NewAI built in: WhatsApp, calls & lead scoring

Run every store, every lead and every payout from one platform.

Socommerz SalesCRM unifies lead management, an AI-assisted WhatsApp inbox, a cloud call centre, omnichannel marketing, automated sales incentives and complete HR & payroll, built for multi-store retail and large sales teams.

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  • Web + Android + iOS
  • White-labelled per client
  • Open API with scoped keys

Capture leads from every channel

  • Facebook Lead Ads
  • Instagram Lead Ads
  • Google Ads lead forms
  • WhatsApp
  • Landing pages
  • Forms
  • Calls
  • Walk-ins
  • Excel import
  • Google Sheets
  • Lead API · Zapier, Make, n8n
Mobile app · Android & iOS

The whole store team, in their pocket.

Native apps for store and field staff: check in at the store, work leads, call customers, track incentives and manage leave, with manager tools built in.

My Day

One-tap check-in with a live worked-time counter, KPI cards, follow-ups due, hot and quiet leads, and role-based widgets.

Attendance on the go

Geofenced GPS punch with a distance-to-store check, selfie, shift awareness, history and correction requests.

Leads in your pocket

Search, filters and Kanban, create/edit with duplicate check, tap to call, WhatsApp or email, and one-tap stage outcomes.

Calls & recordings

Call history per lead with recordings from the telephony system, plus manual call logging.

My Incentives

Earnings, target progress, payout status and sale-by-sale drill-down.

Leave, holidays & payslips

Leave balances and requests, optional holidays and payslip PDFs.

Manager tools

Bulk leave and correction approvals, team attendance with selfies and geofence flags, screen time and purchase-match review.

Product box scanner

Read QR, EAN and Code-128 by camera, Bluetooth scanner or paste to decode product codes, serials and IMEI.

  • Light/dark mode in your brand colours
  • Push notifications with deep links and per-category preferences
  • Secure session storage and automatic sign-out when access is revoked
  • Forced-update screen so everyone stays on the latest version
AI built in

AI that does the busywork, on your data.

Answer customers, qualify leads and summarise calls automatically, grounded in the knowledge base you provide and kept within the usage caps you set.

AI WhatsApp assistant

Answers from your own knowledge base (PDF, Excel, website, text), searches products, lists stores, books store visits and hands over to a human.

AI lead qualification

Detects intent and sentiment, scores the lead and fills fields automatically.

“Polish with AI” & drafted replies

Agents rewrite or draft replies in a click, so every message is clear and on-brand.

Call transcription & summaries

Every recorded call is transcribed and summarised (customer need and outcome) on the lead timeline.

Intent-triggered workflows

AI-detected intent can start an automation workflow, just like a keyword or ad click.

Usage caps

Set AI cost caps so spend stays predictable.

How it works

Live in three steps.

Connect what you already use, shape the platform around your organisation, and your teams are ready to work.

  1. 1Step 01

    Connect your channels

    Plug in Meta and Google lead ads, WhatsApp, telephony, email, SMS and your POS through built-in integrations and no-code connectors.

  2. 2Step 02

    Configure your org, rules and incentives

    Set up your hierarchy, roles, assignment rules, workflows, incentive plans and payroll, without writing code.

  3. 3Step 03

    Your team works from web and mobile

    Head office runs the web app; store and field staff use native Android and iOS apps. Everyone sees only what they should.

Why one platform

From first enquiry to final payslip.

Most retail teams stitch together a CRM, WhatsApp on personal phones, spreadsheets for incentives and separate HR tools. Every hand-off loses time, data and trust.

Today

  • Leads scattered across WhatsApp, ads, calls and walk-ins
  • Incentives worked out by hand in spreadsheets
  • Attendance, leave and payroll in separate tools
  • No single view of what each store and salesperson is doing

With Socommerz SalesCRM

  • Every lead lands in one pipeline, with its source attached
  • Incentives are calculated from POS sales, then approved and paid
  • Attendance flows straight into payroll and payslips
  • Role-aware dashboards from head office down to each store

One platform, 9 modules

CRM, call centre, WhatsApp, marketing, incentives, HR, mobile, reports and org controls.

Web + Android + iOS

A web admin app for head office and native apps for store and field teams.

