VY AI CRM

VY Groups

About this app

VY AI CRM helps your sales and field teams manage customers, calls and visits from one app – connected live to your company's VY AI CRM web account.

Built for real estate, pharma, distribution, services and any business with people in the field.

★ YOUR DATA, YOUR WAY
- Custom modules for anything you track – leads, customers, doctors, pharmacies, hospitals, properties, dealers and more
- Your own fields, statuses and layouts, set up by your admin on the web
- Fast search, filters and sorting, even with lakhs of records
- Add, edit and update records on the go

★ FIELD VISITS WITH GPS
- Check in and check out on any record with one tap
- Location and address captured automatically
- Visit duration tracked from check-in to check-out
- Reminder alert if you leave the visit location without checking out
- Full visit history on every record
- Managers see today's visits, visits by person and visit reports

★ CALLS MADE SIMPLE
- Automatic call logging against the matching CRM record
- Add call outcome and notes right after each call
- Attach call recordings saved on your phone (optional)
- One-tap calling from any record, dual SIM support
- Click-to-call from the web CRM straight to your phone

★ NEVER MISS A FOLLOW-UP
- Reminders and follow-ups with push notifications
- Tap a notification to open the record instantly

★ MORE FOR YOUR BUSINESS
- Attendance
- Invoices
- Messaging campaigns
- Dashboard with key numbers at a glance
- Dark mode

★ FOR MANAGERS
- Real-time view of team activity
- Reports by person, day and module
- Export to Excel and print from the web CRM

★ SECURE & PRIVATE
- Secure HTTPS connection
- Role-based access set by your company admin
- Location is used only during visit check-in / check-out and while a visit is open
- Call tracking works only when your

What’s new

Viya AI Added