Software for distributors still running on shared spreadsheets.
Multi-branch pipelines, architect and contractor relationships, quote to order, and credit control. One digital system in place of the shared spreadsheets, built around how your branches actually sell.
Distribution runs on relationships and speed. The problem is that both live in individual heads and individual spreadsheets. The rep who owns the architect relationship keeps the cleanest tab, and when they are on leave the enquiry quietly goes cold.
We built exactly this system for Ceiling Impex Pvt. Ltd., an interior building materials distributor operating across eleven-plus branches. A six-person shared Excel register became a real CRM with six configurable stages, dual SSO, and a field-level audit history. It now tracks ₹2.4 Cr of quarterly pipeline in one system that every branch reads from.
What usually breaks first.
- 01
Two reps quoting the same architect
Nobody sees the other's activity, so the customer gets two different prices from the same company in the same week.
- 02
The pipeline number changes depending on who you ask
Sales says one figure, finance says another, and the review meeting is spent reconciling instead of deciding.
- 03
Branch data never rolls up
Each branch keeps its own file in its own format. A consolidated view means someone spends Monday morning copying and pasting.
- 04
Credit decisions leave no trail
An extended credit line gets agreed on a call. Six months later, when the payment is overdue, nobody can say who approved it or on what terms.
- 05
Enquiries arrive on WhatsApp and die there
A site enquiry lands in a personal chat, gets a verbal quote, and never becomes a tracked opportunity.
What we build for distribution & wholesale.
Sales pipeline CRM
Configurable stages, weighted forecasting, contact graphs linking architects, contractors, and dealers to the projects they influence.
See the service ERP developmentQuote to order and inventory modules
The operational spine: quotes, orders, stock positions, and dispatch, connected instead of re-keyed.
See the service Approval workflowsCredit and discount approvals
Approval chains with limits by role and branch, so exceptions are still fast but permanently recorded.
See the service Mobile appsField sales apps
Log a site visit, attach a photo, raise an enquiry from the customer's office without waiting to get back to a desk.
See the service Integration layerIntegration layer
Accounting, ERP, email, and messaging joined up so one enquiry does not get typed into four systems.
See the service Migration servicesMigration off spreadsheets
The part most rollouts get wrong. We clean, de-duplicate, and move the history so nobody keeps the old file open as a safety net.
See the serviceSoftware we have already built into this sector.
Sales pipeline CRMSales pipeline CRM for a multi-product distributor.
A six-person shared Excel register replaced with six configurable stages, dual SSO, architect and contractor contact graphs, and a field-level audit history.
Section 138 case management, on a deadline engine.
Bounced-cheque recovery for a manufacturing distributor. Statutory windows computed from the return date, escalated before they close, logged for board review.
- Microsoft 365 SSO
- Zoho OAuth
- Tally
- Power Automate
- WhatsApp Business
- PostgreSQL
- Prisma
- React Native
Straight answers.
- Our team abandoned a CRM once already. Why would this be different?
- Most CRM rollouts fail in the second quarter, when the shared spreadsheet quietly comes back. The usual cause is that the tool is slower than the spreadsheet for the thing reps do fifty times a day. We design around that specific action first, and we migrate the history so there is nothing left in the old file worth going back for.
- Can it handle multiple branches with different processes?
- Yes. Stages, approval limits, and price slabs can be configured per branch while the reporting still rolls up to one consolidated view.
- Does it work with the accounting system we already have?
- That is the normal case. We keep your book of record where it is and build an integration layer around it rather than asking you to replace a system that already works.
- How do you start a project?
- With a requirement study. We sit with your sales, branch, and accounts teams, document how enquiries, quotes, and credit decisions move today, and agree the scope and timeline in writing before development starts. How long the project takes depends on what that study finds.
- ManufacturingERP, CRM, and approval workflows for manufacturers running on Tally, SAP B1, and a stack of spreadsheets.↗
- Legal & law firmsMatter management, billable hours, invoice approvals, and deadline engines for multi-office firms and in-house legal teams.↗
- Professional servicesUtilisation, timesheets, project profitability, and retainer tracking for consultancies, agencies, and practices.↗
Tell us what's slowing your distribution & wholesale team down.
A 30-minute discovery call. We map the process, point out the easy wins, and outline a clear plan (no obligation).