Eighty schools, three executives and one shared diary
Nobody at the centre can say which schools were actually visited last month, which principal said come back after the half-yearly exams, and which gate the executive never got past. Two executives cover overlapping neighbourhoods and call on the same school in a fortnight, while a cluster near the new centre goes untouched for a term. When an executive leaves after the season, the relationships leave with the diary.
The off-site work is just as invisible. A scholarship test hosted in a school hall, a stall at a career fair, a banner site that was paid for and never checked: each is a day of somebody's time that produces a stack of enquiry slips, and the slips reach the centre a week later, if at all. By then the families who filled them in have heard from an institute that called on Monday.
The visit logged at the gate, not remembered at night
The executive checks in from the phone on arrival, which stamps the school, the time and the duration on the record, then logs the outcome from a list that matches outreach reality: seminar slot agreed, test hosting agreed with a date, revisit after exams, permission refused, decision maker unavailable. Schools group into beats by pin code with a visit cycle, so coverage against plan is visible while there is still time to fix it. Notes and photographs of a banner site capture offline and sync when the signal returns, and the day-end report compiles itself from what was logged at each gate.
More on the capability itself: Field Sales App. More on this industry: CRM for coaching institutes.
The fortnight before an off-site scholarship test
Thirty schools must be approached before a Sunday test.
- 1Each executive opens the day's beat on a map, with the last visit date and outcome visible on every school.
- 2The visit is checked in at the gate and closed with an outcome, a named contact, and a revisit date where the answer was not yet.
- 3Enquiries taken at a hosted session are captured on the spot and routed to the centre counsellor as calls for the same evening.
- 4The centre head reads coverage against plan mid-week and moves an executive to the cluster nobody reached.
Everything here is on the Growth plan at ₹899/user/month + GST on annual billing. No module pricing, no per-rule charge, no minimum seats, and a Free Forever plan with one user and 200 leads to test it on.
The rest of the stack for this team
Questions teams ask
Start on the free plan
One user, 200 leads, no card and no expiry. Enough to run the workflow above end to end before you involve anyone else.