Enterprise Suite
Explore Every Breeze Feature.
Field Sales, CRM, Distribution & Retail.
Field Sales · Modern Retail · CRM · Distribution
— all connected under the Breeze ecosystem.
50,000+
Field Users
13+
Industries
4
Products
Growing
Customer Network
Breeze Product Features is a searchable catalog of every module across the Breeze platform, built for sales managers, operations leads and IT evaluators comparing capabilities before a purchase decision. The Feature Explorer below lets you filter and search across all four products — Field Sales Management, CRM, Distribution Management, and Modern Retail — so you can see exactly which features fit your business, whether that's a single product or an integrated platform.
Field Employee Attendance
Smart, real-time, geo-location verified attendance tracking
6 features
Geo-Tagged Check-In / Check-Out
CoreCapture attendance with precise GPS location and timestamp validation.
- GPS coordinates recorded at every check-in and check-out
- Timestamp validation prevents backdated entries
- Works even in low-connectivity areas
Selfie-Based Verification
AIOptional facial verification ensures genuine attendance and prevents proxy marking.
- Facial recognition matched at check-in
- Prevents buddy-punching and proxy attendance
- Configurable as mandatory or optional
Daily Attendance Dashboard
AnalyticsMonitor Present, On-Field, and Pending team members in a single unified view.
- Real-time count of present, on-field, and offline employees
- Manager view with drill-down per employee
- Daily summary exportable as reports
Automated Attendance Tracking
CoreAttendance is automatically recorded and synced without manual registers.
- Eliminates paper-based attendance registers
- Auto-sync to central database in real time
- Payroll-ready data export
Real-Time Field Visibility
CoreManagers can instantly view who is active, on-field, or offline at any moment.
- Live status badges per employee
- Instant notifications on late arrivals or absences
- Field coverage map view
Route & Movement Mapping
GeoTrack employee movement and verify actual field visits throughout the day.
- Full day route visualization on map
- Time-stamped location breadcrumbs
- Deviation alerts from planned routes
Sales Execution & Operations
Streamline order management, outlet visits, and field expenses
5 features
Order & Collection Handling
CoreEasy order booking and payment collection, even in offline mode.
- Quick product search and order placement
- Payment collection with e-signature capture
- Offline mode with auto-sync when back online
- Order history and status tracking
Outlet & Activity Management
CoreManage outlets, log visits, take notes, and record tasks with ease.
- Outlet master data with full contact details
- Visit logging with notes and photos
- Task assignment and reminders per outlet
- Store audits with images and data logs
Expense & Claim Management
CoreSimplified process to record and approve field expense claims.
- Mileage, travel, and daily allowance tracking
- Photo receipt submission
- Manager approval workflow
- Expense reports per employee or team
Journey Planning & Beat Routes
GeoCreate, assign, and optimize sales routes and beat plans for field teams.
- Pre-planned beat routes assigned to reps
- Optimized sequence for outlet visits
- Flexible daily or weekly plans
Stock Management
CoreTrack field inventory, returns, and damages in real time.
- Monitor stock levels and product availability
- Manage inventory restocks and returns
- Track stock allocation and movement per rep
Sales Productivity Intelligence
Boost productivity with CRM and performance tracking tools
3 features
CRM & Follow-Up Activities
CoreManage leads, accounts, and follow-ups so you never miss an opportunity.
- Lead pipeline management with stages
- Scheduled follow-up tasks and reminders
- Customer interaction history log
- Account-level notes and documents
Performance Insights (KPI Tracking)
AnalyticsView daily sales achievements, conversion rates, and identify top or underperforming reps.
- Daily and monthly KPI dashboards
- Outlet visits, order value, and collection metrics
- Leaderboard for top performers
- Underperformer identification and alerts
Reports & Dashboards
AnalyticsAccess comprehensive visual analytics for data-driven decisions.
- Visual charts for sales, stock, and trends
- Exportable reports for management review
- Customizable date range and filters
Sales Team & Target Management
AI-powered insights and effective target management tools
3 features
Market Assistance (AI Predictions)
AIAI-powered sales forecasts and recommendations to identify high-potential opportunities.
- Predictive analytics for smarter decision-making
- Identify high-potential areas and customer segments
- AI-driven upsell and cross-sell recommendations
Team Management
CoreAssign roles, monitor hierarchy performance, and set targets at individual or team level.
- Hierarchical role assignment (Manager → Rep)
- Performance monitoring per level
- Quick communication and escalation paths
Target vs Achievement Tracking
AnalyticsCompare sales targets against actual achievements with intuitive visual indicators.
- Monthly and weekly target dashboards
- Progress bars and achievement percentage
- Recognize top performers and coach laggards
AI & Advanced Field Intelligence
Smart AI technology for identity verification, field insights, and intelligent support
3 features
Digital KYC & Face Recognition
AICapture and verify KYC documents digitally with advanced secure face recognition for fast onboarding.
- Digital capture of ID, PAN, Aadhaar documents
- Advanced face matching with liveness detection
- Secure, reliable customer onboarding
- Reduces manual paperwork at field level
AI Chatbot Support
AIIntegrated AI chatbot for instant field assistance, query resolution, and process guidance.
