# ClearRove — CRM for distributors (extended summary)

ClearRove is a CRM for distributors: wholesale houses in the United States that
sell physical products through a counter, an inside sales desk, and outside
reps. Chris drives coastal SC; laptop at will-call everywhere else. The typical
buyer is an owner-operated wholesale house of roughly 35 to 150 people, where
the owner or a sales manager still knows the accounts by name, and where the
book of business currently lives in heads, phones, and a shared spreadsheet.

## The problem it addresses

Most software marketed as CRM for distributors is really order entry, route
management, or reporting on ERP transaction history. Those are real problems.
They are not the thing outside reps skip. What reps skip is writing down the
call. As a result the visit never gets logged, a pricing promise lives in a
text thread, and the forecast is whatever leadership remembers.

The failure is economic, not attitudinal. If logging a call takes longer than
the call was worth, logging does not happen. A CRM that requires an hour of
evening data entry goes stale, and a stale CRM cannot be used to run a
forecast or transfer an account.

## What a distributor CRM has to do

1. One book of business. Counter, inside sales, and outside reps working the
   same account record, so whoever answers the phone sees the last conversation.
2. A next step on every live account. Distribution runs on the callback. A
   quote sitting with purchasing needs an owner and a date, not a stage name.
3. Field and counter parity. What the outside rep learns at a customer's shop
   has to reach inside sales before the next quote goes out.
4. No evening data-entry tax. Logging has to be faster than not logging.

## How ClearRove works

Instead of a blank form, the rep debriefs the stop in plain language — spoken
or typed, from the truck, the counter, or a laptop. For example: the customer
is re-bidding a hotel job, wants pricing on a specific size by Friday, and the
purchasing manager is new.

The Rove AI assistant then proposes the CRM updates that follow from the
debrief: log the visit, add the new contact, move the opportunity, create the
Friday pricing task, and draft the follow-up email. Nothing is written at this
point. The rep reads the proposed changes and confirms, edits, or rejects them.

This is the product's central rule: confirm-before-write. Rove never writes to
the CRM on its own, and every action it takes is recorded and reversible. The
practical effect is that the next step exists whether or not anyone remembered
it at 9pm, while the record stays trustworthy enough to forecast on.

## Managing leads in wholesale

In a wholesale house, a lead is rarely an inbound web form. It is usually an
existing account with a new job, a counter walk-in nobody wrote down, a live
quote sitting with purchasing, or a referral heard on a truck route. Managing
leads for distributors therefore means capture at the point of conversation, a
dated next step with an owner, a clean handoff between counter and field, and
history that survives a rep leaving. ClearRove is built for that loop rather
than for lead scoring or nurture sequences.

## Scope and boundaries

ClearRove is not an ERP, an order-entry system, or an inventory or invoicing
system of record. Those stay where they are. It is not a lead-generation
service and does not sell contact lists or run campaigns. It is not a marketing
automation platform.

Compared with ops-oriented distributor tools such as SimplyDepo, White Cup, and
SupplyMover, which center on orders, routes, inventory, and ERP-driven
analytics, ClearRove centers on the sales conversation. Compared with
Salesforce and HubSpot, ClearRove is narrower and faster to adopt, requires no
CRM administrator, and prices flat for the team rather than per seat; the
broader platforms remain stronger choices for teams that need heavy
customization and can staff it.

## Pricing

Flat team pricing: Starter $499 per month, Growth $999 per month with Rove
included, Scale $1,899 per month, Enterprise custom. Each plan carries a
one-time onboarding fee equal to one month of the plan. Adding a counter person or an inside sales
hire does not change the bill.

## Trust posture

Confirm-before-write on all AI actions, a reversible action trail, and
workspace isolation. ClearRove does not claim SOC 2 certification. Customers
can request data export or deletion by email and ClearRove fulfills within a
reasonable period.

## Walkthrough

https://www.youtube.com/watch?v=niH8j2p5KdQ
CRM for Distributors: One Sentence. Full Update.
Live counter walkthrough of the CRM for distributors (debrief → confirm →
same record in outside sales). The primary page for this video is
https://clearrove.com/crm-for-distributors.

Chris Mitchell wrote "Outside Sales is Still Retyping the Day" for Modern
Distribution Management (MDM). That piece lives on MDM, not on this site:
https://www.mdm.com/article/technology/crm-in-distribution/outside-sales-is-still-retyping-the-day/

## Canonical URLs

- https://clearrove.com/crm-for-distributors
- https://clearrove.com/manage-leads-for-distributors
- https://clearrove.com/product
- https://clearrove.com/pricing
- https://clearrove.com/security
- https://clearrove.com/articles
- https://www.youtube.com/watch?v=niH8j2p5KdQ
- Sales: chris@clearrove.com · Security: security@clearrove.com