CRM system for business, set up for your industry

Wholesale and distribution, retail, online stores, finance, support teams, small and large companies: sales, stock, invoices and projects in one database. From $100 a month, 14 days free.

Open the live demo, no sign-up
CRM system for business, set up for your industry
  • 01

    CRM for small business

    Contacts, sales, tasks and projects for small teams from $100/month, 14 days free.

  • 02

    For large companies

    Departments and branches in one database, roles per module, custom modules, API, personal manager.

  • 03

    For retail

    POS sales, stock per store, purchasing and customer base for shops and chains.

  • 04

    For banks and finance

    Bank front office: client cards, applications, documents, e-signature, roles and activity log.

  • 05

    For online stores

    Buyer cards, Stripe and PayPal payments, stock, delivery notes and returns for online stores.

  • 06

    For support teams

    How a support team runs on CRMiUS: one queue, roles, escalations to engineers, knowledge base.

  • 07

    For wholesale distribution

    Stock by warehouse, purchasing, invoices and receivables for wholesale customers in one CRM.

  • 08

    For agencies and services

    Agencies and service firms: proposal, contract, project, hours and invoice on one client card.

  • 09

    For manufacturing

    Bills of materials, work orders, material stock and production cost next to sales and invoices.

What is a CRM system for business?

A CRM system for business keeps customers, deals, documents and the work of every department in one database: sales, finance, purchasing, warehouse, projects and support. CRMiUS starts from a solution for your industry, so the modules, pipeline stages and roles you need are on from the first day, and our specialists can adapt them to your processes as an additional service.

  • Ready solutions for wholesale, retail, online stores, banks and finance, support teams, small and large companies
  • 30+ CRM modules on one database: a won deal becomes an invoice, the delivery note takes goods off stock
  • Configuration of modules and interface and team training by CRMiUS specialists
  • Web app in any browser and a mobile app; interface in English, Ukrainian, Russian, German and French

Price: Basic $100 a month, Advanced (Pro) $150, Corporate priced individually; 10% off with annual payment, individual terms from 10 users. 14-day free trial on every plan, full access, no bank card. Compare plans

CRM for wholesale and distribution

A wholesale company sells from stock to other companies: several contacts per customer, one item catalogue with prices, invoices and payment reminders, deliveries from several warehouses and regular purchase orders to vendors. In CRMiUS the whole order runs on one customer card and one catalogue.

Wholesale distribution CRM: the full solution page

A wholesale order in CRMiUSCustomer → Estimate and invoice → Warehouse → Payment → Purchasing → Reports; every step uses the same database.01Customercompany card with severalcontacts and statements02Estimate → invoiceitems and prices from thecatalogue, invoice in one click03Warehousethe delivery note takes goodsoff the chosen warehouse04PaymentStripe, PayPal or transfer;reminders for unpaid invoices05Purchasingmin stock alert → purchaserequest → order to vendor06Reportssales, payments and stockon one dashboardone database
Customer card → estimate and invoice → delivery note → payment → reorder from the vendor → report. One record from the first call to the payment.
  • Customer companies with several contacts, groups, files and statements; in the customer portal the buyer sees invoices and pays online
  • Item catalogue with prices; estimates become invoices in one click; recurring invoices and credit notes
  • Stock by warehouse, goods receipt and delivery notes, transfers between warehouses, min/max alerts, serial numbers and expiry dates: see warehouse management in CRMiUS
  • Vendors, purchase requests, quotations and purchase orders: see the procurement module
  • Multi-currency, taxes and PDF documents with your company branding

The live demo runs on a fictional distributor with a distribution center, a cross-dock and a showroom: open the warehouse, invoices and purchase orders without sign-up.

Wholesale on real screens

Stock in every warehouse, next to sales

The item list shows how many units sit in each warehouse. The sales manager sees the same numbers while preparing an estimate.

  • Stock per item and per warehouse
  • Goods receipt and delivery notes
  • Transfers between warehouses
  • Min/max alerts for reordering
  • Barcodes and serial numbers
CRMiUS item list with stock in a distribution center, a cross-dock and a showroom
Warehouse in CRMiUS: stock of each item by warehouse, demo company data.

Solutions by industry: what we switch on

Each solution is a starting set. The final set of modules, stages and roles is agreed in the demo and can grow later on the same data.

