Track sales activity in real-time with actionable notifications and performance KPIs to keep your team agile and informed
Implement dynamic price rules with minimum thresholds and automate approval workflows for exceptional cases to maintain margin control
Create and distribute targeted promotions using a flexible interface that ensures relevant offers reach the right customer segments
Reignite engagement with inactive accounts using predictive insights and optimize conversion from prospects with strategic triggers
Assign customer-specific price and manage groups centrally to support personalized selling strategies and scalable account handling
Leverage historical transactions to recommend relevant products, boosting upsell potential and customer satisfaction
Monitor outstanding transactions and payment status in real-time, enabling proactive follow-ups and credit control
Seamlessly generate & distribute commercial doc in standard PDF format. Templates support multi-language, ensure compliance and consistency across markets
Allow authorized team members to place orders on behalf of customers, streamlining internal processes and improving customer service efficiency
Tracks daily customer visits and schedule routes to improve field efficiency and client coverage. Check-in location only available for nearby customer location
Visualize real-time performance rankings to inspire competition and keep your salesforce motivated and aligned
Get AI-driven product recommendations to improve stock allocation and accelerate high-margin product movement
Salesperson Module
1. Sales KPI Benchmark Monitoring
2. Performance Grading
3. Sales Activity Tracking
4. Feedback survey form
Ordering Module
1. Salesperson Order On Behalf Customers (Credit, Payment terms, Payment Gateway & etc)
2. MSP Price Approval
3. Order States Notification (Draft, Quotation, SO, Invoice)
Customer Module
1. Sales Order History (Download PDF)
2. Customer Profile Management
Product Module
1. Product Catalog
2. Stock Inventory Availability
3. Stock Transfer
4. Pricing Scheme
5. Multiple SKU with different variance support
Reporting
1. Customization Sales Reports (PDF Auto-generate)
2. Customer Feedback
3. Aging Report
4. SOA Report
Commission Module
1. Multiple Tier Commission Support
2. Commission Payout History
RoadMap (Salesperson)
1. Monitor Salesperson Daily Visits Counts
2. Schedule Visits Timetable
Promotion Module
1. General promotion (HQ Setup)
2. Custom Promotion (Salesperson Setup)
3. In-apps Notification
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