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Power Your Field Sales with Real-Time Intelligence
Incluziv SFM (Sales Force Management)
Increase sales productivity with Incluziv SFM (Sales Force Management) an all-in-one mobile solution that enables your sales team to book orders, check stock availability, track collections, and access complete customer information anytime, anywhere.
Whether your team is visiting retailers, distributors, or dealers, Incluziv SFM ensures every sales visit is productive and every opportunity is captured.
Key Highlights
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Faster Order Booking
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Live Stock Search
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Outstanding & Overdue Tracking
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Real-Time Order Tracking
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Sales Performance Dashboard
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Complete Customer Portfolio
Features
Everything Your Sales Team Needs to Sell More
Empower your field representatives with real-time access to sales, customer, and business information from a single mobile application.
Sales Management
Manage the complete sales cycle directly from your mobile device.
Order Management
Track every stage of order processing with complete visibility.
Business Insights
Make informed decisions using real-time analytics.
Sales Activity
Measure field team productivity with live performance metrics.
Customer Portfolio
Access complete customer information before every sales meeting.
Pricing & Plans
Flexible Plans for Every Business Size
Choose the perfect Sales Force Management solution for your business.
Frequently Asked Questions (FAQs)
Frequently asked questions
Incluziv DRS (Delivery Run Sheet) is a mobile delivery management application that enables delivery executives to manage assigned deliveries, update delivery status, capture proof of delivery, and handle re-delivery requests from a single platform.
Yes. Delivery staff can instantly mark orders as Delivered or Undelivered, ensuring customers and back-office teams receive real-time updates.
If an order is marked as Undelivered, the delivery executive can:Select the reason for non-delivery.Add delivery remarks.Choose whether the order should be scheduled for Re-Delivery (Yes/No).This helps logistics teams efficiently manage failed delivery attempts.
Yes. Delivery executives can capture customer signatures, photos, or other proof of delivery to maintain a complete digital delivery record.
Absolutely. Supervisors can view live dashboards showing pending, delivered, undelivered, and re-delivery orders, helping them monitor team performance and delivery efficiency.
Yes. By providing real-time delivery updates, accurate delivery records, and efficient re-delivery management, Incluziv DRS enhances customer satisfaction and reduces missed deliveries.
Yes. Incluziv DRS integrates seamlessly with Incluziv ERP, synchronizing delivery assignments, invoices, customer information, order status, dispatch details, and delivery confirmations in real time.
Yes. Incluziv DRS is available on both Android and iOS, enabling delivery executives to manage deliveries anytime and from anywhere.
Incluziv Palm Top is a handheld warehouse management application that enables warehouse and manufacturing teams to perform inventory transactions, barcode scanning, goods receipt, stock transfers, dispatch, and production operations in real time using Android handheld devices.
The application supports Android-based Palm Top devices, rugged handheld terminals, and barcode scanners, allowing warehouse staff to work efficiently on the move.
Incluziv Palm Top supports:Goods Receipt (GRN)Stock TransfersRack Location UpdatesStock AdjustmentsStock TakingDispatch Sheet ManagementDirect InvoicingPiece SplittingBarcode Scanning
Yes. Manufacturing teams can confirm raw material receipts, update storage locations, perform inventory verification, and maintain accurate production stock directly from handheld devices.
Yes. Every transaction is synchronized with Incluziv ERP in real time, ensuring accurate inventory, warehouse status, and operational visibility across the organization.
Absolutely. Barcode-enabled stock taking allows teams to quickly verify physical inventory, minimize discrepancies, and improve inventory accuracy.
Yes. The solution integrates seamlessly with Incluziv ERP, synchronizing inventory, warehouse transactions, manufacturing activities, dispatches, invoices, and order processing automatically.
Incluziv Palm Top is ideal for manufacturers, distributors, warehouses, logistics providers, and inventory-intensive businesses looking to digitize warehouse operations, improve productivity, and achieve real-time inventory visibility.
Incluziv Tally Integration connects your Incluziv ERP with Tally, enabling automatic synchronization of customer data, ledgers, invoices, payments, outstanding balances, and accounting transactions.
