ShareCRM

Agentic CRM for cross-border wholesale

One platform for your entire distributor network.

Recruit, train, and manage multi-region, multi-tier distributors; give each one a self-service procurement portal; and unify orders, multi-currency settlement, and channel analytics in one place — so cross-border distribution runs end to end instead of across inboxes and spreadsheets.

One platform for your entire distributor network.

Cross-border growth adds complexity at every level of distribution.

Network sprawl

Partner network

Every new tier is harder to manage.

Distributors span regions and often manage their own reseller networks. As the channel grows, inconsistent onboarding, policies, and performance tracking make common standards harder to maintain.

Scattered orders

Order fragmentation

Orders move through disconnected channels.

Orders arrive by email, phone, and spreadsheet, often against different price lists and promotion rules. Distributors and internal teams spend more time confirming details and still struggle to track status.

Manual settlement

Manual settlement

Settlement gets harder across currencies and tiers.

Exchange rates, commissions, rebates, credits, and balances must be reconciled across markets. Manual work slows closing, raises error risk, and makes channel profitability harder to see.

No single view

Delayed visibility

Leaders see performance after the fact.

Partner, order, and settlement data remain split across regions and tiers. By the time it is consolidated, channel planning and risk decisions rely on outdated information.

We help you build a cross-border distribution network that scales.

1

Channel expertise

We bring the cross-border distribution playbook.

We understand multi-tier distributor structures, partner-specific catalogs and pricing, commissions, rebates, and settlement. Your rollout starts with a model grounded in how cross-border channels operate.

2

Business fit

We shape the platform around your channel.

Configure partner tiers, permissions, product access, pricing, and settlement rules around each market. Every distributor sees the right products, policies, and tasks, while your team manages the network through one operating model.

3

Global operations

We help every market work from one foundation.

Support multiple languages, currencies, time zones, and regional data requirements through one platform. Launch market by market and keep operations connected as the network expands.

4

Ongoing partnership

We stay with you as the network grows.

Start with one market, refine the operating model, and expand across regions and tiers. Our specialists support rollout, adoption, and ongoing optimization as your channel evolves.

Five connected capabilities, one continuous flow.

From recruiting a distributor to steering the whole network on live data — globalized for cross-border throughout.

capability 01

Distributor Recruitment, Training & Management

Recruit, onboard, and enable distributors across regions and tiers on one platform. Each partner gets its own portal account, configured by you and live in minutes, with training materials and policies pushed through the same place — and tiered roles, permissions, and product access that govern even distributors who manage their own downstream resellers.

Recruitment & onboardingTraining & enablementTiered roles & permissions

capability 02

Distributor Ordering Portal

Give every distributor a branded self-service storefront that shows only the products it's authorized to buy, at its own prices, with real-time inventory. Portals run multilingual and multi-currency with prices in local currency, and support single- and multi-tier ordering so a distributor can both buy from you and supply its own sub-channels without leaving the system.

Branded self-service portalPer-distributor catalog & pricingMultilingual & multi-currencySingle- & multi-tier ordering

capability 03

Unified Order Management

Bring every channel and region's orders into one view. Promotions are calculated automatically every time, multi-party approval validates inventory and credit before an order moves, and from order placed to delivered both sides share full visibility — no more scattered orders or guessing at status.

All orders, one viewAuto promotions & multi-party approvalOrder-to-delivery visibility

capability 04

Multi-Currency Settlement

Settle across currencies without the manual work. Account balances and online reconciliation stay current with credit control, and commissions, rebates, and tier incentives are calculated from live transaction data and reconciled as orders land — accurately, in every currency.

Multi-currency settlementCommissions & rebatesReconciliation & credit control

capability 05

Centralized Data & Real-Time Analytics

Read and steer the whole network from one place. Centralized data feeds real-time dashboards by region, tier, and distributor, and distributor levels adjust dynamically against performance thresholds — so tiering, rebates, and risk calls run on live numbers instead of last month's.

Centralized network dataReal-time dashboardsDynamic tier adjustment

How LinkTrans unified four brands and 3,000 monthly clients on one CRM in five months.

Cross-Border Wholesale CRM Logo

LinkTrans is a leading cross-border e-commerce logistics provider founded in 2010, operating 20+ global branch offices across North America, the UK, and beyond. An Amazon SPN partner and SEND ocean carrier, LinkTrans manages four sub-brands covering freight, warehousing, logistics technology, and fulfillment — serving 3,000+ enterprise clients every month.

Explore the full story
Cross-Border Wholesale CRM case study image

Challenge

A self-built system handled only basic client entry and lead pool management — no analytics, no follow-up records, no needs profiling. As client volume scaled, the system couldn't keep pace.

Solution

ShareCRM replaced the self-built system with full lead lifecycle management — pool allocation, recovery, conversion tracking, and 360° client profiles — built for complex B2B sales workflows.

Result

3,000+ clients

managed monthly with tiered segmentation and full follow-up visibility.

Challenge

Clients evolved from individual e-commerce sellers into enterprise accounts with layered decision chains, multi-department coordination, and order management complexity the old system couldn't model.

Solution

ShareCRM structured client tiers and matched each tier to a dedicated sales and service workflow, so enterprise accounts were handled with the process depth they required.

Result

360° client profiles

with tiered classification and purchase potential scoring across all accounts.

Challenge

Sales, customer service, finance, and marketing each tracked client activity separately — no shared view meant duplicated effort, dropped handoffs, and approval delays between teams.

Solution

ShareCRM unified all four functions on one platform with real-time visibility into client status, activity history, and approvals — eliminating coordination overhead across departments.

Result

4 functions

on one platform — sales, service, finance, and marketing unified.

Challenge

Core workflows — activity management, client exception handling — ran differently across four sub-brands, making it impossible to scale without growing headcount in proportion.

Solution

ShareCRM standardised and automated workflows across all four brands, creating a consistent operating model that could scale without proportional overhead.

Result

5-month

full deployment across four sub-brands and 20+ global offices.

Trusted by global wholesale leaders.

Managing thousands of dealers on spreadsheets couldn't keep pace with the business. Standardized, tiered management brought real discipline to how we run the channel.

Nathan Y.

Global Sales Director · Consumer Electronics

Our channel ordering system was barely used — one or two dealers, at most. A portal built around how our distributors actually buy changed that completely.

Emma T.

Head of Export Sales · Home & Lifestyle

Reconciliation, rebates, and commercial discounts used to eat enormous time across our dealer network. Automating that gave us a level of control we didn't have before.

Brian S.

Commercial Operations Director · Industrial Supplies

Trusted by 7,000+ enterprises globally

choiceefayglobal sourcessellers unionsmoore

Scale global wholesale with ShareCRM.

See how ShareCRM can unify customers and orders, automate multi-currency operations, and scale across markets from one platform.