The distribution CRM that grows your dealer network
Every dealer and retailer enquiry in one pipeline. Onboard new dealers, track order enquiries, follow up on WhatsApp, and see which regions and channels expand your network.
Pick “Retail / Distribution” during signup and the dealer pipeline switches on automatically.
From enquiry to onboarded dealer
A dealer pipeline built for onboarding and order enquiries — not a generic CRM with renamed labels.
Dealer enquiry capture
Website, WhatsApp, referrals, and field reps land in one pipeline with region, order interest, and source captured.
Onboarding pipeline
New → Contacted → Documents → Approval → Onboarded. Drag-and-drop stages with every move audit-logged.
Dealer document checklist
GST, trade licence, and agreement tracked per dealer with Pending, Uploaded, and Verified states.
Auto-assign by region
Enquiries route to the least-loaded rep. Reps see only their dealers; managers see the whole network.
WhatsApp follow-up
Onboarding steps, price-list share, and order-enquiry nudges — consent-first, with a ready template pack.
Region & channel reporting
Enquiry-to-onboarded conversion, order-value demand, region growth, and rep performance — in real time.
From enquiry to active dealer
- 1
Enquiry arrives
A form, WhatsApp, or field rep creates the dealer enquiry with region and order interest captured.
- 2
Rep onboards
Auto-assigned with a call task. Documents collected; WhatsApp follow-ups fire through onboarding.
- 3
Dealer active
Approval, agreement, and first order tracked — with growth reportable by region and channel.
Want the full breakdown? See the Distributor solution
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