- Answers field queries instantly
- Sends task reminders and deadline alerts
- Provides step-by-step process guidance
- Available 24/7, anytime, anywhere
Heatmap Analytics
AnalyticsVisualize field activity density with location-based heatmaps to optimize sales planning.
- Color-coded activity intensity maps
- Identify high and low coverage areas
- Optimize territory assignments
- Spot gaps in field coverage
Geo-Intelligence & Territory Management
Visualize, monitor, and manage field territories with real-time geo-intelligence
4 features
View Party on Map
GeoPinpoint and view customers, leads, and field locations on an interactive map.
- Interactive map with all parties plotted
- Filter by area, type, or visit status
- Tap to access full party details
- Plan visit sequences from map view
Employee Route Tracking
GeoTrack live routes and movements of field employees with route playback for analysis.
- Real-time route visualization on map
- Playback full day route history
- Analyze deviations, stops, and idle time
- Verify actual visits vs planned
Live Location Tracker
GeoTrack real-time location of all field agents with precision and receive deviation alerts.
- See all reps on a single map in real time
- Distance to current location display
- Alerts for unauthorized stops
GPS-Based Tracking
GeoLive location tracking with route replay and accurate distance monitoring throughout the day.
- Satellite-grade GPS accuracy
- Distance travelled per day per rep
- Route replay for audit and review
Digital Data Capture & Documentation
Capture, manage, and access essential documents from the field anytime
3 features
Scan Cards / Posters / Hoardings
AIScan and digitize business cards, promotional posters, and hoardings to auto-capture key info.
- OCR extraction of text from scanned images
- Instantly save and organize extracted details
- Improves lead capture in field
Document Management
CoreUpload, store, and securely access bills, invoices, contracts, and policy documents from the app.
- Cloud-based secure document storage
- Categorize and tag documents
- Access anytime from mobile or desktop
QR Code Scanning
CoreScan and manage assets, outlets, or campaign details using QR codes for faster data entry.
- Capture contact, product, and payment details via QR
- Generate and scan QR codes for easy sharing
- Instant field verification of items
Smart Field Assistance
Intelligent reminders, team support, and nearby shop/team discovery
3 features
Auto Revisit Reminders
AISmart reminders to revisit specific outlets based on schedule, missed visits, or AI triggers.
- Automated alerts based on visit history
- AI-triggered reminders for high-potential outlets
- Follow-up prompting so no opportunity is missed
Nearby Team Discovery
GeoLocate team members near your current location in real time for better coordination.
- See teammate locations on a proximity map
- Send quick assist requests to nearby reps
- Boost team collaboration on large territories
Nearby Shop Discovery
GeoDiscover and map unvisited or new nearby shops based on GPS data to expand territory.
- GPS-powered new lead discovery
- View shops within custom radius
- Expand sales coverage more effectively
Connectivity & Integration
Stay connected in all environments via seamless API and offline capability
3 features
Offline & Online Visit Management
CoreContinue visits, order booking, and updates even without internet — auto-syncs when back online.
- Full app functionality in offline mode
- Auto-sync queue when connectivity restored
- No data loss during connectivity gaps
API Integration (IndiaMART / TradeIndia / JustDial)
IntegrationFetch and manage business leads directly from B2B platforms using built-in API integrations.
- Instant lead sync from IndiaMART, TradeIndia, JustDial
- Auto-populate lead data into CRM
- Easy integration with popular B2B platforms
Scheme Management
CoreDefine and communicate active schemes and discounts to your field sales team instantly.
- Create and manage custom trade schemes
- Track scheme performance and payouts
- Push scheme updates to field reps in real time
Visit Documentation Tools
Record and capture details of visits for accurate and thorough documentation
3 features
Audio Recording
CoreRecord and attach voice notes during visits or customer interactions for richer documentation.
- In-app voice note recording and attachment
- Record important meeting discussions
- Playback recordings during review
Screen Recording
CoreRecord screen activity for product demos, training, or issue reporting directly from the app.
- Capture product demo sessions
- Record screen for training material creation
- Use for issue reporting and support
Visit Photo Capturing
GeoCapture clear geo-tagged images of outlets, shelf displays, and documents during each visit.
- GPS-tagged photos as proof of visit
- Capture shelf displays and planogram compliance
- Maintain visual audit trail per outlet
Learning & Communication
Survey management, micro learning modules, and seamless messaging
3 features
Survey Management
CoreCreate and deploy custom surveys to gather market intelligence, customer feedback, and competitor insights.
- Custom survey builder with multiple question types
- Deploy to field reps instantly
- Real-time response aggregation
- Actionable insights from field data
Micro Learning
CoreEnable continuous learning with bite-sized training content and quizzes for field teams.
- Short video and text learning modules
- Quizzes and assessments
- Progress tracking per employee
- Gamified learning via MobiLearn platform
Team Chat / Messaging
CoreReal-time in-app secure communication between field teams, managers, and support.
