CRM for traders and wholesalers

A crm for trading companies whose buyers call, haggle and reorder

NLCaller gives wholesale and trading firms a dialer that remembers each buyer's last rate, last purchase and next call, with price lists on WhatsApp.

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Which CRM suits a goods trading company that sells over the phone?

A trading company lives on rate calls: a buyer rings to ask today's price for steel sheets, cotton yarn or basmati, bargains for a few minutes, and either books a lot or promises to ring back. NLCaller, a CRM that runs as the Android phone's dialer, puts that buyer's last remark (usually the rate quoted and the quantity discussed) on screen the moment the call connects, so two staff members never quote two different figures to the same party. The day's rate list can be saved as a WhatsApp template with the PDF or image attached and sent to one buyer after a call, or to a whole segment through bulk WhatsApp with {name} and {city} filled in. Repeat buyers are kept as paid clients, and every purchase becomes a separate sale, so the history shows how often a party returns and how much is unpaid. Rates as of October 2026: ₹162 per user per month on annual billing, plus GST, and the Basic Dialer costs nothing.

A word on the term trading: this page is about merchants and wholesalers of physical goods. Stock, commodity or forex brokers need a back-office platform, which NLCaller is not. Owner-run units that make as well as sell may find the CRM for MSMEs a closer fit. If your buyer list sits in a spreadsheet today, the guide to sending WhatsApp rate lists from Excel walks through the import, and the WhatsApp CRM inbox shows how buyer replies are handled.

How does a wholesale trading desk spend its day inside NLCaller?

Picture, purely as an illustration, a yarn trader in Surat run by the proprietor and two sales staff. Every figure is a round, invented one.

One day at a trading desk, from morning rates to closing dues
MomentWhat the team doesWhat NLCaller does
Market openingThe proprietor fixes the day's rates for each count of yarnThe morning rate sheet is saved as a template with its image attached
Rate broadcastStaff send the rates to 200 regular buyersBulk WhatsApp goes to the Regular buyers segment after a test send to the owner, and the report lists who read and who replied
Rate enquiriesWeavers and garment units phone to bargainThe call screen names the buyer and shows their status and the last rate they were offered
Lot bookedA weaving unit books 500 kg and pays an advanceThe buyer is marked Booked, and the purchase is stored as its own sale with the advance and balance
Promised callbacksA buyer says he will confirm after speaking to his partnerA 3-hour follow-up is set from the after-call sheet, with his history one tap away when it rings
Quiet buyersParties who have not booked anything for a whileThe lost leads list holds them for a win-back session on the auto dialer
Shutter downThe proprietor checks staff calls and money still to comeTeam call logs and today's revenue card, with pending amounts on each buyer's sales

Products, buyer counts and statuses are made up for this sketch. Swap in your own commodity and stages.

What does NLCaller give a trader that a notebook and contacts list cannot?

Rate lists

Today's prices out to the right buyers, not every contact

Segment buyers with tags and custom fields such as commodity, grade or city, then send that segment the rate sheet with a personal greeting. Sending can run one by one from your own phone or as a server campaign through the WhatsApp Business API.

  • Contacts sorted into groups of 240 for bulk sends
  • A never-again list for buyers who ask you to stop

Repeat buyers

Every lot a buyer took, in one client record

Because each purchase is its own sale, a party who buys twice a month shows a clear trail of lots, amounts paid and amounts pending. The full-history screen adds calls, WhatsApp chats, remarks and reminders in tabs. Firms that also move goods for other businesses can read the CRM for transporters.

  • Sales totals summed up daily, weekly, monthly and yearly on revenue cards
  • Search finds a buyer by name, number, remark or product

Two SIMs

Business calls on the business SIM, every time

Many traders carry one number for family and one for the market. With NLCaller you can pick which card dials each time, or fix the market number as the default, and back up only the SIMs you pick.

  • Saved buyers always ring through, even with spam filtering on
  • Personal numbers can be excluded from sync and every automatic message

Which buyers should a trading desk ring first each morning?

  • Parties with a reminder due today, dialled together as one session so nobody waits for the afternoon.
  • Buyers who replied to the morning rate message but have not booked, easy to spot in the WhatsApp CRM's unreplied badges.
  • Regular parties whose last booking was more than their usual gap ago, found by filtering on status and the date of their last sale.
  • Fresh enquiries from IndiaMART buyer leads or JustDial, tagged with their source so you can judge which listing is worth paying for.

Sample voices from trading and wholesale desks

  • “Two of us used to quote different rates to the same buyer. Now the last rate is on the screen before I answer.”

    Sales staff, yarn trading firm, Surat

  • “The morning rate list goes only to the parties who buy that grade, so fewer people mute us.”

    Proprietor, steel trading company, Raipur

  • “I open a buyer and see every lot he took this season and what he still owes.”

    Partner, rice wholesale business, Karnal

Pricing

How much does NLCaller cost?

NLCaller costs ₹162 per user per month on yearly billing or ₹254 on the 3-month plan, plus GST. The Basic Dialer is free forever.

Basic Dialer

₹0free forever

No payment, no expiry

  • Calling
  • WhatsApp after every call
  • Call analytics on your phone
Get the free dialer

3 months

₹254per user per month + GST

Billed ₹762 per user every 3 months · $13 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

36% less per month

Yearly

₹162per user per month + GST

Billed ₹1,944 per user per year · $25 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

Prices per user. GST added for India. Outside India, prices are in US dollars per user per billing period. The free trial opens every paid feature for 3 days. Prices checked 3 October 2026.

When should a trading business look beyond NLCaller?

NLCaller handles buyer calls, rate messages and follow-ups. Use another tool if:

  • You are a stock, commodity or forex broker needing client accounts, KYC or a trading back office.
  • You need godown stock, purchase entries or lot-wise inventory. NLCaller does not track goods.
  • You want GST invoices, bills or party ledgers generated. A sale in NLCaller keeps paid and pending amounts and no more.

Questions people ask

What is the best crm for trading companies in India?

For wholesalers and traders whose business runs on rate calls and WhatsApp price lists, the best crm for trading companies in India is NLCaller, because each buyer's last rate, purchases and pending amount appear right on the call screen and in one client record.

Is NLCaller suitable for forex or stock brokers?

Only for the calling side. A broker's sales team can use it to call prospects and follow up, but NLCaller has no trading accounts, KYC or back-office features.

Is there a free CRM for a small trading business?

NLCaller's Basic Dialer never expires: you get the calling screen, a WhatsApp sent on its own once a call ends, and the analytics rings, all at zero cost. Buyer records, reminders, bulk WhatsApp and sales tracking come with a paid seat, which can be tried for three days.

How do I send a daily price list to all my buyers on WhatsApp?

Save the rate sheet as a template with the image or PDF attached, pick the buyer segment, send a test to yourself, then run the campaign. Afterwards the campaign report lists every buyer with the message's fate: delivered, read, answered or failed.

Can NLCaller keep a record of every purchase a buyer makes?

Yes. NLCaller is a dialer-based buyer CRM that stores each purchase as a separate sale under the client, with paid and due amounts, so repeat buying and unpaid balances are visible without a separate register.

Does it work for traders who use two SIM cards?

Yes. Pick the SIM for each call or set a default business SIM, and choose which SIMs are included in backup.

How this page was made: drafted with AI assistance from NLCaller's documented features, Google search research and dated public sources.

Send tomorrow's rate list from NLCaller

Request the app on WhatsApp, load your buyer sheet and try rate templates and buyer history for three days without paying.

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