The AI-powered CRM for distributors that turns order takers into order makers
Proton CRM ranks every account by what’s at stake and briefs reps before each call. AI drafts the follow-up and logs the notes.
Reps spend 70% of their time on non-selling tasks
Spend it better. Account research, notes and quote follow-ups take time away from selling. Give reps more time with customers.
Your call list, ranked
Proton ranks opportunities from order history and account activity, so the best accounts get the attention.
What sales teams say about Proton CRM
72%more sales per inside rep“We’re giving the sales team a sports car, not a ball and chain.”
Dane LeBelDirector of Inside Sales, Vallen- $3.2Mnew revenue traced to Proton
“Before Proton, it would take me 10 to 15 minutes to do my research on an account. Now it’s just a minute or two.”
Zeina ShahabeddinInside Sales Leader, Swish- 20xupsell and cross-sell revenue vs. its previous system
- $7.21revenue per pitch, up from $0.99
- +34%average monthly revenue
- 27%of AI product recommendations convert
A full CRM, with less admin
Manage leads, accounts, quotes and follow-ups in one place. Proton pulls in ERP context and turns voice notes into updates and tasks, so reps spend less time keeping records current.
Account & contact visibility
Bring customer records, contacts, and sales activity together, so reps can pick up a conversation and managers can spot accounts that need more attention.
Pronto AI assistant
Ask Pronto about any customer, product, order or stock level. It preps briefs, drafts follow-ups and logs notes.
Lead management
Give each new lead an owner and a clear next step, then track it through the sale. Less chasing internally, more following up with prospects.
Pipeline management
See open quotes, prospects, and strategic bids together. Reps can focus on deals that need attention, and managers can coach from the same information.
Territories & route planning
Assign territories, then plan routes around customers, prospects, and open quotes. Reps can find the next useful stop without rebuilding the day's plan by hand.
Task management
Give each next step an owner and a due date. Pronto turns visit notes into follow-up tasks, so reps have less to remember between calls.
Quote management
Build quotes without leaving CRM, with product and pricing data already in reach. Pronto drafts; reps review, with margin approvals built in.
Reporting & built-in BI
Pre-built distribution reports and custom dashboards show sales, forecasts, goals, and rep activity. Spot stalled opportunities and use one view to coach the team.
Mobile CRM
Get account context before walking in, then dictate the visit note on your way out. Pronto logs it and sets up the follow-up.
CRM customization
Set up fields, views, and workflows around how your team sells, from branch coverage to quote approvals.
Also on the list
- Outlook & Gmail sync
- Calendar sync
- Campaigns & call lists
- Goals & quotas
- Roles & permissions
- Audit trail
Show all 15
- Quote approvals
- Voice note logging
- Reorder alerts
- Product recommendations
- Account plans
- Full SKU catalog search
- ERP data built in
- SOC 2 Type II
- Don't see it?Ask our team
When a 30-year rep retires, does their customer knowledge go with them?
With Proton CRM, a rep's customer knowledge stays with the account when they retire. Order history, visit notes and open quotes live in one shared record, so the next rep starts with the full history, and veteran reps take to it as fast as new hires.
What a veteran rep knows
What a veteran rep knows Where it lives in Proton
- “Which accounts buy what, and how often”Order historyEvery order by product, pulled in from your ERP
- “What was promised on the last visit”Visit notesLogged by voice after each call, visible to everyone on the accountVoice note
- “Who has quietly stopped buying something”Buying alertsFlags a product line an account has stopped orderingGoing quiet
- “Which quotes are still worth chasing”Open quotesEvery open quote, with a reminder to follow up$8,450 open
3 of 5top Proton users are over 60“Guys that I would think there's no freaking way they're gonna use this, they're all over it.”
Sean KinterSales Development Manager, Midwest WheelRead the story 
72%of monthly users are in Proton every day“Our expectation coming in, as with any new technology, was that our younger employees are going to be faster adopters than our more tenured team. But what we saw with Proton was both sides adopting it pretty quickly.”
Eric WessingerPresident & CEO, Richards SupplyRead the story - Electrical distributorDay 1A new rep from outside the industry held knowledgeable customer conversations
“I like to think about what comes next: what makes this a viable business 20 years from now, long after I'm gone.”
