Sales-to-Dispatch CRM for distributors
STOP
SELLING ON
A SPREADSHEET.
OpsRail runs your full order lifecycle — leads, quotations, credit checks, warehouse stock, dispatch, and GST invoices — in one system built for distributors, not generic sales teams.
Hand-onboarded. No self-serve signup,
no per-seat surprise bills.
Why not just use HubSpot
Generic CRMs stop at “deal won.” Yours doesn't.
Credit control that actually stops bad orders
An order that exceeds a customer's credit limit doesn't quietly slip through — it holds automatically and routes to accounts for approval, with the exposure amount shown up front. Generic CRMs don't know what a credit limit is.
Inventory reservation, not just a deal stage
When a sales order clears credit, stock is reserved against real warehouse quantities — checked by city match, availability, and reservation load — so "won" doesn't mean "we might not have it."
Dispatch your drivers can actually follow
A mobile-guided workflow — accept, load, in transit, delivered — with automatic delay alerts to ops when a delivery sits in transit too long. No more calling the driver to ask where the truck is.
GST invoices generated the moment goods land
CGST/SGST/IGST split by HSN code, territory-sequenced invoice numbers, PDF generation, and an outbound hook to Tally — triggered by delivery confirmation, not by someone remembering to raise one.
One rail, start to finish
Every order runs the same track.
Lead
Captured, assigned to a rep, territory-scoped from the first touch.
Quotation
Priced against your price list, discount thresholds enforced by role.
Credit Check
Cleared automatically, or held and routed to accounts if it exceeds the limit.
Inventory Reserved
Stock locked against the right warehouse — not promised, reserved.
Dispatched
Driver accepts, loads, and moves — tracked step by step on mobile.
Invoiced
GST invoice generated on delivery confirmation, synced to Tally.
Territory-scoped, role-aware
Ten roles. One system. Nobody sees more than their job needs.
Sales Executive
A pipeline that shows which leads have gone stale and which quotations expire this week — instead of a spreadsheet nobody updates.
Accounts
Every credit-hold order in one queue, with the exact amount over limit, instead of finding out a customer is over their limit after goods have shipped.
Warehouse Manager
Real stock and reservation numbers per warehouse, so "do we have it" has one answer instead of a phone call.
Delivery Executive
One phone screen: accept, load, in transit, delivered. No pricing, no customer data they don't need — just the job.
Let's set it up together.
No self-serve signup — we provision your instance by hand, with your territories, your team, and your product catalog, and walk you through it. Tell us a bit about your business and we'll reach out.