WebPresented CRM (WPCRM): Use-Cases, Insights and Reviews | 2026 Cuspera

4.52 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(150)

The Full Box CRM for Wholesale Distribution

AI Powered

WebPresented CRM (WPCRM) Overview

WPCRM is a Full Box CRM for wholesale distribution, fully integrated with the ERP. Real results are provided from existing data to match business processes.

Use Cases

Customers recommend Proposal & Quote Management, Competitive Intelligence, Campaign Management, as the business use cases that they have been most satisfied with while using WebPresented CRM (WPCRM).

Other use cases:

Relationship Management
Products & Pricelist Management
Measuring Customer Satisfaction
Generation Of New Leads
Rating And Review Management
Contact List Management
Contract Management

See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using WebPresented CRM (WPCRM).

Other priorities:

Acquire Customers
Improve Internal Communications

See all business priorities See less business priorities

WebPresented CRM (WPCRM) Use-Cases and Business Priorities: Customer Satisfaction Data

WebPresented CRM (WPCRM) works with different mediums / channels such as Mobile.

Reviews

"By using WPCRM’s Analytics and automated notifications, our sales teams are now much more informed and feel empowered. We are finding opportunities to make our account managers more efficient which allows them to Increase sales." - Jamie Wilkinson

Peer review evidence (same sources as the product rating summary)

"...The tool reaches far beyond traditional CRM, to areas such as Quoting, Mobile Order Entry, Business Intelligence (BI), Artificial Intelligence (AI), and Predictive Analytics...." Case Study Dalco

"...The tool reaches far beyond traditional CRM, to areas such as Quoting, Mobile Order Entry, Business Intelligence (BI), Artificial Intelligence (AI), and Predictive Analytics...." Case Study McNaughton-McKay

"...Having previously used Constant Contact to send bulk emails, GSG found the lack of integrated profiling capabilities, and the lack of ability to see what had historically been sent to which customers, made management of campaigns difficult. ..." Case Study Graphic Solutions Group

WebPresented CRM (WPCRM), belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for WebPresented CRM (WPCRM)

Top Industries

Consumer Services
Wholesale
Publishing

Popular in

Mid Market
Enterprise

WebPresented CRM (WPCRM) is popular in Consumer Services, Wholesale, and Publishing and is widely used by Mid Market, and Enterprise,

WebPresented CRM (WPCRM) Customer wins, Customer success stories, Case studies

What Are the key features of WebPresented CRM (WPCRM) for Proposal & Quote Management?

11 buyers and buying teams have used Cuspera to assess how well WebPresented CRM (WPCRM) solved their CRM needs. Cuspera uses 150 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Jamie Wilkinson Corporate Director McNaughton-McKay	By using WPCRM’s Analytics and automated notifications, our sales teams are now much more informed and feel empowered. We are finding opportunities to make our account managers more efficient which allows them to Increase sales. Testimonial By Jamie Wilkinson
WAXIE Sanitary Supply	WPCRM Quoting makes my job so much more efficient. I was able to send the quote to my customer while still sitting in her office! Just today, I quoted another customer in the parking lot walking into a meeting. I love it. Thank you for investing in efficiency and productivity. Testimonial By WAXIE Sanitary Supply
Matt Hartman President FST Logistics	We chose WPCRM because they have a proven track record of being able to do the integration. People talk about integration, but what does integration really mean? WP is a company I have a tremendous amount of respect for and who has a proven track record of being able to deliver the integration to t...he back-office products, which was critical to us. Testimonial By Matt Hartman

CUSTOMERS	TESTIMONIALS
Jamie Wilkinson Corporate Director McNaughton-McKay	By using WPCRM’s Analytics and automated notifications, our sales teams are now much more informed and feel empowered. We are finding opportunities to make our account managers more efficient which allows them to Increase sales. Testimonial By Jamie Wilkinson
WAXIE Sanitary Supply	WPCRM Quoting makes my job so much more efficient. I was able to send the quote to my customer while still sitting in her office! Just today, I quoted another customer in the parking lot walking into a meeting. I love it. Thank you for investing in efficiency and productivity. Testimonial By WAXIE Sanitary Supply
Matt Hartman President FST Logistics	We chose WPCRM because they have a proven track record of being able to do the integration. People talk about integration, but what does integration really mean? WP is a company I have a tremendous amount of respect for and who has a proven track record of being able to deliver the integration to t...he back-office products, which was critical to us. Testimonial By Matt Hartman

Midwest Hose & Specialty Inc. - Manufacturing - Medium

Oklahoma City, USA

WPCRM helped Midwest Hose move from a clunky, fragmented CRM to a user-friendly system. The new platform centralized customer data and improved dashboard visibility. Sales reps now track activity in ...one place, and management reviews clear dashboards daily. Fast implementation and a mobile app boosted team adoption. Midwest Hose is now positioned to use AI-driven product suggestions for more sales opportunities.

