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Wholesale CRM

Accelerate B2B Sales with product-focused customer management

Key Features

Company Profiles

Elevate brand + products to gain new customers

  • Engage new customers with company branded profile
  • Select and showcase products effortlessly
  • Receive RFQs and orders from customers

Discover more about Company Profiles.

35_How to Edit your Personal_Profile Info

Reduce quote turnaround time by 40%, with streamlined CRM workflows and quote management tools.

Customizable Line Sheets

Design and generate customizable PDFs

  • Generate beautiful branded PDF line sheets
  • Design layouts with custom attribution and images
  • Create customer-specific templates for easy reuse

Discover more about Line Sheets.

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Collaboration First PLM Built for Teams

Increase productivity per user by 40%, letting sales teams do more with less through real-time collaboration and a unified CRM.

Report Builder

Create customizable reports for any business need

  • Generate item setup templates, quote sheets, and PO worksheets with one click
  • Automate product data synchronization without system integration
  • Export custom sales and inventory reports as Excel spreadsheets

Discover more about Report Builder

Report Builder

Achieve up to 10× ROI, thanks to real-time communication, quote automation, and centralized customer data across CRM, PIM, and PLM.

Quote & Order Management

Streamline sales management to accelerate wholesale

  • Build + present quotes with customized pricing in minutes
  • Collaborate + negotiate product offers in customer-specific workspaces
  • Manage inventory, commitments, pre-orders, and orders

Discover more about RFQ & Quote Management.

Send Multiple Quotes with One Click

Case Studies

Case studies Bony Levy and Surefront

Fine Jewelry

West coast fine jeweler shaves weeks off production time, days off line sheet development, and hours off vendor communication and SKU management.

Fine Jewelry
case-studies_images_jiahome

Home Décor

Surefront enables industry-leading productivity and unparalleled sales. Tasks that formerly took JIA HOME two weeks now take just 30 minutes.

Home Décor
handyliving-bottom-image

Home Furnishings

Surefront’s PLM helped the Handy Living team reduce the average new product development cycle from 6-12 months time to 3 months per product.

Home Furnishings
Discover More
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Unlock up to 10× ROI. See how Surefront’s CRM transforms your sales workflow.

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Powering Merchandising, Product Development & Wholesale for Retailers & Suppliers

Solutions
Merchandising Solutions
Product Development
Wholesale Solutions
Product Lifecycle Management (PLM)
Product Information Management (PIM)

 

Use Cases
Catalog Management
Product Development
Tech Pack Generator
Line Sheet Generator
Configure Price Quote (CPQ)
Order Management System (OMS)
PO Worksheet Generator
Vendor Management
Task + Workflow Automation
Event Logs + Audit Trails
Supply Chain Transparency
Sustainability

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Blog & Insights
Resource Library
Support Center
FAQs
Terms of Service
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Success Stories
JIA HOME
BaubleBar
Bony Levy
Handy Living

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