Track every rep, every visit, and every deal — from the office or the field.
Field sales teams covering territories, running beat routes, and closing deals on-site need a CRM that works on mobile, logs visits automatically, and gives managers real-time visibility without daily check-in calls.
Every field rep owns a geographic zone. Territory rules auto-assign new leads to the correct rep by pincode or city — eliminating the manager's daily assignment queue.
Reps see the full account history on mobile before every visit — last order, open issues, visit frequency. No more calling the office before a visit for context.
Reps confirm appointments and follow up from the road without switching apps. Every call is logged to the account record automatically — managers see call activity in real time.
Managers see visits per day, orders logged, and new accounts opened per field rep without a daily check-in call. Performance data is objective and real-time.
After a field visit, the CRM automatically sends a WhatsApp recap and follow-up reminder — so the rep's post-visit admin is handled without manual effort.
Compare territory performance, visit frequency, and conversion rates across the field team. Identify under-covered zones and low-performing reps before the quarter ends.