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Distribution CRM

IncentHub CRM

Every lead, every touch, every payout connected. Purpose-built for distribution businesses where leads come from agents, branches, digital funnels, and field teams — all at once.

InputAttributionTracking
01Lead capture

Capture leads from every channel with auto-deduplication

Ingest leads from WhatsApp, web forms, branches, and field teams into one unified pipeline. Automatic deduplication keeps records clean so your team never works a duplicate lead.

Lead Capture
Unified Inbound Pipeline
Auto-dedup
WhatsApp
42
Web Form
38
Branch
29
Field
21
Total new leads today130
02Pipeline tracking

Unified lead-to-payout tracking without data silos

Every touchpoint — from first contact to final disbursement — lives in a single record. No more reconciling spreadsheets or chasing data across disconnected systems.

Pipeline Tracking
Lead-to-Payout Journey
Live
Referred
148
Contacted
112
Applied
67
Approved
28
Disbursed
11
Avg. conversion rate7.4%
03Dashboards

Real-time dashboards and configurable reporting for every stakeholder

Give ops managers, branch heads, and finance teams exactly the view they need — from macro conversion funnels to individual agent pipelines — without custom development.

Dashboards
Real-time Overview
Configurable
Active Leads
1,240
Conversions
11%
Avg. TAT
4.2d
Weekly Lead Volume
MTWTFSS
04Growth-ready

Purpose-built for growing teams ready to move beyond spreadsheets

IncentHub CRM is designed for distribution-led businesses at the growth stage — teams that have outgrown Excel and need a structured, scalable system to manage leads, attributions, and payouts without adding operational overhead.

Migration Path
From Excel to Organised CRM
Growth-ready
📄
Scattered spreadsheets
📞
Manual follow-ups
No unified pipeline
IncentHub CRMNow
Ready to scale without the spreadsheet chaos
Lead Capture
Unified Inbound Pipeline
Auto-dedup
WhatsApp
42
Web Form
38
Branch
29
Field
21
Total new leads today130
Pipeline Tracking
Lead-to-Payout Journey
Live
Referred
148
Contacted
112
Applied
67
Approved
28
Disbursed
11
Avg. conversion rate7.4%
Dashboards
Real-time Overview
Configurable
Active Leads
1,240
Conversions
11%
Avg. TAT
4.2d
Weekly Lead Volume
MTWTFSS
Migration Path
From Excel to Organised CRM
Growth-ready
📄
Scattered spreadsheets
📞
Manual follow-ups
No unified pipeline
IncentHub CRMNow
Ready to scale without the spreadsheet chaos
Connected Platform

Want to see how IncentHub CRM can connect to IncentHub Rewards?

CRM FAQ

Yes — IncentHub CRM is a full CRM purpose-built for distribution businesses. If you already use Salesforce, Zoho, or a custom system, we integrate via REST APIs and webhooks instead.

The AI agent handles repetitive work like lead qualification, follow-up scheduling, and dispute triage. It works 24/7 across WhatsApp, email, and phone so your team can focus on high-value conversations.

Yes. CRM ingests leads from agents, branches, digital funnels, and field teams — with auto-deduplication and a unified pipeline view.

Out of the box. Closed-won deals flow directly into the Rewards engine for attribution and payout — no middleware required.

No. We offer month-to-month subscriptions and recommend a 90-day pilot to measure impact on your distribution funnel.