Manufacturing and distribution
Manufacturing and distributor CRM for B2B sales teams
Capture IndiaMART and TradeIndia enquiries, send versioned quotes, track samples and follow each PO to dispatch and payment. Know which dealer owes what.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1LeadAn enquiry arrives from IndiaMART, TradeIndia, a dealer or a referral.
- Stage 2RFQThe buyer's product, quantity and specification are captured as a request for quotation.
- Stage 3QuotationA priced quote with terms is sent and tracked through revisions.
- Stage 4SampleA sample is dispatched and the buyer's feedback is recorded.
- Stage 5NegotiationPrice, volume discounts and credit days are agreed.
- Stage 6POA purchase order is received and matched to the final quote.
- Stage 7DispatchGoods are dispatched with the manifest and tracking details.
- Stage 8PaymentThe invoice is collected and outstanding is cleared against credit terms.
What is a manufacturing and distribution CRM?
A B2B CRM for manufacturers and distributors tracks each buyer from the first enquiry to the final payment. Gandiv pulls in IndiaMART and TradeIndia enquiries, replies automatically so buyers are not left waiting, and records the RFQ with product, quantity and GSTIN. Quotes are versioned as price and terms change, samples are tracked to feedback, and the purchase order is linked to dispatch. Accounts hold credit terms and outstanding for each customer, dealers sit in a hierarchy, and field visits are geo-tagged so managers know the meeting happened.
Why manufacturing and distribution teams need one
Problem
Marketplace enquiries are answered by whoever sees them first.
With Gandiv
Auto-reply goes out at once and the lead is assigned by product line or region.
Problem
Five quote versions float around and nobody knows which one was agreed.
With Gandiv
Quote versions are saved on the deal with date, price and terms, and the PO is matched to the final one.
Problem
Samples go out and never come back with an answer.
With Gandiv
Each sample has a status and a follow-up task for feedback.
Problem
Credit is extended to a buyer who already owes you.
With Gandiv
Credit limit and outstanding are shown on the account before a quote or PO is accepted.
Problem
Dealers and sub-dealers are mixed up in one list.
With Gandiv
A dealer hierarchy shows which distributor owns which retailer and what they buy.
Problem
Field visits cannot be verified.
With Gandiv
Geo-tagged check-ins prove the visit and record notes against the account.
Key features
Marketplace
IndiaMART and TradeIndia leads, answered
Enquiries from both marketplaces arrive in one queue with the product and requirement attached. An auto-reply acknowledges the buyer on WhatsApp, and a caller is assigned by product line so the first call is informed.
- IndiaMART and TradeIndia sources
- Auto-reply on WhatsApp
- Assignment by product or region
IndiaMART and TradeIndia sources
Auto-reply on WhatsApp
Assignment by product or region
Quotes
RFQ and quotation versions
Capture the RFQ with specification and quantity, then send quotes from your price list. Each revision is saved with its price, taxes, delivery and payment terms, so the PO can be checked against the right version.
- Price list based quoting
- Versions with date and terms
- PO matched to final quote
Price list based quoting
Versions with date and terms
PO matched to final quote
Samples
Sample dispatch and feedback
Log the sample sent, courier details and expected feedback date. A task prompts the follow-up call, and the buyer response, whether approved or rejected with a reason, is recorded before negotiation continues.
- Courier and tracking number
- Feedback follow-up task
- Approved or rejected reason
Courier and tracking number
Feedback follow-up task
Approved or rejected reason
Credit
Credit terms and outstanding per account
Each customer account holds GSTIN, credit days, credit limit and outstanding invoices. Sales sees the position before agreeing terms, and the accounts team gets an ageing list for collection calls.
- Credit limit and days on the account
- Outstanding and ageing view
- Collection call list
Credit limit and days on the account
Outstanding and ageing view
Collection call list
Dealers
Dealer hierarchy and accounts
Organise distributors, dealers and retailers under each other and see orders and outstanding at every level. Territory managers know which dealers are active and which have gone quiet for the quarter.
- Distributor to retailer tree
- Orders and outstanding by dealer
- Inactive dealer list
Distributor to retailer tree
Orders and outstanding by dealer
Inactive dealer list
Field sales
Geo-tagged visits and PO documents
Field executives check in at the customer location, record the meeting and attach the PO or dispatch manifest. QC fields such as batch and specification checks can be added to the order for traceability.
- Location check-in per visit
- PO and manifest attachments
- QC fields on orders
Location check-in per visit
PO and manifest attachments
QC fields on orders
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | GSTIN · Industry · Product interested · Monthly volume · Credit days required · Delivery location · Dealer or distributor · Specification |
|---|---|
| Automations | IndiaMART enquiry auto-reply within 2 minutes · Quotation follow-up - 3 days after sending · Sample feedback call - 5 days after dispatch · Dispatch update to buyer on WhatsApp · Payment due reminder T-3 |
| Reports | RFQ to PO conversion by source · Quotes sent vs won · Sample to order rate · Outstanding by customer and ageing · Visits by field executive |
| Message templates | Thanks for your enquiry · Quotation cover note · Sample dispatch details · Dispatch and tracking · Payment reminder |
| Call script | Confirm the product and specification, quantity per month and delivery location. Ask for GSTIN, expected credit days and timeline, offer a sample if it fits, and promise the quotation by a specific time. |
Fields
GSTIN · Industry · Product interested · Monthly volume · Credit days required · Delivery location · Dealer or distributor · Specification
Automations
IndiaMART enquiry auto-reply within 2 minutes · Quotation follow-up - 3 days after sending · Sample feedback call - 5 days after dispatch · Dispatch update to buyer on WhatsApp · Payment due reminder T-3
Reports
RFQ to PO conversion by source · Quotes sent vs won · Sample to order rate · Outstanding by customer and ageing · Visits by field executive
Message templates
Thanks for your enquiry · Quotation cover note · Sample dispatch details · Dispatch and tracking · Payment reminder
Call script
Confirm the product and specification, quantity per month and delivery location. Ask for GSTIN, expected credit days and timeline, offer a sample if it fits, and promise the quotation by a specific time.
By role
Owner or sales director
- Pipeline value by stage
- Outstanding and credit exposure
- Dealer and territory performance
Inside sales or telecaller
- Marketplace queue with auto-reply
- Quote versions on the call
- Sample follow-up tasks
Field sales and dispatch
- Geo-tagged visits
- PO and manifest uploads
- Dispatch status updates
Integrations for this industry
Related industries
Apparel and FMCG distribution
Beat plans, order capture, schemes and outstanding for distributors and garment sellers.
Retail and D2C
Win back abandoned carts, confirm COD orders, recover RTOs and drive repeat purchases.
Logistics and movers
Survey, quote, tracking link and proof of delivery for transporters and packers.
Frequently asked questions
Does it reply to IndiaMART enquiries automatically?
Yes. A WhatsApp or SMS acknowledgement can go out within minutes of the enquiry, using an approved template, and the lead is assigned straight away.
Can I keep multiple versions of one quote?
Yes. Every revision is stored with the price, taxes and terms, and the final accepted version is marked so the PO can be matched.
Can it handle price lists for dealers and retailers?
Yes. Maintain separate price lists by customer type or dealer tier, and quotes pick up the correct list for that account.
Does it replace my accounting software?
No. Credit terms and outstanding are visible for sales follow-up, and invoices can be synced from Tally, but accounting stays in your accounts system.
Is GST invoicing included?
Gandiv records GSTIN and tax lines on quotes. Statutory GST invoices and returns should still be produced from your accounting software.
Start with the manufacturing and distribution template
Your pipeline, fields and messages are created for you. Change anything later.