Botree SFA 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Botree SFA

4.0

(3)

Pricing

Pricing available upon request

About Botree SFA

Botree Software is a pioneer and leader in Distribution Management Software (DMS), Sales Force Automation (SFA), 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 and motivation.

Botree SFA Screenshots

Botree SFA Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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Botree SFA Features

Popular features found in Sales Force Automation
Campaign Management
Customer Database
Email Marketing
Forecasting
Lead Capture
Lead Management
Opportunity Management
Pipeline Management
Task Management
Territory Management
More features of Botree SFA
360 Degree Feedback
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Attendance Tracking
Backorder Management
Billing & Invoicing
Budgeting/Forecasting
Calendar Management
Channel Management
Commission Management
Compensation Management
Compliance Management
Contact Database
Contact Management
CRM
CRM Integration
Customer History
Customer Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Discount Management
Document Storage
Employee Database
Employee Management
Employee Portal
Employee Profiles
Field Sales Management
Goal Setting/Tracking
GPS
Individual Development Plans
Leaderboards
Leave Policy Management
Mobile Access
Mobile App
Multi-Location
Ongoing Performance Tracking
Order Fulfillment
Order Routing
Order Tracking
Payment Collection in the Field
Performance Metrics
Performance Review Management
Product Catalog
Promotion Optimization
Real-Time Analytics
Real-Time Data
Recurring Orders
Referral Tracking
Reporting/Analytics
Reporting & Statistics
Returns Management
Role-Based Permissions
Route Optimization
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Self Service Portal
Sick Leave Tracking
Special Order Management
Statistical Analysis
Status Tracking
Third-Party Integration
Third-Party Integrations
Time Off Management
Timesheet Management
Training Management
Transfers/Routing
Warehouse Management
Workflow Management

Botree SFA User Reviews

Overall Rating

4.0

Ratings Breakdown

33%

Secondary Ratings

Ease of Use

4.3

Value for money

4.5

Customer support

5.0

Functionality

3.7

Have you used Botree SFA and would like to share your experience with others?

Satyanarayan S.

Verified reviewer

Consumer Goods

501-1000 employees

Used daily for free trial

Reviewed May 2025

Overall ok

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Hector A.

Verified reviewer

Information Technology and Services

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed June 2023

Stocky Sales & Field Automation: Impulsando la eficiencia en la gestión de ventas

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Botree SFA

Stocky Sales & Field Automation nos ofrece funcionalidades que se ajustan mejor nuestras necesidades

Anjuli F.

Verified reviewer

Retail

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed June 2023

Stocky Sales & Field Automation App

I like the overall program. If those features were fixed, I would use Stocky exclusively.

Ratings Breakdown

Ease of use

Functionality

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.

Showing 1 - 3 of 3 Reviews