The CRM that runs on projects — not just contacts.
D4CRM is the operating system for project-based B2B distribution — quotations, territories, partners and field activity, all built around the one thing that matters: the deal in front of you.
Everything your team needs to close project-based deals
A complete platform purpose-built for distributors and wholesalers — no generic CRM workarounds, no bolt-on spreadsheets.
Project-centric pipeline
Deals built around real projects — track specs, stakeholders, timelines and competing partners across multi-month cycles.
Quotation engine
Versioned quotes, margin controls, approval workflows and one-click revisions tied directly to the project record.
Territory management
Assign reps and partners by geography, segment or account. Visualize coverage and rebalance with a few clicks.
Partner network
Bring contractors, integrators and channel partners into the deal — with role-based access and shared activity feeds.
Field activity tracking
Site visits, calls and follow-ups captured from mobile, geo-stamped and rolled up to the project automatically.
Forecasting & analytics
Weighted pipeline, win/loss analysis and rep performance — built for the long-cycle, multi-stakeholder reality.
From first inquiry to closed project — in one system.
Capture the project
Log a new project from any source — RFQ, site visit, partner referral — with stakeholders, specs and a target close window.
Run the deal
Issue and revise quotations, assign partners, log every touchpoint and keep the whole team aligned on next steps.
Win and analyze
Convert to order, hand off cleanly to fulfillment, then turn every closed project into actionable forecasting data.
Six modules. One unified platform.
Use what you need today, expand as you scale. Every module shares the same data model and security perimeter.
Projects
CoreThe core record — every spec, stakeholder, document and decision in one timeline.
- Multi-stakeholder roles
- Document versioning
- Timeline view
Quotations
CoreConfigurable line items, margin guardrails and approval chains tuned for distribution.
- Version history
- Margin controls
- Approval workflows
Territories
CoreCarve up coverage by geography, segment or account — and rebalance without losing history.
- Geo & account-based rules
- Coverage heatmaps
- Rep load balancing
Partners
CoreInvite channel partners and contractors into deals with scoped, role-based access.
- Partner portal
- Co-selling activity feed
- Commission tracking
Field Activity
CoreVisits, calls and follow-ups captured on mobile and tied directly to the project.
- Geo-stamped check-ins
- Offline mode
- Voice-to-note
Analytics
CoreWeighted forecasting, win/loss insights and rep scorecards built for long sales cycles.
- Custom dashboards
- Pipeline forecast
- Win/loss analysis
Enterprise-grade by default.
D4CRM is trusted by regulated distributors across construction, industrial, healthcare and energy. Security isn't a tier — it ships with every plan.
Request our security packet →SOC 2 Type II
Independently audited controls across security, availability and confidentiality.
End-to-end encryption
TLS 1.3 in transit, AES-256 at rest. Customer-managed keys available on Enterprise.
SSO & SCIM
SAML 2.0 single sign-on and automated user provisioning out of the box.
GDPR & ISO 27001
Compliant by design with regional data residency for EU, UK and APAC customers.
Regional data residency
Pin your tenant to EU, US or APAC regions with zero application changes.
99.9% uptime SLA
Multi-AZ infrastructure with automated failover and 24/7 incident response.
Built in the open. Shipped on schedule.
A look at what we've shipped recently and what's next.
Mobile field app v2
Offline-first site visit logging, voice-to-note and instant project sync.
Quotation approval workflows
Multi-tier approvals with margin guardrails and audit trail.
AI deal copilot
Surface stalled deals, suggest next actions and auto-summarize project history.
ERP connectors
Native SAP, Oracle NetSuite and Microsoft Dynamics two-way sync.
See D4CRM running on a deal that looks like yours.
30 minutes. Your project type, your territory model, your quotation workflow — live in a sandbox tailored to your business.