Features

42 capabilities, shipped and live today.

Everything a B2B field sales team needs, from the first visiting card to the signed quote, built to work from a phone between visits. Standard covers the core CRM; Advance adds AI reporting, lead generation and expenses.

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Up close

Five that change how a field team works.

Visiting card scanner

A photo of a card or signboard becomes a company, duplicates checked.

Visit logging & tracking

One-sentence logs and geo-verified visits on one timeline.

GST quotations

Your letterhead, the GST split and discount approvals.

AI sales reports Advance

Ask your pipeline in plain language, in Field CRM, Claude or ChatGPT.

Nearby lead generation Advance

Find businesses near your salesperson and add them to the pipeline.

Every capability

Pipeline, tasks, roles, expenses and the rest, all in one list.

The full list

Shipped, not slideware.

Grouped the way your team works. Tap a group on your phone to open it.

  • Fast spreadsheet-style grid
  • Sortable, filterable columns
  • Multi-select + blank filters
  • Custom fields on any object
  • Bulk edit via CSV, import with column guide
  • Duplicate prevention + bulk merge

  • Calls, meetings, WhatsApp, email, notes
  • Outcomes you define per activity
  • Attach photos & PDFs on the spot
  • @-mention teammates
  • Geo-verified on-site / off-site visits

  • Drag-and-drop Kanban + list view
  • Configurable stages, weighted forecast
  • Deal values, close dates, watchers
  • Follow-up tasks from any activity

  • Reminders by email and Slack
  • Morning & evening task digests
  • Filters: today, next 7 days, overdue

  • Your letterhead, GST split, terms
  • Per-account numbering from Q-00001
  • Discount approval workflow
  • Print / save as PDF
  • Sortable, filterable quotes table

  • Admin, Manager, Executive roles
  • Permissions scoped by role
  • Activity & audit history
  • Installable — add to home screen
  • Light & dark, secure by default

  • Scan card / signboard → company
  • GSTIN read when visible
  • Paste text → structured leads
  • Natural-language quick log, by voice in English, Hindi or Hinglish
  • Duplicate check at every entry

  • Dashboards: pipeline, funnel, forecast
  • AI reporting assistant
  • Ask in Claude / ChatGPT via MCP
  • Reporting by source, disposition, member
  • Search Data — location-specific leads on the go

  • AI receipt scanning
  • Categories you define
  • Approval workflow
  • Rolls into reporting

Ready when your field team is.

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