100+ fine-grained permissions

Down to individual dashboard widgets, scoped to your org hierarchy.

No-code automation

Rules, workflows, landing pages, forms and reports without writing code.

Features

Every team. One system.

Sales, call centre, marketing, incentives and HR share the same customers, people and org structure, so nothing has to be copied between tools.

Lead Management & CRM

Every lead from every channel, in one pipeline

Enquiries from ads, WhatsApp, calls, forms and walk-ins arrive in one place, ready to work on a list or a drag-and-drop Kanban.

  • Capture leads from Facebook & Instagram Lead Ads, Google Ads forms, WhatsApp, landing pages, calls, walk-ins, Excel, Google Sheets and an inbound Lead API (Zapier, Make, n8n).
  • See the full picture on every lead: source, products of interest, hot/warm/cold rating, intent, budget, timeline and custom fields (12 types).
  • Move leads from New → Contacted → Follow-up → Store Visit Planned → Ready to Buy → Won/Lost, with saved, shared and URL-shareable views.
  • Stop duplicates while typing, merge them, and protect the original owner’s credit when a customer comes back.
+4 more capabilities
  • Never miss a follow-up: due-today and overdue alerts, plus one timeline of notes, @mentions, calls, emails and meetings.
  • Assign and automate with a no-code rules engine: round-robin, by role, team or store, with AND/OR triggers on any change.
  • Close leads automatically when the customer buys in-store, matched to POS bills, with a review queue, dry-run simulator and one-click undo.
  • Bulk assign, transfer a departing employee’s whole book, restore from the recycle bin, and mask phone and email for roles without permission.
Call Centre & Telephony

A cloud call centre that updates the CRM for you

Agents call from a softphone built into the browser. Every call is logged, recorded and summarised on the right lead.

  • Browser softphone with cloud contact-centre integration (e.g. Ameyo) and automatic agent login.
  • Screen-pop opens the caller’s lead instantly; unknown numbers open a pre-filled new-lead form.
  • A two-level disposition after each call logs outcome, duration and recording, and updates the lead status automatically.
  • Push leads into dialer campaigns from rules or with one click.
+3 more capabilities
  • Call Centre dashboard: connect rate, talk time, missed and returned calls, busiest hours, agent performance, callback queue and PDF export.
  • Relink unmatched calls to a lead, and play or download recordings from every lead.
  • AI transcription and a call summary (customer need and outcome) on the lead timeline.
WhatsApp Inbox, Automation & AI

Turn WhatsApp into your busiest, best-run store

A shared real-time inbox on the official WhatsApp Business Cloud API, with routing, SLAs, visual automation, broadcasts and an AI assistant.

  • One team inbox for multiple numbers, with queues for Unread, Awaiting reply, Mine, SLA breached, My store and Unassigned.
  • Labels, internal notes, collaborators, saved replies, scheduled messages, plain-language reminders and a 24-hour window countdown.
  • Route chats to the lead owner, round-robin, online agents only, or by store number. Store QR codes send chats to that store’s team.
  • First-response and resolution SLAs in business hours, with breach alerts and analytics.
+4 more capabilities
  • Visual workflow builder with about 25 triggers and 20 step types, plus versioning, test runs, drop-off funnels and run logs.
  • Template studio with live phone preview, carousels and WhatsApp Flows, and quality-rating tracking.
  • Broadcasts that spread sends across numbers, auto-pause on failures, retry, track clicks and follow the funnel to in-store sale.
  • Opt-in/opt-out and STOP handling, number health monitoring, Conversions API events and click-to-WhatsApp ad attribution.
Marketing & Campaigns

Run Email, SMS and WhatsApp campaigns from one centre

One customer database and shared segments across every channel, with no-code landing pages and forms that feed straight into the CRM.

  • Drag-and-drop email designer with merge fields, test sends and signed one-click unsubscribe.
  • DLT-compliant SMS templates for India, with scheduled sends and automatic retries.
  • Customer database with tags, custom fields, consent and suppression status, CSV lists and dynamic segments.
  • Per-recipient delivery reports and up to 3 automatic retry rounds for failed sends.
+4 more capabilities
  • No-code landing pages with 20 block types, separate desktop and mobile designs, OTP-verified forms, GA4, GTM, Google Ads and Meta Pixel.
  • Form builder with about 15 field types, file and photo uploads, and a spreadsheet-style response grid.
  • Marketing dashboard from Leads → Worked → Reached → Interested → Won, by source, campaign, ad, store and line of business.
  • Announcements to all or selected staff, in-app and by push.
Sales Incentives & Payouts

Incentives calculated automatically, paid with confidence

Sales flow in from your POS, each bill is matched to the right store and salesperson, and payouts move through a maker-checker approval.

