CRMCustomer Portfolios

Every buyer, every order, every price — in one place.

Group buyers, set custom pricing, and see what they bought last week. A lightweight CRM built specifically for produce sales teams.

30-day free trial · No setup fees · Cancel anytime

What you get

Built for produce teams

  • Pricing groups (public, preferred, contract)
  • Contact, terms, and shipping notes per buyer
  • Order history with totals by commodity
  • One-click resend of past sheets
  • Team-shared notes and follow-ups
Example
Live preview
Sunshine Foodservice
Preferred
$48.2k YTD
Coastal Distributors
Contract
$112.6k YTD
Riverside Markets
Public
$9.4k YTD
Harvest Wholesale
Preferred
$62.8k YTD

Try it free for 30 days

No credit card required. Cancel anytime.