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TrackOlap Sales CRM

Sales CRM Software Turns Field Activity Into More Qualified Leads

TrackOlap is a field sales CRM for teams that sell on the ground. It captures every lead, plans each rep's beat, verifies every visit with geo-tagged proof, and tracks targets, expenses and pipeline in one system.

  • Every lead followed up
  • Every visit GPS-verified
  • Every claim route-backed
  • Every report automatic
TrackOlap Sales CRM cycle connecting leads, field activity, verified visits, follow-ups, targets and revenue

Trusted by 2000+ companies to run their entire business operations!

Zee Media customer logo
Aaj Tak customer logo
Dabur customer logo
Euronics customer logo
eTeam customer logo
Ketto customer logo
Gramophone customer logo
Jubilant customer logo
Tata customer logo
Equinox Agents customer logo

Your Sales Team Isn't Short of Activity. It's Short of Proof.

Most field sales teams don't have a reporting problem. They have a proof problem. Visits confirmed over WhatsApp, leads scattered across personal phones, expenses claimed against distances nobody measured, targets reviewed when the month is already lost.

  • No unverifiable visit claims
  • No leads sitting in a personal inbox
  • No reimbursement without a measured route
  • No month-end surprises on target
  • No end-of-day reporting calls

Sales activity, governed end to end.

Available on: Web, Android and iOS

Get TrackOlap on Google Play Download TrackOlap on the App Store

Trusted by sales teams across BFSI, FMCG, real estate, healthcare, education, manufacturing and IT services.

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See how TrackOlap can bring every field operation into one intelligent platform.

One connected sales cycle

How the TrackOlap Sales CRM System Runs Your Field Sales Cycle

Seven Controlled Stages. Verified Data Flows Seamlessly From Pipeline To Payroll And Performance Reports.

  1. STEP 01

    Capture Every Lead, Automatically

    Enquiries arrive from IndiaMART, TradeIndia, ExportersIndia, Facebook Ads, Google Ads, website forms and inbound calls. TrackOlap pulls them into one queue, de-duplicates them and timestamps arrival, so response time becomes a number you manage, not an argument you have.

    • Auto lead capture
    • Bulk upload
    • Duplicate control

    Business outcomeEvery enquiry enters a shared, time-stamped queue, ready for a measurable response.

    Sales enquiry queue automatically capturing leads from multiple sources
  2. STEP 02

    Assign to the Right Rep

    Leads route by geography, product line, workload or round-robin the instant they arrive. Rules are configurable without developer involvement, and every reassignment is logged, so ownership is never ambiguous when a deal is reviewed.

    • Rule-based routing
    • Bulk assignment
    • Audit trail

    Business outcomeThe right representative owns the lead immediately, with every reassignment recorded.

    TrackOlap assigning sales enquiries to the appropriate representative and team
  3. STEP 03

    Plan the Day's Beat

    Managers build permanent journey plans and daily beat routes by outlet, dealer or customer. Reps open the app to a sequenced route rather than a list of names, which cuts unplanned travel and makes coverage measurable by territory.

    • Journey plans
    • Beat routes
    • Coverage tracking

    Business outcomeRepresentatives follow a practical route while managers measure territory coverage.

    TrackOlap field schedule and mapped customer visits for daily beat planning
  4. STEP 04

    Prove Every Visit

    Reps check in and out at the customer location. TrackOlap records coordinates, timestamp and an optional selfie, and holds the live route with playback, stoppage duration, speed violations and total distance. A visit is either verified or it did not happen.

    • Geo check-in
    • Selfie and geofence
    • Route playback

    Business outcomeEvery customer visit has location, time and route evidence behind it.

    TrackOlap verified customer visit with coordinates and route playback
  5. STEP 05

    Capture the Outcome On Site

    Custom forms with your own fields record the order, the objection, the competitor's price, the stock position, whatever your category needs. Captured at the customer's premises while it is accurate, not reconstructed that evening.

    • Custom forms
    • On-site order capture
    • Stage-wise completion

    Business outcomeAccurate customer and order information reaches the CRM while the visit is happening.

    TrackOlap on-site customer order capture with product and pricing details
  6. STEP 06

    Move the Deal Forward

    Multi-stage workflows with stage-wise restrictions stop deals skipping steps. Follow-up tasks generate automatically and escalate as they age. Managers see stage-wise value and ageing, not a list of optimistic close dates.

    • Multi-stage workflows
    • Auto follow-ups
    • Lead status

    Business outcomeEvery opportunity advances through a controlled pipeline with visible value and ageing.

