Unlock more sales opportunities via lead and customer analytics, build long-term business relationships with customers, distributors, and dealers, and plan production more accurately.
Auto-generate beat plans, log meetings, monitor your reps’ performance & more.
Engage your partners and consumers via text, email, call, WhatsApp & more.
Capture demand for your products. Run an efficient & proactive call center operation.
Manage accounts & opportunities, generate quotes, schedule site visits, & more.
Capture & track every referral. Reward your partners accordingly.
Visit, verify, & onboard partners quickly. Go Paperless.
Maintain one database of all your dealers and distributors. Map the influencers that buy from each dealer.
Segment & profile your partners based on area, revenue share, exclusivity & more.
Get one unified view of your customer. View their profile, communication history & past purchase orders in a single timeline.
Make it easy for partners to refer you with referral portals & tracking.
Update meeting dispositions, take note of competitor brands, collect feedback, and more.
Display outstanding dues on the app & collect payments from your dealers.
Fill in dealer requirements, create a quote & automatically send it to supervisors for approval.
Place orders directly from the mobile app as it seamlessly integrates with your WMS/SAP/DMS.
Take & upload pictures of your banners & standees. Keep track of your BTL efforts.
Check the total distance travelled, the time taken between meetings, and the location of every meeting.
Send automatic notifications to field reps on new task assignments to visit interested partners and seal the partnership.
Monitor the number of meetings completed (or missed). Get details of every meeting on a real-time basis.
Generate an automatic beat plan for your field reps to increase their efficiency.
Automate attendance with check-in and check-out features and reimburse fairly.
Get sales reports across zones, territories, regions, and hierarchies.
For personalized communication, integrate with all the channels- text, email, WhatsApp, push notifications, and more.
Segment your partners based on partner type/size, area, industry, behavior, and more.
Track your partners’ performance and accordingly trigger a message with tips and steps on how to improve sales.
Inform your dealers about new product launches, promotional campaigns, and more.
Invite influencers to events & communicate rewards for your loyalty program.
Use reports and dashboards to gain insights into the performance and strategize your sales and marketing. Get sales reports across zones, territories, regions, and hierarchies.
Details on different levels — national, regional, zonal, territorial, distributors, and individual agents.
Define any metric you would like to track and pull out the respective report in seconds.
Allow your dealer onboarding teams to collect, upload, and sync documents digitally and paperless – through mobile CRM.
Create dynamic forms for different verticals & partners and display fields necessary for their vertical. It gives a clutter-free experience and speeds up application filling.
Route applications to the verification team based on agent availability, partner category, region, or any other criteria of your choosing.
Route queries from influencers, dealers & end-consumers to the right team and the best-fit agent, instantly.
Empower call center agents with a unified customer view to help customers with up-to-date and relevant information during the sales call.
Allow your call center reps to prioritize their work and do what matters the most through smart views. They would know exactly which lead to call first and view all their tasks and follow-ups in a clean view.
Allow your team to identify and capture cross-sell and upsell opportunities using digital signals and manual activity addition.
Seamless integration with your lead gen channels, communication tools, warehouse management system, dealer management system, and loyalty program software and deliver a unified and seamless experience for your team.