Ximple Customer Management Software is a cloud-based CRM embedded in Ximple ERP and purpose-built for wholesale distributors. Bring together accounts, contacts, locations, pricing, order history, credit, and service activities so sales, inside teams, branches, and customer service all work from the same real-time 360° customer view.
In today’s world, it is essential to give customers the freedom to manage their accounts and place orders on their own. Ximple CRM gives customers secure self-service access while giving your team a single system to manage online customer entry, over-the-counter sales, and over-the-phone orders without rekeying data or switching screens.
CRM and customer management software for wholesale distribution connects customer data, interactions, and transactions across all channels — inside sales, branches, counters, outside reps, eCommerce, and credit. Ximple ERP uses one data model for customer accounts, contacts, jobs and ship-tos, pricing, orders, invoices, and payments so every conversation starts with the right context and ends with a faster, more accurate outcome.
Ximple Customer Management Software is designed for wholesale distributors that need more than a generic CRM. It unifies customer profiles, branch-level pricing, order and quote history, credit and AR, activities, and the customer briefcase in one cloud ERP — so every team member sees the same customer truth and customers enjoy a consistent experience across channels.
Let customers log into their own accounts, view pricing and availability, re-order from history, download invoices, and pay online. Ximple supports online customer entry, over-the-counter sales, and over-the-phone orders using the same ERP data.
Bring together account details, contacts, jobs and ship-tos, quotes, orders, pricing, returns, credit limits, and AR aging in a single record so inside sales, outside reps, branches, and finance all see the same view.
Use the Ximple Briefcase as a secure, internal messaging and file space for each customer. Assign tasks, log calls, store documents, and track follow-ups in one place connected directly to the account.
Role-based access, audit trails, and branch-level security keep customer information protected while giving the right teams the insight they need to serve customers quickly and professionally.
Together with modules like Inventory Management, Warehouse Management, Sales ERP, and eCommerce ERP, Ximple CRM gives you a complete, customer-centered ERP platform for wholesale distribution.
Many distributors rely on spreadsheets, disconnected CRM tools, and email inboxes to manage customers. As the business grows, this approach creates blind spots, inconsistent experiences, and missed opportunities. Ximple CRM resolves the most common issues with an ERP-integrated customer management platform.
Data is scattered across ERP, spreadsheets, email, and separate CRM tools. Ximple consolidates account, contact, pricing, and order information so teams always see the latest customer record.
Customers must call or email for order status, invoices, or pricing. Ximple gives them a secure portal to access their accounts, so your team spends less time answering basic questions.
Branches, counters, and inside sales teams re-enter orders from emails or calls into ERP. With Ximple, online, counter, and phone orders all use the same customer and pricing data.
It is hard to see who spoke to the customer last and what was promised. The Customer Briefcase and activity tracking keep notes, calls, tasks, and files in one place.
Without shared data and playbooks, customers receive different answers from different locations. Ximple keeps information synchronized and accessible across branches and channels.
Finance may see AR and credit risk, but sales does not. Ximple surfaces key metrics — revenue, margin, AR aging, and credit status — inside the customer record so everyone understands the full relationship.
Distributors use Ximple CRM and customer management to deepen relationships, grow wallet share, and standardize service across branches, counters, and digital channels.
Selecting an ERP is one of the most important decisions a distributor can make. With Ximple, the transition was smoother than we expected, and the support team was consistently proactive and knowledgeable. What impressed us most was how quickly issues were resolved and how invested the team was in our success. Ximple has become a reliable foundation for our operations, and I would make the same decision again without hesitation.
Kathy G Johnson, Glaze Supply Company, GA
Moving to a new ERP is a long-term commitment, so we needed a platform and a team we could trust. Ximple delivered exactly that. The data migration was smooth, the rollout was structured, and the support has remained consistently strong years later. What has stood out most is the partnership—direct access to leadership, quick responses, and a willingness to improve the system based on real distributor needs. Ximple continues to deliver value long after implementation.
Chris Duncan, Duncan Supply, UT
What stands out about Ximple is how user-friendly and fast it is. The mobile-style interface fits perfectly with our day-to-day workflow, and the pricing service integration gives us everything we need—spec sheets, data, and full pricing functionality—without extra steps. Support has always been prompt and straightforward, making the platform easy to trust.
John Rose, Customer Service, Supply TN
We needed an ERP that could support multiple companies without adding layers of complexity. Ximple made that easy. We now operate three companies on one platform, and our team moves between them with confidence. Shared accounting and effortless cross-coverage have improved our efficiency and reduced downtime. It’s a straightforward system that delivers meaningful operational value.
