Core CRM Features, Designed for Building Material Distributors
Full ERP Integration
Get real-time insight to all your ERP data including pricing and availability.
Account & Contact Management
Keep all records in one place, track activities, and sync data to and from email systems.
Robust Opportunity Pipelines
Tailor opportunity management to fit your unique sales process including multiple categories.
Data-Driven Insights & Analytics
Take the guesswork out of a rep’s day by showing customized dashboards that highlight upsell or cross-sell opportunities and product slippage reports.
Best of Breed Mobile App
Give outside sales reps full CRM capabilities on their mobile phone. Leverage our AI- powered app Plaimaker to serve up product suggestions for each customer.
360 Degree Customer View
WPCRM collects information from each integrated system and displays all relevant activities in one place.
Master Multi-Bid Jobs with WPCRM
Streamline your bid process, increase win rates, and gain actionable insights—all in one place.
- Consolidate Multi-Bid Projects – Easily track multiple bids for the same job, ensuring clear visibility without inflating your sales pipeline.
- Actionable Analytics for Smarter Bidding – Leverage AI-powered insights to identify patterns in bid outcomes and understand what drives success—or failure.
- Integrated Document Management – Attach all relevant documents, such as submittals, specs, and communications, directly to bids and jobs for quick and easy reference.
- Nurture Contractor Relationships – Track and manage key relationships to improve post-bid follow-ups, maintain satisfaction, and secure future opportunities.
Quoting made simple
In the fast-paced world of building materials and construction supplies, customers expect accurate quotes and quick turnaround times. WPCRM’s quoting tool empowers your sales team to meet these expectations while increasing efficiency:
- Access up-to-date pricing and stock directly from your ERP, even while out in the field.
- Quickly create branded, professional quotes from your mobile device and convert them to orders instantly.
- Easily add non-stock items like dispensers to quotes, offering full solutions without delays.
- Convert quotes to cash quickly with full ERP integration, ensuring faster order processing and follow-ups.
Identify Cross-Sell Opportunities
Leverage our AI-powered Product Cross-Sell feature to fill gaps in customer orders. If a customer buys cleaning supplies but not the dispensers, our system highlights those gaps, helping you maximize revenue from existing accounts.
Improve Sales Forecasting
Gain insights from customer purchasing patterns and create more accurate forecasts, ensuring you’re always ahead of demand and prepared to deliver.
Increase Team Efficiency with Streamlined Workflows
Reduce time spent on repetitive tasks and administrative burdens. WPCRM automates key processes, helping your sales team focus on strategic activities that drive revenue and build stronger customer relationships.
Simplifying Sales for SPI: How WPCRM Delivered Efficiency and Results
