OpsDeck CRM

Field sales with a plan for every rep.

OpsDeck CRM is a field sales management app for growing Indian businesses. Every lead and customer sits in one place, and each rep opens My Day to see meetings, follow-ups and tasks. Reps mark attendance from where they are, so you know they are out in the field.

OpsDeck Forms included. Monthly or yearly plans.

OpsDeck CRMFor your sales teamLive
  • Leads and customers in one placeNo lead forgotten
  • My Day: meetings, follow-ups, tasksPer rep
  • Attendance marked from the fieldLocation-based
  • Website enquiries become leadsVia OpsDeck Forms
What it does

A field sales management app built around My Day.

Many sales teams keep leads in diaries, Excel sheets and WhatsApp chats. Follow-ups slip when they live in one person’s memory. OpsDeck CRM keeps every lead and customer in one place, and gives each rep a plan for the day.

Every lead on record. Every rep with a plan.

  • Keep every enquiry and every customer in OpsDeck CRM, not in diaries and chat threads. The record sits in one place, not in one rep’s memory, so no lead is forgotten.

  • Each field rep opens My Day and sees the day’s meetings, follow-ups and tasks. The day starts with a plan, not a round of phone calls.

  • Reps mark attendance from where they are, and the location is recorded with it. Managers know the team is actually out in the field.

  • Build a contact form in OpsDeck Forms and paste its HTML embed code on your website. Anyone who fills it becomes a lead in the CRM automatically.

  • OpsDeck CRM is not a live GPS tracker. A rep’s location is recorded when they mark attendance, not through the rest of the day.

  • OpsDeck CRM is built for businesses whose own reps sell, especially manufacturers whose reps visit customers. Buy it on its own, with OpsDeck Forms included.

Before and after

What changes for your sales team.

Same reps, same customers. What changes is where leads live and how each day starts.

Today

  • Leadsspread over diaries, Excel and WhatsApp
  • Customerscontacts saved on each rep’s phone
  • Website enquiriesform emails waiting in an inbox
  • A rep’s dayplanned over phone calls
  • Follow-upsmissed when a rep is busy
  • Field attendancea “reached” message on WhatsApp

With OpsDeck CRM

  • Leadsevery lead in one place
  • Customerscustomer records in OpsDeck CRM
  • Website enquiriesa new lead from your OpsDeck form
  • A rep’s daymeetings and tasks on My Day
  • Follow-upson the rep’s plan for the day
  • Field attendancemarked from where the rep is

Leads and customers stay in your company’s records, not on a rep’s phone.

How it works

Field sales on OpsDeck, in four steps.

We set it up around how your team sells today. Your current sheets keep running until you sign off.

  1. Step 01

    Study your process

    How leads reach you, how reps plan their day and how they report attendance today.

  2. Step 02

    Configure OpsDeck

    Your sales team in OpsDeck CRM, and your website contact form in OpsDeck Forms.

  3. Step 03

    Run in parallel

    Run OpsDeck CRM next to your current sheets and compare before sign-off.

  4. Step 04

    Go live

    Go live with a signed acceptance certificate. Reps start each day on My Day.

Pricing

Two ways to pay

What a field sales app costs depends on the apps you choose, your team size and your sites. Buy OpsDeck CRM on its own. OpsDeck Forms is included.

  • Monthly plan

    Pay each month for the apps you use.

  • Yearly plan

    Pay for the year ahead in one bill.

  • Add apps later

    Add apps when you need them. You pay only for the apps on your plan.

We send a written quote after a short call, with GST shown separately.

Is it a fit

Who OpsDeck CRM is for.

A quick, honest check before you book a demo.

Who it’s for

  • Businesses with their own sales team, in any industry
  • Manufacturers whose reps visit customers in the field
  • Owners who lose track of enquiries after the first call
  • Sales managers who want each rep to start the day with a plan
  • Companies whose website enquiries sit in an inbox

Who it’s not for

  • Teams that want to follow reps on live GPS all day
  • Call centres looking for a telesales dialer
  • Marketers looking for email campaigns or marketing automation
FAQ

Questions about field sales management

Straight answers for owners and sales managers.

  • It is software for a team that sells outside the office. It keeps leads and customers in one place, gives each rep a daily plan and records attendance from the field. OpsDeck CRM does all three.

  • No. There is no live GPS tracking through the day. Location is recorded only when a rep marks attendance from where they are. That tells managers the rep is actually in the field.

  • Each executive marks attendance in OpsDeck CRM from where they are. The location is recorded with it, so nobody has to report to the office first.

  • Their plan for the day: meetings, follow-ups and tasks. Each rep sees their own My Day, so the day starts with a list instead of a phone call.

  • Yes. Build a contact form in OpsDeck Forms, copy the HTML embed code and paste it on your contact page. Anyone who fills it becomes a lead in OpsDeck CRM automatically.

  • It keeps track of the work, not the route. Your field sales team’s leads, My Day plans and attendance sit in one place.

  • Ask three questions. Will reps use it in the field, not only at a desk? Can your website contact form turn enquiries into leads? Can you start with one app and add more later? Then check the answers on a demo with your own team.

  • No. It works for any business with its own sales team. OpsDeck was built first for Indian manufacturing plants, so it fits manufacturers whose reps visit customers.

  • Yes. CRM is sold on its own, and OpsDeck Forms is included with it. Add other OpsDeck apps later, on one set of records. You pay only for the apps on your plan.

  • Choose a monthly or a yearly plan. The price depends on the apps you choose, your team size and your sites. We send a written quote after a short call, with GST shown separately.

Next step

See OpsDeck CRM with your sales team.

Bring your list of reps and how leads reach you today. We will show you how My Day, attendance from the field and website leads run in OpsDeck.