    TrackOlap enquiry queue and active sales pipeline performance dashboard
  7. STEP 07

    Report Without Chasing

    Employee and manager dashboards update in real time. Distance-based expense claims are calculated from the tracked route, not a submitted figure. Reports schedule themselves. Nobody spends Friday afternoon assembling a deck.

    • Live dashboards
    • Scheduled reports
    • Distance-based claims

    Business outcomeManagers review current performance, travel and expenses without manual reporting calls.

    TrackOlap sales reports dashboard showing calls, enquiries and conversions

One Sales CRM Platform Across Leads, Visits, Targets and Expenses

TrackOlap's sales CRM software is modular. Most teams start with tracking and tasks, then add leads, targets and expenses as the process matures. Every module writes to the same database, so adding one never means reconciling two systems.

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Your Reps Are in the Field Right Now. Can You Prove It?

Know where your reps are, what they’re doing, and whether every field visit is actually happening as planned.

Sales CRM Software Configured for the Way Your Industry Sells

Field sales means something different in distribution than in lending. TrackOlap's forms, beats, workflows and reports are configured per industry, not sold as one generic template.

TrackOlap field sales management for FMCG teams

FMCG

Run daily retail beats across distributors, kirana stores and modern trade.

TrackOlap workforce management for banking and financial services

Banking and Financial Services

Plan branch visits, lead sourcing, collections and field verification.

TrackOlap workforce management for insurance teams

Insurance

Coordinate agent servicing, policy renewals and on-ground claim verification.

TrackOlap field workforce management for agriculture teams

Agriculture

Reach retailers, dealers and farmers across rural territories, even with limited connectivity.

TrackOlap workforce management for healthcare teams

Healthcare

Coordinate sample-pickup rounds, clinic visits and laboratory coverage.

TrackOlap workforce management for construction and infrastructure

Construction and Infrastructure

Gain real-time control over site teams, contractors and multi-project operations.

TrackOlap workforce management for staffing and recruitment teams

Staffing and recruitment

Plan client-site visits and on-ground candidate verification.

TrackOlap workforce management for education teams

Education

Organise admission, outreach and campus teams with structured visits, tasks and measurable performance.

TrackOlap workforce management for IT and SaaS teams

IT and SaaS

Coordinate implementation, support and remote teams while improving time visibility and project execution.

TrackOlap workforce management for media teams

Media

Keep reporters, production crews and distributed media teams aligned across projects, shifts and locations.

TrackOlap beat planning for telecom jobs, site visits and service territories

Telecom

Coordinate technicians and service crews while tracking every job, SLA and customer site visit.

TrackOlap workforce management for real estate teams

Real Estate

Coordinate property visits, site inspections, broker activity and customer follow-ups across every project.

TrackOlap field operations software for microfinance institutions

MFI

Coordinate loan officers and collection agents across rural territories with verified customer visits and repayment activity.

TrackOlap field operations software for NBFC teams

NBFC

Manage field verification, loan servicing and collection operations with an auditable record of every customer interaction.

TrackOlap sales and workforce management for plywood businesses

Plywood

Manage dealer visits, sales representatives, orders and territory activity across the plywood distribution network.

TrackOlap field service management for HVAC teams

HVAC

Coordinate installation, inspection and service teams while tracking every job, site visit and maintenance request.

TrackOlap beat planning for retail outlets, store visits and sales territories

Retail

Coordinate store visits, audits, merchandising and inventory follow-ups across every outlet and region.

TrackOlap workforce management for manufacturing businesses

Manufacturing

Coordinate plant, distributor and service teams with structured tasks, visits and operational reporting.

TrackOlap field force management for pharmaceutical teams

Pharmaceuticals

Manage medical representatives, doctor visits, sample distribution and territory execution with real-time visibility.

TrackOlap sales and service management for automobile teams

Automobile

Manage dealership visits, test drives, service activity and channel execution across sales territories.

Integrations

Connect TrackOlap With the Tools You Already Use

Connect lead sources, calling, customer communication, HR, payroll, spreadsheets and scheduling in one sales workflow without manual exports.

View All Integrations
  • IndiaMART
  • TradeIndia
  • Exporters India
  • Facebook Ads
  • Google Ads
  • Exotel
  • CallerDesk
  • WhatsApp
  • Keka
  • zingHR
  • greytHR
  • Beehive
  • Google Sheets
  • OneDrive Spreadsheet
  • Calendly

Security, compliance and data residency

How TrackOlap Protects Field, Employee and Customer Data

DATA LOCATION

Data residency

Data is hosted in AWS Asia Pacific (Mumbai). For regulated buyers, single-tenant deployment is available on the Enterprise plan.

