Customer Hub - CRM

Retain every customer. Grow every account.

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The only foodservice dedicated CRM built for distributors to detect churn, prevent margin loss, and keep customer value growing week after week.

  • A single, ERP-linked source of truth on customer activity
  • Real-time churn detection and margin visibility
  • Higher retention and larger baskets through AI insights

Customer Insights

See the full story behind every customer

Get real-time visibility into last orders, expected next orders, basket trends, and frequency shifts. Giving distributors the full context they need to spot churn early and drive stronger account growth.

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Customer Alerts

Know the moment customer's behavior changes

Real-time alerts highlight when customers are ordering less, delaying purchases, or skipping SKUs, so teams can act before revenue slips away.

Fall Off Lists

Catch dropped SKUs fast

Identify which products have disappeared from recent orders and quickly bring them back into the basket before competitors win the business.

Customer Chat

Stay Connected

Message customers directly, resolve issues faster, and share promotions - all with full context from their order history and behavior trends.

Tasks & Workflow Visibility

Never miss a follow-up

Automated reminders and structured task lists keep reps on track and give managers visibility across every customer touchpoint.

Order Guides

Build Tailored Guides

Build tailored order guides based on real purchasing habits, helping customers order faster, with fewer mistakes and more consistent basket value. 

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We’ve been talking about consultative sales since I got into this business. But if we don’t give our sales team the time or the resources to actually do that, it’s just wishful thinking. Choco gives them that time back to spend in front of customers.

Jeff Tynes I CEO I SGC Foodservice
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Our highest-grossing sales reps aren’t stuck in their cars punching in orders—they’re having meaningful conversations with customers. They understand that Choco’s AI is doing the work for them, saving time and helping them focus on what really drives revenue - relationships.

Joey Barbagallo, CEO, Colony Foods
Top distributors reclaim thousands in revenue with Choco
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CONNECT YOUR BUSINESS. END TO END. 

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Customer Hub helps food & beverage distributors retain every customer, grow every account. and run their business on truth. 

FAQs

Customer Hub monitors ordering frequency, expected order dates, and behavioral shifts. When a customer slows down or misses their usual cycle, they’re flagged as “at risk” so reps can act early.

The Fall-Off List highlights SKUs a customer used to order but haven’t bought recently, giving reps easy opportunities to recover revenue and grow basket value.

Yes. Customer Hub connects directly to your ERP, so all insights, alerts, and trends are based on accurate, real-time order data.

Customer Hub focuses on retention and account growth, but it pairs perfectly with Sales Hub, Choco’s suite of AI-powered acquisition tools for sales teams. Use SalesHub to find and win new accounts, and Customer Hub to grow and retain them.

No searching required. Alerts are delivered automatically the moment a customer’s ordering behavior changes, so reps always know who needs attention right now.