The CRM for wholesale distributors, with inventory and orders built in
Laureo is a CRM for distributors that sell from stock to the same accounts every few weeks: quotes from your volume prices, sales orders that hold the stock, purchase orders to your vendors, and net-term invoices you chase from your own mailbox, all on every plan.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Stock lives in one app and the customer in another, so a rep quotes a case that is already promised to someone else
Volume prices sit in a spreadsheet, and the wrong rate goes out on a rush quote
Purchase orders to vendors leave from a personal inbox, and nobody knows what is still due in
Partial shipments and backorders are tracked on paper, so the buyer asks twice where the rest of the order is
Net-30 invoices drift to 60 days because the reminder depends on someone remembering
What you can do with Laureo
Real workflows for Distributors, built into Laureo.
Quote from what is on the shelf
Check available stock in each location before you quote, then let the accepted quote open a sales order that holds the units for this buyer.
Reorder before you run out
A reorder point on each stock line raises a low-stock alert as soon as available stock drops below it, with a suggested reorder quantity for the next purchase order.
Ship in parts, bill what shipped
Ship the cases you have, backorder the rest, and invoice as the goods go out. The order keeps count of what remains to ship and what remains to bill.
Keep buyers ordering
Send a monthly price sheet or a new-product email to every buyer from Campaigns, with unlimited contacts on all plans and the account list you already keep in Laureo.
Chase net-term balances
Collections lists overdue invoices by amount and days late, and reminders send from your own Gmail or Outlook mailbox, so the buyer's reply comes back to you.
A pipeline that speaks Distributors
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- order opportunity
- Contact
- buyer
- Company
- account
- Pipeline
- order pipeline
- Invoice
- net-term invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Stock you can promise
In Laureo, wholesale inventory management starts from what you can promise: every product or variant shows on hand, allocated and available in each location. An order can never allocate the last unit twice, and a reorder point tells you the moment available stock drops below it.
Prices that follow the volume
Price a SKU flat, by volume tier, by graduated tier or by the package, such as a case of 500, so a quote for 40 cases lands on the right rate. Variants carry their own SKU and unit of measure.
From quote to sales order
When a buyer accepts a quote for physical goods, Laureo opens the sales order. Ship what you have, backorder the rest, and record each shipment with its carrier and tracking number.
Purchase orders and vendors
Raise a purchase order to a vendor with its own currency and payment terms, receive it in full or in part, and send a drop-ship line straight from the vendor to your customer.
Net terms and collections
Set Net 15, Net 30, Net 45 or Net 60 on each invoice. Collections ranks the accounts most worth chasing, shows AR aging, and sends reminders from your own mailbox, on every plan.
A statement for every account
The Billing card on each account shows the open balance split by days late, and the customer statement lists what the buyer owes at that date, ready to share before you call.
One plan, 22 tools: see them all
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import accounts and buyers
Bring your accounts and buyers in from a spreadsheet, then add your SKUs to the products catalog with their variants and units of measure.
Turn on stock tracking
Mark each product as a physical good and enter what you hold in each location. The Inventory, Purchase Orders and Sales Orders screens then appear in the sidebar.
Set reorder points
Give each stock line a reorder point and a reorder quantity, so you hear about low stock as it happens, not at the month-end count.
Add your vendors
Enter each supplier with its contact, currency and payment terms, ready for the first purchase order.
Quote, ship and invoice
Send the quote, let the accepted quote open the sales order, ship it in one or more shipments, and invoice on the terms each account already has.
AI agents that work for you
Five built-in agents start on their own, on a weekday schedule or when the work arrives. By default, the three on the Agents page draft what they can and ask before they change anything, Email to CRM suggests a task or a new contact on each email, and Ticket Triage sorts new tickets in Service on Ultra.
Email to CRM - Highlighted for Distributors
AI suggests the next task from each buyer email
When a buyer emails a reorder or a delivery deadline, Email to CRM shows the email on the buyer's deals, open or closed, and suggests a task for it, plus a new contact for anyone in Cc who is not in your CRM yet. Nothing is saved until you save it.
Integrations that matter for Distributors
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each purchase order email from a buyer in your contacts on that buyer and their account, and Calendar holds sales visits and supplier calls.
Microsoft 365
Outlook email and calendar sync for distributors on Microsoft, so a thread with a buyer or vendor in your contacts stays on their record.
Stripe
Card payments on invoices, paid into your own Stripe account, on Business and Ultra.
Distributors vs a separate inventory app, CRM and email tool
The problem
Many small distributors keep stock in an inventory app, accounts in a CRM, newsletters in an email tool and receivables in a spreadsheet. A rep quoting from the CRM cannot see what is available, and the buyer's order history is split across several logins.
The Laureo advantage
Laureo puts the account, its quotes, sales orders, shipments, invoices and emails in one CRM, and checks available stock before an order holds it. Inventory, purchase orders and sales orders are on every plan with no add-on, and unlimited contacts on all plans means every buyer at every account fits.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Distributors FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives, explore features relevant to Distributors, and see related solutions.
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