Best tools for managing wholesale accounts (2026)

The right tool depends on how many accounts you manage and how complex your wholesale operation is.

Under 20 accounts: Spreadsheet + email templates

Honestly, you don't need software yet. A Google Sheet with: account name, contact, payment terms, order history, next reorder date, outstanding balance. Plus 5-6 email templates for common communications.

Cost: Free.

Limit: Falls apart around 20-30 accounts when you start forgetting things.

20-100 accounts: Shopify B2B or a simple CRM

Shopify B2B — if you're already on Shopify, this is the path of least resistance. Wholesale pricing, customer-specific catalogues, net terms, draft orders. All inside your existing platform.

HubSpot Free CRM — if you need relationship tracking, deal pipeline, and email sequences. Not ecommerce-specific, but good for managing the human side of wholesale.

Cost: Free to ~$50/month.

100+ accounts: Dedicated wholesale platform

JOOR — the industry standard for fashion wholesale. Digital showrooms, line sheets, order management, payments. Used by major brands.

NuORDER — similar to JOOR, strong in apparel and accessories.

Faire — marketplace model, good for discovery but they take a commission.

Cost: $100-500+/month depending on features and volume.

The AI layer

Regardless of which tool you use, AI can sit on top and handle:

• Reorder reminder emails based on purchase patterns
• Invoice follow-up sequences
• Account health monitoring (flagging declining order frequency)
• Categorising and prioritising incoming wholesale emails

See how AI affects wholesale and ecommerce operations →

Further reading

• InboxAgents: AI for wholesale communication