Salesforce Automation Software India
Comprehensive Sales Tracking, CRM, and Distribution Management Systems.
Clotouch provides an advanced, customizable cloud-based Salesforce Automation Software that integrates and streamlines field sales, order management, stock tracking, and reporting. Whether handling B2B sales, pharma representatives, retail distributors, or servicing small businesses, our automation tool ensures rapid, scalable operations with smart, efficient selling.
Salesforce Automation Software for Mobile
Empower your sales representatives with a mobile application for field sales.
Top Features:
- Field representatives mobile application on Android and iOS
- Order placement, invoicing, and delivery tracking automation
- Geotagging for location and attendance verification
- Invoice sharing via WhatsApp
- Up-to-the-minute product catalog and pricing visibility
🔄 Perfect for field sales representatives, distributors, and servicing agents
Field and Territory Management
Clotouch enables centralized management of teams, territories, and merchants through a single dashboard.
- Create regions, allocate representatives, and monitor KPIs
- Agent and Manager role-based system access grants
- Employee clock-in/out mechanisms with reporting on shifts
- Agent-specific metrics for sales and collections, as well as field visits
- Remote digital signing for merchant contracting.
🌍 Best fit for B2B sales, as well as for distributorship and dealership networks.
Inventory & Warehouse Management
Our cloud inventory sales automation system ensures stock control is never compromised.
- Multi-warehouse inventory syncing
- Automated stock control through barcodes
- Inter-branch and inter-region goods transfer
- PO and GRN management
- Alerts for low stock thresholds and out of stock commodities
📦 Best fit for pharma, FMCG, and retail distribution networks
Sales Analytics & Reporting
Our sales automation software with reporting tools provides actionable insights to drive strategic decision-making.
- Sales by rep, region, product, or customer
- Sales tax system generated reports (GST, tax summaries of selected periods)
- Discount and promotion reports
- Credit management (outstanding and merchant) and sale tracking.
- Territory-wise profitability and loss tracking.
📊 Identify opportunity and instant revenue access as well as sales leaks
Execute promotional campaigns and merchant loyalty programs
Repeat business through built-in customer relationship management tools and configurable business rules for dynamic pricing.
- Customer-specific loyalty schemes
- Volume- or season-specific discount offers
- Promotion possess or invoice based deals
- Monitor merchant’s sales behavior and purchase history
💡 Best suited for retail, wholesale, and pharmaceutical sales networks
Cost-effective and scalable
Clotouch provides a salesforce automation tool for emerging and large scale distributors at a business-friendly price, helping them expand as they grow.
- Modular pricing – only pay for what services you use
- Flexibility for free trial add-ons
- Customization for specific industry needs
FAQs
Salesforce automation (SFA) software aids in performing sales functions such as order booking, order tracking, invoicing, and reporting – enabling speedy closure of sales.
Certainly! Clotouch is rated as one of the best field sales automation software in India best suited for managing sales representatives, territories, and merchant engagements
Yes, we have a mobile salesforce automation application for Android and iOS devices.
Yes, we fulfill tax invoicing and reporting, making us a GST compliant sales automation CRM.
Of course. Our team is available for free salesforce automation software demos at any time, making scheduling flexible.
Of course! With modular plans, Clotouch is a cost-effective option for small businesses.