- Instant secure in-app messaging
- Share text, images, and file updates
- Group chats for teams and regions
Sales Workflow Management
Efficient task, quotation, and competitor management tools
3 features
Task Management
CoreCreate, assign, and track tasks across your sales team with due dates and progress updates.
- Assign tasks with deadlines and priorities
- Track task status with simple checklists
- Reminder notifications for due tasks
- Manager view of all team tasks
Quotation & Enquiry
CoreGenerate professional quotations and capture customer enquiries directly from the field.
- On-the-spot quotation generation
- Manage and track enquiry follow-ups
- Quotation status tracking (sent, accepted, rejected)
Competitor Stock Tracking
AnalyticsCapture and compare competitor product stock information during outlet visits for competitive edge.
- Log competitor SKUs and pricing at outlets
- Compare competitor stock availability
- Identify competitor strategies and gaps
Supply Chain Intelligence
Optimize supply chain with stock tracking, behavioral nudges, and analytics
3 features
Distributor Stock Tracking
CoreMonitor distributor-wise stock levels accurately and receive instant alerts for low-stock situations.
- Real-time distributor inventory dashboard
- Low-stock alerts and reorder triggers
- Track goods flow across supply chain
Behavioral Nudging / Notifications
AISmart nudges and timely notifications to encourage important actions and drive productivity.
- Intelligent prompts for restocking and follow-ups
- Behavior-based nudges to boost rep activity
- Stay informed with timely, relevant alerts
Supply Chain Reports & Dashboards
AnalyticsComprehensive analytics and visual dashboards to support informed supply chain decisions.
- Track sales, stock, and trend analytics
- Distributor-level performance reports
- Data-driven restocking decisions
Store & Outlet Management
Comprehensive store master, classification, and territory mapping
10 features
Store Master & Classification
RetailCreate and manage store master data with format classification — Hypermarket, Supermarket, LFS, and more.
- Store master creation and full profile management
- Classification by format: Hypermarket, Supermarket, LFS, Departmental, Convenience Store
- Store category and channel classification
- Store status management (Active / Inactive)
Territory & Region Mapping
GeoMap stores to branches, territories, and regions for accurate geographic coverage.
- Branch / Territory / Region mapping of stores
- Store location with GPS coordinates
- Multi-brand store and chain mapping
- Store ownership and chain classification
Store Operations & Contact Management
CoreManage store operational timings, contact details, and complete store information from one place.
- Store contact information management
- Operational timing management
- Multi-brand store management
Employee Attendance & Workforce Monitoring
Store-level geo-tagged attendance with real-time workforce visibility
9 features
Store-Level Check-In / Check-Out
CoreCapture geo-tagged store attendance with selfie validation and GPS location at every check-in.
- Store level check-in / check-out attendance
- Geo-tagged attendance capture
- Selfie-based attendance validation
- GPS location capture during attendance
Real-Time Location & Route Compliance
GeoTrack employee locations live and monitor route compliance throughout the working day.
- Real-time employee location tracking
- Route compliance monitoring
- Late check-in / early check-out monitoring
Attendance History & Analytics
AnalyticsFull attendance history tracking with reports and analytics for workforce management decisions.
- Attendance history tracking
- Attendance reports and analytics
- Exportable for payroll processing
Field Force & Team Management
Hierarchy, role management, and territory-based team coordination
9 features
Hierarchy & Role Management
CoreDefine your org hierarchy, assign roles, and manage Promoters, Merchandisers, and Sales Executives.
- Organization hierarchy management
- Role-based employee management
- Promoter / Merchandiser / Sales Executive management
- Role-based access control
Territory & Performance Monitoring
AnalyticsAssign teams to territories, map employees to stores, and monitor performance at every level.
- Territory-wise team assignment
- Employee to store mapping
- Team performance monitoring
- Supervisor / Manager monitoring dashboard
Team Communication & Alerts
CoreInstant in-app communication and alerts to keep field teams informed and responsive.
- Team communication and alerts
- Manager push notifications
- Escalation paths for urgent issues
Store Visit Management
Plan, track, and analyse every store visit for maximum execution compliance
9 features
Planned & Ad-Hoc Visit Scheduling
CoreSchedule planned store visits and allow ad-hoc visit creation with full check-in / check-out tracking.
- Planned store visit scheduling
- Ad-hoc visit creation
- Visit check-in / check-out tracking
- Visit route planning
Revisit Scheduling & History
CoreSchedule revisits, track visit history, and never miss a store with automated missed visit alerts.
- Revisit scheduling for stores
- Visit history tracking
- Visit compliance monitoring
- Missed visit alerts
Store Visit Reports
AnalyticsComprehensive reports on visit frequency, compliance rates, and coverage across all stores.
- Store visit reports
- Compliance rate tracking
- Coverage and frequency analysis
In-Store Activity Management
Assign, track, and verify all in-store activities with photo proof
8 features
Activity Assignment & Tracking
CoreAssign activities to Promoters and Merchandisers, track task completion with photo proof during visits.
