OptCRM’s AI-powered Stock & Sales Management solution empowers field teams to manage product inventory and sales processes with precision and ease. It supports daily, weekly, and monthly stock reporting, adapting to diverse operational rhythms while ensuring consistency and control.
Key Features: • Daily Stock & Sales Updates: Field executives can submit real-time stock statements—AI enhances tracking of expiry dates and helps prevent overstocking. • Weekly Aggregated Reporting: Consolidates stock and sales inputs to reduce reporting burden while maintaining visibility—AI algorithms fine-tune summaries for accuracy. • Monthly Stock & Sales Statements: With customizable forms, companies can streamline monthly reporting; AI analyzes submitted data to generate intelligent Sales MIS insights. • Cross-Industry Flexibility: Designed for pharma, FMCG, consumer goods, and more—AI enables adaptable configurations tailored to each industry’s unique demand patterns. By incorporating AI-powered analytics and smart monitoring, OptCRM enhances foresight into inventory trends, ensures compliance with stock policies, and improves strategic restocking decisions. Whether you prefer daily, weekly, or monthly cadence, this smart solution delivers comprehensive visibility and smarter control over stock and sales.
Daily Stock and Sales
Field executives can easily manage their corresponding stockiest stock statements by using daily stock update option. It helps the companies to take full control on expiry; also there are very few chances of having over stock of certain products.
Weekly Stock and Sales
Many companies prefer weekly stock & sales option that also help them like daily option, but in weekly option there is fewer burdens on employee for data update. You can incorporate your weekly invoice mechanism to get better out of it.
Monthly Stock and Sales
80 percent companies are working on monthly stock & sales system, good or bad it totally depends upon companies planning. Employee need to submit stock & sales statement once in a month with very simple and customizable form. All kinds of Sales MIS reports you can analyze as per your needs.


