CRM for wholesalers and distributors
For reps who look after accounts and open new ones.
Orders come from customers you already have. Growth comes from the ones nobody has called this month. Socianet keeps both lists in front of the team.
New enquiry 3
Reply today
Call at 2pm
Price list sent 2
Follow up Thursday
Regular account 1
Done
Where the leads come from
Where they leak
- Accounts that stop ordering and nobody notices
- New trade enquiries left in an inbox
- Visit notes kept in a rep's notebook
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- New enquiry
- Contacted
- Price list sent
- First order
- Regular account
What we set up
Ready when the team logs in.
Set up for you in seven days.
What changes
The same team, with one place to work from.
Every deal has an owner
Nobody asks "who has this one?". The name is on the deal, with the next step and its date.
Each person sees their own
Open one screen and know what to do today. No hunting through tabs.
The manager sees everything
One dashboard for the whole team, so the weekly review takes minutes.
Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product
Straight answers
Questions we get from wholesalers and distributors.
Does it take orders?
No. It manages the relationship and the follow-up. Orders stay in your order system.
Can field reps use it on a phone?
Yes. The mobile app is on every plan.
What does it cost?
Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.
How long does setup take?
Seven days from kickoff. We import your data, connect your channels and train the team.
Can we cancel?
Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.
Other industries
Not quite your business?
Send us your spreadsheet. In 48 hours it is a live pipeline.
Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.