Management
Distributor
- Management
- Reporting
- CRM
- Payment data
- Inventory
- Commissions
Everything your distribution business needs. One platform.
CRM. Payments. Onboarding. Commissions. Client portals. Automation.
XBM Solutions brings the tools distributors rely on every day into one connected platform — built to simplify operations, accelerate sales, and give you complete visibility across your business.
One connected system
CRMPaymentsOrdersPortalsCommissionsAutomationXBM
The problem
Stop running your business through six different systems.
Your CRM shouldn’t live in one place while payments, commissions, onboarding, orders, and customer information live somewhere else.
XBM Solutions connects the critical pieces of your distribution business into one streamlined ecosystem.
One login. One source of truth. One platform built around your business.
Platform
Six systems. One command.
Select a module. This is the stack a distributor actually runs — not a pile of point tools.
CRM & Sales
A distribution CRM that knows the difference between a warehouse, a territory, and a buying group. Pipeline, activity, and account history in one place — connected to orders, payment data, and commissions.
- Pipelines and follow-ups
- Account and contact history
- Opportunity scoring
- Rep activity feed
XBM Automate
Put repetitive work on autopilot.
Automate follow-ups, onboarding tasks, notifications, assignments, payment reminders, commission workflows, reporting, and more. XBM Automate is the product inside the platform that never clocks out.
- Follow-ups
- Onboarding tasks
- Notifications
- Assignments
- Payment reminders
- Commission workflows
- Reporting
Command
See the whole book in one screen.
A live command surface — sales, payment data, pipeline, commissions, and onboarding. This is a fictional distributor running on XBM.
Northline Distribution
XBM Command · YTD 2026
Sales YTD
$4.28M
+12.4%
Sales this month
$387K
+6.1%
Payments recorded
$3.94M
+9.8%
Open opportunities
47
8 closing
New accounts
12
this month
Commissions
$184K
YTD accrued
Pending onboardings
8
2 in review
Active reps
24
3 regions
Sales
Payment data
Pipeline
- Lead34 · $920,000
- Qualified21 · $740,000
- Proposal14 · $610,000
- Negotiation9 · $480,000
- Won12 · $387,000
Top representatives
- A. Reyes$184,720
- J. Patel$162,440
- M. Chen$141,900
- S. Brooks$128,330
Top products
- NX-440 Controllers22%
- Helix Filter Packs18%
- Apex Line Kits15%
- Meridian Valves12%
Activity
- 2mNew distributor approved — Cascade Supply
- 14m$8,750 payment recorded — Helix Health
- 31mCommission calculated — A. Reyes, $1,240
- 1hNew opportunity created — $64K, Midwest
- 2hCustomer onboarding completed — Voss Industrial
Solutions
Distributor. Sales team. Customer.
You’re not buying a CRM. You’re buying the infrastructure that connects management, the field, and the account.
The field
Sales team
- Pipeline
- Accounts
- Orders
- Commissions
- Tasks
- Resources
The portal
Customer
- Orders
- Invoices
- Balances
- Documents
- Support
- Account information
Payments
Reporting and data. You make the payments.
XBM does not connect to QuickBooks or other outgoing payment tools. We show what is due, what was recorded, and what to pay — then you pay in the systems you already use.
From the books to the pay run
InvoiceWhat’s duePayout dataExportYou pay
Invoice → what’s due → payout data → export → you pay. XBM is the record. Your bank, payroll, or accounting tool is still where money moves.
What you get
- Invoice and balance reporting
- Aging and what’s due
- Commission payout schedules
- Export-ready files for the pay run
What we don’t do
- No QuickBooks connection
- No outgoing payment tools
- No sending funds from XBM
- No payment processing rails
Commissions
Commissions without the spreadsheets.
Configure the path once. A completed transaction writes the earning. Reps see their month. Management sees the organization.
Rep→Territory→Customer→Product→Commission rate
Current month · A. Reyes
- Sales
- $84,720
- Commission
- $9,317
- Pending
- $2,840
- Paid
- $6,477
Sticky software. Once CRM, payment data, customers, and compensation run through XBM, replacing it means replacing the business.
Client portals
Your brand. Your domain. Powered by XBM.
Customers should not have to visit xbmsolutions.com. They visit portal.yourcompany.com — your logo, your colors, your desk.
portal.summitwholesale.com
Summit Wholesale
Customer portal
Open orders
- SO-1842Helix Filter Packs$8,750In transit
- SO-1836NX-440 Controllers$12,400Picking
- SO-1821Apex Line Kits$3,180Delivered
Powered by XBM
Onboarding
From invited to active, in a pipeline you can see.
Distributor, sales-rep, and customer onboarding as guided digital workflows. Payout details live as data on file — XBM does not connect outgoing payment tools.
New distributor
- Company information
- Agreement
- W-9
- Banking
- Payout details
- Product training
- CRM access
- Portal created
Status · Active after training
Management view
- 1Invited
- 2Application
- 3Documents
- 4Review
- 5Approved
- 6Training
- 7Active
Integrations
Connect the tools you already use.
XBM is the operational record. We don’t connect QuickBooks or outgoing payment tools — you export the data and pay where you already do.
Accounting
Export reports. No QuickBooks connection.
Outbound and inbox on the account.
Calendar
Reps, demos, and follow-ups.
Shipping
Carriers and tracking events.
ERP
Items, inventory, and invoices.
E-commerce
Storefronts and wholesale lists.
Marketing
Campaigns tied to accounts.
Exports
CSV and payout files you take elsewhere.
Signing
Agreements and W-9s.
Communication
Desk chat and notifications.
Don’t see your system? XBM’s API can connect operational tools — not outgoing payment rails.
Company
XBM isn’t another tool your business has to manage.
It’s the platform that manages your business.
Software for the stack. Payment reporting inside the account. Implementation when the migration is the hard part. Built for distributors who are done stitching six products into a workday.
Request a demo
Your business. One platform.
CRM. Payments. Orders. Portals. Commissions. Automation.
Thirty minutes. We’ll walk Northline’s command surface on your book of business — then send a written next step.
Powered by XBM.