Your ERP runs operations. It doesn’t run growth.
Wholesale and manufacturing businesses have operational systems built for fulfilment. What they lack is a commercial system that manages the pipeline, tracks customer value, and makes sure no reorder falls through the cracks.
Orders get processed. Opportunities get missed.
Most wholesale and manufacturing businesses run on ERP and operational systems. Orders flow in, stock gets allocated, invoices go out. The operational side works. But the commercial side — new customer acquisition, reorder management, account growth, and sales pipeline — lives in spreadsheets, email, and the heads of the sales team.
The ERP handles what’s been ordered. It doesn’t handle what should be ordered next. There’s no visibility into which accounts are ordering less, which prospects are stalling in the pipeline, or what the true cost of acquiring a new trade customer actually is. Reps manage accounts by instinct. Reorders happen because someone remembered, not because a system triggered it.
If your best account management tool is a rep’s relationship, you’re one resignation away from losing the account.
A commercial engine for trade revenue.
We build the GTM system that sits on top of your ERP and gives your sales and marketing teams a proper commercial platform. HubSpot handles pipeline management, quoting, account nurture, and reorder automation — while your ERP continues to handle inventory, fulfilment, and invoicing. The commercial layer your operations system was never designed to be.
Quoting & Sales Pipeline
A deal pipeline built for wholesale — from enquiry through quoting, sample, negotiation, and first order. Product-line quoting connected to your price lists. Every opportunity tracked, every quote followed up, every conversion measured.
ERP & Inventory Integration
Bi-directional sync between HubSpot and your ERP. Order history, account status, and product data flow into the CRM so your sales team sees the full commercial picture. Closed deals trigger fulfilment workflows in the ERP without manual re-entry.
Reorder Automation & Account Growth
Automated reorder reminders based on purchase history and product cycles. Accounts that drop below expected order frequency are flagged for outreach. Cross-sell recommendations triggered by what similar accounts are buying. Revenue protected by system, not memory.
Every trade account managed with full order history and pipeline visibility.
Reorders triggered by data, not by reps remembering to call.
New customer acquisition measured by cost and lifetime value.
Your ERP runs fulfilment. Your CRM runs growth.
Fulfilment is the floor. Growth is the system.
The Revenue Capture Engine ensures that every closed deal flows through to invoicing and payment collection without manual handoff. For wholesale businesses with high transaction volumes, this means no orders lost between the CRM and the ERP, and no revenue leaking through process gaps.
The Customer Retention Engine protects existing revenue by monitoring account health. Order frequency trends, support ticket patterns, and engagement signals combine into a health score that tells your team which accounts need attention before they start ordering from a competitor.
Ready to build a commercial engine for your trade business?
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.