You can synchronize:Customer MastersLedger AccountsProduct MastersSales InvoicesCredit & Debit NotesPayment ReceiptsOutstanding BalancesGST & Tax InformationAccounting Vouchers
Yes. Business transactions are automatically transferred to Tally, significantly reducing manual data entry, saving time, and minimizing accounting errors.
Absolutely. The integration provides real-time visibility into customer outstanding balances, payment history, credit limits, and aging reports to improve collection efficiency.
Yes. GST-related information, tax calculations, and accounting entries are synchronized accurately to help maintain compliance with applicable tax regulations.
Yes. Incluziv provides dashboards and reports covering sales performance, profitability, outstanding balances, collections, financial KPIs, and retailer analytics to support informed business decisions.
Yes. All data synchronization is performed through secure integration protocols with validation and audit logs to ensure data integrity and reliability.
Absolutely. Incluziv Tally Integration is designed for manufacturers, distributors, wholesalers, and retail businesses that require seamless synchronization between operational and accounting systems.
The Incluziv Customer Mobile Application is a self-service B2B ordering app that enables customers to place orders, search stock, view pricing, track deliveries, manage outstanding invoices, and access product information anytime, anywhere.
The latest version introduces:Modern User InterfaceSecure PIN LoginSales Team ManagementMultiple User RightsLive Order TrackingProduct Information Management (PIM)These enhancements provide a faster, more secure, and user-friendly experience.
Yes. Customers can browse products, check live stock, review pricing, and create orders instantly without contacting the sales team.
PIM provides customers with comprehensive product details, including specifications, images, catalogs, technical documents, videos, and related products, helping them make informed purchasing decisions.
Yes. Businesses can create multiple user accounts with customized roles and permissions, allowing administrators to control access for different team members.
Absolutely. Customers receive live updates on order confirmation, processing, dispatch, and delivery through the app.
Yes. The application seamlessly integrates with Incluziv ERP, synchronizing customer accounts, pricing, inventory, orders, invoices, outstanding balances, and product information in real time.
Yes. The Incluziv Customer Mobile Application is available on both Android and iOS, enabling customers to manage their business from anywhere.
Fusion is a B2B platform that connects retailers and distributors on a single digital network, enabling retailers to search products, check live stock, place orders, and track deliveries from multiple distributors through one application.
Yes. Retailers can connect with multiple authorized distributors, making it easy to compare products, check stock availability, and place orders without switching between different systems.
Absolutely. Fusion provides real-time stock visibility, allowing retailers to check product availability across connected distributors before confirming an order.
Yes. Retailers can monitor the complete order lifecycle, including order confirmation, processing, dispatch, and delivery status in real time.
Yes. Fusion includes advanced search capabilities to help users find distributors, customers, products, collections, and business partners quickly and efficiently.
Yes. Retailers can view customer-specific pricing, discounts, offers, and promotional schemes based on their relationship with individual distributors.
Yes. Fusion seamlessly integrates with Incluziv ERP, synchronizing customers, distributors, inventory, pricing, sales orders, invoices, and order statuses in real time.
Yes. Fusion is available on both Android and iOS, enabling retailers and distributors to manage their business anytime, anywhere from a single mobile application.
Incluziv WhatsApp Integration connects your ERP with WhatsApp, allowing you to automatically send order updates, invoices, payment reminders, promotional messages, and customer notifications through the world's most popular messaging platform.
You can automate a wide range of business communications, including:Order ConfirmationsOrder Status UpdatesDispatch & Delivery NotificationsInvoice & Statement SharingPayment & Outstanding RemindersPromotional CampaignsLoyalty & Scheme NotificationsProduct Launch Announcements
Yes. You can instantly share invoices, account statements, purchase orders, catalogs, brochures, price lists, credit notes, and other important business documents directly with your customers.
Absolutely. Segment your customer database and send personalized offers, new product announcements, festival greetings, loyalty updates, and marketing campaigns to specific customer groups.
