Beat - Field Force App

Beat is a mobile-first sales CRM built for B2B cum B2C. Sales officers work the field; managers watch the pipeline. One app for both.

WHAT YOUR SALES TEAM DOES ON BEAT
• Plan the day beat plans and visit plans, laid out by area and priority
• Check in at a customer's site with GPS + signature capture
• Log leads as you meet them, with photos, voice notes, and next action reminders
• Verify a new customer's GSTIN and PAN in seconds auto-fills address, business type, and multi-state registrations
• Generate a professional PDF quote at the site and send it by email or WhatsApp
• Track quote status sent, opened, accepted, or rejected right on your phone
• Convert an accepted quote into a customer order without re-keying anything

WHAT MANAGERS AND ADMINS GET
• Live dashboard: month-to-date achievement vs target, forecast, and the top-of pipeline in one view
• Multi-stage approval workflows for customer onboarding, quotes, and discounts
• User hierarchy each manager sees their own team's numbers, admins see all
• Configurable fields turn any form field on or off, mark it required, translate
it, without a developer
• Master data control brands, business types, purposes, discount reasons
everything's editable
• Full reporting: leads by stage, visits by rep, quotes by status, revenue by month

BUILT FOR HOW INDIAN SALES ACTUALLY WORKS
• Bilingual — English, Hindi (Devanagari), and Hinglish (Roman-script Hindi)
• Voice-to-text on every text box, tuned for Indian languages
• Works in patchy network actions queue up and sync when connectivity returns
• Multi-tenant one install serves multiple companies, each with its own data, users, branding, and workflow

INTEGRATIONS
• Push approved customers and quotes to your billing / ERP system
• Google Maps for geo-coding, AI for voice + OCR and for KYC
• Email delivery via SMTP or Resend, WhatsApp share via native intent

WHO THIS IS FOR
• Any B2B cum B2C sales team where the deal happens at the customer's site, not in an office

Beat is a product of NeauraBuild. Contact your account manager for onboarding.