End Client Management
One place for all your clients. Improve how you manage wholesale customers.
Wholtra gives you B2B client management built for wholesalers and distributors. Your customers are in one list with their orders, payment terms, pricing, and contact info. You can manage wholesale customers without jumping between spreadsheets and email. Set base prices on products and override those prices per client so each wholesale customer sees their own pricing, all in the same platform as your orders and invoicing.
How it works
Get from scattered info to one view
Add your clients.
Set up each customer with their name, contact, and payment terms. Wholesale client management starts with one list. You control who sees what and how they pay.
Orders and invoices link in.
When they order or you invoice them, it’s tied to their record. You see their history without digging through files. Manage wholesale customers with real data, not guesswork.
Use the same platform for CRM.
Notes, tags, and tasks live next to the client. Your team has one place to see who’s who. Distributor CRM without a separate tool.
What you get
Client management that fits wholesalers and distributors
One list of all your customers
Every client in one place. Search and filter so you can find who you need fast. B2B client management without the clutter.
Orders and invoices tied to each client
Click a client and see their orders and invoices. No more “which file was that in?”
Payment terms and options per client
Set who pays by invoice, card, or COD, and control their pricing. Your wholesale client management includes base product pricing with client-specific pricing overrides, so each customer sees the prices, discounts, and terms that match how you actually do business.
Why use Wholtra for client management
Built for wholesalers and distributors
Same platform as orders and invoicing
Clients, orders, and money in one login. You don’t switch apps to see the full picture.
Less chasing, more clarity
Know who’s paid and who’s not. Manage wholesale customers with real visibility.
CRM that fits B2B
Tags, tasks, and leads built for distributor and wholesaler workflows. Not a generic contact list.