A focused CRM for visits, follow-ups and your complete sales team.
Here is your sales performance at a glance.
Last 14 days
Last 6 months
Current status across all loaded tasks, regardless of creation date. Each task is counted once here.
Individual records and assigned task progress. Counts cover all loaded records; visits refer to saved visit dates.
| Team member | Customer overview | Task overview |
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Review every visit, requirement and follow-up.
Build 20261006-DC2 · Category order: Diamond → Platinum → Gold → Silver → Copper → Not Required| Select | Customer | Phone | Status | Salesperson | Visit | Follow-up | Actions |
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Clear or change the filters to see more records.
Assign work and monitor completion.
| Task | Priority | Status | Assigned to | Created by | Due | Actions |
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Assign a task or change the filters.
Create accounts, control roles and access.
| Team member | Mobile | Status | Access |
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Send an in-app message and push alert to active users.
Choose Customers and Tasks access for each user. Admins retain their additional feature settings. Save changes per account.
Foreground app time · India time · Overlapping devices count once
Online status is current. Usage is for the selected day. Tracking starts after users install the updated app; offline time and missed final heartbeats may not be recorded.
| User | Account | Online now | Last seen (IST) | Daily usage |
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