--- title: "Botree SFA Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Botree SFA Software - reviews, pricing plans, popular comparisons to other Retail Execution products and more." source_url: "https://www.capterra.com/p/241076/Stocky-Sales-Force-Automation/" page_type: "product" language: "en" --- # Botree SFA Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Botree SFA ## What is Botree SFA? Botree Software is a pioneer and leader in Distribution Management Software (DMS), Sales Force Automation and Analytics solutions, empowering businesses to enhance retail execution. With a legacy of over 25 years, the Botree Product and Insights ecosystem empowers more than 60 blue-chip customers, 93,000 distributors, 33,000 active sales representatives, and over 5 million retail stores, driving increased market share, revenue, and profit for its customers. Botree SFA is a Sales Force Automation solution designed to deliver same-store growth, perfect in-store execution, and boost field sales productivity. It provides actionable analytics, route optimization, order taking, van sales, merchandising, and gamified KPIs, offering real-time insights through interactive dashboards. This enables sales teams to make informed decisions quickly and effectively. Its user-friendly interface helps salespeople stay organized and focused, while its analytics and gamified KPIs drive engagement ## What is Botree SFA used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Absence Management](https://www.capterra.com/absence-management-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Botree SFA?[Manage this product listing](https://www.g2.com/products/botree-sfa/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Botree SFA 4.0 (3) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (3) Ease Of Use 4.0 (308) Value For Money 4.5 (2) Value For Money 4.0 (298) Customer Service 5.0 (2) Customer Service 4.1 (301) ## Botree SFA alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [B2B Rocket](https://www.capterra.com/p/10012202/B2B-Rocket/) [4.8 (308)](https://www.capterra.com/p/10012202/B2B-Rocket/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10012202/B2B-Rocket/) ## FAQs about Botree SFA Overview ### What company size and specific industries is Botree SFA built for? Botree SFA is designed for companies in FMCG, Consumer Durables, FMEG, and OTC Pharma. The vendor description does not specify a company size, so the product is best identified by these industry sectors rather than by small business, mid-market, or enterprise focus. Features and Usability ### What are the key features of Botree SFA? Botree SFA offers CRM, lead management, opportunity management, and sales automation for field sales workflows. It also includes route optimization with GPS and territory management, plus order tracking, order fulfillment, payment collection in the field, reporting/analytics, and role-based permissions for access control. Integrations ### Which third-party tools and platforms does Botree SFA integrate with? Botree SFA integrates with 2 third-party tools: QuickBooks Online for accounting and Mailchimp for email marketing. These integrations cover financial tracking and contact-based campaign management, giving the platform connections to core business and marketing workflows. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Botree SFA offer? Botree SFA provides in-person training, live online sessions, and videos to help teams get started. In-person training supports face-to-face instruction, live online sessions allow guided remote setup, and videos offer self-paced learning and reference material for key features and steps. Getting Started and Support ### What customer support options does Botree SFA offer? Botree SFA provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available to describe support quality, response times, or common frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 1,339 Retail Execution reviews Capterra data shows that buyers of Sales Force Automation rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Data Import/Export** (**40%**) Botree SFA supports all three of the features reviewers rate most highly: **Customer Database**, **CRM**, and **Data Import/Export**. Together, these capabilities help businesses keep customer records organized, manage sales relationships more effectively, and move data in and out of the system as needed, allowing teams to work with accurate information and maintain a more efficient sales process. Customer Database 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. CRM 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Campaign Management 2.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Task Management 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Botree SFA 89 features ### All Features - 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attendance Tracking: Track the attendance of specific individuals or groups - Backorder Management: Manage customer orders that cannot be filled immediately due to out-of-stock items - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Storage: Store and organize documents in a centralized system - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Portal: Online portal where employees can access and track their own information - Employee Profiles: Centralized storage for employee data, records, and performance metrics - Field Sales Management: Manage or track sales completed by field teams/employees - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Individual Development Plans: Document completed by employee to assist with career and personal development to reach short term and long term goals - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Leave Policy Management: Create and manage leave policies including multiple policies per department, branch, shift, region, etc. - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Location: Manage and support multiple locations - Ongoing Performance Tracking: Provides real-time feedback and assessments on employee performance, skills, and accomplishments - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Fulfillment: Manage the process of receiving, preparing, and delivering orders for goods/products - Order Routing: Set up routing rules that connect sales channels with warehouses to minimize order processing time - Order Tracking: Track orders throughout the fulfillment process - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Performance Review Management: Create, fill out, and send performance reviews to individual employees - Product Catalog: Present a catalog of inventory that customers can view - Promotion Optimization: Assess and optimize pricing markdowns, special offers, or other promos - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Recurring Orders: Managing orders that a customer purchases repeatedly and regularly - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Returns Management: Track and facilitate returns of products sold - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sick Leave Tracking: Track and manage sick leave time - Special Order Management: Manage special order requested by a customer - Statistical Analysis: Apply statistical/mathematical models to sets of data - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Timesheet Management: Track the amount of time spent on a job or task - Training Management: Track employee/learner's progression through training programs - Transfers/Routing: Transfer queries and organize messages between agents - Warehouse Management: Manage and track operations and inventory within warehouses - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.7 (3) 3.7 Based on 3 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial not available Value for money 4.5 (2) 4.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.0 Based on 3 reviews Filter by rating 5(1) 4(1) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent SS Satyanarayan S. TSE Consumer Goods ### "Overall ok" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 23, 2025 SFA Is Easy to Wrok and All the Easy to understand. Stock and Scheme Show properly. but one Issues for Stock is hand not live. Pros SFA Very Easy to Understand and Working. And Some All the Option Visible and Easy process to Any Salesman Cons Stock in Hand not Live Suppose if any Db have 5 Salesman And Specfic SKU Available in Less Qty. and Any Salesman Punch Any Qty after That Others Salesman Show Same Qty Which is Avilable in Morning. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Hector A. Asistente Administrativo Information Technology and Services ### "Stocky Sales & Field Automation: Impulsando la eficiencia en la gestión de ventas" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 16, 2023 Aprecio su sólida gestión de inventario y la automatización de procesos que ha mejorado la productividad de mi equipo. El soporte al cliente ha sido de calidad. Sin embargo, inicialmente enfrenté una curva de aprendizaje y encontré limitaciones en la personalización y las integraciones Pros Gestión de inventarios sólida; Automatización de procesos de ventas; Mejora la productividad del equipo; Ofrece un buen soporte al cliente Cons El aprendizaje inicial puede requerir un mayo tiempo y esfuerzo para familiarizarse con todas sus funciones; la personalización de funciones puede ser limitada; el costo puede ser más alto en comparación con otras herramientas Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Stocky Sales & Field Automation nos ofrece funcionalidades que se ajustan mejor nuestras necesidades Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AF Anjuli F. Operations Manager Retail ### "Stocky Sales & Field Automation App" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 June 14, 2023 I like the overall program. If those features were fixed, I would use Stocky exclusively. Pros We used Stocky for inventory management and purchase orders. I loved that it was free, you could use a barcode scanner and it was easy to log into. Cons The cost averaging never worked for us. There is no option to have first in, first out. You could only have one vendor assigned to each product, which was the biggest issue for us. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.