Electrical Equipment Company (EECO) - Wholesale - Medium

Raleigh, USA

WPCRM helped Electrical Equipment Company (EECO) solve problems with sales data visibility and complex distribution needs. EECO’s executives and sales reps now use dashboards to quickly see sales fun...nels and spot gaps. Sales reps save time with easy opportunity updates and personalized views. WPCRM’s features for distribution, like multi-bid management, fit EECO’s business model. EECO values the partnership and the ongoing strategic support from WebPresented.

Specialty Products & Insulation (SPI) - Wholesale - Large

Charlotte, USA

WPCRM helped Specialty Products & Insulation (SPI) fix scattered data, manual quoting, and poor reporting. SPI used WPCRM’s ERP integration and mobile tools to centralize customer info and speed up q...uoting. AI-driven insights let sales reps find upsell chances and act fast. SPI saw an 89.3% user adoption rate and a 106% jump in sales rep interactions. The new CRM made sales easier and helped SPI grow.

Livingston & Haven - Wholesale - Small

Charlotte, USA

WPCRM helped Livingston & Haven move from an internal CRM to a specialized solution for wholesale distribution. The team valued WPCRM’s alignment with their sales processes and industry needs. WebPre...sented worked closely with Livingston & Haven to tailor the CRM, matching their sales training language. The collaborative approach improved adoption and made WPCRM a core part of daily operations. The result was a seamless integration that supported their business goals.

First Supply - Wholesale - Medium

Madison, USA

WPCRM helped First Supply, a leading Midwest distributor, transform their quoting process. The new quoting module let teams handle quotes with up to 450 line items faster. Grid view and stock availab...ility features sped up pricing and improved order conversions. Automating submittable and O&M books saved hours of manual work. Win rates jumped from 8% to 34.5% in six years. First Supply became a top performer in their organization with smarter, more efficient sales operations.

Dalco - Wholesale - Medium

USA

Dalco used WPCRM to let sales reps create quotes and orders from mobile devices. Before, reps had to call inside sales for pricing and inventory, causing delays. With WPCRM, reps accessed real-time E...RP data and made quotes on the go. In six months, they created over $14 million in quotes and converted about 50% into orders. The team quickly adopted the tool and improved productivity.

More WebPresented CRM (WPCRM) Customer Stories...

George Temple: GSG | WPCRM Customer Testimonial

Peers used WebPresented CRM (WPCRM) for proposal & quote management and competitive intelligence

WebPresented CRM (WPCRM) Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.40/5 ★ Read Reviews (7)
Analytics	4.73/5 ★ Read Reviews (23)
Custom Reports	4.43/5 ★ Read Reviews (19)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.40/5 ★ Read Reviews (7)
Analytics	4.73/5 ★ Read Reviews (23)
Custom Reports	4.43/5 ★ Read Reviews (19)

Software Failure Risk Guidance

for WebPresented CRM (WPCRM)

Top Failure Risks for WebPresented CRM (WPCRM)

WebPresented LLC News

Product 06/08/2025

From Data to Deals: How Distributors Use CRM and Attribution to Drive Revenue Growth

WebPresented highlights the importance of CRM and attribution in the distribution industry. Using AI-powered CRM tools like WPCRM's Plaimaker, distributors can gain insights into customer interactions and improve quote conversion rates. This approach helps protect revenue, reduce onboarding costs, and lower sales rep turnover by providing actionable insights and streamlining sales processes.

Product 24/04/2025

Go Beyond Standard Reporting with Custom Dimensions for Distributors

WebPresented has launched Custom Dimensions for Distributors, a new reporting feature in WPCRM. This enhancement allows distributors to define and analyze data by custom criteria, such as product groups or customer segments. The feature supports smarter, faster decision-making and enables actionable analytics for sales, marketing, and executive teams in distribution-focused industries.

Executive 02/12/2024

Christalyn Duff joins WebPrented

Christalyn Duff joins WebPresented as a UI/UX Designer, bringing 15 years of design experience to enhance user-centered design for their software products.

Awards 15/10/2024

WebPresented Wins Technology Partner of the Year Award for the Americas from Dotdigital!

WebPresented has been awarded Dotdigital's Technology Partner of the Year for the Americas in 2024, recognizing their innovation and collaboration in CRM and marketing automation.

WebPresented LLC Profile

Company Name

WebPresented LLC

Company Website

https://webpresented.com/

HQ Location

Columbus, OH

Employees

11-50

Social

Financials

PRIVATE