Solutions · Socommerz SalesCRM

The Sales OS for
Premium Global Retailers

End-to-end lead management, automatic incentive payouts, and live performance analytics — built for complex, multi-tier sales organisations.

Leads & PipelineIncentive AutomationAdmin ReviewLeaderboardsReportsConfig
SalesCRM — Dashboard
248
Leads
7.2L
Revenue
12.5%
Conv.
14
New Today
New
248
Contacted
186
Qualified
94
Converted
31
Revenue trend — 6 months
Credited: 14,350
Top Performer #1
Live Analytics
248
Leads Managed
50+
Active Nodes
11
Platform Modules
0
Manual Calculations
Dashboard·Lead Management·Orders·Incentives·Incentive Logs·Incentive Review·Leaderboard·Incentive Rules·Reports·Configuration·Org Hierarchy·Dashboard·Lead Management·Orders·Incentives·Incentive Logs·Incentive Review·Leaderboard·Incentive Rules·Reports·Configuration·Org Hierarchy·
11 Modules · Complete Coverage

Every module your
sales team needs

From the first enquiry to the final incentive credit — every step managed in one platform.

📊
Dashboard

Your command centre

Real-time KPIs across all stores — total leads, revenue, conversion rate and a live 6-month trend chart. The entire business in one glance.

248
Active Leads
7.2L
Revenue
12.5%
Conv. Rate
14
New Today
248
Active Leads
7.2L
Revenue
New
100%
Contacted
75%
Qualified
38%
Converted
12%
🎯
Lead Management

Never lose a lead again

Every enquiry — website, walk-in, referral, cold call — captured instantly. Pipeline from New to Contacted to Qualified to Converted.

6
Stages
5
Sources
5
Regions
Live
Assignment
R
Rahul Mehta
Contacted
S
Sneha Patel
Qualified
A
Arjun Sharma
Converted
P
Priya Nair
New
📦
Orders

Lead to order, automatically

The moment a lead converts, a complete order record is created — no data entry, no handoff. Every order carries the full story: customer, product, executive, store.

2.95L
Period Revenue
59K
Avg Order
0
Manual Entry
100%
Tracked
2.95L
59K
0
Amit Verma — iPhone 15 Pro
1,34,900
Riya Sharma — MacBook Air M2
1,14,900
Karan Singh — AirPods Pro 2
26,900
💰
Incentives

Automatic. Accurate. Instant.

Every sale triggers incentive calculation across all 5 roles — SE, Store Manager, Cluster, Territory, Area Manager. Credited the moment an order is marked complete.

54.2K
Top SE Month
5
Role Levels
0
Manual Calc
Live
Credited
1,20,000 DEAL CASCADE
Sales Executive
7,200
Store Manager
3,000
Cluster Manager
1,800
Territory Manager
900
Area Manager
450
Total paid14,350
📋
Incentive Logs

Full audit trail, always

Every payout ever generated — order, employee, role, rule applied, percentage, amount, status. Filter by employee, date or role. Export to CSV in one click.

100%
Auditable
CSV
Export
Live
Filters
inf
History
Ravi Kumar
Sales Exec · 6%
8,094
Credited
Amit Verma
Store Mgr · 2.5%
3,373
Credited
Vikram B.
Cluster Mgr · 1.5%
2,024
Pending
Incentive Review

Finance controls that work

Admin approval layer before any payout credits. Review, approve, flag or reject. High-value payouts held for manual review. Routine payouts auto-approved.

Auto
Smart Queue
Flag
Dispute Flow
2-click
Approval
Locked
Audit
12
Pending
47
Approved
3
Flagged
Arjun Singh
42,500
Review
Priya Nair
8,200
Approved
Raju Verma
71,000
Flagged
🏆
Leaderboard

Visibility drives performance

Sales Executive rankings by revenue. Store-vs-store comparison. Quarterly targets per store, per category. When the team sees the numbers in real time, they push.

5
Stores Ranked
Q1-Q4
Quarterly
Live
Rankings
4
Categories
🥇
Ravi Kumar
Koramangala
4.8L
🥈
Amit Sharma
Andheri
3.2L
🥉
Sneha Patel
T.Nagar
2.9L
4
Vikram Bose
FC Road
1.7L
5
Kiran Singh
CP Store
1.1L
⚙️
Incentive Rules

Your policy, your logic

Define the rules that drive every automatic payout — Enterprise Bonus, Premium Plan, Basic Plan. Each rule independently configured with per-role percentages.

