One platform for consumer packaged goods CRM and workflow automation
Automate operations with a unified CPG CRM platform. Improve visibility across sales, distribution, and retail execution, reduce manual effort, and gain full control over workflows to scale performance without increasing operational complexity
Request Live Demo
CPG challenges we help solve
Fragmented retail & sales data
Data silos reduce visibility across channels. Banza unifies operations in one CPG CRM
Ineffective trade promotion control
Poor control reduces promo ROI. Banza enables trade promotion automation
Limited retail execution visibility
Poor shelf control reduces sales. Banza improves with retail execution software CPG
Inefficient distribution scaling
Manual processes slow expansion. Banza scales operations with FMCG automation
Key goals CPG companies can achieve
Scale distribution and retail operations without increasing operational complexity
Increase sales performance by improving retail execution and field team control
Improve CPG KPIs, reduce costs, and eliminate revenue leakage across channels
Strengthen market position and grow portfolio across retail and distribution networks
Grow your CPG business with the Banza team
-
Sales operations
-
Product information management
Centralize all product, SKU, pricing, and promotion data in a single catalog to support accurate sales planning, demand forecasting, and inventory decisions across retail and distribution channels.
-
Sales forecasting and planning
Forecast sales demand more accurately by analyzing historical performance, seasonality, and promotional activity. Support better planning decisions with predictive analytics and detailed reporting.
-
Strategic pricing optimization
Optimize pricing across products, channels, and customer segments to balance volume, margins, and competitiveness using AI-driven analytics and predictive models.
-
Sales performance analysis and optimization
Analyze sales performance across channels, customers, products, and categories to identify growth opportunities and improve overall profitability.
-
Product information management
-
Trade promotions
-
Trade promotion data management
Centralize all promotion-related data — budgets, activities, contracts, and costs — to gain full visibility and control over trade promotions.
-
Budget planning and cost control
Forecast promotion budgets, allocate funds across brands and retailers, and track actual spend to prevent budget overruns.
-
Promotion execution management
Manage promotion plans, approval flows, and execution timelines in one system with a unified calendar for all SKU-based promotions.
-
Promotion performance analytics
Gain full visibility into promotional results by tracking key financial and operational metrics across markets, channels, and SKUs to continuously improve promotional impact.
-
Trade promotion data management
-
Distribution
-
Partner information management
Centralize partner data and communication with distributors and retailers using a unified portal that provides full visibility into contracts, documents, collaboration history, and joint plans.
-
Distributor contract management
Manage distributor agreements in one place by standardizing price lists, discounts, and bonus structures. Automate contract approvals, ensure version control, and securely store all contractual documents in a centralized system.
-
Automated order fulfillment
Streamline affiliate order fulfillment by automating order creation across multiple channels. Check product availability and pricing in real time, assign delivery teams, and coordinate execution with partners and internal teams in a single digital workspace.
-
Logistics management
Optimize goods delivery to stores and distribution centers by automating route planning, cost calculation, and order coordination. Improve delivery speed, reduce logistics costs, and gain better operational control.
-
Field force management
Empower your field teams with a mobile-first solution to manage orders, verify SKUs, plan visits, and execute daily tasks efficiently across retail locations.
-
Partner information management
-
Brand awareness
-
Agency collaboration management
Manage end-to-end collaboration with advertising agencies in a single workspace. Track communications, campaigns, contracts, media assets, and performance to select the right partners and improve campaign outcomes.
-
Advertising campaign project management
Plan, execute, and control advertising projects from concept to delivery. Manage timelines, budgets, tasks, and performance metrics in one structured workspace.
-
Brand social media monitoring
Monitor brand mentions, conversations, and customer feedback across social channels to engage audiences, respond faster, and strengthen brand loyalty.
-
Event operations and coordination
Manage advertising and promotional events end to end — from planning and approvals to execution and post-event coordination — with centralized workflows and real-time collaboration.
-
Event analytics and reporting
Get detailed insights into event performance, attendance, engagement, and costs. Use ready-made and customizable reports to evaluate results, compare events, and improve future campaigns.
-
Agency collaboration management
-
Supply & Procurement
-
End-to-end procurement request orchestration
Manage procurement requests across the entire purchasing cycle — from demand identification and approvals to execution and tracking — using centralized, automated workflows.
-
Supplier management
Manage suppliers and contractors through a unified portal that supports automated workflows, structured communication, and consistent process execution.
-
Procurement lifecycle management
Manage the full procurement lifecycle for CPG/FMCG — from demand planning and sourcing to purchasing and supply coordination — using AI-powered and collaborative workflows.
