Core Platform Features
Designed to help businesses streamline operations and accelerate growth.
Real-Time Visit Tracking
Track field representatives' live locations, customer visits, route coverage, and daily activities with GPS-enabled monitoring.
Instant Order Management
Create, manage, approve, and track customer orders directly from the mobile application.
Attendance & Login Monitoring
Monitor employee attendance, login/logout activity, working hours, and field productivity in real time.
Centralized Admin Dashboard
Get complete visibility of sales performance, stock movement, customer activities, and team operations from one dashboard.
Inventory & Stock Management
Monitor stock levels across warehouses and distributors with automated stock alerts and inventory reports.
Expense & Travel Tracking
Allow field employees to submit travel expenses, mileage, and reimbursements directly through the CRM
Key Business Modules
Powerful Modules Designed for Complete Business Control
Inventory Management
Keep complete control over your inventory with real-time stock visibility across warehouses, distributors, and sales channels. Monitor stock movement, prevent shortages, and ensure products are always available when needed.
Purchase Management
Simplify your procurement process by managing vendors, purchase orders, and incoming stock from a centralized system. Track every purchase transaction efficiently while maintaining accurate inventory records.
Order Management
Manage the entire order lifecycle from order creation to fulfillment through a streamlined digital process. Ensure faster processing, reduce errors, and improve customer satisfaction with real-time order tracking.
Sales Team Management
Empower your field sales force with tools to manage daily activities, targets, customer interactions, and performance. Gain complete visibility into team productivity and sales progress from a single dashboard.
Inventory Management
Keep complete control over your inventory with real-time stock visibility across warehouses, distributors, and sales channels. Monitor stock movement, prevent shortages, and ensure products are always available when needed.
Purchase Management
Simplify your procurement process by managing vendors, purchase orders, and incoming stock from a centralized system. Track every purchase transaction efficiently while maintaining accurate inventory records.
Order Management
Manage the entire order lifecycle from order creation to fulfillment through a streamlined digital process. Ensure faster processing, reduce errors, and improve customer satisfaction with real-time order tracking.
Sales Team Management
Empower your field sales force with tools to manage daily activities, targets, customer interactions, and performance. Gain complete visibility into team productivity and sales progress from a single dashboard.
Industries we Serve
PTI CRM simplifies sales, distribution, inventory, and customer engagement.
What our client's says
See More Reviews
Track sales, orders, and team activity in real time.
“PTI CRM completely transformed the way we manage our field sales operations. Earlier, tracking salesperson visits, attendance, client interactions, and product orders was time-consuming and difficult to manage manually. With real-time activity updates, live visit tracking, and a centralized dashboard, our entire sales process has become more organized, efficient, and easier to monitor.”
Sarah Mitchell
Marketing director, ecoflow industriesQuick answers to common questions
Contact UsStill have questions?
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PTI CRM combines CRM, inventory management, purchase management, attendance tracking, field sales monitoring, and order management into one unified platform.
Let's Simplify Your Sales Operations
Connect with our team to manage operations efficiently with PTI CRM.