Plan field execution, manage outlets and distributors, capture SKU orders, run schemes, track dispatch, secondary sales, retail stock and field assets in one connected FMCG sales and distribution system.
Built for field-led consumer businesses where outlet execution, trade decisions and distributor fulfilment must work as one rhythm.
Give field teams a structured daily route and capture evidence of outlet execution.
Capture the order where demand is observed while applying the right outlet and trade context.
Carry outlet demand into distributor approval, loading, dispatch and trade follow-through.
Understand what moved, what remains and which field assets support retail execution.
automateCRM brings together territories, beats, outlets, distributors, products, schemes, orders, stock and field activity as one connected operating foundation. Adapt it around your sales hierarchy, visit model, distribution structure and trade processes, then use execution intelligence to improve coverage, fulfilment and growth.
Start with the records, modules, relationships and operating capabilities commonly required in this industry already connected.
Shape stages, ownership, approvals, SLAs, handoffs and business rules around how your operation actually works.
Give each person the right context and next action as work moves across teams, customers and operating processes.
Use workflows, AI and process intelligence to reduce repetitive work, identify friction and progressively improve execution.
Explore the platform foundations behind this industry operating model.
automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.
You do not need to transform the entire business at once. We start with a priority operating process, understand how your team actually works, configure automateCRM around that model, validate it with the people who will use it and deploy it into live operations. Once the process is working, we expand from what has been proven.
Start with beat execution, distributor control, order fulfilment or secondary-sales visibility, then expand into the wider route-to-market operation.
Field teams execute more consistently, orders move faster, managers get a clearer picture of market performance and trade leakage becomes easier to control.
More planned outlets get covered, follow-ups happen consistently and field discipline improves across territories.
Orders spend less time waiting between outlet demand and distributor fulfilment.
Managers can respond earlier to weak territories, slow-moving SKUs and emerging demand.
Pricing, schemes and discount exceptions are managed with greater commercial discipline and less avoidable leakage.
An FMCG CRM manages territories, beats, outlets, distributors, products, schemes, field visits, orders, secondary sales and retail assets. It helps sales and distribution teams maintain execution discipline across the route to market while giving managers a clearer view of outlet coverage, fulfilment and market activity.
Yes. Mobile field actions can capture location context where device permissions and your configured process allow it.
Yes. Orders can include SKU, quantity, price and applicable trade context at the outlet.
Yes. Scheme rules, volume slabs, discounts and approvals can be configured around your trade process.
Yes. Outlet orders can move through distributor review, loading, dispatch and completion statuses.
Yes, when the relevant distributor or outlet data is available, dashboards can compare sell-out, closing stock and stock-outs.
Yes. Deployed field assets can be linked to outlets with location, status and service history.
Yes. A phased implementation can begin with PJP and outlet ordering before adding distributor, stock or asset processes.