HubSpot Retail CRM for Consumer Product Companies.

Elite Solutions Partner for Consumer Products & Retail.

Trade Accounts & Wholesale Sales

Consumer goods companies sell to retailers, distributors and dealers, each with their own buyers, locations, terms and reorder cycles. We structure HubSpot around those trade accounts. That means parent and child records for retail chains, plus pipelines for new doors, reorders, and trade, contract and corporate programs. Territories cover every rep, including manufacturer reps, rep groups and brokers.

Reps open one record before a buyer meeting or line review and see open orders, order history and the next reorder date. For wholesale orders outside EDI, HubSpot quotes and Revenue Hub  handle quoting, invoicing and payments. We also connect your B2B ordering portal so web orders land on the right account.

ERP, Order & Inventory Data Sync.

Your ERP holds orders, inventory, pricing and credit, and your teams trust it. We build HubSpot NetSuite integrations and HubSpot ERP integrations for Acumatica, Microsoft Dynamics 365 Business Central, SAP Business One and other systems, so account records match what the ERP says. Retailer purchase orders that arrive through EDI flow through the ERP onto the right HubSpot account.

Every integration starts with a field map: which system owns each record, which way data syncs, how often, and what happens when records conflict. We decide how much order detail lives in HubSpot, from every line item to rolled-up purchase history, and extend your data model with HubSpot custom objects for stores, dealers and product registrations. Your HubSpot product library mirrors the ERP's SKUs, and a HubSpot Amazon integration can add marketplace orders to the same account history.

Retail Partner, Dealer & Sell-Through Visibility.

Brands selling through retailers and dealers need to know which partners are growing, which are slipping and what sells off the shelf. We set up channel partner management in HubSpot, with dealer networks, partner programs and store locations as custom objects. Your dealer CRM routes consumer inquiries to the nearest dealer or store location. Tiers, agreements and performance sit on every partner record.

Sell-in comes from the ERP. Sell-through data usually arrives in retailer reports, and HubSpot's Data Studio can bring those files into reports and workflows. Leadership sees both in one dashboard by account, product and region, and health scores flag partners at risk before the next reorder slips.

DTC, First-Party Data & Consumer Marketing.

When a retailer makes the sale, the brand rarely sees the buyer. We help consumer brands build first-party data in HubSpot from DTC store sync, retail POS integration, product registration, warranty claims and loyalty data. Matching rules and duplicate contact cleanup keep a single customer view across in-store and online purchases, which is the foundation of an omnichannel CRM.

That data powers segmentation by purchase history, product and channel for launches, seasonal campaigns and replenishment reminders. We plan which records count as HubSpot marketing contacts so costs stay under control as your list grows. Email and HubSpot SMS campaigns run on that data, with SMS consent tracking from day one. Deal pipelines, appointments and quotes handle high-ticket consumer purchases.

Consumer & Trade Service at Volume

Service teams handle WISMO ("where is my order") requests, returns, exchanges, repairs and warranty claims from consumers, plus escalations from retail partners. We build Service Hub around those workflows, with ticket pipelines for returns and warranty claims management, SLAs, and order, product and registration details on every ticket.

A knowledge base, customer portal and order status tracking answer common questions so agents can focus on complex cases. We also connect the warranty management software or returns management software you already use, so every claim and return shows up on the customer's HubSpot record.