AIOBS Technologies Pvt Ltd
aiobs CRM: Grow Together

Every lead, visit and order, in one place.

AIOBS CRM gives managers a desktop panel and every rep a mobile app, for leads, customers, visits, routes, orders and expenses on one platform.

Explore features
  • Live field rep location
  • Quotations as PDF in one tap
  • Route and beat planning on a map
crm.aiobstechnologies.com/dashboard
Search customers, orders, teamSwitch to HRMSVD

Dashboard

Good afternoon, Vikram. Here is your sales team today.

OverviewLive DashboardCompliances

Team punched in

9 / 9

All on duty

Visits today

86

of 104 planned

Orders today

41

₹4.86 L booked

This month

₹31.2 L

of ₹93 L target

Calls today

58

4h 10m talk time

Team on the map

● Live, updated 1 min ago
Pune, 9 repsAt a customerTravelling

Today by rep

Team

  • SP

    Sanjay Patil

    RSM, Pune

    6 visits, ₹1.24 L

    On visit

  • RJ

    Rohit Jadhav

    SE, Hadapsar

    12 visits, ₹82,400

    Travelling

  • PS

    Pooja Shinde

    SE, Kothrud

    14 visits, ₹96,100

    On visit

  • AK

    Amol Kale

    SE, Wakad

    11 visits, ₹71,800

    Travelling

2 visits missed on Katraj beat. Review in Compliances.

The CRM panel managers run sales from.

Shown with sample data from the Nexa Demo Foods demo company.

  • Live map of every rep on their beat route
  • Visits, orders and calls for today, by rep
  • Monthly targets and flags for missed visits
  • Customers, deals, products and route plans in one panel
businesses run on AIOBS
100+
industries served
14
uptime commitment
99.98%
support response
< 15 min

Run a field team you can actually see.

How a field day works in the CRM app, from punch-in to punch-out. Every step on the rep's phone updates the manager's panel as it happens.

  1. 9:18 AM

    CRM

    Punch In

    The rep starts the day with a face check, their location and the odometer reading. Tracking begins only now, and stops at punch-out.

    • Face check and odometer photo at punch-in
    • Live location only while on duty
    • Android and iPhone
    9:41
    Good morning
    Rohit Jadhav
    Sales Executive
    2RJ
    Punch In
    Start your day and track your visits
    Today's Journey
    View check-in, check-out and route
    8 scheduled visits today Check In
    Today's StatusView Details
    Total Visit
    0
    Total Hours
    0m
    Odometer In - Out
    — - —
    Orders
    0
    ₹0.00
    Recent ActivityView All
    Om Sai Provision StoreChecked In11:05 am
    Punch InPunch In09:18 am
    Home
    Route
    Customer
    Expense
    Deals
    Profile
    Punch In
    ✓ Face verified
    Valid for this punch
    18240
    Odometer photo (in)
    184 KB
    Retake🗑
    📍Gondhale Nagar, Hadapsar, Pune, Maharashtra 411028
    Odometer In *
    18240
    Remark (Optional)
    CancelSubmit

  2. 9:25 AM

    CRM

    Route planner and live tracking

    Today's beat opens with every planned visit in order. The manager sees every rep live on the panel map, with visits, travel and halts, and missed beats are flagged before the day ends.

    • Planned versus actual visits by beat
    • Fake GPS and battery saver flagged
    • Location saved if the network drops
    9:41
    Route2
    Wed, Nov 4, 2026Today
    View Map
    StartHadapsar09:18 am
    EndPune Fresh Mart4:40 pm
    Total Distance≈ 38 km
    Total Duration7h 20m
    Visits8
    Today's Route 2/8 done
    1
    Laxmi Kirana StoresCompleted
    10:00 am – 10:20 amSasane Nagar, Hadapsar, Pune
    2
    Om Sai Provision StoreCompleted
    11:00 am – 11:20 amMagarpatta Road, Hadapsar, Pune
    3
    Shree Ganesh KiranaNext
    ≈ 11:40 am – 12:00 pmGondhale Nagar, Hadapsar, Pune
    Continue Route
    Home
    Route
    Customer
    Expense
    Deals
    Profile

  3. 11:40 AM

    CRM

    Check In at the customer

    Check-in works only near the customer's location. Arrival time, time on site, notes and photos are saved against the visit, so it's proof, not just a word.

    • Check-in only near the customer
    • Notes, photos and feedback on each visit
    • Call or navigate to the customer in one tap
    9:41
    Visit Tracking
    3
    Shree Ganesh Kirana
    11:40 am – 12:00 pmIn Progress
    Shop 12, Gondhale Nagar, Hadapsar, Pune, Maharashtra 411028
    You are here
    Arrived at
    11:40 am
    Duration
    11 min
    Mark as Visited
    Call
    Navigate

  4. 12:15 PM

    CRM

    Book Order at the counter

    Products and quantities go in from the phone at the customer's price. The order reaches the office at once and the quote goes out on WhatsApp.