India map with protected cloud infrastructure representing TrackOlap data residency

PURPOSE-LIMITED TRACKING

Employee location data and the DPDP Act

Employee location tracking is lawful in India when it is disclosed, purpose-limited and consented to. TrackOlap supports working-hours-bounded tracking, configurable retention, and per-role access limits so only the manager responsible for a territory sees that territory's movement data.

Field employee using privacy-protected working hours and work-zone location tracking

CONTROLLED DATA HANDLING

Access, retention and deletion

Role-based permissions, audit trails on reassignment and approval actions, configurable retention periods and documented deletion on contract exit.

Role-based access permissions for reports, customer data, financial data and audit logs

Customer Stories

Success Stories, Straight From Our Customers

Ketto Online Ventures Pvt Ltd logo

Ketto Online Ventures Pvt Ltd

TrackOlap has a solution for all our needs. Be it managing employees, tracking progress in real-time, or handling sales process. TrackOlap definitely made our operations simple and faster.

Rashmi Rathor Human Resources, Ketto Online Ventures Pvt Ltd

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Get answers tailored to your specific field operation.

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See TrackOlap Live

Watch your entire field workforce managed on one screen.

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Frequently Asked Questions

Good CRM software for sales team operations should combine lead management, task management, field activity tracking, attendance, customer visits, and sales reporting. TrackOlap brings these capabilities together in one platform.

TrackOlap sales tracking software provides real-time employee location tracking, helping managers monitor field representatives, their movement, customer visits, and ongoing field activity from a centralized dashboard.

TrackOlap is designed to help Indian businesses manage field sales operations with lead management, task assignment, GPS-based tracking, attendance, customer visits, and performance reporting.

TrackOlap helps businesses monitor field visits using GPS-based employee tracking, customer check-ins, geo-tagged attendance, and activity records, giving managers better visibility into field operations.

TrackOlap combines lead management with field sales management, allowing businesses to assign leads, manage follow-ups, schedule activities, track customer visits, and monitor field-team performance.

TrackOlap improves field sales productivity by helping managers automate tasks, assign sales activities, create daily plans, monitor field execution, and analyze team performance.

TrackOlap helps automate sales activities through task assignment, lead follow-ups, alerts, activity tracking, and workflow management, helping sales teams stay organized and responsive.

TrackOlap provides automated visibility into employee locations, attendance, customer visits, assigned tasks, and field activities, reducing reliance on manual activity reports.

TrackOlap supports distributed field sales teams by providing centralized management of leads, tasks, employee locations, customer visits, attendance, and sales performance.

TrackOlap can use GPS-based tracking and customer visit activity to help managers verify field presence and understand whether scheduled customer visits were completed.

TrackOlap is a CRM for sales team attendance and location tracking, combining geo-based attendance with real-time location visibility so managers can monitor both employee attendance and field movement.

Yes. TrackOlap combines lead management, task management, employee tracking, attendance, customer visits, and sales reporting within a single platform.

TrackOlap gives managers real-time visibility into field employees, including their locations and relevant field activities, helping them understand current team activity without waiting for manual updates.

TrackOlap enables managers to plan and assign daily sales activities, organize customer visits, allocate tasks, and monitor execution throughout the day.

TrackOlap automates important field activity records through location tracking, attendance, customer visits, task monitoring, and reporting, helping reduce repetitive manual reporting.

TrackOlap helps improve accountability by connecting assigned tasks with attendance, field locations, customer visits, completed activities, and performance reports.

TrackOlap sales management software brings lead management, sales tasks, customer visits, field tracking, attendance, activity monitoring, and performance reporting together, giving managers a unified view of field sales operations.

A field sales CRM can centralize leads, automate tasks, improve follow-ups, monitor field activity, verify customer visits, simplify attendance management, and provide sales performance insights. TrackOlap combines these capabilities in one platform.

A sales CRM primarily manages leads, customers, and sales activities, while field force management focuses on employees working in the field. TrackOlap combines both, connecting CRM functions with field tracking, attendance, task management, and field sales automation.

TrackOlap helps businesses improve visibility through real-time employee tracking, lead and task management, customer visit monitoring, geo-based attendance, alerts, and sales performance reporting.