Distribution and Dealer CRM

Distribution & Dealer CRM for a connected channel network

Onboard dealers, manage distributor orders, run schemes, track claims and secondary sales, and give every channel partner a self-service portal.

Free for 3 users Mobile ready Fully customisable
₹2.1CrSecondary sales
Follow-up dueShree Balaji Agencies

DealTrako Distribution and Dealer CRM connects manufacturers, distributors and dealers. Track channel inventory, orders, schemes, credit limits and claims with full visibility across the network.

100%
Secondary sales visibility
-40%
Lower scheme leakage
2 days → 2 hrs
Faster onboarding
-25%
Reduced overdue
Challenges we solve

Why distribution & dealer teams outgrow spreadsheets

No secondary sales visibility

You see primary sales but not what dealers actually sell.

Dealer self-service portal

Dealers place orders, see schemes and track claims.

Scheme leakage

Schemes and discounts are applied inconsistently.

Scheme engine

Configure slab, quantity and value schemes centrally.

Manual dealer onboarding

KYC and agreements are collected over email.

Digital onboarding

KYC, GST and agreements collected online.

Credit risk

Outstanding and credit limits are not checked before dispatch.

Credit control

Credit limits and overdue checks before order approval.

Distribution & Dealer features

Everything your distribution & dealer team needs

Distributor & dealer master

Hierarchy of super-stockists, distributors and dealers.

Dealer onboarding & KYC

Digital forms, document upload and approval.

Order management

Primary and secondary orders with approvals.

Scheme & discount management

Slab, combo and target-based schemes.

Claims & returns

Scheme claims, damages and returns processing.

Credit limit & outstanding

Ageing, limits and payment reminders.

Channel inventory

Distributor stock levels and reorder alerts.

Dealer performance

Target vs achievement by dealer and region.

Dealer portal

Self-service ordering and statements.

How it works

Your distribution & dealer workflow, simplified

Build your network

Onboard distributors and dealers with KYC.

Configure schemes

Publish schemes and price lists by region.

Process orders

Dealers order via portal or field reps; credit checks apply.

Track sell-through

Monitor secondary sales, claims and channel stock.

Business impact

Results distribution & dealer teams can measure

Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.

100%

Secondary sales visibility

See real market demand.

-40%

Lower scheme leakage

Rules applied consistently.

2 days → 2 hrs

Faster onboarding

Digital KYC.

-25%

Reduced overdue

Automated credit checks.

Pricing

Distribution and Dealer CRM pricing

Prices in INR, exclusive of GST · Showing pricing for Distribution and Dealer CRM

Free

For small teams getting started

₹0/ month
Up to 3 users · No credit card
  • Users: Up to 3
  • Storage: 500 MB
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Start Free

Starter

For growing sales teams

₹399 / user / month
Billed ₹4,788 per user annual · ₹5,988
  • Users: 3 – 25
  • Storage: 5 GB
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Start Starter
14-day free trial available

Enterprise

For large and complex organisations

Custom
50+ users · Tailored to your needs
  • Users: 50+ (custom)
  • Storage: 500 GB+
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Contact Sales

View Live Demo

Explore a live Distribution & Dealer workspace with sample data.

Request Personalised Demo

A specialist walks you through your exact use case.

Book a demo

Watch Product Walkthrough

A short guided tour of the key workflows.

See walkthroughs
★★★★★ -40% scheme leakage
“Dealers order through their own portal and schemes apply automatically. Disputes on claims have almost disappeared.”
IS Imran Sheikh SampleHead of Channel Sales, Sample Industries Ltd
FAQ

Distribution & Dealer CRM questions

Still have questions? Talk to our team.

Yes. Each dealer gets a secure portal to place orders, view schemes, download statements and raise claims.

Yes. Eligible schemes are applied to orders based on product, quantity, value and region rules you configure.

Yes. Orders exceeding credit limits or with overdue invoices can be held for approval.

Start your Distribution and Dealer CRM today

Free for up to 3 users. No credit card required.