Authentication & RBAC
JWT access and refresh tokens with six user roles from sales executive to CEO-level reporting views.
TurfCRM
TurfCRM for field sales teams that want to own their territory.
A smart, open-source Field Sales CRM for trading and distribution businesses. Track field visits, manage clients, handle brand-wise pipelines, automate follow-ups, import Tally billing data, and generate month-over-month reports from one platform.
GPS
Visits
8
Stages
Tally
Import
MIT
License
Territory dashboard
Field sales
Visits, pipeline & billing
Live territory view
GPS Visits
Location captured
Pipeline
Brand-wise tracking
Why TurfCRM
Built for field teams, not generic SaaS pipelines.
Field sales teams visit clients daily, manage distributors, track orders and report to brand partners. TurfCRM is structured around territory ownership, client visits, brand-wise reporting and billing visibility.
GPS visit tracking
Capture exact client visit location with photo upload and approval workflows.
Brand-wise pipeline
Track opportunities by brand, stage, history, comments and performance reporting.
Follow-up escalation
Auto-create follow-ups from visits and detect overdue actions with daily escalation logic.
Tally billing import
Upload Excel exports from Tally, match clients and map unmatched billing records.
Feature Suite
Field sales CRM modules for trading and distribution teams.
TurfCRM brings together field visits, clients, follow-ups, pipeline, quotations, purchase orders, billing imports, dashboards, reports and notifications.
Client Master
Manage client records, GPS coordinates, brands, categories and bulk Excel import workflows.
Field Visit Tracking
Capture visit location, upload visit photos, submit reports and support manager approval workflows.
Follow-up System
Auto-create follow-ups from visits, detect overdue actions and run daily escalation cron jobs.
Opportunity Pipeline
Track opportunities across eight stages with comments, stage history and brand-wise progress.
Quotations & POs
Link quotations to opportunities, log purchase orders and track dispatch status from backend operations.
Tally Billing Import
Import billing Excel files, auto-match clients, map unmatched records and connect billing data with reporting.
Reports & Dashboards
Visits, pipeline, follow-ups, billing, brand reports, month-over-month comparison and role-based dashboards.
Notifications & Audit Trail
In-app alerts, overdue alerts, escalation alerts and audit logging for critical CRM actions.
Role-Based CRM
Six roles for field sales and management workflows.
TurfCRM separates access for field executives, managers, admins, backend operations and management so each team sees the right CRM screens.
Super Admin
Full system access across users, clients, reports, settings and data.
Admin
Manage users, clients, brands and reporting views.
Sales Manager
Team visits, approvals, pipeline tracking and sales supervision.
Sales Executive
Own visits, clients, opportunities and field follow-ups.
Backend Ops
Quotations, purchase orders and Tally billing import workflows.
Management
View-only dashboards, brand reports and month-over-month insights.
Tech Stack
Built as a deployable full-stack CRM.
TurfCRM uses a React frontend, Node.js and Express backend, MySQL database, JWT authentication, Excel import/export and VPS deployment support.
Frontend
React 18, Tailwind CSS 3, Vite 5 and Recharts.
Backend
Node.js, Express.js, JWT authentication and REST API structure.
Database
MySQL 8+ with migrations, seed data and schema scripts.
Excel Workflows
Multer file upload and ExcelJS import/export functionality.
Deployment
PM2 process manager, Nginx web server and Ubuntu VPS deployment docs.
Docs
API reference, admin guide, deployment script and update script.
Roadmap
Built modules and upcoming ideas.
The repository roadmap shows phase-based progress from core CRM to billing intelligence and future communication integrations.
Phase 1 Done
Core CRM
Authentication, RBAC, client master, GPS visit tracking, follow-up automation, pipeline, dashboards, reports, audit trail and notifications.
Phase 2 Done
Billing & Brand Data
Quotation and PO tracking, Tally billing import, brand-wise performance reports, MOM comparison, product movement and mobile UI.
Phase 3 Coming Soon
Communication Integrations
WhatsApp notifications, Zoho Books integration, React Native mobile app and SMS reminders.
Related Services
Need a CRM like TurfCRM for your business?
TurfCRM connects strongly with custom CRM development, React dashboards and full-stack web application services.
Custom CRM Development
Build role-based CRMs, dashboards, reports, forms, workflows and internal tools.
View CRM PageReact / Next.js Development
Build field dashboards, admin panels, client portals and API-connected web applications.
View React PageFAQ
Common questions.
What is TurfCRM?
TurfCRM is an open-source Field Sales CRM built for trading and distribution businesses that need to track client visits, pipelines, follow-ups, Tally billing data, reports and brand-wise performance.
Who is TurfCRM built for?
It is built for field sales teams, distributors, trading businesses, brand partners, managers and backend operations teams that need territory-level sales visibility.
Does TurfCRM support GPS visit tracking?
Yes. TurfCRM includes field visit tracking with GPS capture, photo upload and manager approval workflows.
Can TurfCRM import Tally billing data?
Yes. The repository describes a Tally billing import flow using Excel upload, automatic client matching and unmatched record mapping.
What is the TurfCRM tech stack?
TurfCRM uses React 18, Tailwind CSS, Vite, Node.js, Express.js, MySQL 8+, JWT authentication, Recharts, Multer, ExcelJS, PM2, Nginx and Ubuntu VPS deployment.
Is TurfCRM open source?
Yes. TurfCRM is published as an MIT-licensed open-source project, free to use, modify and deploy according to the license terms.
Field CRM Project
Need a field sales CRM for your territory team?
Share your team size, client visit process, distributor network, brand reporting needs, billing import workflow and current sales tracking method. I can help you plan a TurfCRM-style field sales system.
TurfCRM inquiry
Elementor Pro form connected here.