Track Wholesale Accounts, Deals, and Distribution Relationships
Wholesale and distribution businesses manage large account portfolios, repeat business, and product negotiations. Relecca keeps every account and deal in clear view.
Target Use Cases
Relecca solves operational issues specific to Wholesale & Distribution workflows:
Account Ownership
Assign accounts to sales reps and compare their performance on the leaderboard.
Repeat Business Follow-Up
Schedule follow-up tasks and events for repeat purchases and renewal conversations.
Discounts on Deals
Apply per-line discounts on deals and keep pricing agreements on the account.
Accounts That Buy Repeatedly
Distribution relationships are defined by repeat ordering rather than one-off sales. The useful record is the account's pattern over time, not a single transaction.
- Customer organizations with their deal and contact history.
- Several contacts per account across purchasing and operations.
- Configurable categories and statuses for account types.
- Custom fields for the trading terms you need to track.
Catalog, Pricing and Quantities
Quoting accurately depends on a shared product catalog rather than a spreadsheet each representative maintains separately.
- Products with unit, SKU and VAT code.
- Quantity, price and discount per line on the deal.
- Products attached to opportunities with pricing per line.
- Consistent figures between the deal and the pipeline.
Coordinating Supply and Demand Sides
Wholesale businesses manage supplier relationships alongside customer ones, and both benefit from the same structure.
- Supplier organizations managed alongside customer accounts.
- Tasks and follow-up for both sides of the relationship.
- Documents and agreements attached to the account.
- Role-based permissions separating commercial and operational access.
Set up Relecca for Wholesale & Distribution
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Thursday, August 27, 2026