John Thomson, First Electric Supply
We evaluated several ERPs and chose Ximple because it balanced power with simplicity. Implementation was smooth, adoption was quick, and the platform continues to deliver measurable operational gains. We have better visibility into our business, tighter control over inventory, and faster, more confident decision-making. It’s a modern ERP we trust to support our growth for years ahead.
Sean Brooks, EVP, Encompass Supply
Ximple stands out as one of the most thoughtfully designed ERP platforms I’ve worked with. It simplifies complex distribution workflows, improves data accuracy, and reduces the manual effort that often slows teams down. The implementation framework is strong, the product is stable, and the support team is highly responsive. I confidently recommend Ximple to distributors looking for a modern, dependable ERP.
Masood, ERP Consultant, WMD
Ximple has brought clarity, consistency, and efficiency to our operation. The system is easy for our team to use, reduces manual work, and gives us the real-time visibility we need to make confident decisions. It’s a modern ERP that delivers value without adding complexity.
Geoff Calhoun, President, House Electric
Ximple has been one of the easiest ERPs to support from an IT standpoint. The system is stable, secure, and designed with practical workflows that our users adopted quickly. We’ve reduced support tickets, improved data accuracy, and gained a platform we can confidently build on.
John Cox, IT Department Head, Thompson Distribution
Ximple has elevated our customer service in a way that’s easy to see every day. Orders move faster, information is always accurate, and our team can serve customers with confidence. The system is simple to use and has made our service experience far more consistent.
Nick Patel, Owner, Discount Wholesale
We compared several ERP systems and Ximple stood out immediately. It offered the best balance of functionality, simplicity, and real-time visibility for a wholesale operation like ours. Implementation was smooth, the learning curve was low, and the platform has consistently delivered the performance we expected. Choosing Ximple over the others was the right call.
Jason, Owner, C&B Wholesale
Ximple CRM reflects how distributors actually serve customers — across branches, counters, call centers, outside reps, eCommerce, and credit.
Online entry, counter sales, and phone orders all use the same customer and pricing data.
Account, contact, order, AR, and service history in one screen for inside and outside teams.
Self-service portals reduce routine “where is my order” and “send me my invoice” requests.
Combine CRM data with pricing, rebates, and credit to focus on the most valuable relationships.
Ximple replaces generic CRM tools and disconnected spreadsheets with a single CRM and customer management engine tuned for wholesale distribution. The result: more responsive service, cleaner data, and a consistent experience across branches and channels.
In today’s world, customers expect to manage their own accounts and place orders on their own schedule. Ximple Customer Management Software gives them that freedom while keeping your team in control. Support three fully integrated order channels:
Online customer entry via a secure self-service portal with contract pricing and real-time inventory.
Over-the-counter sales at branches and cash & carry locations with quick access to customer records.
Over-the-phone orders captured by inside sales using the same ERP-based customer and pricing data.
Because all three channels share one ERP backbone, every order, invoice, and payment updates the same customer record and AR balance automatically.
See the full relationship in one place: corporate account, ship-to locations, jobs, contacts, price contracts, quotes, orders, backorders, returns, rebates, and AR. Ximple CRM makes it easy for inside sales and branches to understand the customer’s value and current status at a glance.
Account, branch, and contact hierarchy, including jobs and ship-tos.
Real-time open orders, quotes, and backorders.
Historical sales, margin, and product mix by customer.
Credit limits, AR aging, and payment history at the account level.
The Ximple Briefcase is a powerful internal messaging and file storage area attached to each customer record. It becomes the hub for collaboration around that customer.
Assign tasks and events to employees with due dates and follow-ups.
Log calls, visits, and notes so the next person sees what happened last.
Store documents, quotes, proposals, and photos in the customer briefcase.
Use status and progress updates to keep work from falling through the cracks.
Because CRM is embedded in ERP, Ximple shows pricing, terms, credit, and AR data directly in the customer record. Sales and service teams understand context before promising terms or negotiating deals.
Ximple CRM supports the realities of distributor relationships — contractors, OEMs, retailers, chain accounts, and project-based customers — across multiple locations and branches.
Support complex relationships — from project-based contractors to multi-location chains — with flexible account, ship-to, and pricing structures.
See which branches serve which customers, how they perform, and where there is room for growth by product line or category.
Align inside sales, outside reps, counters, and eCommerce around the same customer record and service standards.
CRM, pricing, inventory, and financial data stay in sync without custom integrations or manual imports.
Many distributors start with spreadsheets or standalone CRM tools. As volumes grow, keeping customer data in sync with ERP becomes harder and riskier. Here is how Ximple compares.
