Price list chaos
Customer-specific pricing and discounts tracked in spreadsheets.
Wholesale & distribution
One system for orders, pricing, stock and cash flow.
Wholesalers juggle customer-specific price lists, high order volumes, stock across locations and tight margins, often across a CRM, an accounts package and a lot of spreadsheets. We build one system that handles all of it.
- Fixed price, written scope
- You own 100% of the code
- No per-seat licences
The problem
Sound familiar?
Order re-keying
Orders from email, phone and portals typed in by hand.
Stock surprises
Stock-outs and overstock because data is out of date.
Cash tied up
Late payers not chased consistently.
What we build
One system, shaped around your business.
Only the modules you need, connected from day one, with AI built into the workflow.
Accounts & pricing
Customer price lists, contract pricing and margin guardrails.
Sales orders
Fast order entry, customer portal and AI that reads emailed orders.
Warehouse
Multi-location stock, picking, dispatch and reorder forecasts.
Credit control
Automatic, polite chasing and live cash-flow view.
Not sure what you need? We'll map it with you on a free 30-minute call.
Compare
Typical setup today vs CRM Lab
| Typical setup today | CRM Lab | |
|---|---|---|
| Pricing | Spreadsheets | Per-customer pricing in the system |
| Orders | Typed in from emails | AI-captured, checked, approved |
| Stock | Updated in batches | Live, with forecasts |
| Chasing | When someone remembers | Automatic and logged |
What a typical wholesale project looks like
A Core Build usually covers accounts & pricing, sales orders, stock and Xero/Sage sync, live in phases over 8–12 weeks. Customer portals and AI order capture are common next phases.
How it works
From first call to go-live in weeks.
- Free systems audit30 minutes to map your tools, costs and pain points.
- Written scope & fixed priceExactly what we'll build, when, and for how much.
- Build in two-week sprintsWorking software every fortnight.
- Migrate & launchWe move your data and train your team.
- Support & evolveOptional flat-fee support, or take the code in-house.
Starting prices
- Custom CRMfrom £4,900
- Operations / ERPfrom £7,900
- Finance & invoicingfrom £3,900
- AI agentsfrom £1,900
- Integrationsfrom £1,500
- Portals & dashboardsfrom £2,900
Core Builds from £12,000. Optional support from £495/month, flat, whatever your headcount. Prices exclude VAT; every project is quoted in writing.
Get a fixed quoteFAQ
Questions we get asked
Can customers place orders themselves?
Yes, we can build a customer portal with their own prices, order history and invoices.
Do you integrate with couriers and e-commerce?
Yes. Common integrations include courier APIs, Shopify/WooCommerce and EDI with larger customers.
Do we own the system?
Yes. On final payment the full source code and IP transfer to you. You can host it anywhere and hire anyone to work on it, so there's no lock-in.
How much does it cost?
Every project is fixed price, agreed in writing after a free audit. Typical Core Builds start from £12,000; single modules start from £1,500. There are no per-user licence fees.
How long does it take?
Most Core Builds go live in 6–12 weeks. We build in two-week sprints, so you see working software every fortnight.
Ready to see what it would look like for you?