Togile for Retail

The Customer Is One.
Your Business View
Should Be Too.

Connect customers, stores, sales teams, franchise networks, field operations, conversations, commercial workflows and revenue intelligence through one AI-native platform built for modern retail.

Togile Intelligence
One Customer · One Context · One Journey
Trusted by Retail Leaders
Shiprocket
Furlenco
Lets Transport
Bennett & Coleman
Top10
Brand Capital
Navata
Infobay.ai
Alfabet Solutions
Angel One
Profitmart
Nifa Infocomp
careerflow.ai
Modular Pulse
Welmont
Hitech Solutions
Skill Curve
Vads Global
Shippin
First Funding
One Freight
Shiprocket
Furlenco
Lets Transport
Bennett & Coleman
Top10
Brand Capital
Navata
Infobay.ai
Alfabet Solutions
Angel One
Profitmart
Nifa Infocomp
careerflow.ai
Modular Pulse
Welmont
Hitech Solutions
Skill Curve
Vads Global
Shippin
First Funding
One Freight
The Disconnected Customer Journey

The Customer Sees One Brand.
Your Teams Often See Different Pieces of the Relationship.

A customer may discover a product online, ask a question on WhatsApp, call the business, visit one store, return to another location, speak to a different salesperson, complete a purchase, then come back months later.

Every interaction can create a new fragment — in different tools, visible to different teams, with no shared context between them.

THE PROBLEM IS NOT A LACK OF CUSTOMER ACTIVITY. IT IS LOSING THE CONTEXT BETWEEN ONE INTERACTION AND THE NEXT.
01
Marketing
Knows what attracted them.
Campaign source, channel, product interest — how the relationship started.
Connected to Togile ✓
02
Store Team
Knows the in-store visit.
What the customer looked at, asked about, and what happened in store.
Connected to Togile ✓
03
Sales Team
Knows the conversation.
Calls, WhatsApp messages, consultations — the full sales dialogue.
Connected to Togile ✓
04
Field Team
Knows location activity.
What is happening across stores, territories and partner locations.
Connected to Togile ✓
05
Finance
Knows the transaction.
Invoice, payment, quote status — the commercial layer.
Connected to Togile ✓
06
Leadership
Needs the complete view.
Network health, revenue trends, customer growth — one picture.
Connected to Togile ✓
Togile Intelligence
One customer · One context · One continuous journey
Built for Different Retail Models

Retail Is Not
One Business Model.

Different retail businesses acquire, engage, sell and grow in different ways. Togile adapts to the model instead of forcing every business into the same workflow.