Customer data split across ERP, email, spreadsheets, and separate CRM.
No single place to see orders, pricing, credit, and service history together.
Customers must call for basic tasks like invoice copies or order status.
Key details live in team members’ inboxes or personal notes.
Sales and finance operate with different and sometimes conflicting views.
One ERP-integrated CRM platform for accounts, contacts, orders, and AR.
360° customer view available to inside sales, branches, and credit teams.
Self-service portal for orders, invoices, payments, and account details.
Customer briefcase and tasks keep follow-ups organized and visible.
Sales, service, and finance work from the same real-time information.
Whether you choose cloud or on-premise, the key is to have customer management tightly integrated with your ERP. Ximple supports both models and helps you choose the right approach for your business.
| Aspect | Cloud ERP Customer Management | On-Premise ERP Customer Management |
|---|---|---|
| Ownership & infrastructure | ERP vendor manages software, infrastructure, backups, and updates in the cloud, reducing internal IT complexity. | Customer manages ERP software, servers, and infrastructure, with full control over environment and policies. |
| Customization & configuration | High degree of configuration with best-practice workflows; customizations are controlled to keep upgrades simple. | Deeper customization is possible to match unique processes, with more responsibility for maintaining those changes. |
| Speed & cost of change | Faster deployment, predictable subscription costs, and reduced need for in-house infrastructure expertise. | Higher up-front investment in hardware and IT, but with more direct control over change windows and upgrades. |
| Customer access | Anywhere, anytime access for customers and teams via secure cloud connections. | Access typically routed through VPNs or remote access tools managed by your IT team. |
| Key takeaway | Ideal for distributors seeking lower IT overhead, faster innovation, and easy remote access for sales and customers. | Best for organizations that require full infrastructure control and have internal resources to manage it. |
In both models, Ximple ensures that your critical customer requirements are met quickly and reliably — from security and access control to performance and uptime.
Ximple CRM is typically implemented as part of a broader ERP rollout or as an early phase focused on customer data, portals, and inside sales. Our approach is tailored to wholesale distribution and emphasizes speed, risk reduction, and adoption.
Review existing ERP data, spreadsheets, and CRM systems to define a clean customer, contact, and location model aligned with your branches and pricing structure.
Configure customer profiles, briefcases, security roles, and self-service portal options based on your policies and service expectations.
Train sales, customer service, and branch teams on the new 360° customer view, and introduce customers to the portal with a focused onboarding plan.
Customer-facing teams answer questions in one screen instead of jumping across tools.
Self-service and consistent answers improve the customer experience across branches.
Standardized account structures and briefcases improve data quality over time.
Less manual research, fewer emails, and fewer repeated calls for the same information.
Explore how other distributors use Ximple to modernize customer management and sales.
Learn which capabilities matter most when evaluating CRM for wholesale distribution and how to compare Ximple to generic CRM tools.
A practical checklist for rolling out customer self-service portals — from pilot groups and communications to adoption metrics.
See how electrical, plumbing, HVAC, industrial, and other distributors use Ximple CRM to boost service levels and grow revenue.
CRM and customer management software for wholesale distribution unifies customer information, interactions, and transactions across branches, counters, field reps, and eCommerce in a single system. Ximple CRM gives teams a 360° view of each account, including pricing, order history, AR, and service activities, all integrated with ERP.
Ximple provides secure customer portals where buyers can place orders, re-order from history, view contract pricing, download invoices and statements, track shipments, and manage account details without calling your team.
Yes. Ximple supports over-the-counter and over-the-phone orders with the same customer, pricing, and inventory data. Inside sales and branch staff can search customers quickly, access history, and capture orders in one workflow.
Ximple CRM runs on the same ERP platform as accounting and finance. Every customer transaction — quote, order, shipment, invoice, and payment — flows through to AR, GL, and reporting, giving finance real-time visibility into customer-level performance and risk.
Yes. Ximple can be deployed as a cloud-based ERP managed by Ximple or as an on-premise solution managed by your IT team. In both cases, CRM and customer management capabilities remain consistent and fully integrated with the rest of ERP.
Timelines vary based on scope, data readiness, and whether CRM is part of a full ERP rollout. Many distributors begin by cleaning customer data, enabling a pilot portal, and training inside sales — often seeing value in the first few weeks of focused deployment.
See how Ximple CRM and customer management can help you give customers more freedom, standardize service across branches, and equip your teams with a true 360° view.
Book a live demo to walk through customer profiles, briefcases, and the self-service portal using your real-world scenarios.
Cloud ERP for wholesale distributors. Modern UX, reliable operations, and scalable performance.
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