- Activity assignment for Promoters / Merchandisers
- Task management during store visits
- Activity completion tracking
- Photo capture for activity proof
Competitor & Display Monitoring
AnalyticsMonitor competitor activity in-store and track product display and promotional execution in real time.
- Competitor activity monitoring
- Product display monitoring
- Promotional activity execution tracking
- Field notes and comments capture
SKU & Product Management
Complete product master, SKU tracking, and barcode management
7 features
Product Master & SKU Management
RetailMaintain a complete product master with SKU-level tracking, brand and category classification, and barcode management.
- Product master management
- SKU level product tracking
- Brand-wise product classification
- Category-wise product mapping
Barcode & Variant Management
CoreManage product variants, SKU barcodes, and product images for accurate field identification.
- Product variant management
- SKU barcode / code management
- Product image management
Store Level Stock Management
Real-time stock tracking, out-of-stock detection, and replenishment alerts
9 features
Stock Entry & Availability Monitoring
RetailCapture SKU-level opening stock, track replenishment, and monitor availability in real time at store level.
- SKU stock entry at store level
- Opening stock capture
- Stock replenishment tracking
- Stock availability monitoring
OOS Detection & Low Stock Alerts
CoreAutomatically identify out-of-stock situations and trigger low-stock alerts to prevent lost sales.
- Out-of-stock identification
- Low stock alert notifications
- Stock adjustment entry
Stock History & Store-Wise Reports
AnalyticsFull stock history tracking with store-wise reports for informed replenishment decisions.
- Stock history tracking
- Store-wise stock reports
- Trend analysis for restocking
Sales Capture & Monitoring
SKU-level daily sales entry with brand, product, and store-wise analysis
8 features
Daily SKU Sales Entry
RetailCapture daily SKU-level sales from store with quantity and value tracking for accurate sell-out data.
- SKU level sales entry from store
- Daily sales capture
- Sales quantity tracking
- Sales value tracking
Brand & Store-Wise Sales Analysis
AnalyticsAnalyse sales performance by brand, product, store, and employee with detailed reports.
- Brand-wise sales analysis
- Product-wise sales reports
- Store-wise sales monitoring
- Employee-wise sales tracking
Sales Target & Performance Management
Multi-level target setting with real-time achievement tracking
9 features
Multi-Level Target Setting
CoreDefine sales targets by value or volume at brand, SKU, store, branch, or employee level.
- Sales target definition (value / volume)
- Brand level target setting
- SKU level target assignment
- Store-wise, branch-wise, and employee-wise allocation
Target vs Achievement Dashboard
AnalyticsMonitor real-time target achievement with visual dashboards comparing targets against actuals.
- Real-time target achievement monitoring
- Target vs achievement dashboard
- Progress visualization and gap alerts
Merchandising Management
Planogram compliance, shelf monitoring, and visual merchandising verification
7 features
Planogram & Shelf Compliance
RetailManage planograms, monitor share of shelf, and verify product placement against display guidelines.
- Planogram management
- Shelf display guidelines
- Share of shelf monitoring
- Product placement tracking
Visual Merchandising Verification
CorePhoto-based verification of visual merchandising execution and shelf compliance at every store visit.
- Shelf compliance monitoring
- Visual merchandising monitoring
- Photo-based merchandising verification
Promotion & Offer Management
Create, manage, and monitor promotional campaigns with validity and store-specific control
8 features
Campaign & Offer Creation
RetailCreate promotional campaigns with special rates, quantity-based and value-based offer structures.
- Promotional campaign creation
- Special rate management
- Quantity-based offer management
- Value-based offer management
Scheme Control & Performance Tracking
AnalyticsManage discount schemes with validity periods, store-specific promotions, and performance monitoring.
- Discount scheme management
- Promotion validity period management
- Store-specific promotions
- Promotion performance monitoring
Survey & Market Intelligence
Custom store surveys, competitor tracking, and customer feedback collection
7 features
Custom Survey Builder
CoreBuild and deploy custom store surveys to gather market intelligence, competitor data, and customer feedback.
- Store survey management
- Custom survey form creation
- Customer feedback collection
- Market trend data capture
Competitor Price & Product Monitoring
AnalyticsTrack competitor pricing and product availability at store level with survey analytics and reports.
- Competitor price tracking
- Competitor product monitoring
- Survey analytics and reports
Operational Monitoring
Daily task tracking, store execution, and field compliance monitoring
6 features
Daily Operations & Task Monitoring
CoreTrack daily operational activities, store execution tasks, and field checklists for full compliance visibility.
- Daily operational activity tracking
- Store execution monitoring
- Field task monitoring
- Operational checklists
Issue Reporting & Compliance Tracking
CoreReport issues from store and track operational compliance across your entire field network.
- Issue reporting from store
- Operational compliance tracking
Audit & Compliance
Configurable audit checklists, scorecards, and photo documentation
7 features
Store Audit Management
RetailConduct structured store audits with configurable checklists, scorecards, and photo documentation.
