B2B Sales Portal and CRM for Manufacturers, Wholesalers, and Distributors

CrikSales (Formerly Crik-IT) centralizes your sales orders, customer data into a single hub. It bridges the gap between your QuickBooks data and your field team, allowing them to close deals without ever touching your accounting software.

Contact For A Demo
Schedule a call

Trusted by businesses around the world

Who uses CrikSales?

CrikSales is the primary tool for manufacturers, franchisors, and distributors looking to:

  • Eliminate Manual Order Entry

    Orders placed by customers or reps sync automatically as Estimates or Invoices in QuickBooks.

  • Empower Sales Reps

    Provide outside reps with real-time inventory, customer aging info, and 20+ sales analysis metrics on the fly.

  • Control Data Access

    Give users the "need to know" info (like inventory levels and order status) without giving them access to your sensitive QuickBooks files.

content
content
content
content

Branded B2B Customer Portal

Give your wholesale customers a self-service experience that feels like retail.

  • Custom Pricing

    Automatically displays the specific price lists you've set in QuickBooks.

  • Order History & Reprints

    Customers can view shipment tracking and reprint their own invoices.

  • 24/7 Ordering

    Reduce "order desk" phone calls by 40% with an invite-only online showroom.

content

Field Sales Rep Portal & CRM

Turn your reps into consultants by putting your entire database in their pocket.

  • Territory Management

    Reps see only their assigned accounts and leads.

  • Live Inventory Sync

    See stock levels in real-time before promising a delivery date.

  • Lead & Opportunity Tracking

    A "no-nonsense" CRM built to nurture prospects through to the first order.

Advanced Sales Analytics

Go beyond basic reports. CrikSales provides Actual vs. Target dashboards and deep-dive SKU analysis to help management identify growth opportunities and underperforming territories.

More features

Security First

We are compliant with rigorous Intuit security certification process. Our systems are hosted by Microsoft Azure data centers. We use full SSL encryption and our data centers are PCI and SOC 2 Type 2 certified.

Sales Analytics

Gain actionable insights into every stage. Discover new opportunities, and make data-driven decisions that accelerate growth.

Accept Online Payments

We use the Stripe credit card processing engine to allow your customers to securely pay invoices and submit payment when submitting orders.

Excellent Customer Support

Experience support that genuinely cares. Our expert team ensures your questions are answered and your issues resolved with ease.

Mobile Friendly

Anytime, anywhere access to browser-based info, order entry, and more via desktop or mobile devices.

Customizations

You can customize Crik-IT to fit your business needs.

Testimonials

Business Owners who love our

“ Crik-IT is an outstanding sales & dealer portal! We have been able to streamline our sales with the use of Crik-IT, now our sales reps are able to spend more time with dealers instead of entering information multiple times in a CRM software.”

Brianna Patrick
Framus & Warwick

“We no longer need to double enter all the orders. The representatives have always handled questions and concerns in a very fast manner. They even customized and added extra features for a reasonable charge. great product and awesome people to work with. ”

Sales Leader
Trimlight

“ The platform integrates seamlessly with our version of QB desktop. Crik-IT was able to pull years worth of our data over in a few short hours. Our customers and dealers have been using the platform and have had a positive reception ”

Simon Palma
Quality Leisure Products

“.. After four weeks of testing I can say that this product exceeds my expectations. What I didn’t expect is how customer focused the company is and how they anticipate your needs, answer your questions – sometimes before you even ask them..”

Stephen Crisafulli
Gatchell Violin

“ Crik-IT has given our customers the ability to enter orders themselves, saving our office tons and tons of time. Plus, with Crik-IT standard orders can be set up which makes order entry so easy ”

Sales Leader
SushiMaki

“ Crik-IT adds a whole new dimension to our business relationship with our customers! With it our customers have access to our inventory and their account 24/7- which is particularly helpful to them when our office is closed ”

Raymond Atkins
Northeast Distribution Ltd

“ Crik-IT's learning curve is pretty gentle, especially considering the level of support that is available for FREE (take a queue Intuit). All of our questions and inquiries have been acknowledged within minutes and solutions generally offered in very short order. ”

Jason Freeman
Kuma Stoves

Frequently asked questions

Quick answers about CrikSales. For more topics, visit our FAQs page.

CrikSales is a modernized version of Crik-IT — faster, easier to use, and more feature-rich. It is built to make it easy for small businesses to scale their sales operations without the complexity of enterprise software.

CrikSales brings together B2B customer portal capabilities, sales portal and analytics for reps, lead management, and operational workflows so teams spend less time switching systems.

Yes — alignment for customers, items, quotes, orders, and more with QuickBooks Online and Desktop, backed by a team with deep QuickBooks experience.

Start a free trial or book a demo. We align on integrations, users, and which modules to enable first.

We integrate with Epicor, Sage MAS90, Sage Accpac 100, Sage Pro, MYOB AccountEdge, QuickBooks (Online, Pro, Premier, Enterprise), and custom-built systems. If your software can export data, CrikSales can be configured to work with it.

Absolutely. Your data is hosted on Microsoft Azure and HostDime infrastructure and protected by SSL encryption with server authentication. Only users you authorize can access your information.

For QuickBooks Online, you grant CrikSales permission to sync your data directly. Changes in QuickBooks appear in the portal within 5–30 minutes, and orders placed in CrikSales sync back to QuickBooks within 5 minutes during business hours. Other systems connect via our integration layer.

Yes. CrikSales is built to support customer-specific pricing, tiered pricelists, and channel-level pricing rules. Each customer sees only the pricing relevant to them when they log into the portal.

View all questions