  • Pull sales from your point-of-sale system with a no-code REST connector or upload. Returns are deducted automatically.
  • Flexible plans: periods, categories, tiered slabs, flat or banded payouts for executives, store managers and area/cluster managers.
  • Eligibility controls: line-of-business gates, minimum-selling-price floors, notice-period blocks and new-store rules.
  • Target matrix by hierarchy and product collection, split down the tree, imported from Excel or copied from last period.
+4 more capabilities
  • Spot awards, bonuses and manual adjustments, one by one or from Excel.
  • Maker-checker workflow: Draft → In review → Approved → Paid. The locker can’t approve and the approver can’t pay.
  • Per-person disbursement with payment references, export, and payroll linkage so nothing is paid twice.
  • Leaderboards and a transparent “My Incentives” view showing what each sale counted and earned.
HR, Attendance & Payroll

From punch-in to payslip, without the extra tools

Geofenced attendance, shifts, leave, holidays and India-ready payroll that all share the same people and org data.

  • GPS check-in with a store geofence (off/warn/block), optional selfie, fake-GPS blocking, late tracking and auto check-out.
  • Team attendance tiles, “outside store” flags, a check-in map and week/month grids, plus correction requests with approvals.
  • Shift templates, default shifts per store, a weekly roster grid and week-offs.
  • Custom leave types with accrual, carry-forward, half-days and comp-off, plus bulk approvals that show who else is off.
+4 more capabilities
  • Regional holiday calendars down the org tree, and optional holidays staff choose before a deadline.
  • Payroll with PF, ESI, Professional Tax and TDS (old and new regime), statutory exports, payslip PDFs and incentives on the payslip.
  • Onboarding and offboarding checklists, a document vault, performance reviews and an exit flow that holds unpaid incentives.
  • Screen-time signals: engaged vs screen-on time, “present but not using the app”, and lead work per engaged hour.
Reports & Dashboards

Answers for every role, without waiting on an analyst

Role-aware dashboards out of the box, plus a no-code report builder for everything else.

  • Pipeline, revenue, win rate and lead lifecycle, with store and team comparisons and leaderboards.
  • Workforce snapshot and a personal activity heatmap with streaks.
  • An in-app “explain this widget” help mode.
  • No-code custom reports on leads, calls, chats, attendance and campaigns, as number, bar, line, area, pie, funnel or table.
+4 more capabilities
  • Compare with the previous period, set targets, show % of total and drill through to the underlying records.
  • A personal report board with drag-to-reorder, TV/wall-screen mode and auto-refresh.
  • Scheduled daily or weekly digests and threshold alerts (above, below, rise %, drop %).
  • Background exports for leads, attendance, incentives, payroll and statutory files, with a downloads tray.
Org Structure, Access & Platform

Built around how your business is actually organised

Model every region, zone, cluster and store, then decide exactly who sees and does what.

  • Unlimited hierarchy levels (e.g. Region → Zone → Area → Cluster → Store), an interactive org tree and a map-based geofence editor.
  • Users mapped to multiple units, multiple legal companies per account, and bulk user import with validation.
  • 100+ fine-grained permissions down to dashboard widgets; clone roles, and every menu and action adapts to the role.
  • White-labelled per client: own subdomain or custom domain, branded login, colours, currency and number format.
+3 more capabilities
  • Command palette (Ctrl/Cmd + K), dark mode, accessible and responsive layouts.
  • Product catalogue with nested collections and no-code REST connectors for products, leads, POS orders and returns.
  • Import wizard (upload → validate → commit), file manager and a 30-day restore bin.
Integrations

Works with the tools you already use.

Ads, messaging, telephony, email, SMS, analytics, AI and your point-of-sale system, plus Zapier, Make and n8n for everything else.