VP of SalesElectrical distributorRead the story
Pronto, the AI teammate inside the CRM
Ask for the account brief, dictate the visit note, or have Pronto draft the follow-up. Available on desktop and mobile:
How an AI agent changes quote follow-up
An agent does the prep overnight. Reps start the day with follow-ups to review instead of a report to dig through, and nothing reaches a customer until a rep sends it.
“Whereas in the past, a lot of times you just kind of quote and forget.”
Casey Nickell, Sales Manager, Dakota RiggersRead the Dakota Riggers story 
8–25% sales growth for Midwest Wheel’s top Proton users
“It’s one of the greatest sales tools that we’ve ever had at Midwest Wheel.”Read the Midwest Wheel story
Start with CRM, then add modules as needed
Use CRM on its own above your ERP. Add modules that share its data, so Pronto can work across them. Pricing AI, Inventory AI, Sourcing and Order Management are coming soon.
Know who to call and what to sell
Find spending gaps, at-risk accounts, and cross-sell opportunities. Give each rep a plan for who to call and what to discuss.
Evaluating CRMs? Don’t wing it
Grab the CRM RFP template, built for distribution leaders: must-ask questions, side-by-side comparison frameworks, and pitfalls to avoid.
Proton CRM is customer relationship management software built for distributors. It brings customer records, sales activity and ERP history together, then uses AI to help reps prioritize accounts and find sales opportunities. Inside sales, outside sales and customer service teams share the same account context, with managers able to track pipeline, activity and adoption. The goal is to turn order takers into order makers.
Proton CRM uses order history and account activity to rank sales opportunities, flagging reorders, accounts that have gone quiet, cross-sells and quotes needing attention. Recommendations reflect each customer's buying patterns and similar accounts, giving reps a reason to call and something useful to discuss. Follow-up tasks keep the next step visible. Swish has attributed $3.2 million in new revenue to Proton insights and follow-ups.
Yes. Proton CRM connects to any ERP and can bring together information from multiple ERPs. Your ERP remains the system of record. Proton's in-house team maps the customer, product and order data needed for CRM, so reps can work from account history and a searchable catalog without replacing the systems that run your business.
Proton CRM brings in account and transaction data from your ERP, syncs email and calendar activity, and lets reps dictate notes through Pronto. Reps add the context only they know, such as what a customer said and the next step they agreed to. Pronto files notes to the account, sets follow-up tasks and drafts emails for review, cutting the work around a call.
Pronto answers questions about your connected business data, including customers, products and inventory. A rep can ask for an account summary before a call, check stock or alternatives, or draft a follow-up using the account's context. Pronto works on desktop and mobile. The data it can use and the work it can do depend on your connected systems and Proton modules; people review its drafts before acting on them.
Yes. Inside reps can use Proton CRM to prioritize outreach, prepare for calls and spot reorder or cross-sell opportunities during inbound conversations. Outside reps can check account history, plan visits and dictate notes on mobile. For quote-heavy sales, Proton pulls quotes from your ERP, tracks their status and reminds reps to follow up. Shared account records help sales, customer service and quoting teams coordinate the next step.
Proton's in-house team handles implementation and integration. Your sales and IT leads help choose the first workflow, provide access to the relevant systems and check representative accounts, products and quotes in Proton CRM. Proton configures the CRM around how your team sells. Together, we agree a rollout plan and prepare reps with training built around distributor workflows.
Proton starts with something useful for the rep: a prioritized call list, account context and relevant products to discuss, with less research and rekeying around each conversation. Your dedicated customer success manager helps drive adoption, and training uses distributor workflows. Leadership has a role too. Agreeing how the team will use Proton, reinforcing it in coaching and listening to rep feedback help make it part of the working day.
Yes. Proton CRM supports configurable fields, views, workflows and pipelines, so it can reflect your sales process, product lines and team structure. Proton's team works with you on that setup. Managers can use prebuilt reports or custom dashboards to track pipeline, goals, rep activity and CRM adoption, then coach from the same information reps use.
Review the incremental revenue Proton estimates it is driving, alongside time saved and the number of customers your team can cover. Work with your Proton team to agree a baseline and review the results, including added capacity and planned hires avoided. Swish's inside sales leader reported cutting account research from 10–15 minutes to a minute or two. That is time reps can put back into customer conversations.
Proton has a SOC 2 Type II report, with security documentation available through its Trust Center. Your data is never used to train AI models. Role-based access lets you control which records and actions people can access, and Proton writes to your ERP only through paths your team approves. Your IT team can review the report's scope, access controls and data flows as part of evaluating the rollout.
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