A B2B CRM built for distribution-led businesses — not SaaS pipelines.
Sort String CRM is a distribution-aware B2B CRM built for FMCG, dairy and dealership ecosystems. Lead lifecycle, informal agreements, debtor tracking, WhatsApp Business CRM, market influence mapping, customer analytics, MIS insights and bulk notifications across SMS, email and WhatsApp — integrates natively with SalesPort and AccountBook.
- Informal agreements
- Debtor tracking by tier
- WhatsApp Business CRM
- Market influence mapping
The numbers
CRM, in plain numbers.
Sort String CRM is a distribution-aware B2B CRM built for FMCG, dairy and dealership ecosystems. Lead lifecycle, informal agreements, debtor tracking, WhatsApp Business CRM, market influence mapping, customer analytics, MIS insights and bulk notifications across SMS, email and WhatsApp — integrates natively with SalesPort and AccountBook.
- Built for distributors, dealers and FMCG — not generic SaaS sales pipelines
- DistributionBuilt for distributors, dealers and FMCG — not generic SaaS sales pipelines
- Tracking by distributor tier — super stockist, distributor, sub-distributor, retailer
- DebtorTracking by distributor tier — super stockist, distributor, sub-distributor, retailer
- Business API native — bulk notifications, two-way chat, template approval
- WhatsAppBusiness API native — bulk notifications, two-way chat, template approval
- Agreement management — captures handshake deals other CRMs ignore
- InformalAgreement management — captures handshake deals other CRMs ignore
- Influence mapping — competitor presence, regional patterns, brand-side intelligence
- MarketInfluence mapping — competitor presence, regional patterns, brand-side intelligence
- SMS + Email + WhatsApp from one screen — segmented by tier, region, behaviour
- BulkSMS + Email + WhatsApp from one screen — segmented by tier, region, behaviour
How CRM looks
Web cockpit for the brand head. Mobile for the field manager.
Brand heads and regional managers see pipelines, debtor positions, customer health and bulk-campaign performance. Field managers run their leads, agreements and follow-ups from the mobile app.
CRM Cockpit
What CRM replaces
Horizontal CRMs — replaced by a vertical one.
Horizontal CRMs (Salesforce, HubSpot, Zoho, Pipedrive) are great for SaaS sales pipelines and account-based selling. They are poor at distribution-aware workflows — debtor tracking by distributor tier, scheme entitlement visibility, WhatsApp-first contact patterns and integration with field-sales mobile apps. Sort String CRM is built for those workflows specifically.
- One contact record — for distributors, retailers, dealers, influencers
- Audit trail across every meeting, agreement, escalation and payment
- WhatsApp + SMS + email from one screen, segmented by tier
Tools that CRM replaces
Salesforce / HubSpot
Replaced
Zoho CRM / Pipedrive
Replaced
Excel Lead Sheets
Replaced
WhatsApp Groups
Replaced
Manual Debtor Books
Replaced
Disconnected SMS Tools
Replaced
What is inside CRM
Eleven workflows. One customer record.
Every workflow a distribution-led business actually uses — captured natively, not stitched together from third-party plugins.
Company + Contact Management
Distributors, retailers, dealers, decision-makers — every contact captured with role, tier, region and history.
Client Profiling
Distributor tier, scheme entitlement, payment history, beat coverage — your reps walk in with full context.
Interaction Tracking
Every call, every visit, every WhatsApp thread, every email — captured against the contact and time-stamped.
Lead Lifecycle
From cold outreach to onboarded distributor — staged pipeline with custom stages and automated follow-ups.
Informal Agreement Management
Captures handshake deals, special terms and tier-specific arrangements that horizontal CRMs ignore.
Debtor Tracking
By distributor tier and region — ageing buckets, escalation rules, payment reminders via WhatsApp + SMS + email.
Market Influence Mapping
Competitor presence by region, retailer share-of-shelf, brand-side intelligence captured from field visits.
WhatsApp Business CRM
WhatsApp Business API native — bulk templates, two-way chat, opt-in management and conversation history per contact.
Customer Analytics
Customer health scores, churn indicators, expansion opportunities — surfaced to the right manager at the right time.
MIS Insights
Pipeline by region, by stage, by tier — every cut a brand head asks for, available without an analyst.
Bulk Notifications
Segmented bulk SMS, email and WhatsApp — by distributor tier, by region, by behaviour, by stage. Reports + retry built in.
Why teams pick CRM
Why distribution-led businesses pick this over Salesforce or HubSpot.
Three patterns repeat across every distribution-led business that switches from a horizontal CRM — usually after the team gives up trying to retrofit it.
01
vs Salesforce / HubSpot
Built for SaaS sales pipelines and account-based selling. Don't handle distributor tiers, scheme entitlement, debtor ageing or WhatsApp-first contact patterns. Sort String CRM does.
02
vs Zoho CRM / Pipedrive
Better priced but still horizontal. Sort String CRM ships distribution-aware workflows natively — no plugin maze, no consulting hours to make it fit.
03
vs Excel + WhatsApp groups
Survives 50 contacts. Cracks at 500. Sort String CRM formalises every interaction with audit trail and bulk-notification capability.
Integrations
Best deployed alongside SalesPort and AccountBook.
Sort String CRM is at its most powerful when combined with SalesPort (the distribution data layer) and AccountBook (the finance and debtor data layer). All three share contacts, agreements and customer history.
- SalesPort (DMS + SFA)
- AccountBook (finance + debtors)
- WhatsApp Business API
- MSG91 / Exotel (SMS + voice)
- Razorpay / PayU (payment reminders)
- Tally Prime (XML)
- Bulk email (SES / SendGrid)
- LinkedIn (contact enrichment)
How CRM is priced
Per-organisation AMC, not per-user.
A one-time deployment fee. A fixed monthly AMC. Hiring 50 more sales managers next quarter does not change your bill. The opposite of how Salesforce or HubSpot price.
- A one-time deployment fee — declared up front, in writing.
- A fixed monthly AMC. Per-user pricing does not exist in our model.
- Live in 4 to 8 weeks for a single-organisation rollout — with a named delivery owner.
- Bundle pricing when deployed alongside SalesPort and AccountBook.
Common questions
Questions buyers actually ask.
The answers below are the same ones we give on the call.
What is Sort String CRM built for?
What is Sort String CRM built for?
How is it different from Salesforce, HubSpot or Zoho CRM?
How is it different from Salesforce, HubSpot or Zoho CRM?
Does it integrate with WhatsApp Business API?
Does it integrate with WhatsApp Business API?
Should I deploy it alone or with SalesPort?
Should I deploy it alone or with SalesPort?
How is it priced?
How is it priced?
Get a 30-min walkthrough on your data.
No deck, no fluff. Just the modules from this article running live.
See Sort String CRM running on your distributor base.
Thirty minutes. A real product. We walk you through distributor profiling, debtor tracking and a bulk WhatsApp campaign — using a sample of your own contacts.