Sales Force
Management
System
Plan. Sell. Track. Grow.
Streamline lead management, field activities, customer visits, order capture, and performance visibility in one connected platform.
Powerful Features for Smarter Selling
Lead & Customer Management
Centralize prospects and customer profiles with complete history and communication in one place.
Field Visit Tracking
Plan routes, check-in, check-out, and capture visit notes with photos and geolocation in real time.
Opportunity & Quotation
Manage your sales pipeline, evaluate opportunities, configure pricing, and send professional quotations.
Order, Collection & Reporting
Capture orders, monitor payments and collections, and get real-time dashboards to drive better decisions.
Built for Real Sales Operations
FMCG Distribution
- Beat and route planning
- Retailer coverage & van sales
- Order capture & scheme tracking
- Collection & returns management
B2B Sales Team
- Account & contact management
- Opportunity & pipeline visibility
- Proposal & negotiation tracking
- Performance & target management
Retail Field Sales
- Store visit & merchandising
- Stock & order capture
- Activity & compliance tracking
- Real-time sales reporting
Service & Account Management
- Customer service & support
- Service visits & issue tracking
- Contract & SLA management
- Renewal & retention tracking
Designed Around the Complete Sales Journey
1. Lead to Opportunity
- •Capture leads from multiple sources
- •Qualify and convert to prospects
- •Track opportunities and next actions
- •Win more deals with better follow-up
2. Visit to Order
- •Plan visits and optimize daily routes
- •Check-in, capture notes & photos
- •Create and send quotations
- •Convert to order with ease
3. Delivery to Collection
- •Track delivery status in real time
- •Generate invoices and share instantly
- •Monitor payments and collections
- •Reconcile and close cycle efficiently
Complete Modules. Full Control.
Customer Master
Maintain complete customer profiles, contacts, history, and communication.
Visit Management
Plan, execute and track visits with location, notes, tasks and follow-ups.
Sales Pipeline
Visualize pipeline stages, forecast sales and manage opportunities effectively.
Quotation & Order
Create quotations, manage approvals and capture orders seamlessly.
Collection Tracking
Track invoices, payments and collections with aging & reconciliation.
Dashboard & Reporting
Real-time dashboards and reports to measure performance and drive growth.
Accelerate Every
Sales Activity.
SFM helps your team move faster, sell smarter, and maintain full visibility from lead creation to payment collection.