Leads and customers, agents and employees, GPS-verified attendance, automatic reminders, and commission reporting — on web, Android, and iOS.
Distributed via Apple Custom App + Managed Google Play. Not on the public stores.
Eight modules covering the day-to-day operations of a sales-driven team. Role-based, mobile-first, audit-friendly.
Capture every prospect, assign them to an agent or employee, and track them through to a closed deal. Filter by status, product, agent or date — search by name in seconds.
Full policy + KYC details, document and voice attachments, reviewer chains, due-for-renewal filters, and a clean Add / Edit / Convert flow.
Directory of every field agent and internal employee. Visualise the agent and employee reporting trees. Assign new leads to the right person in one tap.
GPS-verified daily check-in / check-out for employees. Per-employee monthly summary — present, absent, late, hours worked — for admins.
Automatic follow-up reminders for assigned leads and customer renewals. One-tap mark-complete keeps the queue clean.
Per-person business totals for the month, with commission auto-calculated by tier. Filter by month or by employee / agent. Top performers up top.
Master list of products and prices. Selecting a product auto-fills the premium on a lead or customer — no double entry.
Public form anyone walking into the office can fill out. Reception sees who came, what for, and which staff member is responsible.
Role-based access from day one. Each user only ever sees what they need. Admins control everything — agents and employees stay focused on their book.
Sees every lead, customer, agent, employee, attendance record and commission across the business. Configures office settings, runs reports, manages the team.
Works on assigned leads and customers. Signs in and out for attendance with GPS verification. Sees today's reminders. Branch / Sales / Ops Managers also see their direct reports.
Captures new leads in the field, converts them to customers, and earns commission. Sees the agent reporting tree and daily reminders.
Operated under the Digital Personal Data Protection Act 2023 (India). All connections are TLS 1.3, all data at rest is encrypted with AES-256, and access is governed by role-based permissions.
The app is private by design — distributed through Apple Custom App Distribution and Google Managed Play, never the public stores.
For authorised employees, agents, and admins of our company only.