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.
Get complete control over your field representatives, orders, inventory, and expense claims from a single web admin dashboard.
Track field representatives' live locations, customer visits, route coverage, and daily activities with GPS-enabled monitoring.
Create, manage, approve, and track customer orders directly from the mobile application.
Monitor employee attendance, login/logout activity, working hours, and field productivity in real time.
Get complete visibility of sales performance, stock movement, customer activities, and team operations from one dashboard.
Monitor stock levels across warehouses and distributors with automated stock alerts and inventory reports.
Allow field employees to submit travel expenses, mileage, and reimbursements directly through the CRM.
Manage every operational dimension from procurement to end-customer fulfillment inside modular panels.
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.
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.
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.
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.
Designed with industry-specific configurations to cater to wholesale trading, supply networks, and manufacturing operations.
Track sales, orders, and team activity in real time with proven deployment successes.
"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."
Quick, direct answers addressing migrations and database integrations.
PTI CRM combines CRM, inventory management, purchase management, attendance tracking, field sales monitoring, and order management into one unified platform.
Yes. With GPS-enabled real-time tracking, administrators can view live route histories, customer visit timestamps, and checkout reports directly on the admin console.
Yes. The platform provides complete real-time stock levels across multiple warehouses, dealers, and active distributor locations, along with automated low-stock warnings.
Yes. Managers can configure vendor lists, create PO requests, review workflow approvals, and audit incoming stock records inside a centralized system.
Yes. Field representatives can check-in and check-out of their shifts via the mobile app with location tagging, helping monitor active working hours and check compliance.
Yes. Reps can draft quotes, input product quantities, apply pre-approved dealer discounts, and dispatch orders to warehouses immediately from the customer's site.
Absolutely. It is purpose-built to manage bulk shipping schedules, multi-tier dealer pricing systems, credit limit constraints, and wholesale inventories.
Yes. The admin dashboard generates interactive charts showing pipeline progress, daily visit ratios, sales targets vs. actual closures, and high-margin product trends.
Connect with our team to manage operations efficiently with PTI CRM. Schedule your personalized demo and setup scoping session today.
