Lost Sales Opportunities
Leads get missed and follow-ups become inconsistent.
Complete Sales Lifecycle Management Platform
Manage Leads, Quotations, Orders, Inventory and Payments from One Powerful Platform
SellWise helps businesses streamline their entire sales lifecycle—from customer enquiry to payment collection—with catalog management, custom collections tailored to each deal, alerts, scenario-based approvals, branded PDFs, detailed HRMS, Work Manager follow-ups, and AI-powered management summaries.
- ✓ Cloud Based
- ✓ Mobile Ready
- ✓ Enterprise Secure
- ✓ Multi Location Support
- ✓ Rapid Deployment
- ✓ Configurable Alerts & Approvals
Growing Businesses Need More Than Excel Sheets and WhatsApp Groups
Scattered Customer Information
Customer data is spread across multiple systems.
Quotation Delays
Manual quotation creation slows down sales.
Inventory Disconnect
Sales teams don't know current stock availability.
Payment Follow-Up Issues
Outstanding collections become difficult to track.
Lack of Management Visibility
Leadership lacks real-time operational insights.
Manual Approvals & Communication
Discounts, quotes, and updates get stuck in email chains without audit trails.
One-Size-Fits-All Product Lists
Sales teams send full catalogues instead of collections tailored to each customer's requirement.
One Platform. Complete Sales Lifecycle Control.
SellWise unifies CRM, catalog management, sales, inventory, logistics, finance, and workforce management into a single connected workflow—not isolated modules.
Lead
Capture enquiries from every channel and assign owners instantly.
Drive Growth Through Better Sales Operations
Increase Revenue
Never miss potential opportunities.
Improve Conversion Rates
Track every lead effectively.
Accelerate Sales Cycles
Generate quotations and orders faster.
Improve Cash Flow
Track collections and outstanding payments.
Enhance Team Productivity
Reduce manual work and duplication.
Gain Real-Time Visibility
Make data-driven decisions.
Empower Management Reviews
AI enquiry summaries and PDF reports in one paragraph.
Win Deals with Tailored Presentations
Share custom catalog collections matched to each customer's requirement—not your entire product list.
Every Capability Connected to Your Sales Journey
From first enquiry to final payment—including catalog management, custom collections for each customer, PDF reports, configurable notifications, approval rules, workforce management, and AI executive summaries.
CRM & Customer Management
Know every customer relationship in one place.
- Lead and enquiry management
- Contact and customer history
- Share custom catalog collections from enquiry detail
- Stage tracking with activity timeline
- Enquiry PDF reports for reviews and sharing
- AI executive summary for management snapshots
Enquiry & Opportunity Pipeline
Move deals forward with clarity at every stage.
- Lead capture and qualification
- Pipeline stages with weekly management updates
- Assignment and follow-up reminders
- RAG health indicators for at-risk deals
- Sales forecasting and team visibility
PDF Reports & Customer Documents
Turn live enquiry and quotation data into shareable PDFs.
- One-click enquiry PDF reports with pipeline and timeline
- Products proposed via catalog collections included in enquiry PDFs
- Branded quotation PDFs generated automatically
- Email quotation PDFs directly to customers
- Weekly updates and quotation history in reports
- Management-ready exports without manual formatting
Quotation Management
Close deals faster with branded quotes and instant PDF delivery.
- Create quotations linked to enquiries
- Product catalogue and pricing integration
- Automatic PDF generation on every quote
- Send PDF quotations to customers by email
- Version control with approval gates before send
Catalog Management & Custom Collections
Curate what you sell once, then share tailored catalogs for every customer requirement.
- Product master with categories, images, specifications, and marketing documents
- Build shareable collections from selected catalog products
- Share custom catalogs directly from enquiry detail—linked to the deal
- Public carousel pages customers can open without signing in
- Send collection links by email or WhatsApp with contact details pre-filled
- Track products proposed to each customer on enquiry PDFs and share history
Scenario-Based Approvals
Control risk with rules that match how your business actually operates.
- Configurable rules by amount, discount, and action
- Approvals before sending or accepting quotations
- Gate order creation from accepted quotes
- HRMS leave, attendance, and separation approvals
- In-app inbox with approve/reject notifications
Order Management
From acceptance to fulfilment without gaps.
- Sales orders
- Order tracking
- Order status visibility
- Approval workflows
- Customer notifications
Inventory Management
Sell what you have — confidently.
- Stock visibility
- Warehouse management
- Reorder alerts
- Product availability
- Inventory movement tracking
Logistics & Dispatch
Deliver on every promise.
