-launch support
Questions owners ask
How much does a custom wholesale CRM cost?
The budget depends on funnel complexity, the number of integrations (warehouse, telephony, ERP) and roles, so we lock the exact price after a free brief. The entry figure is in the tiers above.
Will it replace our current tools?
Yes. A single custom CRM typically replaces three separate services — CRM, warehouse and telephony — that you pay for individually, and removes the spreadsheets between them.
Can you connect it to 1С/BAS and the warehouse?
Yes. Syncing stock, prices and documents with your accounting system is a core part of this kind of CRM, not a separate service.
Wonʼt the team get stuck in a new interface?
We start with a process map and shape the interface around how managers already work, not the reverse. Then roles, permissions and onboarding so “Excel is easier” sabotage has no place.
What if our process changes?
A modular architecture and admin-configurable stages let you change pipelines and fields without a rewrite. The system grows with the business.
Don’t know where to start? Let’s build the brief together
Answer a few questions and our builder assembles a complete, ready-to-share project brief — with a realistic budget range calculated from our real packages. Take it to us or to any studio.
~3 minutes · no email required to view your estimate
- 6 guided steps — goals, scope, design, budget
- Instant price range from real DEXA packages
- Downloadable, print-ready brief (PDF)