PBM Technologies · brand to shopper
PBM Technologies runs the work between a brand and the shopper's cart: product data, field sales, orders, inventory, promotions, marketing, trade spend, commissions, quality and training. Nine products share one login and one master record of every item, account and store, and plug into the accounting, warehouse, EDI and register systems you already run. Brands, rep groups and distributors work from the same numbers, from the store aisle to the front office.
Each customer's app carries their own name. PBM Field sits underneath.
The whole chain
Most tools stop at the distributor. PBM connects the brand, the distributor, the retailer, the shelf and the shopper, so you can see where product is, where it sells and what it earned at every step.
One record for every team
The PBM Technologies suite
Each product covers one job a brand, rep group or distributor does every day, and replaces the separate CRM, product system, project board, email tool and spreadsheet that job used to need. They share one login and one master list of every item, account and store. Start where it hurts most and add the rest as you grow. Stores and shoppers never pay.
Stocking by store, promo and open stock orders, notes by brand by account, shelf photos, trade show plans and a scorecard that fills itself.
From $750 a month
Explore PBM Field →Every channel in one picture: distributors, your ERP, retailer portals, Amazon, store registers and promotions, with logins tailored to each employee.
From $500 a month
Explore PBM Insights →One master record for every item: specs, images, sell sheets and compliance documents. Brands update it once, and it goes out to every distributor, retailer, marketplace, rep and show in the format each one needs.
Free with any PBM plan, or from $166 a month
Explore PBM Catalog →Run a buying show or work one: vendor show specials, pre-book orders on the floor, deadlines and a retailer show book.
From $1,500 per show
Explore PBM Shows →Brand-funded rewards for stores that carry core items, plus shopper punch cards. No register setup required.
$199 a month per program + 12% of rewards
Explore PBM Rewards →Plugs into the register a store already uses. The store gets a free dashboard and brand promotions; brands get real sell-through.
Free for stores
Explore PBM Connect →A full marketing agency for brands that sell through stores: new product development, brand and packaging design, sell sheets, displays and show graphics, Amazon A+ content, marketplace listings, social, websites and apps. Our team does the work, and the software keeps every brief, proof and file in one place.
From $750 a month · creative from $95 an item
Explore PBM Studio →Lots, complaints, supplier documents and recalls. If a lot ever has to come back, every distributor and store that bought it hears within the hour.
From $249 a month
Explore PBM Quality →Short courses on your line for reps, distributor reps and store staff, with quizzes and brand-funded spiffs for the people who sell it.
From $249 a month
Explore PBM Training →Accounting, ERP, warehouses and 3PLs, inventory, payroll, EDI, e-signature, shipping, registers, marketplaces, email and chat. More than 60 connections.
See every connection →Every product includes
What teams normally piece together from a CRM, a project board, an email tool and a product system comes built in, and every product shares it.
"Which stores are out of the rooster and have a visit this week?" One question box across every product, answered from your own data.
Google, Microsoft and Apple sign-in, single sign-on for larger teams, and access set by role.
An audit log of who saw and changed what. SOC 2 review planned for 2027.
NetSuite, QuickBooks, Shopify, Gusto, Slack, Google and Microsoft, plus an open API and webhooks. See every connection.
Follow-ups from Field, launch steps from Catalog and Studio jobs in one task list with owners and due dates.
Sign up, add your team and pay by card online. Start PBM Catalog free with no call.
Three views of the same field
One record of every call, order and photo, seen three ways depending on who is looking.
The app your reps carry into every store, branded as your company.
A login on your rep group's own website where each brand you represent sees your work on its line, live.
The brand's whole business in one picture, connected to the systems it already runs on, whether or not a rep group sells it.
Who it's for
Your sales team carries every marketing asset, your trade show calendar and a plan to win each show, right next to stocking and orders.
Reps walk into a store knowing what's stocked, what's on deal and what was said last time, for every brand you represent. Your brands see it happen.
Inside and outside sales reps see every product you carry from every vendor, which stores stock it and what is on deal, so every call has a reason and an ask.
Your data, direct
Distributors send their reports to PBM, and we match every line to the right store and item. No middleman data firm, no second bill for the same numbers.
Security and access
Every customer gets a separate workspace. Nothing crosses between companies, and every person sees only what their role allows.
Launch
We do the setup. Your team gets software that already knows your brands, items and accounts.
We build your catalog, promos and order forms from your price lists and sell sheets.
We bring in your accounts and stocking from distributor reports and your current CRM.
Your name, logo and colors go on, and each rep and brand gets an invite with the right access.
Reps go live with a walkthrough, and orders start posting to your team.
Founding pricing
PBM Field is priced by team size. PBM Insights is priced by catalog size and distributors, with unlimited logins. Every plan includes every feature and unlimited store calls, notes, orders and photos.
The sales app, priced by seat group.
| Reps | Per month |
|---|
Sales data, priced by catalog size. All of a company's brands in one plan.
| Plan | Active SKUs | Distributors | Per month |
|---|
PBM Field and PBM Insights together take 15% off the total.
$2,500 up to 250 SKUs, $5,000 up to 750, $7,500 up to 2,000. Includes up to 2 years of history.
The first 20 brands on an annual plan before June 30, 2027 keep these prices for 3 years. List prices run about 1.5 times higher.
PBM Catalog is free with any plan, and the brand portal is free for every brand whose rep group runs on PBM Field.
Yearly plans are billed once a year at the rate shown, which works out to 2 months free.
Everything else
Every product runs on the same login and the same data. See what it connects to.
| Product | What you get | Price |
|---|---|---|
| PBM Studio | Full-service marketing agency: new product development, brand and packaging, retail assets and displays, Amazon A+ content, listings, social, websites and apps | Studio Launch $750/mo Studio Pro $2,000/mo Creative from $95 per item |
| PBM Shows | Show specials, pre-book ordering and deadlines for one event Free for exhibitors on PBM Field; others pay $75 per show | $1,500 up to 50 exhibitors $4,000 up to 200 Larger shows quoted |
| PBM Rewards | Store rewards and shopper punch cards for one brand You fund the rewards; stores and shoppers never pay | $199/mo per program + 12% of rewards issued |
| PBM Connect | Register connection for stores Stores get a free dashboard; brands pay for their own sell-through and targeted promotions | Free for stores Sell-through from $350/mo Campaigns from $750 |
| PBM Catalog | One master record for every item, sent to every partner in its format Free with any PBM plan and always free for distributors. See plans | First 100 SKUs free Then from $166/mo + setup |
| Field Commissions | Agreements, statements, missing checks and rep payouts for rep groups An add-on to PBM Field, or on its own | From $208/mo |
| Trade marketing | Newsletters, launch emails, website forms and follow-up sequences to stores and buyers Part of PBM Connect | Included with Field or Insights $250/mo on its own |
| PBM Quality | Lots, complaints, supplier documents, registrations and recalls | From $249/mo + setup |
| PBM Training | Courses and quizzes for reps and store staff, with brand-funded spiffs Training your own team is included in PBM Field | From $249/mo Spiffs + 10% |
| Market research | Category share and price from pooled store data, a quarterly pulse from the field, and custom studies Added to PBM Insights; free for brands and stores that contribute data | From $500/mo Studies from $7,500 |
Book a demo
Tell us about your team and we'll set up a demo loaded with your own lines and your own name on it.