Every business that buys from you, with its locations, people, terms, orders and notes on one timeline. Leads, deals and tasks live next to real orders and invoices instead of in a separate CRM.
Customers, CRM and Leads
NutriCove Distribution Suite
- Business accounts
- One timeline
- Applications
- Groups
Works with
- Sales Team and Territories
- Support Desk
- Marketing and Campaigns
Customers, CRM and Leads, feature by feature.
Accounts carry their prices, terms and delivery days into every order, invoice and route, and reps see the same record in the field app.
Business accounts
Legal details and tax documents, locations and delivery schedule, users, pricing, terms and credit, orders, invoices and notes.
One timeline
Orders, tickets, visits, calls, emails and notes for each account in one place.
Applications
New account sign-ups from the website, the app and reps, reviewed with documents: approve, ask for more or reject.
Groups
Buying groups and chains with a contract price list, combined spend for rebates, an invite code and a landing page.
Leads
Inquiries from forms and pages plus hand-entered leads, with scoring, routing by territory, owner, tags and activity.
Deals pipeline
Deals with stages, several pipelines and a weighted forecast.
Tasks and meetings
Tasks, reminders and meeting booking links.
Sequences and calling
Email sequences and templates, a power dialer and click to call with automatic logging.
Duplicates
Duplicate businesses found and merged with their history.
White-label brands
A group or partner can get its own name, logo, colors and domain on the store and apps.
Features that use an outside service (carrier labels, text messages, accounting, marketplaces, AI) switch on when you add that service's account.
Who it is for
- Sales and account teams selling to businesses
- Credit and onboarding staff reviewing new accounts
- Distributors serving buying groups, chains and associations
Does the job of
- Sales CRM (HubSpot Sales Hub, Salesforce Sales Cloud)
- Credit application tools
- Duplicate cleanup tools
Every module runs on the same customer and product records, so adding one is configuration, not a new integration.
