Smarter Sales. Stronger Growth

Manage Your Field Sales Team in Real-Time

Bring your sales team, inventory, customer interactions, and business operations together on a single platform. PTI CRM gives you complete visibility into field activities, stock movement, orders, attendance, and customer engagement in real time.

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Core Platform Features

Designed to help businesses streamline operations and accelerate growth.

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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

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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.

PTI-crm-logo_1 In Our Client’s Own Words from XYZ pvt. ltd.

“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

Sarah Mitchell

Marketing director, ecoflow industries

Quick answers to common 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.

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