Hot leads go cold. Reps forget context. Contacts are lost when the card goes missing or the desk gets buried.
The usual way
The friction this replaces.
Field teams lose deals when cards pile up, follow-ups slip, and managers fly blind until evening.
Buyers who were interested never get called back. Deals that could close sit idle for weeks with no follow-through.
Reps quote from memory or stale printed catalogs. Wrong prices create disputes before the order is even placed.
What you get
The full sales motion in one pocket.
Capture, catalog, order, remind, and sync — built for Indian field conditions and manager oversight.
01 / 04 · Card scan
AI visiting card scan on the spot
Trade-show contacts become leads in seconds — even offline.
Camera OCR extracts name, phone, email, company, and designation. Reps correct any field before saving — perfect for exhibitions and counter visits.
- Lead created from card photo instantly
- Works offline — syncs when signal returns
- No more card piles entered days later
After go-live
What changes for reps and managers.
When every visit starts with context and ends with a synced record.
Visit without system
- Cards entered into Excel days later
- Follow-ups forgotten after the visit
- Quotes from memory or stale print
- Managers blind until evening chat
Visit with context
- Card scan → lead in seconds
- Reminders fire on commitments
- Catalog shared with live pricing
- Orders and activity sync to desk
Exhibition contacts land in CRM while the event is still on.
Reminders so interested buyers get called back.
Share PDF or link before leaving the counter.
Field work writes back without duplicate entry.
How it works
From first action to a repeatable motion.
- 01Start the day
Open the app. See assigned leads, customers, follow-up reminders, and daily targets. Sync data before leaving if on WiFi.
- 02Visit and capture
AI card scan converts visiting cards to leads in seconds. Log notes and set follow-ups from the field — no signal required.
- 03Show catalog and write order
Share the latest catalog PDF or digital link on the spot. Write the order offline — apply promotions automatically from the cached rules.
- 04Auto-sync when signal returns
Orders, leads, and notes sync automatically when connectivity returns. No manual upload. Manager sees it in real time.
- 05Manager reviews
Dashboard shows orders placed, leads captured, visits completed, and target vs actuals — without waiting for an end-of-day report.
Who it is for
Built for feet-on-street selling.
Field sales teams in manufacturing and distribution
Beat-plan reps in FMCG and pharma
Trade-show and exhibition sales teams
Counter sales at trade markets and mandis
Sales promoters and brand ambassadors
Regional field teams expanding into new territories
FAQ
Answers before the demo.
See your motion live
Walk through Field Sales Teams on B2Bhaarat.
We map your dealer, beat, or wholesale workflow before recommending modules — no generic CRM pitch.