How it connects
Follow the handoffs Indian B2B teams actually run — from visiting card to GST invoice — without leaving B2Bhaarat.
01 · Shared record handoff
When a prospect is ready, promote the lead into Customer Hub. Contact fields, notes, and files travel with the record so the first order does not start from a blank form.
The suite
Open any module for a full walkthrough — capabilities, friction it replaces, and outcomes after go-live.
Leads & CRM
Capture and convert prospectsVisiting cards, Excel imports, and ownership land in one lead inbox — then convert to Customer Hub without retyping.
Customer Hub
One account for every buyerAddresses, GSTIN, contacts, and history sit on the account that catalogs, orders, and promotions all read from.
Catalog Studio
Sell from live product dataPDF and digital catalogs pull prices and SKUs from the same master. Buyer chat and confirmations continue into orders.
Promotions Engine
Schemes that enforce at checkoutEligibility and stack rules apply on web and mobile when the order is written — not after the fact in Excel.
Orders & Quotations
Quote to GST invoiceQuotations convert to orders with customer pricing and schemes already applied. Dispatch and invoices stay on the record.
Mobile & Offline
The same platform in the fieldReps book orders, scan cards, and apply offers offline. Queued work syncs into leads, customers, and orders when signal returns.
Shared data layer
Customer masters, products, schemes, and order history are not copied between apps. Desk and field operate on the same records.
GSTIN, addresses, contacts, and credit notes live once — every module reads the same account.
Catalogs, orders, and the mobile app pull SKUs and rates from the same catalogue — no Excel forks.
Roles decide who sees prices, overrides schemes, or confirms orders — consistently on web and mobile.
HSN, IGST / CGST / SGST, and INR amounts stay on invoices and field orders without bolt-on tax tools.
Operating model
FAQ
Plan the rollout
We map your desk, field, and catalogue workflows before recommending a phased go-live — no scripted pitch.