-
Сontract operations
Keep all contracts, related documents, and approvals in one place to streamline collaboration, reduce manual work, and accelerate contract execution.
-
End-to-end procurement request orchestration
-
Compliance
-
Regulatory compliance management
Manage regulatory documents, compliance programs, and internal policies in a single system to maintain consistent compliance across teams and departments.
-
Legal case management
Manage legal cases, documents, and related workflows in a single system to improve consistency, visibility, and team collaboration.
-
Internal audit processes
Coordinate audit activities across financial, physical, and legal assets to ensure transparency, consistency, and control.
-
Regulatory compliance management
-
Employees
-
Employee lifecycle management
Manage the full employee journey in one system — from hiring and onboarding to growth, retention, and offboarding — with consistent HR workflows.
-
Employee request management
Enable employees to submit and track common requests in one place, reducing manual work and speeding up approvals.
-
Team collaboration and knowledge hub
Bring teams together in a single workspace to communicate, collaborate, and share knowledge, documents, and updates while managing tasks, meetings, reviews, and approvals in one place.
-
Employee lifecycle management
-
AI assistant
-
Intelligent Process Automation
Automate complex workflows, decision-making, and daily operations using AI embedded directly into your CRM. The assistant analyzes data, triggers actions, and supports teams in real time without manual effort.
-
AI-Powered Decision Support
Get instant insights, recommendations, and next-best actions based on real-time data across your business processes.
-
Operational Efficiency & Cost Reduction
Reduce manual workload, minimize errors, and scale operations without increasing headcount.
-
No-Code AI Configuration
Easily configure AI agents, workflows, and automation scenarios without development resources.
-
Intelligent Process Automation
Ready-to-use products for your business acceleration
Discover more
-
Creatio AI-native CRM: How to Turn Your System into a Revenue Engine
Modern CRM systems are no longer just tools for managing customer data − they are expected to drive revenue, automate decisions, and orchestrate end-to-end business processes. Yet, many…
B2B Portals: How to Simplify Complex Sales Processes
B2B sales are no longer limited by demand – they are limited by execution. As deals become more complex, involving multiple stakeholders, approvals, and systems, companies struggle to…
Employee Portals: How to Improve Internal Efficiency at Scale
As organizations grow, internal operations become increasingly complex, fragmented across systems, teams, and workflows. What once worked through simple communication and manual coordination turns into delays, inefficiencies, and…
Top Features of a Modern Enterprise Portal in 2026
Most companies rely on multiple systems for HR, finance, communication, and customer support. While these tools help teams operate, they also create disconnected workflows, slow down collaboration, and…
-
How OTP Bank Automated 7 Key Business Processes with a Corporate Portal
OTP Bank, together with Banza, consolidated its internal systems into a unified corporate portal, resulting in $200,000 in annual savings and automation of 7 key business processes. Employees…
90% Support Accessibility at Kyrgyzkommertsbank
Each year, leading industry publications reaffirm a simple truth: the contact center is the strategic heart of a bank, shaping its reputation and earning customer trust. In a…
AI at Astana Motors: How the Business Is Evolving Toward Smart Processes
Empowering people through technology. The global AI market in the automotive industry is accelerating - from $4.8 billion in 2024 to an estimated $186 billion by 2034. Today,…
Transforming Operations for Millions of Customers and 10,000+ Employees with Creatio No-Code
A few years ago, Ukrtelecom launched a company-wide digital transformation, uniting all divisions on the Creatio platform. Teams across Ukraine gained fast, consistent tools for customer service, enabling…
-
Banza Ranked Among Ukraine’s Top 30 CRM Integrators in 2026
Banza has been recognized as one of the Top 30 CRM Integrators in Ukraine in 2026, according to the independent industry ranking conducted by Ringostat.
Banza Birthday Month 2026: Get 3 AI Assistants for the Price of 1
To celebrate Banza’s birthday, we’re launching a limited-time offer for businesses ready to scale with AI. Throughout April, you can deploy up to 3 AI assistants for the…
-
AI Agents in Action: 3 Live Cases from Real Business
Everyone is talking about AI. The real question is whether it’s delivering measurable results for your business. In this session, we’ll cut through the noise and show how…
AI-агенты в действии: 3 живых кейса из реального бизнеса
Все сегодня говорят об искусственном интеллекте. А действительно ли AI помогает вашему бизнесу зарабатывать, экономить и ускорять процессы? Мы не обещаем «революций», а покажем реальные кейсы, где AI…
AI-агенти в дії: 3 живі кейси з реального бізнесу
Всі сьогодні говорять про штучний інтелект. А чи справді AI допомагає заробляти, економити та прискорювати процеси вашому бізнесу? Ми не обіцяємо “революцій”, а покажемо реальні кейси, де AI…
Customer success and genuine care
“Impressed with the ease and flexibility of customization along with integration with our main system and customer base. The chatbot allows us to provide a personalized service to different audiences, providing a wide range of services and answering questions quickly and efficiently. On Telegram, for example, you can chat with support, and on WhatsApp you can receive news and event invitations.
