Distribution Companies


Purpose-built technology made for distributors

Distributors, dealers, and other distribution businesses have unique business needs that off-the-shelf CRM solutions don’t meet. The LeadSmart team has over 25 years of past experience in distribution and our experience shows in our products and solutions. Our passion for this industry and their unique needs was at the core for how our technology suite was designed. With LeadSmart, you can directly communicate not only with your own team, but also vendors and third-party partners like agents, brokers, or independent reps. You can also configure prices and quotes, get deep visibility into your sales team’s progress, customer activities, and much more.

Tools for Distribution Companies | LeadSmart Technologies

Tools made specifically for distribution companies

Generic CRM brands only provide basic data management. They don’t account for the specific needs that your business has. LeadSmart’s purpose-built, industry-specific technology is customizable, allowing you to set up a system that includes exactly what you need. With our technology suite, you can manage metrics for salespeople, account and customer sales, customer retention, products, categories and brands sold, samples sent, etc. You can also manage sub-distributors and have your company sales processes built directly into your CRM system.

Software for configuring quotes, pricing, and estimates

LeadSmart makes configuring estimates simple! Our software allows you to input and organize all your relevant data for customers and have the item descriptions, costs, and estimate total sent directly to them.

Partner Portal access for vendors, independent reps, etc.

With our software, you can communicate directly with manufacturing partners, as well as any independent reps, sub-distributors, vendors or third-party partners that you work with. With LeadSmart, you can give your partners access to your LeadSmart Connect portal to update their sales activity, lead and deal statuses. We know that buying a full user software license for every partner is cost-prohibitive–and, frankly, probably something you have never considered. We have designed a way for you to have visibility and accountability with all your partners in a way that is efficient and affordable.

Technology tools to help you avoid blind spots

LeadSmart helps prevent risky blind spots by keeping you aware of what you need to know to move your business forward. As the saying goes—oftentimes, “You Don’t Know What You Don’t Know.” And with LeadSmart, there are no surprises and no important data falling through the cracks.

LeadSmart is not your generic, off-the-shelf software. We don’t just take your money and send you usernames and passwords. At LeadSmart, our clients are our partners. We understand the nuances of how your business goes to market. Our industry-specific, built-in playbooks and sales processes can be used alone or customized to include your existing processes. 

LeadSmart provides outcomes, not just more software.

Other technology software may keep you on-task, but does it move your business forward? LeadSmart focuses on the data and metrics that you need from your team and partners plus blind spot awareness because that is often where a company can get “stuck.” Our software is about much more than tracking your product and managing your teams; it is also about helping you grow.

LeadSmart can help you identify and manage:

The cost to acquire a new client
How long it takes to turn a lead into a customer
Customer expansion and increases to Customer Lifetime Value
Identifying and tracking who is interested in your product before they make contact with your sales rep
Which of your leads are truly “ready to buy” vs “shopping around”
How much visibility you have into your channel partner’s sales activity
Expansion of your customer relationships