Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Distributors. Every account, buyer and quote on one record

AI CRM is a CRM for distributors that fills itself from every call, chat, e-mail and web form: each contractor, dealer and plant account with its buyers, its quotes and its whole story on one record. Deals open on the first sales signal and move as the buyer acts, while your reps keep the decisions.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI CRM · Companies

Companies

Companies are created from verified business e-mail domains, with their people, deals, tasks and conversations in one record.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add a Branch field to every company, as a choice.”

Lisa“Companies now carry a Branch field as a choice, shown before and after on the settings page. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Distributors use it

An HVAC contractor who used to call every two weeks has gone quiet; his health score falls with the reason in its tooltip.

The branch manager asks Lisa which quoted deals have been silent for a week and gets the list with each contact's health.

A purchasing agent, a foreman and an AP clerk from one contractor are grouped into one company by their verified e-mail domain.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

What it does

What a CRM for distributors does without anyone typing

Distribution sales teams sell between counter calls and store visits, not at a keyboard, so the record writes itself from the Front Office's own work instead of waiting for sales reps to type.

Accounts from every channel

A buyer who gives a name with an e-mail or a phone on a call, a chat, a form or a mail becomes a contact by himself, with the source kept on the row.

The whole story on one record

Quotes, files, deals, tasks and a timeline of every event on every channel sit on one contact, newest first, so the rep who calls back starts from the last word said.

Scored before the first call

The AI verifies the e-mail without sending, visits the buyer's website and scores competitor risk, budget and buyer type; your rep can overrule each verdict.

Health with its reason

Each contact carries a health score from 0 to 100, and its tooltip says why it moved, so a contractor cooling off is seen before he takes his business down the road.

Deals that keep themselves

A deal opens on the first sales signal, a quote or a demo asked for, and moves as the buyer acts; only a person ever marks it lost.

Brief me before the visit

One press on Brief me and Lisa writes a one-page call brief from the story: who he is, what he asked, what was sent and what to say next.

Accounts

Distributor CRM for accounts with many buyers

A contractor account is an owner who negotiates, a foreman who orders and an AP clerk who pays; the record keeps those customer relationships together.

Companies from e-mail domains

People with a verified business address at the same domain become one company by themselves, which you can edit, merge or keep in a saved view of your own.

Roles read from questions

What each person asked tells his role, economic buyer, technical evaluator or champion, and it sits next to his health and engagement on the account.

The empty chair

When nobody has talked to the person who signs, the company's health line says so, and your rep knows whom to reach before the big project quote.

Kinds of contact you name

Contractor, dealer, plant, end user or reseller: you name the kinds your business needs, and each account can belong to several of the 39 types of business.

His hours, not yours

The time zone comes from the country, so the AI's e-mails wait for 7:00 to 19:00 his time, and lead notes tell the AI what to say in every mail.

Imports reviewed, exports logged

An imported customer list waits in Import review until accepted one by one and is never auto-called; exports of customer data are for Managers only, each logged with its author.

Pipeline

CRM software for distributors' quotes and deals

The board follows the buyer: when he asks for a quote the deal opens, and when he opens or pays it, the deal moves.

A board by stage

New, Qualified, Demo, Quoted, Negotiation, Won and Lost, as a board or a sortable list, filtered by owner and saved as a view for each territory.

The forecast at a glance

Your pipeline management starts above the board: open deals, the pipeline and the weighted forecast, each amount times a probability blended from the stage and the contact's health score.

Every move written down

Each move of a deal is logged with its date, its author and its reason, and the AI never pushes a deal backwards or calls it lost.

Won, lost and why

Lost asks for the reason, and the win/loss report reads the amounts, the reasons, the stage where deals stop and the days spent in each one.

The week

A week with the CRM for wholesale distributors

Monday, before the counter rush

Sort by READY TO BUY: the buyers who opened a quote, watched a demo or replied in the last two weeks come first, each with the reason under the name.

Tuesday, before a store visit

Your field sales rep asks Lisa for a brief on the hardware store he sees at ten and reads one page: what they asked, what was sent, the open deal and what to say.

Wednesday, a quote gone quiet

Ask which quoted deals have been silent for a week; the list returns with each contact's health and the follow-up plan running for him.

Friday, a buyer says stop

Tell Lisa to pause all marketing to a purchasing agent who asked for fewer mails; every scheduled step of your marketing automation holds until you resume, and a reply you write by hand still goes out.

Compared

Wholesale distributor CRM versus the usual tools

What becomes of five everyday sales moments in a distribution business with a spreadsheet, a CRM your reps fill in, or separate phone, chat and mail tools.

