Solutions · Software and integration

Direct Sales Operations Management Software

Manage your direct sales operation in one place, from consultant networks to customer orders.

  1. 01Consultant network
  2. 02Contracts and signatures
  3. 03Orders and payments
  4. 04Warehouse and delivery
  5. 05Commissions and accounting

Connected operations

Your sales network, customers and operations, working together.

Connect consultant management, contracts, digital signatures, commissions, e-commerce and operations. Bring every stage of the sale together through warehouse, ERP and payment integrations.

Direct sales connects consultants, team leaders, central teams and customers across many related workflows. A single order sets contracts, payments, inventory, delivery and commission processes in motion.

We bring these workflows together in software shaped around your business model. From consultant hierarchies to payment integrations, we design and develop the modules your operation needs.

01

Consultant and Sales Network Management

Manage consultant records, team structures and hierarchical relationships in one place. Track team leaders and their consultants to make your sales organization visible.

  • Consultant profiles and registration
  • Consultant hierarchies and organization trees
  • Team leader and consultant relationships
  • Individual and team sales tracking
  • Hierarchy-based bonuses and commissions
02

Contract and Digital Signature Management

Prepare consultant and customer contracts digitally, sign them using a legally valid digital signature solution and track signing status in one place. Connect signed documents to consultant, customer and order records to manage contracts alongside your sales operation.

03

Bonus and Commission Calculation

Automate the bonus and commission rules specific to your direct sales model. Account for consultant hierarchies, individual sales and team sales according to your business rules. Consultants can view their detailed earnings for each period in real time through their own panels. Accounting integration connects calculated commissions with financial workflows, letting operations and finance teams work with linked records.

04

Direct Sales and Consultant Order Management

Manage customer orders placed through consultants in connection with the relevant consultant and sales network. Track orders from creation through payment and operations. Bring order, customer, consultant and commission relationships together.

05

E-Commerce

Develop a digital sales channel that works with your direct sales operation. Connect the customer journey, from product discovery to ordering and payment, with your operational infrastructure. Link e-commerce orders with consultant networks, campaigns, warehouses and ERP workflows.

06

Warehouse and Inventory Management

Connect information across sales and warehouse operations. Link products, stock and order preparation to support operational tracking. Configure warehouse management within the software or through integration with existing systems.

07

ERP Integration

Enable data exchange between your direct sales software and enterprise resource planning system. Support the transfer of product, inventory, order and operational data. Define the integration scope around your existing ERP infrastructure and business processes.

08

Payment System Integrations

Bring your payment options into the order flow. Link payment stages with the relevant orders to help operational teams track progress.

  • Consumer purchase financing integrations
  • Instant bank transfer integrations
  • Virtual POS integrations
  • Order-linked payment status tracking
09

Customer Relationship Management — CRM

Bring customer records, consultant relationships and sales processes together. Track customer interactions alongside related orders to give teams access to the information they need.

10

Campaign Management

Manage campaign conditions and their impact on sales alongside your operation. Connect campaigns with relevant products, orders and consultant sales workflows. Configure business-specific campaign rules for e-commerce and direct sales channels.

11

Returns Management

Track return requests alongside customer, order and product records. Address the effects of returns on payments, stock and commissions through connected workflows. Manage after-sales operations as a continuation of the order.

Built for your business

Infrastructure shaped around your business model.

Every direct sales organization has its own consultant structure, commission model and operational rules. We configure the software around your sales network, existing systems and daily workflows, connecting discovery, process design, user experience, development and integration.

Request a Demo

A project in practice

Vorwerk

Explore our software approach and scope of work for direct sales operations in the Vorwerk project.

Explore the Vorwerk project

Demo request

Explore how the software can work for your operation.

Let us review your consultant management, ordering, commissions and integrations together. Request a demo to explore how the software can be adapted to your operation.