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CRM for distribution: repeat orders on schedule, not from memory

Clients, orders and partners in one system. The CRM reminds you about repeat orders, and requests from every channel land in one queue.

Already working at
Distribution and wholesale

Sound familiar?

This is where almost all our clients in this field start.

Orders in messengers

Partners text reps in personal chats; orders get lost and mixed up.

Repeat sales from memory

A rep forgot to call — the partner ordered from a competitor.

Stock and sales are separate

No stock levels at order time — you promise what you don't have.

Bitrix24

The pipeline we set up

Every stage has its own tasks, deadlines and owners. Deals don't get stuck between stages.

  1. 01Request
  2. 02Quote
  3. 03Order
  4. 04Payment
  5. 05Shipment
  6. 06Repeat order

What the CRM does on its own

Scheduled repeat orders

The CRM creates a task to contact the partner when the next order is due.

One request queue

Requests from every channel are distributed among reps.

Stock in the deal

With inventory connected, reps see availability at order time.

Receivables control

Unpaid orders become tasks with an owner.

Integrations

Channels and integrations

Messages from every channel instantly become deals in one pipeline.

All integrations →
CRM

What the manager sees

Reports build themselves — no Excel, no manual summaries.

  • Sales by partner and region
  • Repeat orders and partner churn
  • Accounts receivable
  • Rep performance
Already working at

Rally Sunroot: clients and orders, scheduled repeat sales and partner management in one CRM.

All case studies
FAQ

Questions

Can we connect inventory?

Yes. Bitrix24 has built-in inventory, and if needed we integrate an external accounting system.

How do we handle hundreds of partners?

We segment partners, set repeat-order schedules and build reports for each rep.

Is there a partner portal?

We can set up a partner portal or order intake via forms — let's discuss it at the diagnosis.

Let's start with a diagnosis of your business

Leave a request — a business analyst will contact you, review your current processes and propose an implementation plan and the right Bitrix24 plan.

What happens after you send a request

  1. We call or message you within an hour during business hours — already knowing your task
  2. A free 30-minute diagnosis: we review your processes and show Bitrix24 on your own examples
  3. You get an implementation plan and a license estimate — the decision is yours, no pushy calls
+374 98 342 320 info@bic.am @bi_construct 6/1 Abelyan St, Yerevan

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