Looking for a Carrying & Forwarding or FMCG distribution CRM that actually tracks your Order → Dispatch → Payment flow? This is a fully working demo built by Endeavour Marketing, Pune. Take a purchase order from a retailer, confirm it, generate a dispatch with LR number and e‑way bill, raise a GST tax invoice, log the collection and watch the outstanding ledger auto‑update. It also covers beat plans, salesmen calls, trade schemes, expiry and damage claims, primary and secondary sales reports, Tally sync and multi‑godown stock — every module below is live and clickable — no signup, no credit card, no sales call. Explore the wider custom software builds at Endeavour for FMCG distributors, super stockists and C&F agents across Pune, PCMC, Maharashtra and India.
These demos are simplified previews. The production CRMs we build for FMCG distributors, super stockists, sub‑distributors and C&F agents include all the following modules, tailored to your workflow, brands, territories and existing tools such as Tally and GST portals.
Salesman‑app orders, WhatsApp orders, phone orders and tele‑orders. Credit‑limit check, stock check and instant confirmation.
Loading slips, LR number, transporter, vehicle, e‑way bill, GST e‑invoice and delivery tracking to retailer doorstep.
Tax invoice, delivery challan, credit notes, e‑invoice JSON, e‑way bill JSON, printable PDF in your brand layout.
Cash, cheque, NEFT, UPI, PDC. Receipt adjustment, outstanding ledger, 30/60/90‑day aging, credit‑days breach alerts.
Retailer master with beat, route, credit limit, credit days, ledger, GSTIN, outstanding and blocked status.
MRP, PTR, PTS, DP, unit conversion, HSN, GST, batch, expiry, stock on hand across multiple godowns and depots.
Weekly beat plan, daily call log with GPS, salesman attendance, coverage %, productive call %, order value per call.
Monthly targets by SKU, brand, salesman, beat and territory. Real‑time achievement, incentive slip generation.
Buy‑X‑Get‑Y, quantity discount, slab discount, festival scheme. Scheme ROI tracking and claim settlement.
Primary vs secondary sales, SKU‑wise, brand‑wise, beat‑wise, salesman‑wise, territory‑wise, month‑on‑month and year‑on‑year.
Return to godown, replacement order, damage/expiry claim raised with principal company, reconciled against credit note.
Two‑way Tally sync, WhatsApp Business API, GST portal e‑invoice upload, bank statement reconciliation, Salesforce & Zoho connectors.
Our distribution CRM is built for businesses that move goods from principals to retailers — whether you run a single godown in Pune or a multi‑depot network across Maharashtra and India.
Answers to the questions we hear most often from FMCG distributors, C&F agents and super stockists evaluating a custom distribution CRM.
A C&F (Carrying & Forwarding) / distribution CRM is software that manages the complete Order → Dispatch → Payment workflow for FMCG distributors, super stockists and C&F agents. It replaces scattered order books, LR files, Tally entries and WhatsApp chats with a single system covering orders, dispatch, LR, e‑way bills, GST invoices, outstanding, collections, beat plans, salesmen calls, trade schemes, SKU‑wise stock and reports. Distributors in Pune and across India use it to reduce leakage, follow up on outstanding on time and see real‑time primary vs secondary sales.
The flow has five clean steps: (1) Order — capture the retailer or sub‑distributor order with SKU, quantity, rate and scheme; (2) Dispatch — confirm stock, generate loading slip, LR number, transporter details and e‑way bill; (3) Invoice — raise a GST tax invoice and e‑invoice JSON for the dispatches; (4) Payment — log the collection by cash, cheque, NEFT or UPI and adjust against specific invoices; (5) Outstanding — the retailer ledger auto‑updates with 30/60/90‑day aging so you always know who owes what. Every step is auditable and most of it can run from a salesman's phone.
Yes. A distributor's primary sale is what you buy from the principal company; secondary sale is what you sell out to retailers. Endeavour's distribution CRM captures both ledgers independently, so you can see real secondary sales even before your primary sale invoices are reconciled. Reports show primary vs secondary, SKU‑wise, brand‑wise, territory‑wise, salesman‑wise and month‑on‑month. This is one of the most requested features from FMCG distributors and super stockists.
Yes. We build two‑way Tally sync so vouchers, invoices and payments stay in step. For GST we generate e‑invoice and e‑way bill JSON that you can upload directly to the government portal. WhatsApp Business API is used for order confirmations, dispatch updates, payment reminders and scheme announcements. We also connect to Razorpay, Stripe, bank statements (MT940 / CSV), Salesforce and Zoho where relevant. See our digital and software services for the wider ecosystem.
Cost depends on the number of SKUs, godowns, salesmen, retailer accounts, integrations and mobile‑app requirements. A focused single‑godown CRM for a small distributor usually falls in the same budget range as a mid‑size website project, while multi‑godown + salesman mobile app + Tally sync systems are quoted after a discovery call. We provide a fixed‑scope proposal — contact our team for a tailored estimate.
No. This demo runs entirely in your browser. Any order, retailer, dispatch or payment you add is stored only in your browser session and never sent to a server. Closing the tab clears your demo data. It is a safe, private way to explore how a distribution CRM works before you commit.
Yes. Every distribution CRM we build includes a mobile‑friendly interface and, where required, an Android app. Salesmen can view today's beat, log the call with GPS timestamp, capture the order with scheme, print or WhatsApp the invoice copy and see outstanding for that retailer — all offline‑first so it works even in low network areas.
The CRM maintains batch and expiry data per SKU per godown. As stock ages, a claim‑due report highlights what can be returned to the principal under your agreement. You raise a claim, track the credit note, and when it lands, the credit note adjusts automatically against the outstanding. Damage and shortage claims are logged with photos and SR number so disputes are evidence‑backed.
Tell us how your team takes orders, dispatches goods and collects payments today, and we'll show you exactly what a tailored distribution CRM would look like — modules, screens, mobile app, Tally and GST integrations and a delivery timeline. Based in Wakad, Pune — serving FMCG distributors across India.
Book a Free Distribution CRM Demo Call →