Dealer network. Tier-based pricing. Credit limits. Route-to-market. Most CRMs miss every one.
Dealer onboarding is manual. Documents scattered across email.
Discount rules out of sync with what reps quote.
Beat plan and day-end reporting in a separate app.
Stock promised twice, discovered at dispatch.
A day plan of outlet visits, with GPS check-in and check-out at each stop.
Orders with the customer's tier discount and a live credit check, with the Billing module.
Discount sign-off flagged as the rep types.
Stock reserved on order confirmation, per warehouse, with the Inventory module.
India e-invoicing: raise the IRN from the invoice on your own GSP credentials.
Yes. Reps work a day plan of outlet visits with GPS check-in and check-out. With the Billing module, orders carry the customer's tier discount and a live credit check; with the Inventory module, stock is reserved when the order is confirmed.
Tier and line discounts apply themselves. Quantity-break and bundle pricing do not, so a scheme built on those is applied by hand. The form tells the rep as they type whether a discount needs sign-off.
Visit check-ins sit in the same app as the pipeline, and check-ins made with no signal are saved on the phone and sent when signal returns. A manager can replay a rep's day as a time-ordered trail.
With the Billing module, India e-invoicing raises the IRN through the government portal on your own GSP credentials, with QR code, cancellation and a bulk re-run for failures. You raise it from the invoice.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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