Sales reps
- Their own leads and tasks
- Call and WhatsApp in one tap
- Follow-up reminders
Sales CRM + Field App · Made in IndiaStop losing leads.
Stop losing leads.
Start closing deals.
GreenCRM puts leads, follow-ups, calls, WhatsApp and your field team in one place — on the web and on every salesperson's phone.
- ✓Free 30-minute demo
- ✓Android field app included
- ✓Your data kept private
Good morning, Priya
Today's sales desk
New leads
18
Follow-ups today
9
Pipeline
₹12.4L
Won this month
6
New
Aarav Foods
Website enquiry
Kapoor Steels
Referral
Contacted
BluePeak Realty
Call back 4 PM
Proposal
Nova Mobility
₹2.4L quote sent
Sharma Traders
Revised pricing
Won
City Hospital
Moved to Legal
Follow-ups today
11:00
Kapoor Steels
Intro call
14:30
Nova Mobility
Proposal follow-up
16:00
BluePeak Realty
Site visit
Works with the tools your team already uses
WhatsAppExotelTwilioEmail / SMTPGoogle MapsExcel & CSVAndroid
Live demo
Watch a lead go from enquiry to payment
Six steps, one record, no spreadsheets. This is how easy a day in GreenCRM is.
GreenCRM · Leads+ New lead
AF
NewAarav Foods
Mr. Mehta · +91 98xxx xxx10 · Website
Owner
—
Value
₹2.4L est.
Next step
—
Assign📞 CallFollow-upMark WonSend to Legal
Activity
- ✨Lead created from Website enquiry
One CRM, the whole sales journey
Everything your team needs to sell more
Every enquiry, owned and tracked
Capture leads, give each one an owner, and see exactly where it stands — no more lost rows in Excel.
- ✓Custom statuses and fields
- ✓Assign by user, team and product
- ✓Bulk CSV import with preview
🔍 Search leads…
Filters · 2Aarav Foods
Rahul · Website
BluePeak Realty
Sneha · Exhibition
Nova Mobility
Rahul · Referral
City Hospital
Amit · Walk-in
Kapoor Steels
Sneha · Call
The difference
Your sales day, before and after GreenCRM
😩 Without GreenCRM
- ✕Leads scattered across Excel sheets and WhatsApp chats
- ✕Follow-ups depend on someone's memory
- ✕No idea where the field team went today
- ✕Won deals stuck in emails between sales, legal and finance
- ✕Managers call every rep for a status update
🚀 With GreenCRM
- ✓Every lead in one place, with a clear owner
- ✓Reminders for every follow-up, before it is due
- ✓GPS route and visit check-ins from the app
- ✓Deals move to legal, then finance, on the same record
- ✓Dashboards show the team's day at a glance
Field Sales App
Your field team's whole day, recorded on their phone
GreenCRM comes with an Android app for your sales staff. Routes and visits are saved to your CRM, and leads and follow-ups stay in sync with the web workspace.
Route on the map
Field staff tap Start tracking and their route is recorded with GPS, with an estimated distance for the day.
Visit check-ins
Mark every client visit with a named Reached check-in, shown in order on the route.
Works without internet
Tracking and check-ins are saved on the phone in encrypted storage and upload when the network returns.
Leads in the pocket
Reps see their leads and tasks, add notes and follow-ups, and attach up to three photos to a lead.
Built for every team
One CRM. Everyone sees what they need.
Managers
- Whole team's pipeline
- Assign and reassign leads
- Team performance
Field staff
- Android app on the go
- GPS route and visits
- Lead photos
Legal team
- Only won deals reach them
- Agreements and documents
- Approve and pass on
Finance team
- Deals cleared by legal
- Invoice and tax invoice
- Payment tracking
Owners & admins
- Company-wide dashboards
- Users, roles and teams
- Audit logs and attendance
FAQ
Questions teams ask us
Still unsure? Book a demo and we will walk you through it.
What is GreenCRM?+
GreenCRM is a sales CRM built for Indian businesses. It brings leads, follow-ups, calling, WhatsApp, tasks, attendance and field tracking into one workspace, with an Android app for sales staff.
Is there a mobile app for my sales team?+
Yes. Sales staff get an Android app to work on their leads and tasks, add notes and follow-ups, attach photos to leads, and record their field route with GPS.
Does GPS tracking work without internet?+
Yes. Route tracking and visit check-ins are saved on the phone in encrypted storage and upload automatically when the network is back. Tracking starts only when the employee taps Start tracking.
Does GreenCRM support WhatsApp and calling?+
Yes. Your team can call, send WhatsApp messages, SMS and email from inside the CRM, and every conversation is logged on the lead.
Can I import my leads from Excel?+
Yes. Download the template, fill in your leads and upload the CSV. You see a preview before importing and an error report for any row that needs fixing.
Who can see which data?+
Access is role-based. Sales reps see their own leads, managers see their team, and admins see the whole company. Every company's data is kept separate and important actions are recorded in audit logs.
Can deals move from sales to legal and finance?+
Yes. When sales marks a deal as won, it moves to the legal team for agreements and then to finance for invoices and payment, so everyone works from the same record.
How much does GreenCRM cost?+
Pricing depends on your team size and the features you need. Book a free demo or message us on WhatsApp and we will share a plan for your team.
Ready to stop losing leads?
Book a free 30-minute demo and see GreenCRM set up around how your team sells — no commitment.
✓Live product walkthrough
✓Set up around your team size
✓Android field app included
✓No technical knowledge needed