Twib is a Mobile Sales CRM built for field teams who sell on the move. It puts everything sales reps and managers need in one app—lead management, customer profiles, GPS-verified visits, beat/PJP planning, order booking, collections, and live reporting. With Twib, teams save time, stay organized, and close deals faster.
Reps capture and qualify leads using custom fields, tags, sources, and stage-based pipelines. The system auto-assigns owners by branch or territory so no lead is missed. On visits, reps check in with geo-fenced, GPS-verified proof, adding notes, outcomes, and photos. Managers see real-time updates and proof of work instantly—no need for messy spreadsheets.
Twib makes daily planning smarter. Beat plans and Permanent Journey Plans guide reps on where to go, while nearby client mapping and plan-versus-actual tracking improve coverage and route adherence.
When it’s time to sell, reps open the mobile catalog, create quotes or orders, and share branded PDFs instantly by WhatsApp or email. Collections stay on track with easy logging against invoices, references, and receivables ageing. Finance and sales teams stay in sync without handling payments inside the app.
Managers get clear, real-time reports on conversion rates, visit coverage, activities, orders, collections, and leaderboards, with quick exports for BI tools. The app works offline and syncs automatically once the network is back. Lightweight employee location tracking ensures reps spend more time with customers and less on travel confusion.
Admins can set roles and permissions, design industry-specific forms, and bulk import legacy data in clicks. Whether in FMCG, pharma, manufacturing, distribution, or services, Twib helps businesses boost productivity, accuracy, and revenue. It’s a fast-adopting Field Sales CRM that makes field teams smarter, faster, and more effective.
Capture and qualify leads fast in Twib’s Mobile Sales CRM. Auto-assign by territory or product line, move deals through stage-based sales pipelines, set SLAs and reminders, remove duplicates, and track funnel value and aging for accurate forecasting in your sales tracking app.
Centralize customer management with complete account profiles—contacts, addresses, notes, visit history, orders, invoices, and documents—plus custom fields per industry. Twib’s Field Sales CRM gives reps a 360° view on mobile for faster follow-ups and stronger client management.
Plan and track sales activities—visits, calls, demos, and tasks—with automated next steps and calendar reminders. Twib’s sales activity tracker keeps momentum high and ensures no follow-up is missed across branches and territories.
Enforce on-site attendance with GPS-verified, geo‑fenced check-ins. Twib’s online check-in for sales employees blocks off‑site entries, flags deviations from beat/PJP routes, and adds photo notes and outcomes—perfect for GPS employee tracking and field staff tracking software needs.
Use Twib’s mobile sales order app to browse catalogs, apply price lists and taxes, generate quotes or orders, and share branded PDFs. Record collection entries against invoices, attach references, and track accounts receivable with AR ageing and due alerts—no in‑app payment acceptance.
Monitor pipeline health, activities, visit coverage, orders, collections, conversion rates, and leaderboards in real time. Twib’s sales reporting app offers branch/territory filters and quick exports, powering data-driven coaching and forecasting in your Field Force CRM.
Twib is used by 100000+ sales professionals and chosen by the smartest companies.
Twib automates handoffs, keeps data clean at the source, and shortens cycle time from visit to revenue.
Use Twib’s mobile Sales CRM to add or import leads on the go, standardize data with custom fields, move opportunities through sales pipeline stages, and auto-assign by territory or product line. SLA timers, reminders, and de-duplication keep follow-ups on time while notes and timelines preserve context for high‑velocity lead management.
The schedule option will help users to check the details of existing clients available on the specific route as per approved tour plan of client visit. The schedule will also show the location of the existing clients which can help the user to plan the sequence of visits accordingly while preparing beat plan. Moreover the users of field force crm Twib can add checkin directly from that client visit.
Create shift rosters, beats, and PJPs with visit frequencies and time windows, submit for approval, and enforce geo‑fencing to reduce off‑route activity. Compare plan vs. actual coverage on live maps and track route adherence by territory and outlet class to improve field force utilization.
Enable onsite check‑in for sales employees with automatic geo/time stamps, notes, outcomes, photos, and next steps. Geo‑fence rules prevent off‑site entries and every visit rolls up to the customer timeline and the sales reporting app, improving accountability and giving managers real‑time visibility.
Enable online check‑in for sales employees with automatic geo/time stamps, notes, outcomes, photos, and next steps. Geo‑fence rules prevent off‑site entries and every visit rolls up to the customer timeline and the sales reporting app, improving accountability and giving managers real‑time visibility.
Log collection entries against invoices in the app, attach references or receipt photos, and keep outstanding balances current. Use collections tracking, accounts receivable tracking, AR ageing, and due alerts to prioritize follow‑ups and align sales and finance—without accepting payments inside the app.
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