Saskey CRM · Sales & Field CRM
The full lead-to-delivery flow. On web and mobile.
One multi-branch sales and field CRM for Indian businesses that sell through a team — vehicle, tractor and two-wheeler dealerships, pre-owned, LPG retrofitment and lift manufacturers. Everything from the first enquiry to the delivered product, with strict role-based scope so each salesperson sees their leads, branch managers see their branch, and admins see everything. Switch on only the modules your business uses — the app hides the rest.
0Pipeline stages · switch on the ones you use
0Scope levels · self · team · branch · dealer
0App languages · English, தமிழ், മലയാളം, ಕನ್ನಡ, हिन्दी
0×7 public enquiry & test-drive forms
0+ modules · turned on per business
TWO-WHEELERS
Two-wheeler dealerships
Walk-ins, test drives, bookings, delivery and Zoho reconciliation. Ace Motors
TRACTORS
Tractor dealerships
Village-level field visits, GPS-pinned farmers, Nearby leads and field service. Raassi Motors
Meenatchi Motors
PRE-OWNED
Pre-owned vehicles
Procurement, stock, expenses, margins and daily Zoho Books sync. RS Wheel
LPG
LPG retrofitment
Enquiry → inspection → fitment job card → certification, with kit inventory. Shri Ammani Enterprises
LIFTS
Lift & elevator manufacturers
Multi-page proposals with shaft sizing, spec sheets and branch price charts. The Professional Elevators
🎯
Lead Pipeline & Temperature
New → Contacted → Interested → Test Drive / Site Visit → Quotation → Booking → Retail → Delivered, plus optional Quote Sent and Negotiation stages — each business switches on the stages it actually uses. Auto-cools Hot → Warm → Cold after no-contact days, with per-business thresholds.
- Mandatory next follow-up date on every stage move
- Not-Interested with reason + one-tap re-open
- Bulk reassign + per-salesperson ownership
- Your words, not ours — rename “Vehicle” to Lift, Kit or Tractor and the whole app follows
🔥
Automatic Lead Scoring — Hot / Warm / Cold
Every active lead is scored in real time from how the customer and your team actually interact — no manual tagging. A transparent, rules-based engine ranks who is most likely to buy, so managers work the hottest leads first and nothing slips through.
- Reads outbound & inbound calls, talk-time, call recency & missed-call streak
- Funnel boost for Contacted → Interested → Quotation stages
- Booked / Lost leads auto-excluded; the list sorts hottest-first
📥
Unassigned Leads Inbox
Every public-form or walk-in lead lands in the inbox. Admins bulk-assign; DSEs self-claim from their branch. Backend enforces one active lead per mobile per dealer with cross-branch transfer prompts.
- DSE self-claim (only their own name in dropdown)
- Bulk-assign for admins & branch managers
- Dedup catches duplicate mobiles across the dealer
📱
Public Enquiry & Test-Drive Forms
Every branch gets its own QR-coded public URLs. Customers scan → fill the form → lead lands in Unassigned inbox pre-tagged with the branch. Searchable vehicle dropdown, hCaptcha, rate-limited, Fernet-encrypted.
- Branded QR codes with Saskey logo overlay
- Test-drive form captures license number for verification
- Mobile QR share popover on the DSE's profile
🚗
Test Drives with Photo Proof
Schedule from a lead or standalone. Mobile app captures start & end odometer + photos + optional fuel cost. Every drive links back to the lead's timeline.
- Before/after photos protect against damage disputes
- Driver auto-notified via push
- Status auto-jumps to "Test Drive Scheduled" on the lead
🧾
GST-Compliant Quotations
Ex-showroom → road tax → insurance → registration → accessories → auto CGST/SGST/IGST split by customer's state. Unique numbering (QTN/FY/00001), public share link for WhatsApp. Created on web or straight from the phone.
- Per-business price fields (which prices show, which are mandatory)
- Product photos and accessory / add-on lines with pictures and branch prices
- Company + brand logo, per-branch footer, your own terms & conditions
🏗️
Proposal Quotations for Lifts & Projects
For manufacturers who quote engineered products: a multi-page, letter-headed proposal with cover letter, technical specification, pictures, price with GST and terms — built from site details, not typed from scratch.
- Enter capacity and site details; size and spec auto-fill from your sizing chart
- Dropdowns show only the options valid for the chosen model
- Branch-wise price charts — “Get price” fills the line, missing prices are flagged
- Pick the cabin / door pictures that go in; the proposal never prints a blank price
💳
Bookings + Finance + Delivery
Booking with advance receipt · finance flow with DSA / bank / status tracking (Open → Submitted → Approved → Disbursed) · delivery handover modal captures chassis, engine, registration, insurance, customer feedback.
- Auto-numbered receipts & booking IDs
- Delivered bookings surface in the Deliveries page
- "Awaiting details" pill until chassis/engine are recorded
📍
Field Tracking + Telegram Reports
Start Day / End Day, visit check-ins and live GPS from the field team's phones. Managers see the Live map, route history and team reports; automated Telegram reports (daily / weekly / monthly) push branded map images to your group.
- Nearby leads within 10 km — filter Active / Not Interested / Lost
- GPS-pin leads and customers; Customer Map shows who is where
- Distance per day, configurable schedule + skip-Sundays
🧰
Field Service for Technicians
Technicians get their own day: start, travel, job, work log, close. Service managers see every technician on the map and every open field job in one queue.
- Field job cards with parts, labour and photos
- Technician day tracking, history and team view
- Optional Zoho Books invoice when the job closes
☎️
Click-to-Call Telephony
Airtel IQ click-to-call from the lead. Every call — outbound, inbound, missed — lands on the lead's timeline with duration, and feeds the Hot / Warm / Cold score automatically.