Customer Journey
1
Discover
Online search, campaign, referral, WhatsApp, walk-in
2
Enquire
Call, message, digital or in-store enquiry
3
Visit
In-store experience, consultation, product interaction
4
Purchase
Conversion, payment, commercial completion
5
Engage & Return
Follow-up, repeat purchase, relationship growth
Key Teams
Store TeamRegional MgrMarketingFinance
Primary Challenges
Customer context lost when moving between locations
Follow-up compliance across store teams
Store performance comparison for leadership
AI Signals
High-intent customer with no follow-up in 48 hours
Store conversion gap vs regional average
Repeat customer approaching inactivity window
Customer Journey
1
Brand
National campaign, brand awareness, digital presence
2
Franchise Location
Customer reaches a franchisee — online or in-person
3
Team
Franchisee team engages the customer with brand standards
4
Customer
Consultation, sale, service — local execution, brand experience
5
Revenue & Consistency
Visibility across franchise network for brand leadership
Key Teams
Brand HQFranchise MgrsField TeamOperations
Primary Challenges
Brand execution consistency across franchisees
Franchisee performance visibility for brand HQ
Customer experience quality across locations
AI Signals
Franchisee activity below network average
Location missing field visit target this week
Customer complaint pattern at specific location
Customer Journey
1
Enquiry
Digital, call or walk-in — high-consideration product interest
2
Consultation
Salesperson engagement, product exploration, requirements
3
Follow-Up
Calls, WhatsApp, information sharing, nudge
4
Quote & Visit
Pricing, proposal, return visit, shortlisting
5
Purchase
Decision, documentation, commercial completion
Relevant For
ElectronicsFurnitureAutomotivePremium
Primary Challenges
Salesperson follow-up on high-intent enquiries
Opportunity progression visibility for managers
Quote status and commercial pipeline tracking
AI Signals
High-intent lead with no contact in 3 days
Quote sent — no response after 5 days
Opportunity stage stalled for 2+ weeks
Customer Journey
1
Digital Discovery
Website visit, ad, search, social media interaction
2
WhatsApp / Phone
Enquiry via messaging or call — requires context continuity
3
Store Visit
Physical experience informed by prior digital interaction
4
Purchase — Any Channel
Online or offline — both visible in one customer record
5
Connected Relationship
Post-purchase engagement regardless of channel
Key Teams
DigitalStore TeamCustomer ExpRevOps
Primary Challenges
Connected customer identity across online and offline channels
Conversation history visible to every team member
Customer experience consistent regardless of channel
AI Signals
Online browser returning to product — no contact yet
WhatsApp enquiry unanswered for more than 2 hours
Multi-channel customer at risk of competitor switch
Customer Journey
1
Brand
National presence, brand communication, campaign
2
Distributor
Regional partner network, territory management
3
Dealer
Local dealer engagement, customer interaction, sale
4
Customer
Consultation, purchase, service, relationship
5
Repeat Demand
Renewal, repurchase, referral — partner-enabled growth
Key Teams
Brand TeamField ForceDealer MgmtRevOps
Primary Challenges
Field visit productivity and territory coverage
Dealer engagement and performance visibility
Revenue contribution by territory and partner
AI Signals
Priority dealer not visited in 3+ weeks
Territory coverage gap detected by AI
Dealer revenue declining — at-risk signal
TOGILE ADAPTS TO HOW YOU SELL. NOT THE OTHER WAY AROUND.
Customer Journey Intelligence

From First Interest
to the Next Purchase.

Connect every interaction so customer context grows with the relationship instead of restarting at every channel or conversation.

Stage 01
Discover
Campaigns & digital
WhatsApp enquiries
Calls & referrals
Store walk-ins
Marketplace interest
Stage 02
Understand
Customer profile
Product interest
Purchase history
Channel source
Intent signals
Stage 03
Engage
Calls & messages
Store consultations
Follow-up tasks
Visit reminders
Relationship activity
Stage 04
Convert
Consultation
Quotation
Visit management
Decision support
Purchase completion
Stage 05
Serve
Post-purchase contact
Customer requests
Issue resolution
Relationship care
Follow-up action
Stage 06
Grow
Repeat opportunities
Inactivity signals
Cross-sell potential
Relationship health
Customer retention
Togile AI operates across all six stages
Surfacing what needs attention, recommending next actions and connecting context without disrupting the customer experience.
Customer PriorityFollow-up RiskOpportunity SignalsNext-Best Action
Togile AI

Don't Just Measure What
Customers Did.
Understand What Needs Attention Next.

Customer Activity & Behaviour
Conversations & Messages
Purchase History & Transactions
Store Interactions & Field Activity
Sales Activity & Relationship Signals
Togile AI
What should happen next?
Customer Priority
Which customers or opportunities deserve attention now — before the moment passes?
Follow-Up Intelligence
Which high-intent customers are waiting too long for a response or next contact?
Next-Best Action
Should the team call, message, schedule a visit, send a quote or take another action?
Relationship Signals
Which customers are active, becoming inactive or showing new purchase opportunity?
Revenue Intelligence
Which opportunities are moving, slowing or at risk across the network?
1
Observe
2
Understand
3
Recommend
4
Act
5
Learn
Create follow-up tasksPrepare customer summariesSurface inactive opportunitiesEscalate delayed actionsRecommend next stepsTrigger approved workflows
THE MOST VALUABLE RETAIL INTELLIGENCE IS THE INTELLIGENCE YOUR TEAM CAN ACT ON.
Connected Retail Execution

Your Stores Generate More Than Transactions.
They Generate Signals.