- Store audit management
- Audit checklist configuration
- Audit scorecard system
- Store compliance verification
Audit Photo Documentation & History
CoreCapture photo evidence during audits and maintain full audit history with analysis reports.
- Audit photo documentation
- Audit history tracking
- Audit reports and analysis
Alerts & Notifications
Real-time intelligent alerts for stock, visits, targets, and operations
6 features
Smart Operational Alerts
CoreReal-time alerts for stock levels, missed visits, target achievements, and promotions.
- Real-time stock alerts
- Missed visit alerts
- Target achievement alerts
- Promotion alerts
Manager Notifications
CoreTargeted manager notifications for operational issues and team activity updates.
- Operational alerts
- Manager notifications
- Configurable alert thresholds
AI Enabled Smart Data Capture
Voice-first AI data entry, intelligent recommendations, and smart validation
6 features
Voice-First AI Data Capture
AICapture field data through voice commands — fill forms, log visits, and enter data hands-free.
- Voice-first AI data capture
- Voice-based form filling
- AI assisted data entry
AI Insights & Field Recommendations
AIAI-powered report insights, smart data validation, and field recommendations to drive better decisions.
- AI-based report insights
- Smart data validation
- AI-assisted field recommendations
Analytics & Reporting
Real-time dashboards and exportable reports for every level of performance
8 features
Real-Time Performance Dashboards
AnalyticsLive dashboards with store, employee, sales, and stock performance at a glance.
- Real-time dashboard
- Store performance reports
- Employee performance reports
- Territory performance analysis
Sales, Stock & Promotion Reports
AnalyticsComprehensive analysis reports for sales, stock, and promotions — all exportable as Excel or PDF.
- Sales analysis reports
- Stock analysis reports
- Promotion effectiveness reports
- Exportable reports (Excel / PDF)
Mobile App Capabilities
Offline-first mobile app with GPS, push notifications, and data sync
6 features
Offline-First Mobile App
CoreFull-featured mobile app that works offline, syncing data automatically when connectivity is restored.
- Mobile app for field employees
- Offline data capture
- Sync data when internet available
GPS, Image Upload & Push Notifications
GeoGPS location capture, in-app image uploads, and push notifications for real-time field communication.
- GPS location capture
- Image upload from mobile
- Push notifications
Security & Control
Role-based access, secure authentication, and complete activity monitoring
5 features
Role-Based Access & Authentication
CoreSecure the platform with role-based access control, secure login, and granular data permissions.
- Role based access control
- Secure login and authentication
- Data access permissions
Activity Logging & User Monitoring
AnalyticsFull activity logging and user monitoring for compliance, audit trails, and platform governance.
- Activity logging
- User activity monitoring
- Audit trails for all actions
Employee Attendance & Field Monitoring
GPS-verified attendance with real-time location and visit history tracking
4 features
GPS Based Attendance Management
GeoEmployees mark attendance from mobile with geo-location verification — no manual registers needed.
- GPS coordinates captured at every attendance mark
- Prevents fake or backdated attendance entries
- Works seamlessly on Android and iOS
Check-In / Check-Out System
CoreTrack employee working hours and visit duration precisely with digital check-in and check-out.
- Timestamped check-in and check-out per visit
- Working hours calculation per employee
- Visit duration reporting
Real-Time Employee Tracking
GeoMonitor field employees' location and movement throughout working hours on a live map.
- Live location visibility on manager dashboard
- Movement trail during working hours
- Deviation alerts from planned areas
Visit History Tracking
AnalyticsMaintain a complete record of all visits made by each employee for performance review and audit.
- Full visit log per employee
- Date, time, location, and duration per visit
- Exportable visit history reports
Lead Management
Capture, assign, and track leads through every stage of your sales pipeline
5 features
Lead Creation & Capture
CoreCapture potential customer information instantly from mobile in the field or via the web interface.
- Lead creation from mobile or web
- Company name, contact person, job title, phone, email, address
- Quick lead creation from phone book contacts
Lead Source Tracking
AnalyticsIdentify and track exactly where every lead originated — campaign, reference, website, event, and more.
- Lead source tagging at creation
- Sources: campaign, reference, website, event, etc.
- Source-wise lead conversion analysis
Lead Assignment
CoreAssign leads to the right sales executive or team member with instant notification on assignment.
- Assign leads to sales executives or teams
- Email notification on assignment
- Reassignment with audit trail
Lead Status Tracking
CoreTrack every lead through clearly defined stages — New, Contacted, Qualified, Converted, or Lost.
- Stage-based lead pipeline
- Status: New → Contacted → Qualified → Converted / Lost
- Stage-wise lead count on dashboard
Lead Import from Phone Book
CoreUpload contacts directly from the mobile phone book to create leads instantly without manual data entry.
- Import from device phone book
- Auto-populate contact fields
- Bulk lead creation from contacts
Opportunity Management
Convert qualified leads into opportunities and track them through to closure
4 features
Lead to Opportunity Conversion
CoreConvert qualified leads into tracked sales opportunities with a single action.
- One-click lead to opportunity conversion
- Carry over all lead data to opportunity
- Maintain link between original lead and opportunity
Deal Value & Stage Management
CoreCapture expected deal value and track opportunity progress through defined sales stages.
