What it does
White Cup CRM connects distributor sales relationships with enterprise resource planning accounts, transactions, inventory and orders. Implementation validates transferred information and configures roles and opportunity workflows. The combined CRM and business intelligence subscription is priced by annual company revenue with unlimited users.
Prepare the enterprise resource planning (ERP) information the sales team needs: accounts, contacts, invoiced sales, quotes and open orders. White Cup's implementation establishes the connection and asks the customer to validate transferred fields and business rules. Assign a data owner to that check before building reports around the imports.
Configuration workshops define permissions, account relationships and opportunity stages. Test representative sales processes, including which records each role can see, and name internal key users for training and support.
Cost and deployment
Request a quote for the CRM and business intelligence (BI) subscription. Its pricing basis is annual company revenue, with unlimited users and no per-seat charge. Agree the ERP connection and implementation services in the proposal so the commercial scope includes the work needed to start using those records.
Strengths
- Implementation includes validation of transferred customer and sales data
- CRM records can expose related ERP inventory and order context
Best for
- Distributors linking sales relationships to existing ERP transactions
Sources
- White Cup CRM official product and access information (Oct 27, 2026)
- White Cup CRM and BI implementation responsibilities (Oct 27, 2026)
- Purpose Built CRM for Distributors | White Cup (Oct 26, 2026)