Connect what happens across stores, teams, territories and customer interactions so frontline activity becomes visible business intelligence — not a month-end report.

Brand
National strategy & intelligence
Region
Territory performance & coverage
Territory
Cluster operations & visits
Store
Daily execution & customer activity
Team
Frontline performance & follow-up
Customer
Individual journey & context
Outcome
Revenue, retention & growth signals
Store Team View
Customers requiring follow-up
High-intent visitors with no next action assigned
Open enquiries
Today's enquiries by channel and status
Appointments scheduled
Confirmed visits and pending confirmations
Pending actions
Tasks overdue and due today for this store
Conversation history
Full context before every customer interaction
Connected through OnField360
Store visits, geo check-ins, territory coverage and field activity connect directly to the customer and revenue record in Togile CRM.
LEADERSHIP SHOULD NOT HAVE TO WAIT FOR THE MONTH-END REPORT TO UNDERSTAND WHAT IS HAPPENING ACROSS THE NETWORK.
Connected Retail Intelligence

From Customer Signals
to Network Performance.
One View.

The same business data — different priorities for every role in the retail organization.

Customer Growth
New customers, repeat rate, acquisition trend
Week-over-week and period comparison
Store Performance
Conversion, activity and execution by location
Network ranking and gap identification
Revenue Trends
Pipeline, realization and commercial movement
By store, region and product category
Forecast
Revenue and growth projection by period
Based on pipeline and historical patterns
Team Performance
Activity, conversion and engagement by team
Store team and regional comparison
Enquiry Volume
Inbound enquiries by channel and store
Response time and first-contact quality
Conversion Rate
Enquiry to visit, visit to purchase
By store, rep and period
Opportunity Pipeline
Stage distribution and velocity
High-value opportunities requiring attention
Team Productivity
Daily activity, engagement and output
Rep-level comparison and trend
AI Priority Queue
Customers and opportunities needing action
Sorted by urgency and intent signal
Location Comparison
Store performance ranked in the region
Conversion, activity and engagement gaps
Territory Coverage
Visits completed vs target
Geographic gap detection by AI
Customer Activity
Active, at-risk and inactive customers by store
Proactive intervention opportunities
Store Targets
Performance vs agreed targets
Weekly cadence and trend view
Field Intelligence
Visit outcomes and territory signals
From OnField360 field activity
Engagement Health
Active, declining and inactive customers
By store, channel and period
Repeat Activity
Returning customers vs lapsed
Retention signals and at-risk flags
Inactivity Signals
Customers going cold — surfaced by AI
Before opportunity is permanently lost
Response Time
Time between enquiry and first response
Trend by store and team
Relationship Health
Portfolio-level customer quality index
Combined engagement, sentiment and activity
Commercial Pipeline
Opportunity value by stage
Weighted and unweighted view
Quote Status
Sent, viewed, approved, expired
Across all stores and sales reps
Revenue Realization
Invoiced vs collected vs projected
Period and store-level visibility
Collection Cycle
Days outstanding and trend
Identify patterns by store or region
RevOps Visibility
End-to-end revenue workflow status
Quote to invoice to collection
Response Time
Enquiry to contact
Follow-Up %
With next action
Enq → Visit
Conversion rate
Visit → Purchase
Closing rate
Store Execution
Activity vs target
Engagement
Active customer rate
Repeat Rate
Return customers
Revenue Visibility
Pipeline tracking
One Retail Intelligence Layer

One Customer Journey.
A Connected Togile Ecosystem.

Each product can solve a specific retail challenge. Together, they connect the customer, conversation, execution, commercial and revenue journey.

