Field sales teams in fast-moving consumer goods
Distributor coverage, retailer visits, and on-shelf check-ins, with the GPS log proving the rep was actually there.
Product
iBoss CRM
A CRM that assumes your sales team is on the road.
Most CRMs were built for inside sales, they treat field work as an afterthought. iBoss CRM treats it as the main thing. GPS attendance, beat planning, and a forecast that rolls up from rep to manager in near real time, without anyone keying it in twice.
Capabilities
What the platform handles.
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Pipeline
Lead → opportunity → quote → close, with stage probabilities.
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GPS attendance
Field check-in / check-out with geo-stamp on the mobile app.
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Beat plan
Route planning by territory with daily call lists.
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Sales forecast
Daily roll-up from rep to manager, no spreadsheet handoff.
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Manager dashboards
Coverage, conversion, and rep-level productivity.
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Expense management
Submit, approve, and reconcile travel and TA / DA inline.
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Source attribution
Lead source tracked through to closed-won revenue.
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WhatsApp + email
Two-way conversations attached to each contact.
Built for
Where this works.
Building materials & white goods networks
Dealer coverage planning, primary and secondary sales tracking, and forecast that doesn't drift from what reps actually entered.
Medical reps and doctor coverage
Hospital and clinic visits with prescription tracking, sample inventory, and territory-level call frequency monitoring.
How it integrates
Talks to your ERP, your WhatsApp BSP, and your data warehouse.
CRM exposes a REST API for every entity, leads, opportunities, visits, orders, expenses, and emits webhooks on stage changes so primary sales flow downstream to your ERP without nightly batch jobs. The mobile app works offline-first and reconciles when the rep is back in coverage, which matters more than it sounds when half the territory is rural.
SSO via SAML or OIDC, role-based access at territory and product line granularity, and deploys to your cloud or ours. iBoss Tech Solutions is ISO 27001 certified, and data residency can sit in India or the US depending on what your compliance team needs.
Outcomes
What customers see after rollout.
Ranges across active deployments. Numbers vary with team size, territory density, and how mature the existing reporting was.
- 1.5-3×
- Field team productivity vs. paper / spreadsheet workflows
- −25-40%
- Time spent on reporting by area managers
- ±10%
- Forecast accuracy on a 30-day horizon, after 90 days of use
Put it in your reps' hands.
A pilot territory is usually the fastest way to know if this fits your team. We'll set one up in two weeks.