AI-firstCRM for B2B field sales teams
Scan visiting cards, speak your visit notes, send GST-ready quotes and ask your pipeline anything. Built for B2B teams whose deals happen on the road, not at a desk.
5-day free trial · No card needed · Built in India
Features
Six things Field CRM does from a phone that a desk CRM never asks of it. Tap any one to see how it works.
A photo of a card or signboard becomes a company, GSTIN included, duplicates checked.
Say what happened, in English, Hindi or Hinglish. Type, outcome, notes and the follow-up fill themselves in.
Every visit marked on-site or off-site as it's logged.
Ask in plain language, in Field CRM, or in Claude and ChatGPT on Explore.
Your letterhead, the GST split and discount approvals.
Between two appointments, find businesses near where your salesperson is standing and add them straight to the pipeline. No tab-switching, no copy-paste into sheets.
Plus pipeline, tasks, roles and expenses: 50 capabilities in all.
See every featureHow it works
Scroll through a day in the field. Each move takes seconds on the phone, and each one lands in the CRM as structured data.
AI reads the visiting card or shop signboard, checks you don't already have them, and creates the company, GSTIN included when it's printed.
BeforeTyping cards in at night, if anyone remembers
“Met Rahul at Acme, discussed pricing, demo next week” becomes a complete activity with the outcome, notes and a follow-up task. Say it in Hindi or Hinglish and it works the same way.
BeforeA long form at the end of a long day
“Which deals are closest to closing?” is answered from live data, in Field CRM, or from Claude and ChatGPT on Explore.
BeforeExport to Excel, filter, and guess
Search Data finds businesses near where the salesperson is standing and adds them straight to the pipeline.
BeforeCopy-pasting lists into a spreadsheet
By the numbers
Every number here is something we'll show you working in a demo.
Integrations
Two tracks ship in parallel: new capabilities inside Field CRM, and connections to the tools your team already uses. Here's exactly where each one stands.
Who it's for
Salespeople, managers and owners want different things from a CRM. Field CRM is built so that what makes a salesperson's day easier is what gives the owner the numbers.
Pricing
Every plan includes CLAP: Capture, Log, Ask and Prospect. Pay monthly, or quarterly and save 25%.
The full CLAP toolkit, for getting every visit and lead on record.
₹1,500/ month
+ GST · billed monthly
₹4,500₹3,375/ 3 months
₹1,125 a month · save 25% · + GST
Let's talk
A yearly price for your team, on request
Includes CLAP
Add-ons · ₹500 a month each· ₹1,500 per quarter each· priced into your yearly quote
CLAP, plus GST quotations and your pipeline inside Claude and ChatGPT.
₹2,500/ month
+ GST · billed monthly
₹7,500₹5,625/ 3 months
₹1,875 a month · save 25% · + GST
Let's talk
A yearly price for your team, on request
Everything in Scout, plus
Add-ons · ₹500 a month each· ₹1,500 per quarter each· priced into your yearly quote
Everything in Field CRM, including expenses and attendance.
₹3,500/ month
+ GST · billed monthly
₹10,500₹7,875/ 3 months
₹2,625 a month · save 25% · + GST
Let's talk
A yearly price for your team, on request
Everything in Explore, plus
Every add-on is included
Not sure yet? Try Field CRM free for 5 days. No card needed.
Start free trialPrices are in Indian rupees, before GST (currently 18%). Pay monthly, or for three months at a time and save 25%. For a yearly plan, talk to us. Fees are non-refundable once paid: see the refund & cancellation policy and terms.
Journal
What a GST quotation should include, how the tax split works, and how to quote on the day of the visit.
Read the articleWhat moves and what doesn't, the 30-day access trap, and an eight-step export checklist.
Read the articleWhat each layer adds, the sync tax nobody budgets for, and a worksheet to price your own stack.
Read the articleEight hidden costs to check, the question to ask for each, and a year-one cost worksheet.
Read the articleWhy field salespeople skip CRM logging, what that does to AI, and a one-week check to run on your own CRM.
Read the articleThe difference from a desk CRM, and a five-minute test to run on any vendor's demo.
Read the articleWhat MCP is, what it changes for a small sales team, and what to ask before you connect.
Read the articleFrom a box of visiting cards to booked meetings, one touch at a time.
Read the articleFAQ
Still wondering about something? Message us on WhatsApp and we'll answer.
A mobile-first CRM for B2B businesses whose sales happen in person. Salespeople scan visiting cards into records, log visits in one sentence, and send GST quotations from their phone. Managers and owners get a pipeline, reports and plain-language answers built from what the team actually logged.
Small and mid-sized B2B businesses with salespeople on the road, in manufacturing, trading, distribution and services, plus the sales managers and owners who need to see what is happening in the field.
Yes. Voice logging works in English, Hindi or Hinglish, so salespeople can describe a visit the way they'd tell a colleague, for example “Rahul se mila, pricing discuss ki, demo next week”.
No. Field CRM runs in the phone's browser and can be added to the home screen, where it opens like a native app, with no app store and no download. It is built to stay quick on mid-range phones.
Yes. Leads, deals, visit logging, tasks and AI reporting work the same anywhere. A few features are built for Indian businesses, such as the GST split on quotations and reading GSTINs from visiting cards.
Yes. Bring in leads and companies from a spreadsheet with CSV import, which has a column guide, then merge any duplicates in bulk.
Each account's data is isolated, access-controlled and backed up. Admin, Manager and Executive roles decide who can see and change what, and there is a full activity and audit history.
Not yet. Offline logging, which captures visits with no signal and syncs when back online, is something we are exploring.
Three plans, plus GST: Scout at ₹1,500 a month, Explore at ₹2,500 and Expand at ₹3,500. Paying quarterly saves 25%, and add-ons are ₹500 a month each: see the plans.
Yes. Start a 5-day free trial at codelash.com/field_crm. You sign in with Google, and no card is needed.
Start a 5-day free trial today: sign in with Google, no card needed. No IT setup, no training weeks, and no data migration before you see value.
Prefer to talk? WhatsApp +91 90167 66703 · [email protected]