# Botree SFA Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Botree SFA Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more.

Source: https://www.capterra.com/p/241076/Stocky-Sales-Force-Automation/alternatives

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# 

 Botree SFA Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on December 29, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

\-

Contact vendor  
for pricing

Free trial  
not available

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## 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 (18,766)](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 (305)

Value For Money

4.5 (2)

Value For Money

4.0 (295)

Customer Service

5.0 (2)

Customer Service

4.1 (298)

## Botree SFA alternatives

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.3 (6,964)](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

[4.6 (5,720)](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

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (47)](https://www.capterra.com/p/129651/Perenso/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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.

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

Activity Dashboard

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Botree SFA 89 features

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Track the attendance of specific individuals or groups

Manage customer orders that cannot be filled immediately due to out-of-stock items

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track and manage adherence to policies for any service, product, process, or supplier

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Store and organize information about customers and previous interactions

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Import and export data to and from software applications

Graphical representation of data

Track products that are for sale at a reduced price or part of coupon promotions

Store and organize documents in a centralized system

Electronic storage of staff/employee contact information and job status in a centralized repository

Track employee schedules, availability, and performance across projects and tasks

Online portal where employees can access and track their own information

Centralized storage for employee data, records, and performance metrics

Manage or track sales completed by field teams/employees

Form predictions based on past and present data/trends

Establish measurable goals and objectives and track their progress over a specific period of time

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Document completed by employee to assist with career and personal development to reach short term and long term goals

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Create and manage leave policies including multiple policies per department, branch, shift, region, etc.

Access software remotely via mobile devices

Access the system via a mobile application

Manage and support multiple locations

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Track all opportunities for potential sales and convert them into recurring revenue

Manage the process of receiving, preparing, and delivering orders for goods/products

Set up routing rules that connect sales channels with warehouses to minimize order processing time

Track orders throughout the fulfillment process

Swipe a credit card or manually process payments while with the customer in the field

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, fill out, and send performance reviews to individual employees

Present a catalog of inventory that customers can view

Assess and optimize pricing markdowns, special offers, or other promos

Analyze and gain insights into data in real-time

Receive data and information in real time

Managing orders that a customer purchases repeatedly and regularly

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track and facilitate returns of products sold

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Finding the most optimal routes for drivers based on various factors and constraints

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Track and manage sick leave time

Manage special order requested by a customer

Apply statistical/mathematical models to sets of data

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Addition of necessary external data, applications, tools, or features

Set up connections to third-party platforms to improve business processes

Track and manage employee time-off, vacation, and sick leave requests

Track the amount of time spent on a job or task

Track employee/learner's progression through training programs

Transfer queries and organize messages between agents

Manage and track operations and inventory within warehouses

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

Contact vendor  
for pricing

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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.

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