Sales CRM

TeamAxis — Sales CRM

Close more deals and keep every field rep accountable

Sales CRM with lead management, pipeline, follow-ups, GPS field tracking, quotations and team targets.

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  • Visual sales pipeline
  • GPS attendance & visit logs
  • Follow-up reminders
  • Mobile app for the field

TeamAxis modules

  • Lead Management
  • Pipeline & Follow-ups
  • Field Sales & Tracking
  • Quotations, Orders & Billing
  • Team, Targets & Incentives
  • Reports & Automation

What is TeamAxis?

TeamAxis is a sales CRM and field-force management app for Indian sales teams. Capture leads from every source, move them through a visual pipeline, never miss a follow-up, track field executives with GPS attendance and visit logs, send quotations and invoices, and measure the team against targets — from a web dashboard and a mobile app.

All features

Everything in TeamAxis

6 feature areas, built to work together.

Lead Management

  • Capture leads from website forms, WhatsApp, calls, ads and Excel import
  • Automatic lead assignment by territory, product or round-robin
  • Duplicate detection and lead scoring
  • Lead source, campaign and cost tracking

Pipeline & Follow-ups

  • Drag-and-drop pipeline with custom stages
  • Follow-up tasks, reminders and overdue alerts
  • Call, meeting and note logging on every lead
  • One-click WhatsApp, call and email from the lead

Field Sales & Tracking

  • GPS-verified check-in and check-out attendance
  • Live location and route history for field executives
  • Visit plans, beat plans and visit reports with photos
  • Expense and travel claims

Quotations, Orders & Billing

  • Product catalogue and price lists
  • Branded quotations and proforma invoices
  • GST / non-GST invoicing and payment follow-up
  • Order tracking from deal won to delivery

Team, Targets & Incentives

  • Team hierarchy with manager, team-lead and executive views
  • Monthly and quarterly targets with achievement tracking
  • Leaderboards and incentive calculation
  • Leave and attendance for the sales team

Reports & Automation

  • Funnel, conversion, source and rep-performance reports
  • Sales forecast and revenue dashboards
  • Workflow automation: auto-reminders, assignments and alerts
  • Role-based access and audit trail
FAQ

TeamAxis questions

What is TeamAxis?

TeamAxis is URSA Tech's sales CRM: lead management, sales pipeline, follow-up reminders, GPS-based field team tracking, quotations and team targets in one web and mobile platform.

Can I track my field sales team?

Yes. Executives check in with GPS-verified attendance, log visits with photos and notes, and managers see live location and route history.

Can TeamAxis send quotations and invoices?

Yes. Create branded quotations and GST or non-GST invoices from a deal and track payment follow-ups.

Does it have a mobile app?

Yes. Sales executives use the TeamAxis mobile app for leads, follow-ups, attendance, visits and quotations.

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See TeamAxis in action

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