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Rodok for distributors

CRM for distributors: repeat buyers, reorders and rep territories

Manage many repeat buyers: who is due a call, who stopped ordering, and which quotes are open.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Manage many repeat buyers: who is due a call, who stopped ordering, and which quotes are open. Built around how distributors actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages distributors actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for distributors

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Accounts, buyers and open quotes
  • Follow-up reminders for reorders
  • Email and calendar next to each account
  • Rep activity and pipeline reports

Not what Rodok is for

  • Inventory and order management
  • Pricing and rebates engines
  • Shipping and invoicing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for distributors helps your reps manage many repeat accounts: who buys, who has gone quiet, who is new in your territory and what each person should call today. It sits beside your order and inventory system. It does not take orders, hold stock or manage pricing.

How selling works in distribution

The National Association of Wholesaler-Distributors describes distributors as the critical link between manufacturers and the businesses, retailers and institutions that serve customers. A distributor's sales team lives in that link. The work looks different from a one-time sale:

  • Many accounts, many small orders. A rep may hold far more accounts than they can call in a week, and many buy without a conversation.
  • Territory. Each account belongs to a rep, a region or an inside sales team, and a new account should land with the right owner on day one.
  • Two buyers per account. The person who orders (a purchaser, a counter buyer, a maintenance planner) and the person who decides (an owner or a manager).
  • Suppliers behind you. You also sell for manufacturers, so you are managing vendor relationships and line cards.

The stages a distributor names for a new account usually go like this: prospect, credit application or account setup, price quote or price list sent, first order, repeat buyer. After that, the useful status is not a stage but a state: active, slowing, at risk, lapsed, based on how long since the last order. Your order system knows the date of the last order. Your CRM should hold the call that should follow.

What to look for in a CRM for distributors

  • Ownership by rep and territory. A field for territory, a view per rep and role permissions so a rep sees their accounts. Rodok has roles with own, team and all scope.
  • Fast import. Start with a CSV export of accounts and contacts from your order system. Do not retype.
  • Reorder reminders. A task on each account for when it should buy again, so a quiet account becomes a call.
  • Multiple contacts per company. Buyer, owner, accounts payable. Note who prefers email.
  • Email and calendar on the record. Quotes, price list requests and line-card questions come by email.
  • Reports by rep. Accounts contacted this month, quotes sent, new accounts opened.

Signals worth watching

Most distributor growth comes from two places: accounts that grow, and new accounts in your territory. Rodok's Pro trackers watch LinkedIn posts, job changes, hiring and company news.

EventWhy it mattersTracker to type in Rodok
A customer opens a new location or branchMore volume or a new buyer"Companies in (region) posting about opening a new location or branch"
A new purchasing manager or buyer starts at an account or a prospectThey revisit suppliers"People who started as purchasing manager, procurement manager or buyer in the last 90 days at (industry) companies in (region)"
An account hires a lot of peopleIt is growing"Companies in (region) in (industry) hiring in volume, such as maintenance or warehouse roles"
A contractor or manufacturer wins a large jobMaterials and supplies follow"Contractors in (region) posting that they were awarded a project"
A prospect posts about an acquisition or a new productNeeds may change"Companies in (industry) posting about an acquisition or a new product line"
A new business opens in your territoryA new account to quoteRodok does not see business licenses or openings that are not posted on LinkedIn

Read sales trigger events and the hiring surge signal for more.

A first message example

An example with made-up names. Use your real line card and location.

Hi Sam, I saw Larkin Mechanical is opening a second branch in Greeley. We stock fittings, valves and controls from 12 manufacturers and deliver to the north side twice a day. Who buys supplies for the new location? I can set up an account and send our price list this week.

Where Rodok fits and where it does not

Rodok's Starter plan ($29 a month for 3 seats) is the CRM: companies, people and deals, Gmail and Outlook sync, calendar, booking links, tasks, reports and team chat. Pro ($79 a month for 3 seats, $19 per extra seat) adds LinkedIn trackers, a lead database and sequences.

Rodok does not take orders, manage inventory, set customer pricing, run EDI or ecommerce portals, check credit, or handle warehousing and shipping. That is your distribution ERP or order management system, and Rodok does not integrate with those today beyond email and calendar. If your reps mainly need to enter orders and check stock, a distribution platform is the right tool. If you have a field or inside sales team that needs to prospect, follow up and track quotes, Rodok fits. If you make products rather than resell them, see CRM for manufacturing.

Frequently asked questions

Do distributors need a CRM if they have an ERP?

The ERP knows what was ordered. A CRM knows who you spoke to, what you promised and who should be called next. Distributors with a sales team usually need both.

How do you manage sales territories in a CRM?

Add a territory field, assign an owner to each account and give every rep a saved view of their accounts. Use roles so reps see only their own, if you want that. Reassign in bulk when a rep leaves.

Can a CRM remind reps to follow up on reorders?

Yes, with a task or reminder on the account for the date it should buy again. The CRM does not read your order history on its own, so someone has to set or import the date.

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