    • Customer-specific prices and discounts
    • PDF quotation in one tap
    • Payment collected, partial or pending
    9:41
    Orders
    All RecordsBY: Updated At
    Total (3)
    ₹2,48,600.00
    Payment Collected
    ₹62,200.00
    New Order
    Shree Ganesh Kirana
    ProductsManual
    Nexa Poha 1 kg−20+
    Nexa Besan 500 g−12+
    Nexa Masala Oats 400 g−8+
    Nexa Rava 1 kg−0+
    Total₹186400.00
    Diwali stock, deliver by Friday
    PendingCollectedPartial
    CancelSave

  5. 7:05 PM

    CRM

    Expense Claim

    Kilometres come from GPS, so the travel allowance calculates itself. Parking and toll go in with a receipt photo, and every claim shows where it is in approval.

    • Per-km rates for bike and car
    • Receipt photos on every claim
    • Manager approval from the panel
    9:41
    Expense
    Total Expense
    ₹8,940.00
    This Month
    ₹600
    Pending
    ₹4,420
    Approved
    ₹3,920
    Paid
    ₹0
    Rejected
    Add Expense
    All
    Pending
    Approved
    Paid
    Rejected
    Car Travel
    4 Nov 2026 · Car Travel
    Hadapsar → Viman Nagar · 64 km
    With manager
    ₹480.00PendingCancel
    Parking & Toll
    4 Nov 2026 · Parking
    With manager
    ₹120.00PendingCancel
    Lunch (DA)
    3 Nov 2026 · Food
    ₹250.00Approved
    Home
    Route
    Customer
    Expense
    Deals
    Profile

  6. 7:20 PM

    CRM

    Punch Out

    The day closes with the odometer reading. Visits, orders and kilometres are summed up, and attendance goes to AIOBS HRMS for payroll.

    • Odometer in and out for the travel allowance
    • A day summary for the manager
    • Attendance sent to payroll
    9:41
    Good morning
    Rohit Jadhav
    Sales Executive
    2RJ
    Punch Out
    Punched in at 09:18 am · 2h 22m worked
    ● Background tracking on
    Today's Journey
    View check-in, check-out and route
    8 scheduled visits today Check In
    Today's StatusView Details
    Total Visit
    2
    Total Hours
    2h 22m
    Odometer In - Out
    18240 - —
    Orders
    1
    ₹1,86,400.00
    Recent ActivityView All
    Om Sai Provision StoreChecked In11:05 am
    Punch InPunch In09:18 am
    Home
    Route
    Customer
    Expense
    Deals
    Profile
    Punch Out
    ✓ Face verified
    Valid for this punch
    18304
    Odometer photo (out)
    184 KB
    Retake🗑
    📍Viman Nagar Road, Viman Nagar, Pune, Maharashtra 411014
    Odometer Out *
    18304
    Remark (Optional)
    CancelSubmit
aiobs CRM: Grow Together

Stop chasing reps on the phone.
Sell from one live app.

Without AIOBS CRM

Field reps report visits and orders over calls, and some get lost
Managers can't see where the team is or which dealers were visited
Quotations are typed up and sent hours after the meeting
Leads go cold because nobody owns the follow-up
Travel claims arrive as a pile of paper receipts at month end
9:41
Good morning
Rohit Jadhav
Sales Executive
2RJ
Punch Out
Punched in at 09:18 am · 2h 22m worked
● Background tracking on
Today's Journey
View check-in, check-out and route
8 scheduled visits today Check In
Today's StatusView Details
Total Visit
2
Total Hours
2h 22m
Odometer In - Out
18240 - —
Orders
1
₹1,86,400.00
Recent ActivityView All
Om Sai Provision StoreChecked In11:05 am
Punch InPunch In09:18 am
Home
Route
Customer
Expense
Deals
Profile

With AIOBS CRM

Live location and visit check-ins for every rep on the beat route
Orders booked on the phone reach the warehouse within a minute
Quotations go out as PDF on WhatsApp before the rep leaves the shop
Every lead has an owner, a stage and a follow-up date
Expenses are claimed with a photo of the receipt and approved in the app

AIOBS CRM field app · Android and iPhone

Every screen of the CRM app.

The six tabs your sales reps use all day, rebuilt from the app itself with sample data.

Home tab

The rep's whole day on one screen.

Punch in or out, see today's journey and the next check-in, and keep an eye on visits, hours, odometer and orders for the day.

