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