  • Wholesale and distribution

    Customers, item catalogue, estimates and invoices, warehouse, purchasing, payments. The order goes from estimate to delivery note and payment on one card. Wholesale distribution CRM →

  • Manufacturing

    Bills of materials, routings, work orders, warehouse, purchasing. A customer order becomes a work order; materials leave stock and the unit cost is counted. CRM for manufacturing →

  • Retail

    Point of sale, stock per store, purchasing, customer base. A till sale takes goods off the store stock. Retail CRM →

  • Online stores

    Orders, customers, Stripe and PayPal payments, warehouse, support. Order, payment and shipment in one record. CRM for online stores →

  • Banks and finance

    Client cards, applications, documents, e-signature, roles, activity log. A front office with access rights and a full history. CRM for banks →

  • Support teams

    Tickets, departments, knowledge base, customer portal, reports. A ticket queue by department and priority. CRM help desk →

  • Logistics

    Requests, warehouse, delivery notes, customers, tickets for claims. From request to delivery in one system. Logistics CRM →

  • Services and agencies

    Proposals, projects, tasks, timesheets, project billing. Hours and milestones turn into invoices. CRM for agencies and service businesses → · CRM project management →

  • Small business

    Basic plan: contacts, tasks and projects, Google Workspace, key reports. A working CRM from $100 a month. CRM for small business →

  • Large companies

    Departments, roles, document management, automation, API. Corporate plan with a personal manager and customization. CRM for large companies →

In every solution

What every CRMiUS solution includes

The industry changes the starting set of modules. These parts work the same everywhere.

  • One database

    Customers, items, documents and payments are entered once and seen by every department.

  • Roles and permissions

    Each employee sees only their modules and records; the activity log keeps who changed what. See customizable roles and access.

  • Reports and dashboards

    Sales, invoices, payments, expenses against income, lead conversion and timesheets: CRM reports and dashboards.

  • Automation

    Rule-based workflows and recurring tasks: process automation.

  • Customer portal

    Clients log in to see invoices, estimates, projects, tickets and contracts and pay online.

  • Integrations and API

    Google Workspace, Telegram, Stripe, PayPal, Facebook Lead Ads, Slack; REST API and webhooks for the rest. See integrations.

  • Mobile app

    The same data on the phone: CRMiUS mobile app.

How to choose and launch a solution

  1. Find where data is typed twice. For example, a deal copied into an invoice or stock counted in a separate spreadsheet. Each such place is a module to switch on.
  2. Pick the closest solution. The industry list above is the guide. A mix works too: wholesale with a shop combines warehouse, purchasing and point of sale on one database.
  3. Check it on real screens. Open the live demo without sign-up or start the 14-day trial with full access and no bank card.
  4. Configure and train. Our specialists set up modules, stages, roles and document templates and train the team on its own data.

You can start with one department, for example sales or support, and connect the others later on the same data.

Questions and answers

What is a CRM system for business?

It is one system for customers, deals, documents and the work of all departments: sales, finance, purchasing, warehouse, projects and support. In CRMiUS these are 30+ modules on one database, configured for your industry.

Which CRM fits a wholesale company?

A wholesale CRM needs customer companies with several contacts, an item catalogue, estimates and invoices, stock by warehouse, delivery notes and purchase orders. CRMiUS has all of these on one database, plus payment reminders, multi-currency and a customer portal.

How much does a CRM for business cost?

Basic is $100 a month, Advanced (Pro) $150, Corporate is priced individually. Annual payment gives 10% off; from 10 users terms are individual. Every plan has a 14-day free trial with full access, no bank card.

Which plan should I choose?

Basic covers contacts, tasks and projects, Google Workspace and key reports. Advanced (Pro) adds the finance module, time tracking, helpdesk and dashboards. Corporate adds POS terminal support, a personal manager and customization of modules and interface. Operations modules such as warehouse and purchasing are agreed in the demo.

Is configuration included?

Configuration of modules and interface and team training are CRMiUS services. Technical support 24/7 is included in all plans; Corporate adds a personal manager and priority support.

Does CRMiUS fit a large company?

Yes. Departments work with strict roles and access rights, document management and automation; integration runs through the REST API and webhooks. The Corporate plan adds a personal manager and module customization.

Can we start with one department?

Yes. Start with sales or support and switch on finance, warehouse or projects later: new modules work with the customers and documents already in the CRM.

Can I see the system without signing up?

Yes. The live demo opens CRMiUS as the admin of a fictional company in your language; its data resets every 6 hours. For your own data, start the 14-day free trial.

Pick the solution for your business with us

Book a demo: we show the modules for your industry on a working CRM. Or start the 14-day free trial: full access, no bank card.

  • 14 days free, no card
  • from $100 / month
  • 30+ connected modules
  • 5 interface languages

Start your 14-day trial

Leave your contacts — a CRMiUS specialist replies within one business day and sets up access for your team.

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