- Expected sales value tracking
- Sales stage management
- Deal value pipeline visibility
Opportunity Follow-Up Management
CoreSchedule and track follow-up activities on opportunities so no deal slips through the cracks.
- Follow-up scheduling per opportunity
- Automated reminders for pending follow-ups
- Follow-up history log per opportunity
Contact & Customer Management
Centralised contact database with company mapping and multi-number support
4 features
Contact Information Management
CoreStore complete customer details including phone, WhatsApp, email, and address in a centralised profile.
- Full contact profile: phone, WhatsApp, email, address
- Multiple contact numbers per contact
- Contact type classification: lead, customer, partner, distributor
Company / Organisation Mapping
CoreMap contacts to their respective companies or organisations for account-level relationship management.
- Company mapping per contact
- Account-level view of all contacts
- Organisation hierarchy linkage
Visit & Activity Management
Plan visits, capture meeting notes, and schedule follow-ups from the field
4 features
Lead Visit & Revisit Tracking
CorePlan and record visits to potential and existing customers with full visit logging.
- Visit planning for leads and customers
- Revisit scheduling based on follow-up needs
- Visit check-in and check-out logging
Activity Capture & Visit Notes
CoreRecord discussion details, meeting notes, customer requirements, and field observations during visits.
- Activity and discussion capture
- Visit notes and feedback entry
- Customer requirements documentation
Follow-Up Scheduling
CorePlan the next interaction with each customer directly from the visit screen for seamless continuity.
- Next interaction scheduling post visit
- Automated follow-up reminders
- Sales activity alerts for pending tasks
Order & Sales Management
Generate and track orders directly from leads or customer records
3 features
Order Creation from Lead or Customer
CoreGenerate orders after successful sales discussions directly linked to the lead or customer record.
- Order creation from lead or customer context
- Product selection and quantity entry
- Order linked to lead / opportunity for full traceability
Order Tracking
CoreMonitor order status and progress from creation through to fulfilment.
- Order status monitoring
- Order history per customer
- Order value and product details view
Communication & Notification
Automated alerts, activity notifications, and full communication history
3 features
Email Notifications
CoreAutomated email alerts for lead assignments, follow-up reminders, and important CRM updates.
- Email alerts for lead assignment
- Follow-up and task due reminders via email
- Update notifications to relevant stakeholders
Sales Activity Alerts
CoreIn-app alerts to keep sales reps on top of pending tasks, overdue follow-ups, and priority actions.
- Pending task notifications
- Overdue follow-up alerts
- Priority action reminders
Customer Communication Tracking
AnalyticsMaintain a full history of all communication with every lead and customer for continuity and context.
- Communication history per lead / customer
- Visit notes, call logs, and email trail
- Full context at a glance before each interaction
Sales Target & Performance Monitoring
Define targets and track achievement by branch, employee, product, or brand
3 features
Target Definition
CoreDefine sales targets by branch, employee, product, or brand for granular performance accountability.
- Target setting by branch, employee, product, or brand
- Value or volume-based target definition
- Period-based target cycles (monthly / quarterly)
Target vs Achievement Tracking
AnalyticsCompare assigned targets against actual sales performance with visual dashboards and gap indicators.
- Real-time target vs achievement view
- Progress indicators and achievement percentage
- Gap alerts for underperforming reps or branches
Sales Performance Monitoring
AnalyticsMonitor sales activities and productivity of every employee to identify top performers and coaching needs.
- Employee-level productivity tracking
- Activity counts: visits, leads, conversions
- Leaderboard and performance ranking
Dashboard & Analytics
Real-time CRM overview with conversion reports, activity analytics, and exports
5 features
Real-Time CRM Dashboard
AnalyticsA live overview of all leads, opportunities, sales performance, and field activities in one screen.
- Leads by stage and status overview
- Opportunity pipeline value
- Team activity summary
Lead Conversion Reports
AnalyticsAnalyse lead-to-opportunity conversion rates and identify which sources and reps convert best.
- Conversion rate: lead to opportunity
- Source-wise conversion analysis
- Rep-wise conversion performance
Sales Performance & Activity Reports
AnalyticsTrack performance by employee, branch, or region — plus visit frequency and sales engagement analytics.
- Sales performance by employee, branch, region
- Activity reports: visit frequency and engagement
- Exportable reports (Excel / PDF)
Mobile CRM Capabilities
Full CRM access on mobile with offline support and real-time data sync
3 features
Mobile App Based CRM Access
CoreFull CRM capability on mobile — manage leads, log visits, and track opportunities entirely from the field.
- Complete CRM access via mobile app
- Lead creation, assignment, and status update on the go
- Visit logging and follow-up scheduling from mobile
Offline Support & Real-Time Sync
CoreCapture data offline when connectivity is limited — auto-syncs to the central system when back online.
