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On-Premise or Cloud

Flexible deployment options to suit every distributor's needs.

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Upgrade From Quickbooks

Learn why your business is ready to upgrade from Quickbooks.

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Upgrade from Eclipse

Get the purpose-built ERP alternative fit for your industry.

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Make Meaningful Connections

Build Customer Relationships With Embedded CRM

Engage with Customers

Having the right information at the right time strengthens customer relationships, incites loyalty, and allows your team to provide superior service over competitors.

  • Track detailed contact engagement
  • Instantly create a one-click price quote or order
  • View A/R rank and activity history
  • Access quick pivot table sales analysis
  • Easily run sales opportunity report
  • Send HTML formatted emails right from Inform, with the ability to see campaign performance with advanced analytics
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Never Miss a Sales Opportunity

Wholesale distributors leverage Inform's individual and group calendars for visibility across operations. The calendar screen displays robust group views and shared details for insight into your team's events and customer next steps.

  • Gain a 360° view of department-specific operations including sales, inventory & backorders
  • Manage staff and sales opportunities with confidence
  • Ensure productive follow-up activities and the completion of next steps in a timely manner, including ship dates
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"The Sales Dashboards are my go to for everything related to receivables, back orders, open orders and more while the Executive Performance Summary Report highlights a quick overview of my business at any given time."

Rank Customers for Growth

Wholesale distributors use Inform's multi-dimensional rankings to strategically price customers, reassign selling resources and guide unified marketing efforts. Monitor your business to carry out bench marking and performance based management actions when needed. Inform helps distributors measure customer value with 6 optional snapshots that matter most to your business including:

  • RFM (Recency, Frequency, Monetary)
  • Invoices
  • Sales
  • Profit
  • Average Pay Days
  • Lines Shipped
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Optimize Sales Reporting

Inform CRM helps wholesale distributors identify growth opportunities and resolve business issues with live reporting.

  • Salesperson-specific Reporting: Use interactive territory dashboards to get actionable insights into order status, back orders, sales and profit performance. One click to details of any related order, product, sale or credit
  • Sales Pipeline Forecasting: Build and proactively manage sales lead nurturing and bid opportunities, track follow-ups and manage salesperson performance
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Your Business is Great. 

Let us Help You Make it Even Better.