The CRM that knows what
your customers actually buy
Generic CRMs stop at the deal. Acore CRM is wired into your orders, inventory, and accounting — so your team sells from the whole story: what each account ordered, what they paid, and what you can ship today.
Or start with your data — Free CRM Scorecard →150k+
contacts handled in production
$2.4M
pipeline tracked at one client
0
deals re-keyed into ops
app.acoretechnology.com/crm/deals
Pipeline & forecasting
A pipeline you can take to the bank
Every deal carries a stage, an owner, a close date, and a weighted value — so the pipeline number is a forecast, not a guess. Flip between board and table views, filter by owner or stage, and export the whole thing to Excel for Monday's meeting.
Weighted pipeline value and expected revenue, live
Overdue deals flagged before they go cold
Board for working the pipeline, table for reporting it
One-click Excel export for leadership reviews
app.acoretechnology.com/crm/deals
Leads that come to you
Ad clicks become pipeline, automatically
Connect your Meta lead ads and every form submission lands in the CRM as a lead — full payload captured, source attributed, ready to assign. No CSV exports, no Zapier duct tape, no lead sitting in an inbox for three days.
Meta (Facebook & Instagram) Lead Ads webhook, native
Web forms, popups, and campaign responses in one queue
Automatic source attribution on every lead
Route leads to owners by territory or product line
Dana Whitfield · Beacon Grand Hotel
Meta Lead Ad — "Uniform Program 2026"
2 min ago
Marcus Lee · Fieldstone Provisions
Website form — B2B portal request
1 hr ago
Priya Raman · Cedar & Main Retail
Popup — Trade Show Spring 2026
Yesterday
Illustrative view — lead inbox with automatic source attribution
Signals to action
AI insights grounded in conversations and operations
A customer mentions an expansion in chat. Acore connects that signal to their CRM history, prior orders, negotiated pricing, and projected inventory — then recommends the next best action with every source attached.
Conversation signals become prioritized opportunities
Every insight links back to its source evidence
Explicit confidence and AI-inference labels
Human approval before messages, quotes, or changes
app.acoretechnology.com — cited AI insights
And the rest of the toolkit
Built for wholesale relationships
Campaigns & popups
Run outreach campaigns and capture interest from events and popups — every response lands as a lead with its source attached.
Quotes on customer pricing
Build quotes from your live item catalog at each customer’s negotiated price — then convert the won deal straight into a sales order.
Territory map view
See customers and prospects on a map — plan routes, spot coverage gaps, and prioritize visits by account value.
Accounts with hierarchy
Parent and child companies, multiple locations, shared billing — modeled the way wholesale relationships actually work.
Modular by design
Works better together
Acore products are designed to connect across growth, sales, operations, and buying. Start with the problem that matters now, then connect the next workflow when you are ready.
Your pipeline, connected to reality.
Bring your current spreadsheet or CRM export to a 30-minute call. We'll show you your own pipeline running in Acore CRM.
We onboard a maximum of two new implementations per quarter.