SaleBee CRM brings your sales pipeline, your field team and your daily attendance into a single app.

It is built for companies whose people work outside the office — sales representatives, field officers, collection agents and service engineers. Instead of spreadsheets, phone calls and paper attendance registers, your whole team works from one shared workspace that managers can see in real time.

PLEASE READ FIRST
SaleBee is a business application. You cannot sign up inside the app. Your employer creates your account and gives you a workspace address, then you sign in with the username and password they provide. If your company does not use SaleBee yet, contact us before installing.

MANAGE THE PIPELINE
• Capture leads and prospects with full contact details
• Move deals through your own stages, from first contact to closed
• Record followups and visit notes as they happen
• Build quotations and convert them into orders
• Track collections, payments and outstanding balances
• Keep client and supplier records in one place

ATTENDANCE THAT WORKS IN THE FIELD
• Check in and out from your phone, wherever the day starts
• Assign attendance places so check-in is confirmed against a real location
• Optional photo capture at check-in
• Apply for leave and see your balance without asking HR
• Managers approve requests from their own device

FIELD TRACKING AND VISITS
• Every client visit is recorded with the location it happened at
• Managers can review a team member's visit history over any date range
• Map view showing where the field team has been
• Plan routes around the clients that need attention

TASKS AND FOLLOWUPS
• Assign tasks with due dates and owners
• See today's followups the moment you open the app
• Nothing falls through the gap between two people

EXPENSES AND CLAIMS
• Submit travel and field expenses with receipts attached
• Managers review and approve without paperwork

REPORTS AND DASHBOARDS
• Dashboards for pipeline, activity, attendance and collections
• Filter by team member, branch, zone or date range
• Export what you need for a meeting

BUILT FOR TEAMS
• Role and permission based access — people see what their job needs
• Activity log showing who changed what, and when
• Notifications for assignments, approvals and reminders
• Available in English, Bengali and Chinese

LOCATION PERMISSION
SaleBee uses your device location to confirm attendance at assigned places and to record where a client visit took place. Depending on the features your employer enables, location may also be collected periodically during your configured working hours so that managers can see field activity.

Your device will ask for permission before any location is collected, and you can withdraw it at any time in your device settings. Location is never used for advertising, is never sold, and is not collected outside the working hours your employer configures. If you turn location off, you may not be able to check in or record visits — how your employer treats that is a matter of their internal policy.

If you are an employer enabling these features, you are responsible for telling your staff that monitoring is in place and for making sure you are entitled to do it where you operate.

YOUR DATA
The records in your workspace belong to your employer, not to us. They decide what is collected, who can see it and how long it is kept. Requests to see, correct or delete your information should go to your employer first.

Privacy policy: https://crm.salebee.net/privacy/

SUPPORT
Email crm@salebee.net for questions about your data.