WizCommerce Launches the AI-First CRM for Wholesalers

Know every customer, manage every opportunity, take orders without leaving the CRM, and get more done with WizPilot, your built-in AI sales assistant.

WizCommerce today announced the launch of WizCRM, an AI-first CRM built specifically for wholesalers and distributors and integrated directly into the WizCommerce sales platform.

As wholesale businesses digitize more of their sales, many teams still work across disconnected systems for CRM, quoting, ordering, ecommerce and ERP.

Generic CRMs were built around a simple journey: a contact becomes an opportunity, the opportunity closes, and the sales process moves on. Wholesale works differently. The same buyer may order every month, buy for multiple locations, work with different reps and operate on account-specific pricing.

That creates a practical problem. Customer notes and deals sit in the CRM, while pricing, quotes, orders and inventory live somewhere else. Reps leave the CRM to actually sell, records fall behind, and sales leaders lose visibility.

WizCRM is designed to remove that gap.

It knows all your customers and takes their orders. In one single app.

Teams can manage accounts and contacts, track deals, log meetings and visits, assign tasks, create quotes and convert them into ERP-synced orders. Customer records can also show B2B storefront activity such as searches, product views, cart activity and orders.

“Wholesale is a relationship business, but the relationship and the transaction have been separated by software for too long,” said Div Makkar, Co-founder of WizCommerce. “A rep should not have to choose between keeping the CRM updated and serving the customer. We built WizCRM so the record gets richer as the rep sells.”

WizCRM also includes WizPilot, an AI sales assistant that can answer questions about the business and do work for the team. Reps can ask it to prepare for meetings, create follow-up tasks or identify customers due for a reorder. Sales leaders can ask which quotes are going stale or what their team worked on during the week.