- Offline data entry support
- Real-time data synchronisation on reconnect
- No data loss in low-connectivity areas
Branch, Employee & User Management
Configure branches, employees, roles, dealer logins, and app access rights
5 modules
Branch Management
CoreCreate and manage branches, assign warehouses, and set branch managers with branch-level reporting.
- Create / Edit / Delete branch
- Assign warehouse to branch
- Assign branch manager
- Branch-level reporting
Employee & User Management
CoreCreate employee profiles, map to branches, assign roles, and manage login credentials and deactivation.
- Create employee profile
- Map to branch
- Assign role: Admin / Manager / Sales / Dealer
- Login credential creation and deactivation
Dealer Login Setup
CoreRegister dealers with credit limits, area mapping, price list assignment, and scheme eligibility.
- Dealer registration
- Credit limit configuration
- Area and price list mapping
- Scheme eligibility mapping
Security & RBAC
CoreRole-based access control with module-level and action-level permissions plus full audit logs.
- Role-based access control (RBAC)
- Module-level permissions
- Action-level: View / Add / Edit / Delete / Approve
- Audit logs for all user actions
App Rights for Users
CoreControl mobile app module visibility, feature toggles, order approval rights, and rate visibility per user.
- Mobile app module visibility control
- Feature enable / disable per role
- Order approval rights assignment
- Rate visibility control per user
Product, SKU, Rates & Scheme Masters
Full SKU configuration, flexible pricing, scheme setup, and brand/group management
5 modules
SKU Master
CoreDefine complete SKU details including HSN code, tax percentage, UOM, pack size, MRP, and distributor price.
- SKU Code, HSN, Tax %, UOM, Pack size
- MRP and distributor price configuration
- Product grouping and category mapping
- SKU to warehouse and scheme mapping
Rate Management
CoreConfigure base rates, dealer-specific rates, region-specific rates, and effective date-based pricing.
- Base rate configuration
- Dealer-specific rate overrides
- Region-specific rate setting
- Effective date-based rate management
Scheme Management
CoreCreate quantity-based, value-based, free product, and time-bound schemes with dealer-specific eligibility.
- Quantity-based and value-based schemes
- Free product scheme
- Time-bound scheme with validity control
- Dealer-specific scheme assignment
Brand & Group Management
AnalyticsOrganise products into brands and groups for brand-wise sales tracking and category-wise analysis.
- Product grouping and category classification
- Brand-wise sales tracking
- Brand scheme mapping
- Category-wise analysis
Master Mapping
CoreMap SKUs to warehouses, schemes, and dealers to routes for full distribution network control.
- SKU to warehouse mapping
- SKU to scheme mapping
- Dealer to route mapping
- Employee to dealer mapping
Warehouse & Inventory Management
Multi-warehouse stock ledger, inter-warehouse transfers, and real-time inventory control
4 features
Multi-Warehouse Support
CoreManage multiple warehouses with individual stock ledgers, transfer capabilities, and warehouse-wise reporting.
- Multi-warehouse configuration
- Warehouse stock ledger per location
- Stock transfer between warehouses
- Warehouse-wise reporting
Stock Update & Adjustment
CoreManage opening stock entries, manual adjustments, stock transfers, and automatic updates from GRN.
- Manual stock adjustment
- Opening stock entry
- Stock transfer between locations
- Auto update from GRN
Tax Setup & GST Compliance
Complete GST configuration with intra/inter-state logic, HSN mapping, and GSTR reporting
7 modules
Tax Master Creation
CoreConfigure all tax types — GST, IGST, CGST, SGST, UTGST, TCS, TDS — with HSN code mapping and validity dates.
- Tax types: GST, IGST, CGST, SGST, UTGST, TCS, TDS
- HSN code mapping per tax rule
- Applicable from / to date control
- Active / Inactive status management
Tax Slab Configuration
CoreConfigure GST slabs at 0%, 5%, 12%, 18%, and 28% with cess and additional tax percentage support.
- Multiple GST slabs: 0%, 5%, 12%, 18%, 28%
- Cess configuration (optional)
- Additional tax % support
State-Based Tax Logic
CoreAuto-detect intra-state vs inter-state transactions and apply the correct CGST+SGST or IGST split automatically.
- Intra-state → CGST + SGST auto-apply
- Inter-state → IGST auto-apply
- State code mapping and GSTIN validation
- Branch-wise state tax rule support
Tax Mapping (SKU / Dealer / Branch)
CoreMap tax rules at SKU level with optional dealer-wise overrides and branch-wise tax logic.
- SKU-wise tax % mapping
- Dealer-wise tax override (optional)
- Branch-wise tax rule configuration
Auto Tax Calculation Engine
AISystem auto-calculates taxable amount, CGST, SGST, IGST, and total invoice value across all transaction types.
- Applies on: Sales Order, Purchase Order, GRN, Return, Delivery, Credit Note
- Auto-identifies dealer state vs company state
- Calculates: Taxable Amount, CGST, SGST, IGST, Total Invoice Value
Reverse Charge Mechanism (RCM)
CoreEnable RCM flag, apply reverse charge tax logic, and generate dedicated RCM reports as required.