3+
Rule Types
Versioned
History
Live
Activation
Per-role
Rates
Enterprise Bonus
Active
SE 6%
SM 2.5%
CM 1.5%
Premium Plan
Active
SE 4%
SM 2%
CM 1%
Basic Plan
Inactive
SE 2.5%
SM 1%
CM 0.5%
📈
Reports

Analytics for real questions

Lead source breakdown. Incentive disbursement by role. Store performance summaries. SE rankings. Quarterly reviews. Export PDF or auto-deliver to leadership.

5+
Report Types
PDF
Export
Scheduled
Auto-deliver
Live
Data
Walk-In
42%
Website
28%
Referral
18%
Cold Call
12%
🔧
Configuration

Built for retail store

Warranty, Trade-In, Loans, Accessories — each with its own independently configured payout schedule.

4
Categories
Locked
Closed Qtrs
Per-role
Slabs
inf
Flexibility
Warranty
Q1 2025
SE 4%
SM 2%
CM 1%
Trade-In
Q1 2025
SE 3%
SM 1.5%
Accessories
Locked
SE 2%
SM 1%
🏢
Org Hierarchy

5-tier visibility, zero gaps

Zone Head to Regional Manager to Cluster Manager to Store Manager to Sales Executive. Add a team member, assign a store, set targets — every system reflects it immediately.

5
Tier Levels
5
Cities
Instant
Updates
Full
Visibility
Zone Head
Rajesh Kapoor
Regional Mgr
Meera Krishnan
Cluster Mgr
0EA5E9
Store Manager
Amit Verma
Sales Exec
Ravi Kumar
Incentive Engine

One sale.
Five people paid.

Every order triggers an automatic incentive cascade across all five hierarchy levels — from the Sales Executive who closed the deal all the way up to the Area Manager. No spreadsheets. No month-end calculations. No disputes.

Example: 1,20,000 Enterprise Deal
Sales Executive
6%
7,200
Store Manager
2.5%
3,000
Cluster Manager
1.5%
1,800
Territory Manager
0.75%
900
Area Manager
0.375%
450
Total Incentive Paid14,350
Organisation Hierarchy
Zone Head
Rajesh Kapoor
West Zone
Regional Mgr
Meera Krishnan
Mumbai Region
Cluster Mgr
Vikram Bose
Mumbai Central
Store Manager
Amit Verma
Koramangala
Sales Exec
Ravi Kumar
Andheri Store
Node Performance

Every node.
Side by side.

Compare all locations on one screen. Revenue, rankings, quarterly targets — visible to managers at every level. Transparent data creates competitive teams.

Q1 Targets — Bangalore
Products40 units
Contract25 units
Retention60 units
Growth15 units
#1
Koramangala
Bangalore
1.2L
#2
Andheri
Mumbai
80K
#3
T.Nagar
Chennai
67K
#4
FC Road
Pune
35K
#5
CP Store
New Delhi
28K
Q1 Total Revenue2,95,000
Platform Highlights

Designed for how
enterprise retail actually works

Instant incentive credit

Payouts triggered the moment an order is marked complete — no waiting, no manual processing.

🔒

Quarter locking

Once a quarter closes, every slab and payout record is permanently locked. The record is the record.

📊

Scheduled reports

Weekly digests to Zone Heads. Monthly summaries to all managers. Auto-delivered, always accurate.

🎯

Achievement slabs

60 to 80 percent achievement earns one rate. Cross 80 percent and it jumps. Slab system drives performance.

🔍

Admin review queue

High-value payouts held for human review. Routine amounts auto-approved. Finance stays in control.

🏆

Live leaderboard

Every Sales Executive sees their ranking in real time. Transparency creates healthy competition.

🗂

Per-category config

Warranty, Trade-In, Loans, Accessories — each with its own independently configured payout schedule.

🌐

5-city connected

Koramangala, Andheri, T.Nagar, FC Road, Connaught Place — one platform, one truth.