AD CRMAD CRM
All in one app

Everything your sales team needs — nothing extra

Every task from field to office in one place, in Hindi and English. Works like an app on mobile.

Field team

From attendance to every visit — real records at the moment of work, never continuous tracking.

Attendance

Punch in/out with a selfie and the location at that moment; late marks, half days and hours worked are automatic.

Visits

Log the discussion, photos and next date at every client visit — right on the spot.

Visit Planning

Plan which clients to meet on which day and see 'today's plan'.

Geofence attendance

Attendance only within a set area like the office or site.

Leave

Leave requests, approvals and balances — all in the app.

Shifts / roster

Different shifts and rosters, with attendance by timing.

Map

See your clients on a map and find nearby ones quickly.

Offline mode

No network? Visits and expenses are saved on the phone and sent automatically when the network returns.

Sales & billing

Clients, deals, orders, GST invoices and dues — in one place.

Clients

Company, branches, contacts and full history on one card; spot duplicates.

Pipeline

See which stage every deal is at — drag it forward.

Orders / quotations

Orders and quotations from the field, straight to the office.

GST invoices

GST invoices with CGST/SGST/IGST — print or share.

Payments / outstanding

Clear record of what each customer owes and what was received.

Stock / inventory

Product stock, movement and low-stock alerts.

Service / complaint tickets

Service/complaint tickets — who it's assigned to and when it was solved.

Custom fields

Add your own fields to fit your business.

Team & reports

Assign work, approve expenses and see the whole team at a glance.

Tasks

Assign tasks and follow-ups with timely reminders.

Expenses

Fuel, food, stay — with bill photos and manager approval.

Reports

Daily, weekly and monthly reports, downloadable to Excel.

Team

Team, roles and permissions — you decide who sees what.

Activity Log

Who changed what and when — the full record.

Notice board

Send notices to the whole team at once.

Calendar / birthdays

Meetings, birthdays and key dates in one calendar.

WhatsApp

Meta's official WhatsApp Business API — the whole team on one number.

WhatsApp team inbox

The whole team replies from one number; every chat is linked to the customer record.

Leads (Facebook/Instagram ads)

Facebook/Instagram ad leads straight into the CRM.

WhatsApp bulk campaigns

Message many people at once using Meta-approved templates.

WhatsApp quick replies

Frequent replies in one tap.

WhatsApp auto replies

Automatic replies after hours or on keywords.

WhatsApp auto messages

Automatic messages on events like orders, invoices and birthdays.

WhatsApp follow-up sequences

A series of follow-up messages at set intervals.

WhatsApp forms (Flows)

Customers fill a form inside WhatsApp; answers land in the CRM.

Chatbot (button bot)

Collect lead details automatically with button-based questions.

AI assistant

Suggests or sends chat replies using your business information.

WhatsApp catalogue + UPI payment

CRM products in your WhatsApp shop, with UPI payment in chat.

Appointments on WhatsApp

Customers book a time slot right on WhatsApp.

WhatsApp calls in CRM

Answer WhatsApp calls in the CRM, with call log and missed calls.

Lead → area dealer

Ask the lead's area and pass it to that area's dealer.

WhatsApp insights

How many messages were sent, read and replied to.

Try it with your team today

Free trial, no card, ₹0 setup.

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