TrackBook CRM

BisaniBrothers

About this app

Trackbook CRM is the mobile workdesk for field sales teams.

Built for Manager, Team Lead, BDM and Ops users to manage leads, follow-ups, visits and onboarding forms on the go — synced with your company’s Trackbook CRM on the web.

KEY FEATURES
• Live Form Builder sync — Admin updates forms on web; field staff get the latest schema automatically
• Fresh Direct onboarding — create and submit merchant forms without hunting for an existing lead
• My / Team leads — Managers & TLs see team pipeline; BDMs see their own book
• Follow-ups & visits — due today, overdue, complete assigned visits
• Call log, status, product & activity on each lead
• Secure login with role-based access
• Camera / gallery upload for form documents

WHO IT’S FOR
Authorised employees of companies that use Trackbook CRM (Newish Technology). This is not a consumer social app.

PRIVACY & ACCOUNT
• Privacy Policy: https://crm.trackbook.co/privacy
• Terms: https://crm.trackbook.co/terms
• Or request deletion: https://crm.trackbook.co/privacy#account-deletion
• Contact: [e-mail]
• Office: D-1012/13, Indira Nagar, Lucknow, Uttar Pradesh, 226016

Operator: Newish Technology

What’s new

Initial release of TrackBook CRM for field teams.

• Secure login for Manager, TL, BDM and Ops
• Home dashboard with project KPIs
• Leads list, lead details, status and call log
• Live Form Builder sync and Fresh Direct onboarding
• Follow-ups and assigned visits
• Camera / gallery upload for form documents
• Account privacy links and in-app account deletion