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CRM and field sales

CRM and field sales with a 100-metre geofence

A pipeline the office can trust, and a visit record the field team cannot argue with.

In short

Unnati keeps leads, deals, companies and contacts in one pipeline, with stages, ranking and loss reasons you define. Field visits are planned in advance and checked in from the mobile app only within 100 metres of the customer location. A supervisor verifies the visit, and the location log shows the route the day actually took.

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How it works

From an enquiry to an order, with the road in between

Most CRMs stop at a pipeline. The part that decides whether a deal moves is what happened on the ground that day, so visits, check-ins and quotations live on the same record as the deal.

Step 1 of 6LeadsLD-2609-0412
What happensAn enquiry is captured with its source, and assigned to an owner and a zone.What it carries inCompany and contact, so nothing is retyped when it qualifies.
And all of this is already true
The pipeline is the same data as the ordersA won deal and the order it became are one thread, so conversion is measured rather than claimed.
A visit either happened or it did notLocation, time and distance from the plan are on the record. That ends most disputes.
Targets read from the dealsPer rep, per zone and per month, with no separate tracker to update.
The quotation is already the orderAnd the order is already the invoice. Nobody types the same line three times.
In more detail

How it works in practice

The screens in order, and what happens as a record moves through them.

WHERE THE WORK IS ENTERED — CRM AND FIELD SALESAND THESE READ IT, UNPROMPTEDLeadCapture enquiriesDealValue, stage and expected close, moved throu…Company and ContactThe buying organisation and the people in itContact PersonSeveral people at one companyCommunicationA log of callsOne recordOne databaseNo export, no re-typingHash-chained audit trailSalesQuotation to e-invoice to challanTrackingWhere the team wentProduct Catalog and MenuA shareable price list and menuTaskifyBoards, sprints, timesheets and billing rates.

  1. A pipeline built on your stages, not a template

    Leads carry a ranking and a priority so the team works the ones worth working.

  2. Visits that are planned, checked in and verified

    The week starts with a visit plan: who is going where, on which day.

  3. From a deal to a quotation without retyping

    When a deal is ready, it becomes a quotation in the Sales module with the company, contact and agreed terms already carried across.

Works with

The modules this one talks to

Unnati is one database, so these are not integrations. They are the same records seen from another screen.

SalesQuotation to e-invoice to challan, unbroken.TrackingWhere the team went, and when.Product Catalog and MenuA shareable price list and menu, from live data.TaskifyBoards, sprints, timesheets and billing rates.
Questions

CRM and Field Sales: what buyers ask

No. Check-in is accepted only within about 100 metres of the recorded customer location, and check-out is captured the same way. A supervisor verifies the visit afterwards. That combination is what makes the visit record usable as evidence rather than as a claim.
Read all frequently asked questions
Start where you are

See CRM and Field Sales on your own data

Start a free trial with just this module switched on, or ask us to walk through it with your team.

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Prefer to read first? The comparisons with Tally, Odoo, ERPNext and Zoho are written to be checked, not believed — each one names what the other product does better.