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TurfCRM

jagjeetsingh.in

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Spec score 6.9 #30 of 30 in Field Sales Software

Spec sheet

What it does
TurfCRM is an open-source field sales CRM for trading and distribution businesses.Read 7 Oct 2026 · jagjeetsingh.in
Purpose
TurfCRM is an open-source field sales CRM for trading and distribution businesses.Read 7 Oct 2026 · jagjeetsingh.in
Intended users
The maker identifies field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams as intended users.Read 7 Oct 2026 · jagjeetsingh.in
Deployment
The documented deployment stack includes PM2, Nginx, and Ubuntu VPS deployment support.Read 7 Oct 2026 · jagjeetsingh.in
Integrations
The current Tally billing workflow uses Excel imports; WhatsApp notifications, Zoho Books, and SMS reminders are listed as upcoming integrations or features.Read 7 Oct 2026 · jagjeetsingh.in
Security
The project describes JWT access and refresh tokens, role-based access, and audit logging for critical actions.Read 7 Oct 2026 · jagjeetsingh.in
Support
The product page invites inquiries by email or phone and offers a TurfCRM inquiry form.Read 7 Oct 2026 · jagjeetsingh.in
License
The project is MIT-licensed and described as free to use, modify, and deploy.Read 7 Oct 2026 · github.com
Access controls
The CRM has six roles, from sales executive to super admin, with role-based dashboards and access.Read 7 Oct 2026 · jagjeetsingh.in
Audit and alerts
It includes in-app notifications, overdue and escalation alerts, and audit logging for critical CRM actions.Read 7 Oct 2026 · jagjeetsingh.in
Billing import
It imports Tally billing Excel files, matches clients, and supports mapping unmatched records.Read 7 Oct 2026 · jagjeetsingh.in
Deployment and API
The maker describes Ubuntu VPS deployment support and a REST API structure, with API reference and deployment documentation.Read 7 Oct 2026 · jagjeetsingh.in
Follow-ups
The follow-up system can create actions from visits, detect overdue actions, and run daily escalation jobs.Read 7 Oct 2026 · jagjeetsingh.in
GPS visits
Field visits can capture GPS location, include photo uploads, and go through manager approval workflows.Read 7 Oct 2026 · jagjeetsingh.in
Integration roadmap
WhatsApp notifications, Zoho Books integration, a React Native app, and SMS reminders are listed as coming soon.Read 7 Oct 2026 · jagjeetsingh.in
Mobile availability
The interface is described as mobile-responsive, while a React Native mobile app is listed as coming soon.Read 7 Oct 2026 · github.com
Pipeline
The opportunity pipeline tracks eight stages with comments, stage history, and brand-wise progress.Read 7 Oct 2026 · jagjeetsingh.in
Reports
Reports cover visits, pipeline, follow-ups, billing, brand performance, and month-over-month comparisons.Read 7 Oct 2026 · jagjeetsingh.in
Roles and access
The CRM describes six roles, from super admin and sales executive to backend operations and view-only management.Read 7 Oct 2026 · jagjeetsingh.in
Sales operations
It includes quotation and purchase-order tracking, including dispatch status tracking.Read 7 Oct 2026 · jagjeetsingh.in
Tally import
TurfCRM imports Tally billing Excel files, matches clients, and supports mapping unmatched records.Read 7 Oct 2026 · jagjeetsingh.in
Territory visits
It captures client visit locations with GPS, supports photo uploads, and includes manager approval workflows.Read 7 Oct 2026 · jagjeetsingh.in

Where Specifiction places it

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