CRM for wholesale and distribution
In wholesale, money gets stuck in debts and margin in different prices for different customers. ModalCRM keeps a price type on the client card, issues invoices with VAT and a due date, shows who owes and for how many days, and runs stock with purchase orders to suppliers. This is management accounting, not bookkeeping: there is no tax reporting or electronic tax invoices — details below.
A pipeline from inquiry to deal
The Pipeline tab: stages New lead, Qualification, Proposal, Negotiation, Decision, Won and Lost. Above each stage are the number of deals and the sum; a card shows the client, manager and probability. Filters by stage, manager and source.
Deal items are picked from the catalog, so a proposal is priced from the same prices the warehouse uses. Deals stuck on a stage can be handed to a stuck-deal automation on the «Everything included» plan, which reminds the manager.
Orders with the client's prices
The Orders table: date, client, phone, items, total, payment method, delivery method, waybill, status and manager; filters in each column header and an Excel export. For each client you can set a price type on the contact card, and the order and invoice take their prices from it; Retail is there by default.
A new order reserves goods at the warehouse with the most free stock, and Confirmed writes them off. The system will not let you ship more than you have. A Nova Poshta, Ukrposhta or Meest waybill is created from the order card, and the status becomes Shipped.
Invoices with VAT and due dates
Invoices: number, client, date, due date, status (draft, sent, partial, paid, overdue), total and paid. Lines carry VAT, an invoice has a currency and exchange rate; each row has a public link, PDF, e-mail with the PDF and send to chat.
Payment can be entered in parts. Payment terms in days are kept on the client card next to the tax ID, IBAN, bank, MFO and contract data, but the due date on an invoice is a separate date that you set yourself.
Debts, reconciliation acts and receivables
Settlements has the subtabs Customers, Suppliers and Overdue receivables. On the left are counterparties with turnover and balance (They owe us or We owe them), on the right the movement by document for a period with opening and closing balance.
The Reconciliation act (PDF) button builds an act for a counterparty, Adjustment corrects a balance, CSV exports the list and Rebuild recalculates the picture. Receivables are split by days overdue, so you can see whom to call first.
Stock, purchasing and inventory valuation
Warehouse has the tabs Stock, Warehouses, Reservations, Suppliers, Purchase orders, Receipts and Inventory valuation. The screen shows product-by-warehouse stock with reserves, available and value for the main warehouse and a pickup point.
A purchase order goes to the supplier as a PDF and by e-mail; a receipt updates stock and the purchase price, and what you owe the supplier shows in settlements. Cost is a weighted average, and stock-taking records surplus and shortage as separate documents.
Which modules to turn on
What it costs
Site chat, messengers and a three-step bot. One user, 600 replies a month. Forever, no card.
Orders, warehouse and finance plus chats, calls, mailings and a pipeline. Team of up to 3, then +200 ₴ per user.
Every module: adds automations, appointments, HR and a client portal for tickets. Team of up to 10, then +200 ₴ per user.
Quarterly billing is 8% off, yearly 17% off. Rozetka, Prom and Nova Poshta integrations are not charged separately.
Frequently asked questions
Can different customers have different prices?
Yes. There are price types, Retail by default; a type is assigned on the client card, and the order and invoice take their prices from it. Prices by type can be loaded by a 1C import (CommerceML). There is no customer credit limit in the system.
Is this accounting software?
No, it is management accounting: money, debts and profit for the owner. There is no tax reporting, M.E.Doc submission, electronic document exchange or tax invoices. There is an exchange with 1C and BAS over the Exchange with a site protocol: goods and orders in CommerceML and an XLSX export, so an accountant gets the data without retyping. Stock from 1C is not loaded into the CRM.
How do I load bank statements?
The Bank tab offers CSV or XLSX file import with column mapping (this is also how PrivatBank works), a Monobank connection by a personal token and WayForPay payments. Lines are matched to invoices and orders; reliable matches can be confirmed automatically, doubtful ones by hand. The first load covers the last 31 days.
Does payment deferral work automatically?
Partly. Payment terms in days are stored on the client card, while the invoice due date is a separate date you enter. Overdue invoices land in Overdue receivables, split by days, but there is no automatic block on shipments.
How much does a CRM for wholesale cost?
The free plan is 0 ₴: chats and documents, 1 user, 600 outgoing replies a month. A wholesaler needs Commerce at 900 ₴/mo: orders, warehouse and finance plus chats, calls, mailings and a pipeline; a team of up to 3, then +200 ₴ per user. «Everything included» is 2 200 ₴/mo, a team of up to 10, and adds automations, HR and appointments. 14 days of the full plan free, no card. Servers are in Europe (Hetzner), the supplier is sole proprietor Viktoriia Lazukina, Ukraine, and the terms are the public offer.
See it on live data
A demo account with clients, deals, products, orders and invoices — no signup (it is a general demo account, not a wholesale one). Or try the full plan free for 14 days, no card required.