CRM for distributors, one live record from territory to doorstep
Built for distribution, not retrofitted from a B2C contact tool. One customer card — contacts, credit, pricing, loyalty and territory — so reps, telesales and finance all work from the same truth, with exposure checked at order-time, not month-end.
What goes wrong when the customer record lives everywhere & nowhere.
The same patterns show up in almost every distribution business that hasn’t consolidated — and at least one of them is yours.
Customer data is scattered
Master in the ERP, contacts in a spreadsheet, addresses on paper dockets, terms in the head of the AR clerk. Nobody is sure which version is right.
Credit risk surfaces at month-end
Reps keep selling. Exposure builds quietly. Finance discovers a customer is past-due & over-limit only when the statements go out — weeks after the loss was preventable.
Rep on doorstep without context
No last-visit notes, no pricelist tier, no loyalty balance, no open ticket, no outstanding balance — just a name & a memory. Every visit starts from zero.
Loyalty & segments live in another tool
A separate loyalty system, a separate segmentation spreadsheet, a separate communication tool. Three logins, three sources of truth, zero hand-off between them.
How RouteMagic solves it
One customer record, everywhere it’s needed.
A distribution CRM works the way a sales CRM can’t: it carries credit, pricelists, territory and loyalty on the customer, and enforces them at order-time. RouteMagic is built for distributors and wholesalers — not retrofitted from a B2C contact-management tool.
Customer Master & Contacts
Master, contacts, addresses, terms and status live on one record, everywhere RouteMagic touches the customer. Update it once and it’s current across the platform, with no duplicate data to chase.
1source of truth
100%fields searchable
Liveapp & office
Territories, Regions & Customer Groups
Draw a boundary on the map and customers inside it auto-assign to the route. Regions group commercially for pricing and groups categorise for promotions, so commercial structure lives in the master.
Map-basedterritory drawing
Autocustomer assignment
1-clickrebalance
Credit Class, Limit & Balance Ledger
Credit class, limit, live balance and past-due exposure are enforced at order-time, not discovered at statement-time. You stop selling to the customers you shouldn’t, before the invoice prints.
Order-timecredit check
Livebalance ledger
0month-end surprises
Loyalty Programs, Standing Orders & Pricelists
Tiered, points-based loyalty runs on the same record as pricing and orders, not as a bolt-on. Standing orders fire on schedule, and pricelists attach by customer or group.
Tieredloyalty program
Autostanding orders
Per-customerpricelists
Inquiry, Surveys & Driver-Side Messaging
The rep opens the master card before knocking, so every doorstep is an informed visit. They send a WhatsApp, SMS or email from a template and run a satisfaction poll on the spot.
On-appcustomer inquiry
TemplateWhatsApp / SMS / email
On-appsurveys
New-Customer Onboarding & Audit Trail
Every new customer walks through pricing, credit and territory before the first order is taken. Every change to every entity is then audited — who, what, when and from where — and kept forever.
7onboarding touchpoints
100%changes audited
Foreverhistory retained
Outcomes
What customers measure after consolidating.
What changes once one live customer record replaces the spreadsheet stack.
How Bits ’N’ Bobs turned trust-based records into a live customer ledger.
Customer records at Bits ’N’ Bobs lived across spreadsheets, dockets and the head of the AR clerk — nobody was sure which version was right. With RouteMagic, every customer, contact, address, term, credit class and balance now lives on one record; every transaction, transfer and visit writes to the same live ledger; and every change is audited. Finance sees a customer’s exposure at order-time instead of discovering it at month-end.
The ones that come up most often. Book a walkthrough for anything else.
How is a distribution CRM different from a normal CRM?
A distribution CRM carries the things distributors actually sell on — credit class and limit, customer-specific pricelists, territory and loyalty — directly on the customer record, and enforces them at order-time. A generic or B2C sales CRM tracks contacts and deal stages but has no idea whether a customer is over their limit when the order is taken. RouteMagic is built for distributors and wholesalers, so finance, telesales and reps all work from the same live customer record.
Is this a CRM for field sales reps?
Yes. It works as a mobile CRM for field sales: the rep opens the customer on the app before knocking and sees the pricelist, loyalty tier, live balance, last visit and open tickets, then takes the order with credit and pricing already enforced. The order side for pre-sales reps is covered on the field sales page; the at-the-door selling side on the van sales page.
Can it work as our customer management or customer database software?
It is the single customer database. One searchable record holds the master, every contact, billing and delivery addresses, payment terms, credit class, balance ledger, pricelist, loyalty tier and territory — so you replace the scattered spreadsheets and contact lists rather than adding another tool beside them. It suits wholesale and FMCG distributors who need the commercial structure, not just a contact book.
How do territory, segmentation and order management fit together?
Territories are drawn as boundaries on a map and customers auto-assign by address; customer groups and segments categorise across regions for pricing, promotions and reporting. Orders taken against the record are credit-checked and priced from it — and flow into order management for capture and fulfilment.
Can we keep our existing customer codes from our ERP?
Yes. Customer codes & master fields import in week 1, with duplicate-detection & merge tools for the inevitable variants. Two-way sync keeps the codes aligned with Sage, Xero, QuickBooks, Tally, Zoho or Dynamics.
How does credit enforcement work at the doorstep?
Before the invoice prints, the rep’s app checks credit class (Cash Only / Credit / Pre-Payment), credit limit, live balance & past-due ageing. If any rule trips, the order blocks — with an audited manager-override (OTP + reason) available for exceptions.
Can different customer groups have different pricelists?
Yes — pricelists attach by individual customer, by customer group, or by region. Effective-date versions let you stage price changes; margin-floor enforcement prevents reps from selling below policy at the door.
How are territories assigned?
Sales Ops draws a polygon on a map; customers inside the boundary auto-assign to the route & rep. Manual overrides per customer are supported, and a one-click rebalance helps you split a route when it gets too heavy.
What audit trail do you keep on customer-master changes?
Every change to every entity — master, contact, address, terms, credit class & limit, pricelist — is logged with who, what, when & from where. The log is queryable, exportable & retained for the life of the customer.
How do customers self-register, and what happens next?
Self-register opens a record with required-field validation, duplicate check & tax-ID validation. The workflow then routes to Pricing Admin (pricelist attach), Finance (credit class & limit) & Accounts (terms confirm) before the customer goes active — with a default first-order credit hold until cleared.
See it on your own customer book
Ready to put every customer on one live record?
Walk-through with your customer master & territory shape
30 minutes
We’ll ask about your credit policy, pricelists & loyalty program first