- Shipment management
- Dispatch scheduling
- Delivery tracking
- Transport details
- Proof of delivery
Payment Tracking
Turn revenue into cash faster.
- Invoice tracking
- Outstanding monitoring
- Collection reminders
- Aging reports
- Payment reconciliation
Alerts, Notifications & Communication
Keep every team informed with templates and channels you control.
- Event-based alerts for enquiries, quotations, and approvals
- Organization-defined email and SMS notification templates
- Per-template roles, placeholders, and channel toggles
- Tenant communication settings for SMTP, SMS, and WhatsApp
- Weekly management update reminders and assignment alerts
HRMS — Workforce Management
Run a detailed HR operation aligned with sales and approvals.
- Employee master, departments, and reporting hierarchy
- Attendance, leave, holidays, and work calendar
- Employee self-service and manager approvals
- Separation, clearance, and document storage
- HR analytics, masters, and role-based HRMS access
AI Enquiry Executive Summaries
Give management a complete snapshot in one paragraph.
- AI-generated executive summary per enquiry
- Customer context, products, stage, and progress in plain language
- Refresh on demand as the deal evolves
- Included in enquiry PDF reports for leadership reviews
- Tenant-controlled AI policy and model configuration
Simple Workflow. Complete Control.
- 1Capture Leads
- 2Track Opportunities
- 3Share Tailored Catalogs
- 4Generate Quotations
- 5Convert Orders
- 6Manage Inventory
- 7Dispatch Products
- 8Track Payments
Built for Every Team
Sales Teams
Manage leads, share custom catalog collections, quotations, and customer PDFs.
Sales Managers
Track pipelines, approvals, and AI summaries.
Operations Teams
Manage orders, inventory, and fulfilment.
Finance Teams
Monitor invoices, collections, and approvals.
HR & Admin
Configure templates, communication, and HRMS.
Management
Dashboards, enquiry PDFs, and AI snapshots.
Insights That Drive Better Decisions
Live KPIsReal-time
0%Lead Conversion Rate
₹0.0MPipeline Value
0%Revenue TrendQoQ growth
₹0LOutstanding Collections
0%Inventory Health
0%Team Performance
Work Manager
Never Miss a Follow-Up Again
Work Manager turns pipeline activity into actionable tasks—combining manual callbacks and appointments with auto-generated follow-ups for stale enquiries, quotations, orders, and collections so sales teams stay on top of every deal.
Work Inbox
- OverdueYesterday
Stale enquiry
Follow up — Apex Industrial enquiry idle 18 days
- Today2:30 PM
Callback
Call Priya Nair re: pump quotation approval
- Today5:00 PM
Weekly update
Log management update for ENQ-2024-0847
- This weekThu
Collect payment
Chase receivable — Order ORD-1192 (₹4.2L overdue)
- This weekFri
Quotation follow-up
Check status on sent quote #QT-8831
Illustrative example — work items are generated from your live pipeline and rules.
Unified Work Inbox
Overdue, today, this week, and all open items in one place—callbacks, appointments, follow-ups, and auto-generated tasks from your sales pipeline.
Auto-Generated Follow-Ups
Configurable rules create work for stale enquiries, missing weekly updates, sent quotation follow-ups, pending orders, and overdue receivables.
Calendar & Daily Plan
Day and week calendar views, click-to-create slots, and a focused daily plan that prioritizes pinned and due work—including AI-assisted planning when enabled.
Linked to Live Records
Every work item opens the related enquiry, quotation, order, or approval—so reps act in context without switching tools.
Manager Team View
Managers see overdue and due-today work across direct reports, escalate overdue callbacks, and assign manual tasks to the field team.
Complete from Anywhere
Mark done with outcome notes, snooze, pin to your plan, or tap to call—on desktop and mobile alongside CRM and quotations.
Auto-work rules managers configure
- Stale enquiries with no activity for 15+ days
- Missing weekly management updates from sales executives
- Sent quotations not progressed after 3 days
- Pending orders awaiting fulfilment follow-up
- Overdue receivables and collection reminders
- Pending approval reviews for managers
- Due reminders via email and SMS before deadlines
- Mobile Work tab alongside Enquiries, Quotations, and Orders
- My Work Today widget on customizable dashboards
- ICS calendar export for callbacks and appointments
- Work completion log in CRM reports for management reviews
Built-in AI
AI That Simplifies Information and Supports Smarter Decisions
SellWise embeds AI where your teams need clarity most—creating executive summaries from live enquiry data, surfacing risks and next steps, and helping leadership review deals without reading every timeline entry.
Executive Enquiry Summaries
Turn scattered enquiry data—requirements, products, pipeline stage, quotations, and weekly updates—into a concise, readable snapshot managers can review in seconds.
