The order, the stock gap, and the payment — captured in one visit.
Your field team quotes, closes, and collects on the spot. Your backend shouldn't slow them down.
Lead-to-cash · catalog ordering · inventory sync · logistics · trade & distribution · appointment & resource booking
A typical Tuesday in the field: an inquiry lands in WhatsApp. Your rep quotes from an outdated PDF, then waits four hours for a manager to approve a special discount while the customer loses momentum. An order ships and goes dark until the client calls asking where it is. A UPI payment lands at 6:00 PM, and nobody figures out which invoice it belongs to until month-end. Every one of these is a critical business event — handled entirely by manual guesswork.
- —Instant quotes & approvals: quotes pull from your live price list, and a discount that breaks a rule routes for approval immediately — decided while your rep is still with the client.
- —End-to-end tracking: orders are tracked as a single record from placement to delivery. A quick photo verifies dispatch instead of a chain of confirmation calls.
- —Real-time reconciliation: payments match to open invoices the second they land, eliminating the month-end scramble.
- —Captured opportunities: the stock gap your rep notices on the way out is logged as a live order, not left to memory.
Pre-built workers, not a feature list.
Each one runs on your rules and cites the exact reason behind every decision. Switch on what you need today; the rest waits.
Lead Intake & Qualification
Qualifies and routes inbound leads (web, WhatsApp, or portals) to the right sales rep by territory, skill, and capacity instantly. No lead sits unassigned.
Quote & Discount Approval
Generates a quote against your live price list on the spot, and routes any discount that breaks a rule for approval immediately — decided while your rep is still with the client.
Yield-Based Discount Approval
Approves a discount automatically when it makes sense — based on real-time capacity or inventory pressure — and holds anything else for a human.
Applies to: Car and equipment rental fleets, perishable or time-bound inventory, any business where idle capacity is a real cost.
Warehouse Stock Intake & Sync
Logs incoming stock shipments from suppliers against purchase orders, updates real-time inventory balances, and syncs multi-location ledger levels instantly.
Site & Van Stock Transfer
Manages material movement between central warehouses, transit vans, and active field sites or retail stores, tracking custody and sign-offs digitally.
Visual Shelf & Mobile Stock Capture
Analyzes store shelf photos or visual audits from the field, cross-references historical velocity, and auto-generates replenishment carts for direct van or distributor fulfillment.
Applies to: FMCG / CPG van sales, retail distributors, and wholesale route-delivery.
Multi-Location Inventory Replenishment
Tracks stock depletion against buffer limits across dispersed locations or retail points, auto-drafts reorder requests when thresholds hit, and manages expiry tracking.
Applies to: Pharmacy chains, retail stores, CPG stockists, and medical distributors.
Configurable Spec-to-BOM & Quote
Parses non-standard measurements, dimensions, or custom requirements from the field, maps them against raw material constraints, and auto-generates an engineering BOM and pricing proposal.
Applies to: Tensile roofing, custom furniture, interior fit-outs, and engineered equipment manufacturers.
WhatsApp Commerce & Checkout
Runs cart-building, order confirmation, and status tracking end-to-end over WhatsApp so your SME clients never have to download a new app.
Collections & Reconciliation
Tracks UPI or cash payments, matches them against open invoices in real-time, and logs ledger entries to stop reconciliation gaps from looking like defaults.
Returns & Reverse Logistics
Handles field rejections, logs damaged stock pickups, triggers partial credit memos, and updates inventory write-offs instantly.
Built for this cluster, configured to your process.
Every process below is built and demonstrable today — see it running against a real scenario in a working session before you commit. Some are already live with a design-partner tenant; the rest are one configuration workshop away.
FMCG & CPG van sales · pharma field detailing · agri-input & advisory · last-mile logistics · appointment/rental booking
Not listed? The four clusters cover every field operation we've met. Tell us the process that costs you most and we'll tell you if it's in scope.
Bring the process that costs you the most time.
In a two-hour working session, we'll build and run it live on your real operations. You walk away with a clear process map either way.