Anyone can build me a Field Sales crm
Core Features Required
- GPS-Based Geofencing (Priority)
• check-in and check-out based on customer location.( By a popup/manual/automatic)
• Verify whether the employee visited the assigned customer location.
• Capture visit time, duration, and location. - Team Management (Priority)
• Add, edit, and deactivate team members.
• Access for admin to view details of employees - Lead & Customer Management (Priority)
• Add leads and customers.
• Update lead status.
• Schedule and track follow-ups.
• Add notes and comments.
• Upload visit photos and documents.
• Maintain complete customer history. - Visit Tracking
• Record customer visits.
• View visit history. - Technician / Live Tracking (Optional)
• Share technician location with customers.
• Allow customers to view estimated arrival status. - Basic Order & Sales Entry(Optional)
• Add order value after customer visits.(Manual)
• Record sales amount
• View sales totals by employee. - Dashboard to monitor all the above features
Pls DM with your quote.