Quote fast. Check stock. Collect on time.

For traders, wholesalers and distributors with large catalogues and repeat buyers: price quotations in minutes, stock checked before you commit, and outstanding payments followed up.

1 · Business challenges

What slows trading businesses down.

  • Hundreds of SKUs, changing pricesRates and tier prices are looked up and typed by hand.
  • Stock checked by phoneOrders are confirmed before anyone checks the godown.
  • Repeat buyers, scattered historyPast orders and balances sit in different files.
  • Collections followed up lateOverdue payments are noticed at month-end.
  • 2 · How NCRM addresses them

    Standard NCRM, set up your way.

    A catalogue that quotes for you

    SKU, barcode, units, HSN, GST, MRP, minimum price and quantity price breaks. Import long line lists from CSV straight into a quotation.

    Stock checked before you commit

    Live stock per item with reorder points. See what is low or out before confirming the sales order, and record stock out on dispatch.

    Collections that don’t slip

    Customer 360 shows every order, invoice and balance, and dashboards list outstanding and overdue amounts by customer.

    Illustrations of NCRM features, simplified for this website. Names and figures are sample data.

    Calls + CRM · Official Callyzer Partner

    Calls in a trading business, connected to the lead.

    • Dealer and distributor calls on the customer record
    • Repeat-order follow-ups with a date
    • Product-availability inquiries answered with live stock
    • Pending quotation follow-ups
    • Customer callbacks from missed calls

    Workflow use cases. Specific capabilities depend on your Callyzer and telephony setup and the NCRM modules you use.

    Lead flow: Marketplace inquiry → salesperson assigned → price quotation → follow-up → order. How lead automation works

    3 · Sample workflow

    How a trading deal moves through NCRM.

    An illustrative flow. Statuses, numbering and approvals are configured to match yours.

    1. Dealer inquiryPhone, web or marketplace
    2. Price quotationTier pricing
    3. Sales orderConfirmed
    4. Stock checkLive stock
    5. DispatchStock out
    6. InvoiceGST invoice
    7. CollectionPayment recorded

    4 · Modules and customizations

    What you get, and what we can build.

    Available customizations

    • Purchase orders and vendor management
    • Dealer or distributor portal
    • Scheme and discount rules
    • Integration with Tally or your accounting software

    Scoped and quoted after a requirements discussion. See customization.

    5 · Trading & Distribution demo

    See NCRM run a trading deal like yours

    Tell us a little about your business and we’ll prepare the demo around your workflow.

    FAQ

    Questions

    Can we keep different prices for different quantities?

    Yes. Products carry quantity price breaks, an MRP and a minimum price, and discounts can be allowed or blocked per product.

    Does NCRM handle purchases from suppliers?

    Not as standard today. Purchase orders and vendor management can be scoped as customization.

    See all industries

    Trading & Distribution

    Your workflow. Your requirements. Your NCRM.

    Book a live demo. Bring a recent inquiry and a quotation format, and we will walk you through that deal from first contact to payment.

    Made in India

    Proudly Made in India

    Designed, developed & supported in India. Built for businesses worldwide.

    How can we help?NCRM team · Neptune Technolab