Customer management

Get organized and sort through customer data in seconds

Cover all the touchpoints of your customer’s journey, from a lead to a happy relationship. Understand the minds of your clients through behavior insights and order history.


Harness the power of your data

Nurture relationships with note-sharing and in-depth order history
Find exactly the customer information you’re looking for quickly and easily
Sell more effectively with customer opportunities, and inventory insights

Increase efficiency with organization and searchability

Navigate customer data in seconds, get recommendations on what to do next, automate rote tasks, and more with a CRM built for distribution.

Ensure all of your customer data is organized and searchable

Use a single source of truth for all of your data, one that organizes all of your data for easy retrieval. And a single source of truth means everyone in the organization is on the same page.

Customer health reports monitor and track customer trends

Get a holistic view of how your customers are faring and what they’re buying via SupplyMover’s company health reports. Company health reports can let you know when customers are ready to expand their sales.

Trigger powerful automations that convert more leads and save time

Automated onboarding, event triggers, and more automations make bringing new clients on and creating and completing orders a breeze. And onboarding automations mean less opportunity for human error.

A.I. powered prioritizations focus users on the high opportunities

View users based on “contact due” and “order due” status assessments. Know who to call and what to sell right from your sales dashboard.

Reduce human error

Never misplace, or lose data ever again

Understand the minds of your clients through behavior insights and order history. Get in-depth understanding of your clients through invoices, files, calls, notes, and more. SupplyMover makes sure you never miss a call and never miss a sale.

Maximize your profit with SupplyMover


Increase in Total Sales


Increase in Customers


Increase in New Orders

Average increase after first year of implementation


You Have Questions.
We Have Answers.

How does SupplyMover organize and suggest contacts? 

We automatically move the contacts each rep needs to get in touch with next to the top of their contact list. You can even set how frequently you want to reach out to contacts, so we move them up the list when you need them. 

Can I set custom pricing for different products, customers, and groups? 

Yes! We know distributors often have complex pricing structures and discounts, so SupplyMover has flexible pricing management, including automated discount calculations, pricing rules, and saved prices. 

What is dual order entry?

Dual order entry allows reps to log into a customer’s e-commerce cart via the CRM, in order to answer questions, update an order, or complete a transaction. Having access to the same online cart as customers means better customer service and more opportunities for cross-selling and upselling.

What is client management?

Client management is the main function of a CRM. It collects, organizes, and displays all kinds of information about your customers including contact information, payment methods, calls, orders, invoices, files, notes, and more. Creating a database of info on each of your clients makes you more prepared to assist that client with sales and to build a solid, trusting relationship with them in the long term.

Related Blog

Making Customer Management Simple for Distributors

Customers are the most important part of your distribution business, so make managing them simple with SupplyMover.

5 min read

Distribution Consultation

Work with industry experts to develop a plan for growth

We offer distributors a comprehensive consultation designed to evaluate your current strategies and identify areas for improvement so you can grow with confidence.

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    ROI Calculator

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      The ROI Calculator is provided solely as an informational tool, and is not a replacement for professional advice. No warranty (express or implied) is made with respect to the ROI Calculator or any data delivered thereby, including with respect to accuracy, completeness, or fitness for a particular purpose. MedMover and its affiliates disclaim all responsibility for any loss, damage, injury, and other liability relating to or arising out of use of the ROI Calculator and/or reliance on any data delivered thereby.

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