Orders and conversations are scattered
Customers use calls, emails and messages. Give account managers a shared customer record, then scope the intake and communication integrations that match those channels.
CRM for wholesale distributors
Give every account manager the full customer picture.
Repeat orders, negotiated prices and delivery questions are part of the same relationship. Build a wholesale CRM that connects customer history to the commercial and operational records your team needs.
MIT open source
1,928 stars on GitHub
50+ pluginsThe account knowledge should stay with the business.
The right price lives in someone's spreadsheet
Different accounts, volumes and agreements need clear commercial rules. Build on catalog pricing and scope account-specific terms explicitly.
A customer question interrupts the warehouse
Connect order and shipment context to the account workflow so the sales team can find the information it needs.
Build around the relationship, the order and the next purchase.
Shared account context
Companies, contacts, addresses, activities and notes preserve the history beyond one salesperson.
Pipeline and account activity
Use deals, stages and logged interactions to organize new business and account development.
Commercial foundations
Products, variants, channel prices, quotes and orders provide the starting point for your wholesale rules.
Order visibility
Connect customer records to the order, shipment and ERP information relevant to the conversation.
Feature by feature
Account knowledge your whole sales team can use.
Keep the familiar customer and order information. Add the connections and permissions that separate files leave to your team.
| What your team gets | ONE ACCOUNT PICTUREOpen MercatoCRM + sales and catalog modules | Spreadsheets + emailSeparate files and manual handoffs |
|---|---|---|
| Where Open Mercato adds control | ||
| Built-in links between accounts, contacts and deals | ✓ | ×Manual cross-references |
| Linked quotes, orders and shipment records | ✓ | ×Separate records |
| Built-in product, variant and channel pricing | ✓ | ×Separate price files |
| Application roles and feature permissions | ✓ | ×File access only |
| Capabilities available in both | ||
| Store company and contact details | ✓ | ✓Manual records |
| Keep notes about customer conversations | ✓ | ✓Files and email |
| Track opportunities and pipeline stages | ✓ | ✓Manual tracker |
| Implementation and scope | ||
| Apply account-specific contract pricing | ↗Agreement rules | ×Manual price checks |
| Synchronize accounts, products and orders with ERP | ↗ERP integration | ×Manual handoff |
Available in the stated scope Not included in this model Requires implementation
Baseline: separate spreadsheets and email, without an integrated CRM. Customer-specific contract pricing and ERP synchronization are project requirements to implement and test.
Reviewed 12 November 2026. Sources: Catalog and pricing · Open Mercato core · Customer records
Explore implementation and commercial details
| What matters | Wholesale requirement | Open Mercato |
|---|---|---|
| Account knowledge | Can someone take over a customer conversation? | Linked people, companies, notes and activities keep the context accessible. |
| Pricing agreements | How are customer-specific rules applied and checked? | Use catalog pricing foundations and implement the agreement rules in scope. |
| Repeat purchasing | Which steps are repeated on every order? | Extend customer and sales workflows around the recurring process. |
| ERP connection | Which account, SKU and order data should synchronize? | Build a defined integration with stable identifiers and clear ownership. |
| Team access | Which users need to see or change commercial data? | Roles, feature permissions and organization scope support access control. |
Explore Open Mercato CRM
Start with connected customer and sales modules.
Open Mercato documents company, contact and deal workspaces alongside catalog pricing and sales documents. Your implementation adds the account-specific rules and connections your wholesale business needs.
Explore Open Mercato CRM ↗
Start with a handful of representative accounts.
Choose the account patterns
Include a frequent buyer, a negotiated-price account and a customer with multiple delivery locations.
Map the commercial records
Clean company and contact data, preserve ERP IDs and define pricing ownership.
Pilot the daily work
Run a new quote, a repeat order and a delivery query with the account managers who handle them.
Expand with evidence
Measure repeated entry, pricing corrections and time spent answering order questions before adding more accounts.
Questions before you take the next step.
Can each customer have different pricing?
The catalog provides product, variant and channel pricing foundations. Customer contracts, volume tiers and negotiated exceptions should be specified and tested in your implementation.
Can orders arrive by email or WhatsApp?
Those intake channels require appropriate integrations and validation. Scope how a message becomes a draft order, who approves it and how customer and SKU matching work.
Do we have to replace our ERP?
A wholesale CRM can operate alongside your current ERP. Define which system owns the customer, price, stock and invoice records, then scope the required connections.
Can we add an ordering portal later?
The API and modular architecture provide a foundation for a customer portal. Authentication, customer-specific catalogs, pricing and order permissions belong in that portal's delivery scope.
Bring an account your team knows by heart.
Its contacts, pricing agreements and order history will help define what the CRM needs to make available to everyone who serves it.
Discuss your wholesale CRM
Talk through your process, integrations and implementation needs with the Open Mercato team.