Industries · Distribution & Wholesale
Beat Plans, Orders And Collections Without The Chaos
Distributors and wholesalers live on coverage: the right retailer, visited on the right day, with the order captured on the spot. Effezient turns your field team’s day into a verified, measurable routine.
Trusted by growing businesses across India since 2014
Challenges we solve
Built Around How Distribution & Wholesale Businesses Work
Challenge
Retailer coverage gaps
Beats are skipped and nobody finds out until sales drop.
Route and city-wise beat plans with manager approval and completion tracking.
Challenge
Orders lost between field and office
Orders arrive by phone, photo and WhatsApp and are keyed in again.
Orders from mobile flow straight into order management and invoicing.
Challenge
Unverified visits and claims
Visit reports and travel claims can’t be checked.
Geo-verified check-ins, with every expense linked to its visit.
Challenge
Invoices and payments
Invoices and payment follow-ups sit outside the sales system.
Invoices and online payments through Razorpay, on the same customer record.
How it works
A Typical Day, Fully Connected
- 1
Day-In
The salesperson starts the day with a geo-fenced Day-In.
- 2
Beat plan opens
Today's approved route lists every outlet to cover.
- 3
Retailer visit verified
Check-in on location, with feedback and the next visit captured.
- 4
Order booked
The order is placed in the app and reaches the back office.
- 5
Invoice & expenses
The invoice goes out and the day's expenses are filed against the visits.
Recommended modules
The Effezient Stack For Distribution & Wholesale
Why switch
Disconnected Tools vs. One Connected Platform
| Disconnected tools | With Effezient | |
|---|---|---|
| Customer data | Scattered across phones and Excel files | One shared customer record for sales, orders and service |
| Field visits | Reported on WhatsApp and calls | Planned, approved and geo-verified |
| Orders | Re-typed by the back office | Placed from mobile, straight into order management |
| Expenses | Paper receipts and spreadsheets | Linked to the visit, with multi-level approval |
| After-sales service | A separate register or app | Service calls and SLAs linked to the customer and serial number |
| Management view | Month-end reports | Live dashboards for every team |
Who it's for
Built For Distribution & Wholesale Teams Like Yours
Already running on spreadsheets and WhatsApp groups? We migrate your customers and train your team, with live sessions and short videos for every module.
- FMCG & consumer goods distributors
- Pharma distributors & stockists
- Building materials dealers
- Electrical & hardware wholesalers
- Agri-input distributors
FAQ
Distribution & Wholesale Questions
Can we set fixed beats for each salesperson?
Yes. Predefined routes cover regular beats, and approved plans become the daily visit list.
Can managers see coverage during the day?
Yes. The manager dashboard shows total, completed and pending visits and visit efficiency, live.
Can salespeople add new retailers?
Yes. New customers go through back-office approval before they become active.