Explore the modular capabilities powering SalesGrid Cloud. Each module integrates natively to eliminate manual data entry.
1. Sales Network Management
Manage global regions, territory boundaries, regional managers, and organizational trees.
Custom territory mapping & boundary management Regional director hierarchy & delegation Granular role-based permissions (HQ, Region, Dealer) Global and regional KPI rollups 2. Agency & Dealer Management
Onboard dealer agencies, assign franchise quotas, manage stock, and audit channel margins.
Self-service dealer partner portal Dealer tiering (Platinum, Gold, Silver) Stock inventory & local dispatch management Agency agreement & compliance tracking 3. Salesperson Management
Track field rep territories, daily activities, GPS check-ins, conversion rates, and targets.
GPS geo-verified customer visit check-in Daily activity logs & visit scheduling Individual quota attainment progress Sales rep gamification & leaderboard 4. Customer Management (CRM 360)
Consolidate 360-degree customer records, purchase history, active licenses, and assigned dealer rep.
Complete customer profile & interaction history Active hardware/software subscription status Service ticket & warranty claims logs Customer lifetime value (LTV) telemetry 5. Product & Pricing Management
Manage SKU catalogs, subscription tiers, regional price books, and bundled product packages.
Multi-currency & regional price book rules Subscription plan definitions (Monthly, Annual) Tiered volume discount matrices Digital assets & product collateral repository Capture orders directly from the field, process digital signatures, and trigger automated dispatch.
Mobile instant order generation Digital signature & PO capture Payment gateway integration & invoice generation Real-time order status tracking 7. Subscription Management
Manage recurring subscriptions, automated billing cycles, upgrades, downgrades, and cancellations.
Automated recurring payment collection Plan change & mid-cycle prorations License key provisioning & activation SaaS, maintenance & hardware contract support Track upcoming expirations across 30/60/90-day pipelines and trigger automated renewal workflows.
Automated expiration notifications Rep task generation for high-value renewals Early renewal discount incentives Cohort churn analytics & risk scoring 9. Automated Notifications
Multi-channel alerts across WhatsApp, SMS, and Email for payment confirmations, renewal dates, and targets.
WhatsApp & SMS business messaging integration Custom trigger rules & notification templates Instant commission earned push notifications Overdue invoice escalation alerts 10. Targets & Quota Management
Cascade top-down sales quotas by region, dealer, and individual rep with real-time attainment leaderboards.
Top-down & bottom-up target allocation Monthly, quarterly, and annual quota periods Real-time attainment tracking & pacing Manager override & adjustment logs 11. Commission & Incentive Engine
Calculate complex multi-tiered dealer margins, salesperson incentives, and recurring renewal commissions.
Multi-tiered commission rule builder Automated split commissions (Dealer + Rep) Recurring renewal commission payouts Exportable payroll & ERP ledger logs 12. Reports & Regional Analytics
Deep regional analytics, cohort retention curves, territory heatmaps, and exportable financial summaries.
Executive summary dashboards with ARR/MRR Territory heatmaps & conversion funnel analysis Automated scheduled report emails to leadership CSV, Excel & PDF report exports Start with the modules your business needs today, and enable advanced capabilities as your network expands.
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