Sales CRM module

Your field sales team, finally in one screen

Track leads through a visual pipeline, run GPS-backed field attendance and party visits, automate WhatsApp and email follow-ups, and turn a won lead into a proforma or invoice in one click.

  • Attendance & GPS trail
  • Lead → proforma → invoice
  • WhatsApp & email built in
  • Landing pages + webhooks
Sales CRM pipeline board with field route map and analytics
Every visit

mapped with distance travelled per rep, per day

One board

from first enquiry to proforma, invoice and payment

Zero copy-paste

leads convert into customers and documents automatically

Built for teams that sell on the road

Everything from the first enquiry to the paid invoice, on the same platform that runs your inventory and billing.

Visual lead pipeline

Custom stages, required fields per stage and a drag-and-drop board your team actually keeps updated.

GPS field tracking

Daily attendance, live location pings, kilometres travelled and every party visit logged with proof.

Follow-ups & meetings

Never lose a callback — schedule follow-ups, log meetings and get reminders on mobile.

One-click WhatsApp

Send approved templates per stage, schedule reminders and see read receipts on the lead timeline.

Email automation

Your own SMTP, reusable templates with variables, delivery tracking and open tracking built in.

Drag-and-drop automations

Design drip journeys that fire on stage changes, product pushes and payment reminders.

Give your reps a CRM they'll use

Subscribe to the Sales CRM add-on, invite your executives and start tracking today.