Distributors

A CRM for distributors: welding supply, ag and industrial

If you run a branch with a counter, an inside desk and a few reps on the road, your customers get talked to by three people a week. EzyCrm puts all of it on one page per customer, so the counter knows what the rep promised and the rep knows what the customer bought.

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Who is EzyCrm built for in distribution?

Small and medium distributors who sell by phone, at the counter and in person: welding gas and supplies, farm and ag parts, industrial and safety supply. Teams from a few people to a few hundred, where reps drive a territory and the office handles orders, quotes and the phones, and where a customer may go months between visits.

Office staff and admins usually only need the website, so their seat is $25 a month. Reps on the road take the $49 or $89 seat with the phone app. Managers and bookkeepers who only look are $9.

How does the counter and office hand off to the field?

Everyone works off the same customer page: notes, calls, visits, quotes and emails, newest first. When the counter takes a call, they log it and set the next step for the rep. When the rep visits, the note is there before they're back in the yard. Tasks can be given to anyone on the team.

The Office page shows who is in, who is on the road and who is at a customer right now ("At Prairie Supply"), so the inside desk knows whether to call the rep or handle it. Sharing can be set per person: everyone sees every customer, or a rep sees only their own plus the people you pick.

Can reps send orders from the field?

Yes. At a customer, the rep taps Email order, types or says the order, and it goes by email to the company's owners and admins, with replies going straight back to the rep. A note lands on the customer's history at the same time, so the order is never only in someone's inbox.

The same customer screen has Log visit and Start quote. EzyCrm doesn't keep stock levels or process orders itself; the order goes to the people who enter it in your system.

Does it flag customers who haven't been seen in a while?

Yes, two ways. The daily follow-up list shows every customer whose next step is overdue or missing. And with the $89 seat, when a rep plans a trip ("I'm in territory 6 next week"), Cypher sorts the customers in those towns into follow-ups due, due for a visit (no visit in 60 days or more), regulars and never visited.

There are no reorder alerts based on what a customer buys: EzyCrm doesn't read your sales or inventory history. If a customer should hear from you every month, give them a next step and the follow-up list will hold you to it.

Can we make quotes in EzyCrm?

Yes. Add your products with SKU and price, build a quote on a deal, and send a PDF with your business details. Quotes carry GST and an optional second tax for PST, and a product can be marked No PST. If you quote in your accounting system instead, an owner can switch EzyCrm quotes off.

Quotes sit on the customer's history with the rest, so the counter can see what the rep quoted last week.

Does it work with Outlook and our email?

Yes. Connect Microsoft 365 or Outlook once: meetings sync both ways, new events can get a Teams link, and emails with your customers land on their history. Only emails with your contacts are read, never the rest of the inbox. On the $89 seat, Cypher drafts replies, and nothing is sent until you say so.

When the office books a customer meeting and adds the rep, it lands on the rep's EzyCrm calendar with an email asking "Are you going?", and it shows in their Outlook once connected.

Does EzyCrm connect to our ERP or accounting system?

One, so far: Microsoft Dynamics 365 Business Central. An owner or admin connects it once. Customers sync both ways, filling blank fields only, a customer page shows their live balance, quotes and invoices, and an EzyCrm quote can be sent over as a draft sales quote. It's new, so we set it up with you.

There's no connection to other ERP or accounting systems (QuickBooks, Sage, Epicor and so on). You can still bring customers in from a spreadsheet: export a CSV or Excel file, drop it into Import, check the preview, and undo the whole import if it's wrong.

What does it cost for a branch?

Each person pays for their seat, monthly in Canadian dollars: $9 view-only, $25 Office, $49 App + basic Cypher, $89 Everything. A branch with an owner and 6 reps on Everything plus 2 counter or office staff is $673 a month, plus GST and PST. The first 30 days are free, no card needed.

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