Astana Motors – has chatbot needs, both for external customers and internally. And these tasks are dynamically changing, that’s why no-code chatbot is an ideal solution for us, which gives us the opportunity to make changes without involving extra staff in the process. At the same time we are training the AI and it will take care of some of the common questions, isn’t it cool? Astana Motors has jumped on the train of digital transformation and is no longer able to get off. But such a train is comfortable to ride only when a reliable company is driving it, and for us it is Banza.”
Timur Takabaev, Director of Digital Development, Astana Motors “No one expected results this quickly. Similar projects previously took us at least a year to implement. We are also continuing work on the next phase of implementation.”
Roman Onyshchenko, IT Director, Kredobank “We were looking for a provider specializing in no-code platforms. As our company is actively growing and constantly evolving, a universal solution was not an option for us. Banza’s chatbot designer and its no-code capabilities enabled our small team to handle nearly all the tasks independently”
Natalia Nozhenko, Analyst, Mamin Dim “On behalf of the IT Analytics Department, I would like to thank Banza Academy for the “Business and Systems Analysis” training. Our employees participated in the course and were highly satisfied with both the curriculum and the quality of instruction. They noted the strong practical value, clear explanations, and a robust methodological foundation. The training helped us systematize our knowledge, expand our competencies, and provided new tools for day-to-day work—an important step in our team’s development. Thank you for your professionalism and attention to detail. We look forward to continued collaboration.”
Parviz Karimov, Head of IT Analytics Department Schedule your guided Banza demo now
Request a free demo to see how BANZA can help your business transform and scale.
Request Live DemoChatbot constructor
Smart chatbot designer for 24/7 service for your customers
Call Insight Agent «Echo»
Сaptures and analyzes every conversation
Doc Validator Agent «Atlas»
Validates and secures your data with OCR
Support Agent «Navi»
Engages and assists across different channels
Loyalty
Аutomation of loyalty
programs of any complexity
Corporate Lending
Intelligent product for corporate and SMB lending process acceleration
Gamification
Digital-complex for growth due to the emotional involvement of the audience
FAQ
-
How can Banza help manage retail execution across multiple locations and channels?
Banza provides centralized control over retail execution across all locations, channels, and partners, eliminating fragmentation between store-level data and headquarters decisions. With integrated retail operations management software, companies gain real-time visibility into shelf availability, stock levels, planogram compliance, and in-store activities. This enables faster decision-making, reduces lost sales due to stock-outs or poor execution, and ensures consistent brand presence across the entire retail network.
-
How does the platform support coordination between field sales teams and distributors?
Banza aligns field sales teams and distributors within a single operational environment, eliminating gaps between execution and distribution planning. Shared data, task management, and real-time updates ensure that sales teams, merchandisers, and partners operate with the same information. This improves order accuracy, reduces delays in replenishment, and increases accountability across all stakeholders, resulting in more efficient distribution and stronger execution at the point of sale.
-
Can Banza adapt to complex CPG sales and distribution workflows?
Banza supports complex, multi-level operations through flexible CPG automation that adapts to different sales models, distribution structures, and regional requirements. Companies can configure workflows for trade promotions, order management, field execution, and partner interactions without disrupting existing processes. This allows businesses to scale operations, introduce new channels, and expand geographically while maintaining full control, operational consistency, and cost efficiency.
-
How does the system help control trade promotions and in-store activities?
Banza enables full lifecycle management of trade promotions, from planning and budgeting to execution and performance analysis. Companies can track in-store activities, monitor compliance, and evaluate promotion effectiveness in real time. This reduces budget leakage, improves promotion ROI, and ensures that planned activities are executed correctly at the store level, directly impacting sales performance and profitability.
-
How does Banza improve demand planning and decision-making in CPG operations?
Banza improves demand planning and decision-making by consolidating data from sales, distribution, and retail channels into a single analytical layer. This allows companies to identify demand patterns, forecast more accurately, and adjust supply and production plans proactively. As a result, businesses reduce stock imbalances, avoid overproduction or shortages, and make faster, data-driven decisions that improve efficiency and overall commercial performance.