- RCM flag enable / disable
- RCM tax logic application
- RCM report generation
GST Input / Output Reporting
AnalyticsGenerate GSTR-1, GSTR-3B, output and input GST reports, tax liability, and tax credit reports.
- Output GST report and Input GST report
- GSTR-1 format data export
- GSTR-3B summary report
- Tax liability and tax credit reports
HR, Targets & Company Settings
Holiday calendar, leave workflow, sales targets, and company/dealer configuration
3 modules
Holiday & Leave Management
CoreManage holiday calendars, employee leave requests, and leave approval workflows.
- Holiday calendar configuration
- Employee leave request submission
- Leave approval workflow
Target Management
AnalyticsSet employee sales targets and dealer purchase targets on monthly, quarterly, or yearly cycles.
- Employee sales target setting
- Dealer purchase target setting
- Monthly / Quarterly / Yearly target cycles
Company & Dealer Settings
CoreConfigure GST details, invoice formats, credit policies, approval workflows, and dealer-specific settings.
- Company: GST details, invoice format, credit policy, approval workflow
- Dealer: credit days, order approval toggle, secondary sync settings
Company Dashboard & Sales Operations
Sales orders, delivery, returns, promotions, and full company-side control
6 modules
Company Dashboard
AnalyticsLive overview of sales, stock, outstanding amounts, target vs achievement, top dealers, SKUs, and pending approvals.
- Sales and stock summary
- Outstanding balance overview
- Target vs Achievement snapshot
- Top Dealer / SKU highlights and pending approvals
Sales Order Management
CoreCreate sales orders with auto scheme application, rate calculation, credit check, and invoice generation.
- Create sales order
- Scheme auto-apply and rate auto-calculation
- Credit check validation
- Approval workflow and invoice generation
Delivery Management
CoreConvert sales orders to delivery challans with partial delivery support, vehicle assignment, and tracking.
- Convert SO to Delivery Challan
- Partial delivery support
- Vehicle assignment
- Delivery tracking
Returns & Credit Notes
CoreManage sales returns and damage returns with stock adjustments and automatic credit note generation.
- Sales return entry
- Damage return handling
- Stock adjustment on return
- Credit note generation
Dealer Promotion & Offers
CoreCreate dealer-specific offers, combo deals, and target-based incentive schemes for the distribution network.
- Dealer-specific offer creation
- Combo offer management
- Target-based incentive schemes
Secondary Order Integration
IntegrationSync dealer billing data to the company via API with real-time or batch sync and secondary sales analytics.
- Dealer billing data sync
- API-based integration
- Real-time and batch sync support
- Secondary sales analytics
Company Reports & Analytics
Sales, SKU, brand, outstanding, scheme, stock aging, and target reports
7 reports
Sales & Performance Reports
AnalyticsComprehensive sales reports by SKU, brand, and dealer alongside target vs achievement tracking.
- Sales report (overall and filtered)
- SKU-wise and brand-wise reports
- Target vs Achievement report
Outstanding & Scheme Reports
AnalyticsTrack dealer outstanding balances, scheme utilisation rates, and ageing stock for financial control.
- Dealer outstanding report
- Scheme utilization report
- Stock aging report
Dealer Portal — Dashboard & Ordering
Dealer login, purchase orders with live stock visibility, and scheme application
4 modules
Dealer Dashboard
AnalyticsDealers get a personalised view of purchase summary, stock levels, scheme eligibility, and pending deliveries.
- Purchase summary overview
- Stock summary and scheme eligibility
- Pending deliveries display
- Credit limit and outstanding visibility
Purchase Order (Dealer)
CoreDealers create purchase orders, apply eligible schemes, view live stock availability, and submit for approval.
- Create Purchase Order from dealer portal
- Apply available scheme at order level
- View live stock availability before ordering
- Submit PO for company approval
GRN — Goods Receipt Note
CoreDealers record goods receipt against delivery with shortage and damage entry — auto-updates stock.
- GRN against delivery challan
- Shortage and damage entry
- Auto stock update on GRN
Dealer Returns & Claims
CoreDealers initiate returns to the company, raise claim entries, and track credit note status.
- Return to company entry
- Claim entry and submission
- Credit note tracking
Dealer Stock, Promotions & Secondary Sales
Real-time stock control, retailer promotions, secondary order sync, and dealer reports
4 modules
Dealer Stock Management
CoreReal-time stock updates, physical stock entries, and reconciliation to keep dealer inventory accurate.
- Real-time stock update
- Physical stock entry
- Stock reconciliation
Retailer Promotions & Incentives
CoreDealers create retailer-level schemes and target-based incentives to push secondary sales.
- Create retailer schemes
- Target-based retailer incentives
Secondary Order Sync to Company
IntegrationAutomatically sync retailer billing data from dealer to company via API with daily auto-push.
- Sync retailer billing to company
- API-based integration
- Daily auto-push of secondary sales data
Dealer Reports
AnalyticsDealers access purchase, stock, retailer sales, and outstanding reports for their own business visibility.
- Purchase report
- Stock report
- Retailer sales report
- Outstanding report