What the sales team needs	A spreadsheet of accounts	A CRM reps fill in	Separate phone, chat and mail	AI CRM
A new buyer calls the branch	Added if someone remembers	Typed after the call	Lost in the call log	A contact by itself:: with the source and the call's summary
Three people from one contractor	Three loose rows	Linked by hand	Three separate threads	One company from their domain:: roles read from what each asked
A quote sent and opened	A column updated later	A stage moved by the rep	Unseen outside the inbox	The deal moves by itself:: opened, accepted or paid on the record
An account going quiet	Nobody notices	A report someone runs	No single view	A health score with its reason:: and READY TO BUY for the warm ones
Before the rep calls back	Scroll the sheet	Read the notes typed	Search three tools	Brief me:: one page written from the whole story

Set-up

Set up the CRM for distributors in 2 minutes

Nothing to type on day one

Every chat, call, form or mail that gives a name and an e-mail lands in Contacts & Leads from the first day; a CSV of your accounts waits in Import review.

Your kinds and trades

Tell Lisa the kinds of contact you sell to, contractors, dealers, plants and resellers, and she fills the settings, shown before you apply them.

Your stages and fields

Keep the deal stages as shipped or rename them, and add fields such as branch or territory to contacts, companies and deals.

A week on your accounts

Try a week on your own accounts, free for 7 days with no credit card, then read the buyers it captured and the deals it opened.

Questions & answers

Frequently asked questions about a CRM for distributors

What is a CRM for distributors?

Customer relationship management software built around accounts that buy again and again: the companies, their buyers, their quotes and every conversation. AI CRM is a CRM built specifically to fill itself from your phone, chat, mail and web forms: it groups each contractor's people into one company and opens deals on the first sales signal, so reps read the record instead of typing it.

What is the best CRM for wholesale distribution?

Most CRM platforms wait for a rep to type. The CRM software for wholesale distributors to choose is the one your reps never have to feed: accounts and buyers captured from every channel, the whole story on one record, quotes that move the deal, follow-up written from the history, and a price per company, not per seat. AI CRM does each, and the free trial runs on your accounts.

Which CRM suits B2B sales at a distribution company?

Good distributor CRM software maps buying committees, since a contractor's order rarely rests on one person. AI CRM forms companies from verified e-mail domains, infers each person's role from what he asked, economic buyer, technical evaluator or champion, and shows the empty chair when nobody has talked yet to the person who signs.

Does the CRM replace the system we invoice and count stock in?

No. AI CRM is the front-office record: who called, what was asked, which quotes, tickets and returns are open, and the next task for a rep or a branch desk, read alike by inside sales and customer service. Your business system keeps purchasing, stock and accounting.

How does AI CRM capture contacts without typing?

Anyone who gives a name with an e-mail or a phone on a call, a chat, a web form, a mail or a demo request becomes a contact by himself, with the source on the row. Anonymous chats stay out, and imported lists wait in Import review until accepted one by one.

Can it link several buyers to one contractor account?

Yes. People with a verified business address at the same domain become one company: the owner, the foreman, the purchasing agent and the AP clerk, with their deals, tasks and one combined timeline, so account management works from one record. You can edit the company or merge two records.

Can we see which quotes turned into orders?

Yes. With AI Quoting, quotes sent, opened and paid move the contact's status and the deal's stage, so the buyer's record keeps the order history of what he bought through your quotes. The win/loss report reads the amounts, the lost reasons, the stage where deals stop and the days spent in each stage.

Does the CRM record phone calls with buyers?

With AI Phone, each call a buyer makes to the branch sits on his timeline, transcript and summary included. Switch call recording on and each call keeps its recording in the call register; recording is off as shipped, and callers can be told the call may be recorded.

How much does a CRM for distributors cost?

AI CRM is priced per company, never per seat, so every rep, the counter and the branch managers share one subscription. The pricing page lists the plans, and a distributor can run the whole Front Office free for 7 days without a credit card.

Can we keep our own deal stages and fields?

Yes. Keep New, Qualified, Demo, Quoted, Negotiation, Won and Lost or rename them, and add the fields a wholesale CRM needs to contacts, companies and deals, such as branch, territory or account type, as text, number, date or choice.

Can the CRM help reps catch re-orders?

Through the health score and tasks. Each account's score from 0 to 100 says why it moved, READY TO BUY sorts the buyers with signals in the last fourteen days, and a task your rep sets comes back on the TO DO list with the buyer's local time.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Distributors ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.