Management Decision Support
AI highlights progress, risks, and recommended next steps with star-rated assessments of sales executive performance and enquiry health.
Simplified Information
No more digging through timelines and spreadsheets. Complex deal context is distilled into plain-language sections everyone on the leadership team can understand.
PDF-Ready Reports
Include AI summaries in enquiry PDF exports for review meetings, pipeline discussions, and leadership circulation—without manual write-ups.
Smart Notification Drafts
Describe what you need and let AI draft branded email and WhatsApp notification templates for enquiries, quotations, approvals, and reminders.
Tenant-Controlled & Secure
Each organization configures its own Gemini model and API key. Sensitive contact details are excluded from data sent to the AI provider.
AI Executive Summary
Progress so far
Enterprise customer evaluating industrial pumps for a new facility. Requirements captured, two catalog collections shared, and quotation v2 sent for management approval.
Sales executive performance
★★★★☆
Consistent follow-ups and timely weekly updates; quotation turnaround within SLA.
Enquiry progress
★★★★½
Pipeline on track at Requirement Understanding; customer engagement remains strong.
Next Steps
Complete management approval, schedule technical site visit, and confirm delivery timeline with operations.
Any risks
Competitor quote expected next week—prioritize approval and follow-up call before Friday.
Illustrative example — summaries are generated from your live enquiry data.
- Generate or refresh summaries on demand as deals evolve
- Cached summaries load instantly on enquiry detail and in PDF exports
- Star ratings surface deal health at a glance in pipeline views
- Configurable per tenant—enable AI only where your organization needs it
SellWise On The Go
Empower field teams with mobile CRM, approval actions, alerts, and enquiry updates wherever they work.
- Mobile CRM & enquiries
- Work inbox — tasks, callbacks, and follow-ups
- Share catalog collections from enquiries
- Approval actions on the go
- Real-time alerts and notifications
- Order and pipeline updates
- Customer visits and follow-ups
- Management summaries in the field
Enterprise Grade Security
Role Based Access Control
Granular permissions.
Secure Authentication
Strong access controls.
Audit Trails
Track every user action.
Data Encryption
Encryption at rest and in transit.
Automated Backups
Business continuity protection.
Session Management
Secure login sessions.
Multi-Tenant Architecture
Customer data isolation.
Secure Cloud Infrastructure
Hosted on trusted infrastructure.
Go Live in Weeks, Not Months
Week 1Configuration
Week 2Master Data Import
Week 3User Training
Week 4Go Live
Easy to Use
Minimal learning curve.
Excel Data Import
Import existing records quickly.
No Infrastructure Required
Cloud hosted.
Scalable Platform
Supports business growth.
Industries We Serve
See how SellWise helps distributors, manufacturers, and trading teams in your sector move from enquiry to collection—with real outcomes.
Multi-branch stock, faster quotes, tighter collections
🏭 Wholesale Distribution Case Study
Background & Scenario
A regional distributor with three warehouses and 40+ field sales executives was quoting industrial consumables to dealers across North and West India. Enquiries arrived via email, phone, and trade shows—but stock checks, quote versions, and payment follow-ups lived in separate spreadsheets and WhatsApp threads.
Problem Statements
- Sales teams quoted without real-time stock visibility across branches
- Quotation PDFs were recreated manually for every customer revision
- Outstanding receivables were tracked in Excel with no link to orders
- Managers had no single view of pipeline value or team performance
- Customer assignment and enquiry alerts were inconsistent
What Changed After SellWise
- Unified CRM and pipeline gave every executive a single enquiry workspace with stage history
- Live inventory from all warehouses flowed into quotations so reps stopped over-promising
- Branded quotation PDFs were auto-generated and emailed to customers in one click
- Orders converted from accepted quotes with receivables linked automatically
- Notification templates alerted managers on high-value deals and overdue collections
- AI executive summaries gave leadership a one-paragraph snapshot before weekly reviews
Overall Business Benefits
38%Faster quote turnaround
22%Higher quote-to-order conversion
19%Improved collection efficiency
100%Pipeline visibility for managers
SellWise capabilities in this story
Customer Success Stories
“SellWise gave us end-to-end visibility from enquiry to collection. Quote turnaround improved dramatically.”
30% Faster Quote Turnaround
Frequently Asked Questions
Most organizations go live in four weeks with configuration, data import, training, and rollout support.
Ready to Transform Your Sales Operations?
Manage your complete sales lifecycle through one integrated platform and empower your teams with real-time visibility, automation, and control.
Or email us at info@ginetecorp.com
Contact us
Enquiry emails are sent to info@ginetecorp.com