Yes. The dashboard provides message delivery status, read receipts, broadcast history, campaign performance, and customer engagement analytics to help you measure communication effectiveness.
Yes. The solution uses the official WhatsApp Business API, ensuring secure, reliable, and compliant business messaging while protecting customer data.
Yes. Incluziv WhatsApp Integration works seamlessly with Incluziv ERP to automatically trigger notifications based on sales orders, invoices, dispatches, payments, outstanding balances, loyalty programs, and customer activities.
Absolutely. It is designed for manufacturers, distributors, wholesalers, retailers, and enterprises that want to automate customer communication, improve service levels, and enhance customer engagement.
Union is a comprehensive Scheme Management application that helps businesses create, manage, and monitor sales schemes, targets, incentives, and reward programs from a single platform.
Yes. You can create multiple schemes based on products, collections, order value, quantity, customer categories, dealer networks, or sales teams.
Yes. Incentives are calculated automatically based on predefined scheme rules and target achievements, eliminating manual calculations.
Absolutely. Every user can view assigned targets, achievement progress, earned incentives, and pending rewards in real time.
Yes. Managers have access to dashboards, leaderboards, target completion reports, incentive summaries, and sales performance analytics.
Yes. Union is ideal for manufacturers, distributors, wholesalers, and organizations with field sales teams or dealer networks.
Yes. Union seamlessly integrates with Incluziv ERP, synchronizing sales data, orders, collections, customers, and performance metrics for accurate scheme and incentive management.
Yes. Union is available on both Android and iOS, enabling sales teams and managers to access schemes, targets, and incentives anytime, anywhere.
Point Bridge is a multi-level Loyalty & Rewards platform that enables brands to reward retailers and retailers to reward karigars through a transparent points-based loyalty program.
Brands award reward points to retailers based on purchases or sales achievements. Retailers can then reward karigars based on product purchases, installations, or predefined business activities. Users can accumulate points and redeem them for exciting rewards.
Yes. Brands can create multiple campaigns based on products, collections, sales value, quantity, seasonal promotions, customer categories, or business objectives.
Absolutely. Retailers and karigars have access to a digital wallet where they can view earned points, redeemed points, available balance, transaction history, and upcoming reward opportunities.
Businesses can offer a wide variety of rewards, including merchandise, gift vouchers, cashback, exclusive products, travel incentives, digital coupons, and customized promotional items.
Yes. By rewarding repeat purchases and recognizing top performers, Point Bridge helps increase customer retention, strengthen brand loyalty, encourage repeat business, and drive higher sales.
Yes. Point Bridge seamlessly integrates with Incluziv ERP, automatically synchronizing sales transactions, customer information, reward points, loyalty campaigns, and redemption data in real time.
Yes. Point Bridge is available on both Android and iOS, allowing retailers and karigars to earn, track, and redeem reward points anytime, anywhere.
Incluziv SFM is a cloud-based Sales Force Management application that helps field sales teams manage customer visits, sales orders, stock availability, invoices, collections, and business insights from a single mobile platform.
Yes. Sales executives can create and submit customer orders instantly while visiting customers, reducing paperwork and improving order accuracy.
Absolutely. Incluziv SFM provides real-time stock search, allowing your team to confirm product availability before booking orders.
Yes. Your sales team can instantly view outstanding balances and overdue invoices, helping improve payment collections and credit control.
Yes. Users can monitor every stage of the order lifecycle—from approval and production to dispatch and delivery.
The dashboard provides valuable insights including:Star Product CollectionsInactive CustomersToday's ReceiptsSales ActivityCustomer VisitsPerformance Analytics
Yes. Incluziv SFM integrates seamlessly with Incluziv ERP, ensuring real-time synchronization of customers, inventory, pricing, orders, invoices, and payment information.
Yes. Incluziv SFM is available for both Android and iOS devices, enabling your field sales team to stay productive wherever they are.
Ready to Boost Your Field Sales Performance?
Empower your sales team with real-time customer insights, faster order booking, live stock visibility, and actionable business intelligence—all in one powerful mobile app.
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