SalesWRK gives your field reps and regional managers one place to log inquiries, send GST-correct quotations, get approvals, and see the monthly pipeline — nothing more, nothing less.
Lightweight by design, so your reps actually use it.
Line-item discounts, HSN codes, 18% default with per-line rates. Intra-state splits into CGST + SGST, inter-state becomes IGST — automatically, to the paisa.
Reps submit, managers approve or reject. Nothing goes to a customer unchecked, and every status change is logged.
Regional Sales Managers own territories; Field Sales Reps are assigned to them. Everyone sees exactly what they should.
Revenue vs. target, variance and attainment per rep and per manager, plus open-quote value by stage — live, not end-of-month.
Every organisation lives in its own partition. Strict multi-tenant isolation, encrypted at rest, hosted on AWS.
Sign in with a one-time code sent to your email. Nothing to remember, nothing to leak.
The whole sales cycle in five steps.
A rep records what the customer wants, against a customer in their territory.
Add products, apply discounts. GST is calculated from the customer's state.
Submit to the RSM. Approve, reject, or send back for changes.
Convert the approved quote to a sale in one click. Revenue is attributed to the rep and territory.
Monthly revenue, targets and open quotes roll up from rep → manager → company.
Pick the customer, add the lines — SalesWRK works out place of supply and splits the tax the way the GST portal expects. Here's a real quote from the engine: Mumbai supplier, Mumbai customer, 10% line discount.
| Item | Qty | Rate | Taxable |
|---|---|---|---|
| Ball bearing 6205 · HSN 8482 · −10% | 200 | 850.00 | 1,53,000.00 |
| Lithium grease 1kg · HSN 2710 | 20 | 450.00 | 9,000.00 |
| CGST @ 9% | 14,580.00 | ||
| SGST @ 9% | 14,580.00 | ||
| Grand total | ₹1,91,160.00 | ||
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