Every relationship.
One complete picture.
Clients, companies, contacts, suppliers, leads and deals — organized in one CRM that already knows every quote, order and payment.
Why it matters
Your customer history shouldn’t live in someone’s inbox
Wholesale cannabis runs on relationships. Budspot keeps them in one place.
The old way
- Buyer details split across phones, email and spreadsheets
- No idea what a client ordered last month
- Leads forgotten when a rep is out
- Supplier contacts stored separately from purchase orders
With Budspot
- One profile per client with contacts and company details
- Quotes, sales orders and payments on the client record
- Leads and deals visible in a shared pipeline
- Suppliers linked to purchase orders and intakes
Core capabilities
A CRM that speaks wholesale
Client accounts
License info, terms, contact details and full order history for every buyer.
Companies
Group the people and locations that belong to the same business.
Contacts
Every decision-maker, buyer and receiver — with how to reach them.
Leads
Capture prospects and convert them into clients when they buy.
Deals & pipelines
Track opportunities stage by stage on a visual board.
Suppliers
Keep vendor details next to the purchase orders you send them.
Day to day
From first contact to repeat buyer
Step 1 of 4
Add a lead
Add a lead
Log a new prospect with company and contact details the moment you meet them.
- Lead details & source
- Company & contacts
- Owner assignment
Outcomes
Relationships that scale with you
One source of truth
Everyone works from the same client profile.
Better service
Know a buyer’s history before you pick up the phone.
Faster quoting
Client details flow straight into quotes and orders.
More repeat sales
Never lose track of a lead or an active deal.
Connected ecosystem
Where every sale begins
Client data powers quotes, orders, fulfillment and accounting automatically.
Get started today
Bring your clients into one place
Set up your CRM and connect it to your sales workflow today.
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