Rep - Sugar Alchemy CRM

Open Overview to load counts.

Notifications

Admin decisions on your submissions. Ack clears the row.

Open Notifications to load.

Loading problem solving...

📦 New Sample

Samples are free — just send bakery name, delivery address, and date for dispatch.

Bakery name *

Delivery address *

Sample date *

Loading samples...

Loading execution queue...

📣 Marketing

Qualify → Watchlist → Study → Working on. Pitch and Social live under Assets.

🧭 Qualify

Qualify only. Add bakeries to Watchlist here. Call and WhatsApp live on Working on after study + sales plan. Admin parks or closes leads — those show in Parked / Closed below (read-only).

Active

Scan roster — last called + notes. Action: Add to Watchlist only.

Bakery	Last called	Last call notes	Actions
Select a city above to load leads.

Parked (90 days)

Admin parked — read-only on rep.

Bakery	Status	Last call notes
No parked leads.

Closed

Admin closed — read-only on rep.

Bakery	Status	Last call notes
No closed leads.

🎯 Non-bakery

Cloud / non-traditional leads — call live list; your adds need admin approval.

Open Non-bakery to load.

📋 Sales

One row per bakery — latest sample, order, or trial.

Loading sales…

🤝 Relationship

Portfolio, joint calls, and case studies. Follow-ups live on Planner → Scheduled.

📋 Build Order

Bakery

Pick the bakery first, then build the order like a bill.

Order Type

Customer type *

Order date *

Products & Quantities

Delivery Address

Customer GST (optional)

Bill Amount (₹)

Notes (optional)

Loading...

Loading product complaints...

Capture understanding first (bakery + person). Fill plan when you can. Save draft anytime. Admin only sees it after you submit a complete study + plan.

Lead type *

A · Who

Who are you mainly talking to? * Spoken to a decision maker? *

C · Contact

Main channel so far * How many real conversations so far? * Longest talk so far? *

D · Personality

Tone with you * Do they listen, or only push their agenda? * Can you get time with them again easily? *

E · Discussion depth

What has actually come up in conversation (yes / no / not yet).

Price / price list * Color / shade variations * Competitors / brand * Sample or trial * Order size / how they buy * Fondant / technique / training * Delivery / packing / shelf life * Who else must approve *

What do they keep coming back to? *

F · Opening

Is there a real opening to keep selling? * Why? *

G · Plan

Required to submit for admin. Leave blank and Save draft if you still need another talk.

What will you do next? * How will you convince them? * What will you ask for next? *

Optional — Pitch Kit helpers

Pre-pitch work

Pitch pages (optional)

Monthly requirement

Feeds City Target. After send-back it drops out until you update study and admin approves again.

Fondant kg *

Glaze kg *

At least one of fondant / glaze must be > 0 to submit.

Confirmed with *

Decision maker Staff