When you first start selling wholesale, it’s a thrill to see your product brought to life in your buyers’ hands. But as those accounts grow, so does the mental load of managing them. 

Keeping track of business information, specific delivery instructions, and custom discounts in your head isn't just exhausting—it’s a recipe for burnout. We built our new Wholesale CRM to act as an external hard drive for your business, allowing you to offload the details so you can reclaim your mental bandwidth.

Your Digital Diary

Think of this CRM as your digital customer diary – your "external hard drive.” It keeps vital details about your buyers right at your fingertips, everything from contact information to social media links for easy tagging to substitution preferences.

Because this information is stored in one central place, it becomes a "shared brain" for your farm or hub – and your team. You’ll all share the full history of every relationship on day one, ensuring your farm or hub can run smoothly even when you aren't the one answering the phone.

And the details that don't fit neatly into a contact field? That's what Notes & Tags are for. Had a conversation about a buyer's upcoming event? Learned they prefer a specific pack size? Promised delivery specifics? Log it. Every note lives right inside the buyer's profile, building a running history of the relationship over time. 

No more scattered texts, sticky notes, or trying to remember what was said three weeks ago – just everything you need, exactly where you'd expect. 

The Game Changer: Custom Price Adjustments

The real game-changer, however, is custom buyer pricing. 

We know that wholesale isn't always "one size fits all." Our new pricing engine allows you to set unique markups or loyalty discounts for individual buyers just once. 

The system remembers the markup or discount and applies it automatically on products. No more digging through old emails or texts to remember a price adjustment — just accurate, effortless transactions every time.

By moving these relationships out of your head and into your Rooted Wholesale Buyer CRM, you’re creating the mental bandwidth you need to stop being a data manager and start being a visionary again.

You’ve worked hard to build these partnerships; now let us help you protect the energy you need to grow them. Hop into your Wholesale Buyers page in your Rooted account today to start clearing your headspace and begin strengthening the bonds that keep your creative community thriving.

Ready to Use the New CRM Tool?

Login to Rooted and navigate to your wholesale buyers. Click on each business to start personalizing! 

Want the full toolkit? These features — Mailchimp integration, buyer preferences, notes & tags, and custom pricing — are part of the Pro plan.

Need Help Getting Set up?

Already selling on Rooted and want help setting up wholesale connections? 

Join our Tuesday Zoom Q&A sessions held every week at 12pm EST. Click the 'Join Zoom' button from your dashboard

You can also reach our team at help@rootedfarmers.com.