GoSales CRM for Vridhi

It is the all-in-one field companion for sales agents and cluster managers who spend their day on the road. Plan the route, prove every visit with GPS, capture new customers on site, log meetings, and claim travel expenses — even where the mobile signal is weak.

Built for field teams. Trusted for accountability.

▶ GPS ATTENDANCE — DAY START TO DAY END
• One-tap check-in to start your day and check-out to end it, with live map and auto-detected address.
• Odometer photo with automatic reading for bike and car, so mileage is accurate from the first minute to the last.
• Automatic arrival check-in — the app detects when you reach a stop and prompts a quick confirmation.
• Full daily history of every check-in and check-out.

▶ BEAT & JOURNEY PLANNING (PJP)
• Today, Week and Month route plans across village and city beats.
• Geo-fenced check-in at each stop — confirm you were actually there.
• Turn-by-turn navigation to any customer and an optimized route view.
• Add remarks and follow-ups for every visit.

▶ CUSTOMERS, PARTNERS & PROSPECTS
• Manage contacts, companies and Vridhi Partners with searchable, filterable lists.
• Onboard new records on site with a full territory hierarchy (State → Branch → District → Taluk → Panchayat → Village).
• Geo-tag locations on the map to pin a customer or mark an area boundary.
• Profile-completion tracking and tap-to-call with automatic logging.

▶ MEETINGS & APPOINTMENTS
• Schedule meetings with an agenda and start/end time.
• Today, Week and Month appointment calendars grouped by day and village.
• Capture attendees with geo-stamped photos — address, location and time burned into the image for tamper-evident proof.
• Close meetings and schedule follow-ups in a tap.

▶ CONVEYANCE (TRAVEL EXPENSE CLAIMS)
• Submit travel-expense claims by distance covered and amount.
• Manager approval workflow — approve, reject or clear claims in bulk.
• Track claim status: pending, approved or rejected.

▶ DASHBOARD & INSIGHTS
• KPI grid: total customers, total partners, village footprint, prospects qualified vs closed, open vs closed meetings and conveyance submitted vs approved.
• Financial-year filter to compare performance year over year.
• A smart banner tells you exactly what to do next.

▶ WORKS OFFLINE, SYNCS AUTOMATICALLY
• Customers, meetings, routes and dashboards are cached on the device, so the app keeps working in low-connectivity rural areas.
• Everything you capture offline syncs automatically the moment you reconnect.

▶ RELIABLE BACKGROUND LOCATION
• Continuous location tracking keeps recording your field movement while the screen is off, so visits are never missed.
• Guided setup helps you enable battery and auto-start settings on your device for uninterrupted tracking.

WHO IT'S FOR
Field sales agents, relationship officers and their cluster managers who need dependable proof of visit, structured route plans and fast expense claims.

LOCATION & PRIVACY
GoSales CRM collects precise location in the background to record field visits and routes for your organisation, even when the app is closed or not in use. Location is used only for work attendance, visit tracking and expense verification. See our Privacy Policy for full details. You control location access from your device settings at any time.