  • Meta Lead Ads: Facebook & Instagram
  • WhatsApp Business: Cloud API
  • Meta Conversions API: QualifiedLead & Purchase
  • Meta Pixel: Landing page tracking
  • Google Ads: Lead forms
  • Google Sheets: Leads & workflow rows
  • GA4 / Tag Manager: Analytics
  • Ameyo: Cloud contact centre
  • Anthropic Claude: AI
  • Sarvam AI: Speech-to-text
  • Resend / Mailgun / SMTP: Email
  • SMS gateway: DLT-compliant SMS
  • Firebase: Push notifications
  • Point-of-sale systems: No-code REST connectors
  • Zapier / Make / n8n: Lead API & webhooks
Security & enterprise readiness

Enterprise-grade controls, by default.

Customer data, salaries and payouts are sensitive. Isolation, approvals and audit trails are built into the platform, not bolted on.

Your data stays yours

Strict tenant isolation, permission checks on every request and a full audit trail, from the database up.

Tenant isolation

Strict data isolation between clients, enforced at the database layer.

Access on every request

Role- and hierarchy-based checks on every request. PII is masked by permission and kept out of logs.

Maker-checker approvals

For payouts, leave, attendance corrections and auto-close suggestions.

Full audit trail

Every admin and payroll action is recorded.

Protected integrations & files

Encrypted credentials, signed webhooks, expiring file links and file-type checks on uploads.

Account protection

Login lockout, rate limiting, and account recovery that never reveals whether an account exists.

Scoped API keys

Open API with scoped, rotatable keys that expire.

Built to stay up

Background job queues, real-time updates over WebSockets and zero-downtime blue/green deployments.

Who it’s for

Built for businesses with many stores and big sales teams.

For owners, COOs and heads of sales, marketing and HR. India-first, ready for global use.

Multi-store retail chains

Store-level pipelines, geofenced attendance, store WhatsApp numbers and incentives from POS sales.

  • Geofenced attendance
  • Store WhatsApp & QR
  • POS incentives

Dealer & distributor networks

Deep hierarchies, scoped visibility and targets split from region down to every outlet.

  • Unlimited hierarchy
  • Target matrix
  • Scoped visibility

Call centres

Softphone, screen-pop, dispositions, callback queues and AI call summaries on every lead.

  • Browser softphone
  • Callback queue
  • AI call summaries

D2C brands with offline stores

Connect ads and WhatsApp to in-store purchases, and see which campaigns actually sell.

  • Click-to-WhatsApp ads
  • Purchase matching
  • Conversions API
FAQ

Questions, answered.

Can’t find what you’re looking for? Write to [email protected].

Does it work on mobile?

Yes. Store and field teams get native Android and iOS apps for attendance, leads, calls, incentives, leave and payslips. Managers can also approve requests and review their team from the app.

Can we bring our existing leads, staff and products?

Yes. Excel import wizards validate your data before it is committed, and no-code REST connectors can sync products, leads, POS orders and returns.

Can it calculate incentives from our POS data automatically?

Yes. Sales come in from your point-of-sale system via a no-code connector (or upload), each bill is matched to store, salesperson and period, returns are deducted, and payouts go through a maker-checker approval.

Is payroll compliant with Indian statutory rules?

Payroll is India-ready, with PF, ESI, Professional Tax and TDS (old and new regime), statutory export files (PF ECR, ESI, PT, TDS) and a salary register.

Can each store or region see only its own data?

Yes. Visibility follows your org hierarchy and role: all data, your team’s subtree, or only your own. Customer phone and email can be masked for roles without permission.

Can we use our own domain and branding?

Yes. Each client gets its own subdomain or custom domain, a branded login page, brand colours, currency and number format, and the mobile apps follow your brand colours.

Which channels can we capture leads from?

Facebook and Instagram Lead Ads, Google Ads lead forms, WhatsApp, hosted landing pages and forms, calls, walk-ins, Excel, Google Sheets and an inbound Lead API for Zapier, Make, n8n and partner systems.

How does the AI use our data?

The AI assistant only answers from the knowledge base you provide, such as PDFs, spreadsheets, your website or text, and AI usage is capped so costs stay under control.

See your stores, leads and payouts in one place.

Book a walkthrough of Socommerz SalesCRM with the Socommerz team, tailored to how your business is organised.

See features

Prefer email? [email protected]