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.
Built in India · Works for teams anywhere
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. 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, Claude or ChatGPT.
Your letterhead, the GST split and discount approvals.
Between two appointments, find businesses near where your rep is standing and add them straight to the pipeline. No tab-switching, no copy-paste into sheets.
Plus pipeline, tasks, roles and expenses: 42 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.
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.
BeforeExport to Excel, filter, and guess
Search Data finds businesses near where the rep 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
Reps, managers and owners want different things from a CRM. Field CRM is built so that what makes a rep's day easier is what gives the owner the numbers.
Pricing
Billed annually, with no per-user add-ons. Start on Standard; move to Advance when you want AI reporting and lead generation.
The core CRM for getting every visit, deal and quote on record.
Up to 6users
For teams ready to report with AI and find new prospects on the go.
Up to 12users
Everything in Standard, plus
More than 12 people in the field? We'll size a plan around your team.
12+users
Let's talk about your team
Book a callJournal
The 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. Reps 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.
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.
Two team plans billed annually, Standard for up to 6 users and Advance for up to 12, with no per-user add-ons. Pricing is shared on request: see the plans.
Sign in and start the same day. No IT setup, no training weeks, and no data migration needed before you see value.
Prefer email? [email protected] · WhatsApp +91 90167 66703