Field visit records
Capture a client visit with GPS, photos and a report. Support manager review and approval of the visit workflow.
TurfCRM / Field sales & distribution
Field sales CRM.
Own your territory.
Field sales CRM for trading and distribution teams. Bring client visits, brand-wise opportunities, follow-ups and billing visibility into one daily workflow.
GPS visit recordsBrand-wise sales pipelineTally Excel import
TurfCRMWorkflow preview
Visits12
Follow-ups08
Brands04
Client visitTerritory A · Visit report
ReviewNew opportunityBrand B · Next action assigned
Follow upTally Excel importClient matching · Billing records
Check dataSample data illustrating the visit, follow-up and billing workflow; this is not a live dashboard.
Who it is for
Out in the field.
Still in the picture.
For distributors, trading businesses and sales managers who need a clearer view of customer visits, open opportunities and follow-up responsibilities across a territory.
- Give each visit a client record and next action.
- Review progress by brand and salesperson.
- Connect reviewed billing imports with sales reporting.
Field sales & distribution
The useful details.
Connected.
Choose the modules and integration work that fit your actual requirements. The implementation scope is agreed before development.
Client & brand context
Keep client details, assigned brands and categories together, with Excel import for reviewed client records.
Follow-ups & escalation
Use visit-driven follow-ups, overdue reminders and escalation rules to keep the next action visible.
Opportunity pipeline
Track opportunities through the sales stages, with comments, history and brand-wise visibility.
Tally billing import
Import Tally Excel exports, review client matching and resolve unmatched records before relying on the reports.
Management reporting
Review visits, pipeline and billing with role-based dashboards, brand reports and month-over-month comparisons.
How the workflow fits together
A clear path.
From input to next action.
- 01
Plan the visit
Start with the client, territory and purpose.
- 02
Record the outcome
Capture the visit details and supporting photo where needed.
- 03
Follow the opportunity
Assign the next action and move the pipeline forward.
- 04
Review the territory
Connect activity and billing to team reporting.
Around the core workflow
The right view.
For every role.
Field executives need a useful daily workflow. Managers need approvals and visibility. Operations and leadership need the records and reports relevant to their responsibilities.
TurfCRM’s public roadmap lists WhatsApp notifications, Zoho Books, SMS reminders and a native mobile app as future integrations. They are not presented here as included features; additional work is agreed separately.
Sales executives & managers
Client visits, opportunities, follow-ups and team approvals.
Back office & operations
Quotations, purchase orders, dispatch status and billing imports.
Owners & management
Role-based reporting across visits, brands and month-over-month activity.
Setup, customisation & handover
Your requirements.
A considered implementation.
Work directly with Jagjeet Singh, a full stack developer based in India and collaborating with teams remotely.
- Team roles, territories and sales stages.
- Client data and a sample Tally export.
- Visit approval and follow-up rules.
- Hosting, training and support arrangements.
What does it cost?
The proposal covers the work, data preparation, integrations and support you need. Hosting, paid tools and provider charges are identified separately. Share your current setup and priorities so we can agree a practical scope.
Jagjeet SinghFull Stack Developer · Integration & custom development
Make the rest work together
More around
your product.
Before you decide
Good questions.
Clear answers.
Understand the product, the scope and the implementation before choosing the next step.
Who is TurfCRM designed for?
TurfCRM is a field sales CRM for trading and distribution businesses. It suits teams managing customer visits, brand-wise opportunities, follow-ups and billing reports across territories.
Does TurfCRM track GPS visits?
The project includes GPS visit records, photo uploads and manager approval workflows. We review the devices, browser permissions and operational requirements during setup.
Is Tally connected automatically?
The documented workflow imports Excel exports from Tally, with client matching and an unmatched-record review. A direct live Tally integration is a separate requirement to discuss.
Are WhatsApp notifications and a mobile app included?
The public roadmap places WhatsApp notifications, Zoho Books, SMS reminders and a native mobile app in a future phase. We can discuss those requirements without assuming they are part of the existing implementation.
Can you deploy and customise TurfCRM for our team?
Yes. I review your roles, client data, reporting and hosting requirements, then scope deployment, migration, customisation and training. The source repository and a managed implementation are separate parts of the offering.
What does a field sales CRM implementation cost?
Cost depends on users, data preparation, workflows, reports, hosting and integrations. Share your team size, territory process and current tools to receive a proposal for the work you need.