- Call logs per salesperson and per lead
- Inbound calls matched to the customer's open lead
- Call charges at actual cost
📣
Social Leads & Post Manager
Meta (Facebook & Instagram) lead ads flow straight into the CRM inbox, deduplicated like every other channel. Plan and schedule posts and WhatsApp broadcasts from the same place.
- Lead-ad enquiries tagged with the campaign
- Post scheduler across your pages
- Ready-made content toolkit
📊
Reports, Targets & Daily Lead Pulse
A morning Lead Pulse of what's overdue and what's moving, sales analytics by source, model and salesperson, monthly targets vs achievement, and an activity log of who did what.
- Overdue follow-ups called out per person
- Conversion by source, model and salesperson
- Field visit and pre-owned margin reports where those modules are on
🔐
Roles, Scope & Multi-Tenant
Strict role hierarchy: Admin → Branch Manager → Sales Manager → Sales Executive / Field Executive / Telecaller, plus Service Executives for field service. Lead visibility scoped as company / branch / team / self — enforced on every SQL query.
- 30+ modules switched on per business — menus and app tabs show only what you bought
- User-level module grants & revokes
- Module access checked on the server, not just hidden on screen
📲
Native Mobile Apps
Android + iOS. Auto-log Call & WhatsApp taps. Offline check-in queue syncs when network returns. Morning Start Day prompt + End Day confirmation. Push notifications for new and due leads. In English, Tamil, Kannada, Malayalam and Hindi.
- QR share popover for public forms
- Quotations, job cards and GPS pins from the phone
- Over-the-air updates — fixes reach phones without a store wait
⚙️
Settings & Configuration
Everything an admin needs, self-serve: company and branch info, lead sources, public form URLs, Telegram reports, Zoho Books connection, quotation branding (logos, footers, terms, cover letter), price fields and user access.
- Per-business lead sources (Walk-in, Website, Instagram…)
- Email-based user activation + forgot password
- Bulk-send activation emails to unverified users
🛠️
LPG Retrofitment & Workshop Service
Switched on for the businesses that need them: LPG fitment job cards with parts + labour, before/after photos and payment routing; workshop service job cards and complaints with priority, QC and technician assignment.
- Fitment enquiry → inspection → job card → billing
- Kit inventory + compliance certifications
- Zoho Books invoices from job cards (optional)
📦
Pre-owned Vehicles + Zoho Sync
Full pre-owned lifecycle: procurement leads → stock → park & sale → paid stock → sale. Daily Zoho Books sync at 23:00 IST posts purchase bills, sales invoices, receipts & expenses with correct GL routing.
- Serialised item cards imported live from Zoho
- Encrypted Zoho credentials at rest (Fernet)
- Error email + Telegram success ping after sync
🪜
A lead ladder that only goes forward
Every stage move runs through one rule set, so the funnel can't be edited into a shape the business never had. A delivered sale can't be quietly re-booked, and a lost enquiry can't reappear mid-pipeline without someone re-opening it on purpose.
- Backwards moves refused with the reason, on web and mobile
- Forward skips stay legal — a walk-in cash sale is one step
- Re-open returns the lead to where it was, not back to New
- Terminal states leave only through an explicit re-open
👥
One customer, one lead — on every channel
The same rule guards walk-in entry, the QR forms, social lead ads and inbound calls. Numbers are matched on their last ten digits, so +91-, spacing and leading zeros all collide the way a person would expect them to.
- An active lead blocks — you're sent to the one already open
- A past buyer asks for a reason, then records it on the lead
- Existing-customer visit lists stay open for new enquiries
- Cross-branch duplicates offer a transfer instead of a copy
🔗
Lead → Booking → Invoice → Delivery, in one move
Recording the invoice from the lead writes through to the booking and creates the delivery in the same transaction. No double entry, and no deal that shows as delivered on one screen and pending on another.
- Bookings are raised from a lead — never orphaned records
- Delivery needs a real date and a real booking behind it
- All-or-nothing save: an error means nothing changed
- Invoice number stays correctable after handover
📱
Handover captured where it happens
Chassis, engine, registration and insurance go in from the phone at the customer's side — not from a desk the following week, when the paperwork has moved on and nobody remembers which vehicle went out.
- Chassis and engine numbers unique across the whole dealership
- A repeated number is flagged as a clash, not silently saved
- Deliveries are "complete" only once the numbers are really in
- Over-the-air app updates — no store wait for a fix
🧾
Retail document reconciliation
Every retail customer against the documents they should have in Zoho Books — ex-showroom invoice, accessories, RTO, insurance, RSA, extended warranty. Configure which are mandatory; the grid shows the value of each and totals the columns.
- Invoices matched to document types by Zoho item, once
- Anything unmatched is classified by hand in two clicks
- Invoiced vs receipts per customer, with the balance
- Sign a customer off and they stop consuming API quota
01
Built for Indian businesses
GST split by place-of-supply, chassis / engine tracking, branch-wise pricing, FY-aware numbering and a regional-language app — first-class, not afterthoughts.
02
Live across five industries
Ace Motors (two-wheelers), Meenatchi Motors and Raassi Motors (tractors), RS Wheel (pre-owned), Shri Ammani Enterprises (LPG retrofitment) and The Professional Elevators (lifts).
03
Mobile-first for the field
Self-claim leads, offline check-ins, auto-logged calls, Nearby leads, QR sharing from the profile — designed for touch, not for a desk.
04
Strict scope, only what you buy
Cross-branch reads blocked, company isolation enforced at the SQL layer, and modules you haven't bought checked on the server. Multi-tenant done right.