Manage Customer Growth
Togile CRM connects customer, opportunity, pipeline and relationship intelligence — the system of record for retail business growth.
Togile CRM
Connect Conversations
CallZap connects business communication to customer context — every call and message logged and connected to the customer record.
CallZap
Execute Across Locations
OnField360 connects stores, territories, field visits and distributed execution — giving leadership visibility without waiting for reports.
OnField360
Connect Commercial Workflows
Revora connects pricing, quoting, invoicing, payments and collections — linked to the customer and opportunity record.
Revora
Understand Customer Signals
Sentimental surfaces customer and relationship signals — understanding which relationships are strengthening, declining or showing new opportunity.
Sentimental
Works alongside your existing retail technology.
Togile does not replace your POS, ecommerce platform, ERP or inventory system. It connects the customer-facing, frontline and revenue layer around them.
Your Existing Technology
100+ Integrations
Togile
Connected Customer Intelligence
Designed for Retail Complexity

Built Around the Reality
of Modern Retail.

From Fragmented Channels to One Connected Customer

Retail businesses working with Togile describe a consistent transformation: customer context that was previously scattered across tools, spreadsheets and team members becomes one visible, actionable and connected picture — from first enquiry to repeat purchase.

Before Togile
Customer identity fragmented across channels
Follow-ups missed or tracked in spreadsheets
Store visits recorded in WhatsApp groups
Opportunities lost between salesperson changes
Leadership waits for month-end reports
Repeat customers treated as new enquiries
After Togile
One customer across every channel and touchpoint
AI surfaces missed follow-ups before they are lost
Field activity connected to the customer record
Opportunity ownership preserved and tracked
Leadership sees network signals in real time
Full purchase and interaction history at every touchpoint
Common Questions

What Retail
Leaders Ask

Togile for Retail is an AI-native customer, store and revenue intelligence platform built for modern retail businesses. It connects customers, stores, sales teams, frontline execution, conversations, commercial workflows and business intelligence through one platform — so leadership has one connected picture of the customer and the business, rather than fragments in different systems.
No. Togile does not replace your POS, ecommerce platform, ERP or inventory management system. Togile connects the customer-facing, frontline, communication, commercial and revenue layer around the retail journey — and works alongside your existing technology without forcing a system replacement.
Yes. Togile creates one customer record that captures interactions across digital channels, WhatsApp, phone calls, store visits and post-purchase engagement. When a customer moves from online enquiry to store visit to repeat purchase, the context is preserved and accessible to every team — not restarted at each touchpoint.
Yes. Togile is designed for multi-location retail operations. The platform supports store-level, territory-level and network-level visibility — so store managers, regional managers and retail leadership can each see what is relevant to their role without separate tools or manual reporting.
Through Togile CRM and OnField360, franchise and dealer networks can manage partner performance, field visit activity, customer execution and revenue contribution in one system. Brand HQ gets network-wide visibility. Franchisees and dealers manage their own customers with consistent workflows. Field teams log visits, check-ins and outcomes that feed directly into leadership dashboards.
Togile AI operates across customer activity, conversation history, purchase patterns, sales activity and store interactions to surface what needs attention. This includes customer priority signals (which customers need action now), follow-up risk (which high-intent customers have waited too long), relationship signals (active vs declining customers), and next-best action recommendations for the team.
Yes. Togile supports 100+ integrations through APIs, webhooks and native connectors. It can work alongside existing retail technology — POS systems, ecommerce platforms, ERP, accounting software, payment gateways and communication tools. Togile is designed to complement existing technology rather than require full replacement.
Yes. Customer journey stages, team structures, store hierarchies, field configurations, automation workflows and dashboard views can all be configured around your specific retail operating model — whether you are a multi-location retailer, franchise network, assisted-selling business or dealer-led organization.
Connected Retail Growth

Every Interaction Creates a Signal.
Connect Them Into Growth.

Bring customers, stores, teams, conversations, field execution, commercial workflows and revenue intelligence together through one AI-native platform built for modern retail.

Discover
Engage
Convert
Togile Intelligence
Serve
Retain
Grow