  • Punch card shows hours worked so far
  • Background tracking only while on duty
  • Recent activity: check-ins, punches and orders
9:41
Good morning
Rohit Jadhav
Sales Executive
2RJ
Punch Out
Punched in at 09:18 am · 2h 22m worked
● Background tracking on
Today's Journey
View check-in, check-out and route
8 scheduled visits today Check In
Today's StatusView Details
Total Visit
2
Total Hours
2h 22m
Odometer In - Out
18240 - —
Orders
1
₹1,86,400.00
Recent ActivityView All
Om Sai Provision StoreChecked In11:05 am
Punch InPunch In09:18 am
Home
Route
Customer
Expense
Deals
Profile

Built for everyone in sales.

From the sales head to the rep on the road, each person gets the view they need.

Sales head

  • Targets against actuals, live
  • Rep and product performance
  • Revenue by territory

Area managers

  • Team on the map
  • Beat compliance and missed visits
  • Approve expenses and discounts

Field reps

  • Today's route and customers
  • Orders and quotes from the phone
  • Travel claims that add up themselves

Back office

  • Orders arrive ready to process
  • Customer and price master
  • Reports without spreadsheets

Everything in the CRM panel.

Every section of the AIOBS CRM panel and the pages inside it, plus the field app your reps use.

Customers

Every customer in one place

Retailers, distributors and key accounts with contacts, visits, orders and balances.

  • Customer list
  • Customer profile
  • Add customer

Deals

Big opportunities, tracked

Deals by stage and value, with the next step for each one.

  • Deals pipeline

Visits

Every visit and call on record

GPS-verified visits with time on site, and every call with its outcome.

  • All Visits
  • Calls

Route Planner

Plan the day, the beat and the tasks

Day plans, weekly beats and tasks for every rep, on a map.

  • Day Plan
  • Beats
  • Tasks

Activities

Who did what, and when

Field attendance with face check, user activity and login sessions.

  • Attendances
  • Face Attendance
  • User Activities
  • User Sessions

Security Alerts

Catch problems the same day

Fake GPS, location switched off and battery saver flagged for review.

  • Security Alerts

Sales Orders

Orders from the field, ready to process

Itemised orders with payment status: collected, partial or pending.

  • Sales Orders
  • Order details

Products

Your catalogue on every phone

SKUs, categories, prices and images your reps sell from.

  • Products

Reports

Sales reports without spreadsheets

Visit, order, rep and product reports, saved and ready to export.

  • Reports
  • Saved reports

Travel & Expenses

Field spend you can trust

GPS-based travel allowance, advances and TA/DA policy compliance.

  • Travel Expenses
  • Advances
  • Compliance & TA/DA

HR

Leave and holidays for the sales team

Leave applications and the holiday calendar, linked with AIOBS HRMS.

  • Leave Applications
  • Holidays

Team

Performance against target

Team members, sales performance, deviations from plan and monthly targets.

  • Team Members
  • Sales Performance
  • Deviation Report
  • Targets

Masters

Templates and a full audit trail

Message templates for customers and a log of every change.

  • Templates
  • Audit Log

Company and settings

Set up once, invite your team

Company profile, user invites, plan and billing, and settings.

  • Company & Invites
  • Billing & Plan
  • Settings

Field app

One app for the whole sales day

Punch in, route, visits, orders, calls and expenses on Android and iPhone.

  • Home
  • Route
  • Customer
  • Expense
  • Deals
  • Profile

Need attendance and payroll too? AIOBS CRM links with AIOBS HRMS, so punches, visits and expenses flow straight into payroll.

Works with the tools you already use.

Bring in your data on day one and keep using the systems your accounts and admin teams rely on.

  • WhatsApp
  • SMS and email
  • Google Maps
  • Tally Prime
  • SAP
  • Oracle
  • AIOBS HRMS
  • Excel import
  • REST API and webhooks

Secure by default.

Your people and customer data stays protected, and every change can be traced.

Encrypted data
Data is encrypted in transit and at rest.
Role-based access
Reps see their own customers; managers see their team.
Fake GPS detection
Mock locations are flagged on punches and visits.
Full audit trail
Every order, discount and approval is recorded.

Questions teams ask before switching

Are reps tracked after working hours?

No. Location is recorded only between punch-in and punch-out, while the rep is on duty.

What if a rep uses a fake GPS app?

Mock locations are detected and the punch or visit is flagged for the manager to review.

Does it work in areas with poor network?

Yes. Location points and actions are saved on the phone and sync once the network is back.

Can it log customer calls?

Yes. On Android, calls to customers are logged against the customer automatically, with outcomes and follow-ups.

Can orders go to Tally or our ERP?

Yes, through the REST API and webhooks, or linked with AIOBS Business Solutions.

How is pricing decided?

Pricing depends on the number of users and the modules you use. Book a demo and we will send a quote for your team.

See it running on your own data.

A 30-minute walkthrough with a product specialist, set up around your teams and processes.

Talk to sales