What does the most loved CRM in distribution look like?
Why Proton’s not just “another CRM”
We’re not here to store data. We’re here to move product.
A CRM that gets reps to actually sell
There’s a paradox in distribution sales. You hire reps to sell, but most of their day is spent on admin work — not selling. Too much data. Not enough focus.
We use AI (built-in, not bolted on) to cut the noise and help your team focus on what matters: growing accounts, following up, and closing.
Yes, we’ve got the classic CRM features. But our focus is on helping your team sell more and ramp faster
Proton has made our sales team much more proactive, rather than just reacting to incoming orders. This has helped us increase the order size per invoice.
Built by distributors, for distributors, with distributors
We’re in the field. We listen to reps. We watch what slows teams down. Every feature we build is shaped by real distributor workflows.
The value of Proton for our industry is that right out of the box, it speaks our language. It understands what challenges distribution companies have.
AI at the core
Proton’s AI isn’t layered on top — it’s built into the foundation. It’s trained on your ERP data, understands how your reps actually sell, and gives them a head start on every call, quote, and customer conversation.
And the best part? It keeps learning. Every win makes the system smarter. The more your team sells, the better the AI gets at spotting what works — so your reps aren’t just getting insights, they’re getting an edge that compounds over time.
Proton is a sales stimulant, helping us grow our business through recommended products.
Use it anywhere — really
Available on desktop and mobile, Proton keeps reps productive whether they’re at their desk or in the field.
A CRM that helps you grow your business — not just run it
Give reps back 10+ hours a week to sell
Most reps in distribution are stuck in reactive mode—entering orders, answering calls, and hoping customers keep buying. Proton helps them shift into proactive selling by highlighting at-risk accounts, uncovering missed opportunities, and recommending what to sell next.
Turn order takers into growth makers
Reps who just take orders don’t grow the business. Proton recommends the right products to pitch, uncovers wallet share gaps, and helps reps sell more strategically.
Focus on the right accounts
Most reps only focus on their top 20% of accounts — and ignore the rest. Proton surfaces opportunities hiding in the long tail and makes it easy to spot where you’re leaving money on the table.
Stop losing revenue to missed follow-ups
Dropped balls on quotes and follow-ups cost you real money. Proton brings those to the surface so reps know exactly what needs action — and when.
Everything your sales team needs. Nothing they don’t.
Territory management
View and prioritize all your accounts in one place. See where reps should focus to protect and grow revenue.
Account visibility
Get a 360° view of each customer (orders, quotes, gaps, emails, and more). One screen. Everything reps need to grow their book.
Lead management
Track, assign, and follow up on leads without spreadsheets. New business stays organized and moves forward faster.
Pipeline management
See every opportunity and where it stands. Build multiple pipelines by product line, sales motion, or supplier — whatever fits your model.s stays organized and moves forward faster.
Collaboration
Assign tasks, tag teammates, and share notes — all within the CRM. Everyone stays on the same page, no extra tools needed.
Quote management
Enter quotes directly in Proton and manage them from one place. Never lose track — easier follow-up, higher conversion.
Task management
Track to-dos at the rep and team level. Make it easy to follow up — and harder to drop the ball.
Reporting & forecasting
Use pre-built CRM reports built for distribution. Go deeper with the built-in BI tool when you need custom dashboards.
Automation
Automate everyday workflows like task creation, lead routing, and follow-ups. Save time and reduce manual work.
Yes, we work with your systems
ERP integration — because it’s non-negotiable
If your CRM doesn’t integrate with your ERP, it’s dead on arrival. Proton pulls in real-time pricing, inventory, customer data — and maps it to workflows reps already follow.
Connect everything else
Email, calendar, document storage, marketing platforms — if it helps reps sell, we can connect it.
Alright, you’re sold. But what about rollout?
We handle implementation with white gloves. No dumping it on you and walking away. You’ll have a dedicated team who knows distribution and works with you end-to-end.
Our expectation coming in, as with any new technology, was that our younger employees would adopt it faster than the more tenured team. But with Proton, both groups picked it up quickly.
