Orders come in over WhatsApp, email, and calls. Everything is manually entered and nothing is auditable at month end.
The usual way
The friction this replaces.
Growing brands outpace spreadsheets before they can afford a long ERP rollout.
Sensitive pricing, customer details, and margin information are visible to the wrong people without anyone noticing.
Months of development for features a SaaS platform provides out of the box. Engineering time spent on internal tools.
What you get
Structured B2B without an implementation partner.
Self-serve onboarding, role-based access, promotions, catalogs, and analytics — for brands that need to move fast.
01 / 04 · Setup
Self-serve onboarding from Excel
Customers, products, and pricing live in hours — not months.
Sign up, bulk import master data, and invite the team. Most brands run first orders the same day without an IT team or implementation partner.
- Excel import for customers and catalog
- 14-day trial — full platform access
- No integrator required for go-live
After go-live
What changes when you stop duct-taping tools.
One platform from first import to first GST invoice — without integrators.
Spreadsheet chaos
- Orders across WhatsApp, email, and calls
- Everyone edits the same sheets
- IT asked to build internal tools
- Promos communicated over chat
One operating layer
- Structured orders with audit trail
- Roles define who sees what
- Self-serve setup in days
- Schemes enforce at checkout
Bulk import and invite — no multi-month implementation.
Permissions match desk, field, and leadership.
Orders, reps, and promos without manual reports.
AI PDF and digital links without a design team.
How it works
From first action to a repeatable motion.
- 01Sign up and import
Self-serve sign-up. Bulk import customers and products from Excel. Most brands are set up and ready the same day.
- 02Invite team with roles
Add field reps, inside sales, ops, and admins. Define what each role can see and do — down to module and customer scope.
- 03Set up promotions and pricing
Create trade scheme rules, customer group pricing, and catalog visibility. Configure once — applies automatically on every order thereafter.
- 04Start selling across channels
Web orders, mobile field orders, catalog sharing, quotations, GST invoices. All connected from the first transaction.
- 05Grow and scale
Add team members, customers, and products as you grow. Analytics shows what is working. Plans scale with your business without renegotiation.
Who it is for
Built for founder-led and scaling brands.
FAQ
Answers before the demo.
See your motion live
Walk through Growing Brands on B2Bhaarat.
We map your dealer, beat, or wholesale workflow before recommending modules — no generic CRM pitch.