Reps open a dealer call with no orders, invoices, or last conversation — every visit starts from zero.
The usual way
The friction this replaces.
Most Indian B2B teams still run dealer masters across sheets and chats — Customer Hub closes these three gaps.
Wrong billing site on the invoice. Shipping to an old warehouse. Tax disputes that take weeks to unwind.
Nobody is sure which dealers get which list. Catalogs and promos are applied by memory, not by group.
What you get
Account operations your sales team already understands.
Timeline, addresses, groups, and engagement — explained the way desk CRM products describe dealer accounts.
01 / 04 · Customer 360
One timeline for every interaction
Orders, quotations, invoices, returns, and notes sit on the same customer record.
Open any dealer and see what happened last — without hunting chats or spreadsheets. The next conversation starts from the account, not from memory.
- Orders, quotes, invoices, and returns on one timeline
- Comments and documents stay with the account
- Outstanding and last-order cues visible at a glance
After go-live
What changes for the sales team.
Not another list of fields — the operational shift when dealer context stops living in personal chats.
Accounts as contact lists
- Order history in Excel and personal chats
- GSTIN and ship-to scribbled on paper
- Price lists applied by who remembers
- Handoffs lose the last conversation
Accounts as operating records
- 360 timeline of orders, invoices, and notes
- Multi-address GSTIN on the customer
- Groups drive pricing, catalogs, and promos
- Share catalog or raise order from the record
Reps see last order, outstanding, and notes before they dial — not after the dealer reminds them.
Billing addresses and GSTIN live on the account, so invoices stop picking the wrong site.
Groups keep dealer pricing and catalog scope consistent across desk and field.
Orders and Catalog Studio start from the same customer — no blank account rebuild.
Who it is for
Built for teams who live on dealer accounts.
Wholesalers managing dealer networks
Distributors with regional accounts
Manufacturers with B2B retail
Brands selling to trade
Field teams managing key accounts
Inside sales handling repeat buyers
FAQ
Common questions.
Get started
Ready to put every dealer on one record?
Book a 20-minute demo — customer 360, GSTIN addresses, groups, and activity that stays with the account.