Field CRM Software to Manage Leads, Customers & Sales Operations
Breeze CRM is a mobile-first field CRM that helps businesses capture leads, manage customers, track sales opportunities, plan visits and monitor sales teams — with automated follow-ups built in to convert more leads and improve sales productivity.
Lead
Visit
Trusted across FMCG · Pharma · Manufacturing · Distribution · Retail · Consumer Goods
Everything Your Sales Team Needs
Breeze CRM manages the complete customer lifecycle — from lead capture and opportunity management to customer visits, follow-ups, sales performance, reporting and mobile CRM.
Employee Attendance & Field Monitoring
Know where your sales team is and what they're doing, in real time.
- GPS-verified attendance with check-in and check-out
- Live location tracking throughout the working day
- Complete visit history for every field rep
Lead Management
Capture every lead and never let one slip through the cracks.
- Lead capture from web, mobile and campaign sources
- Automatic lead assignment with clear lead status tracking
- Bulk contact import for fast pipeline setup
Opportunity Management
Turn qualified leads into closed deals with a clear sales pipeline.
- Lead-to-opportunity conversion with deal value tracking
- Configurable sales stages that match your process
- Opportunity follow-up scheduling built in
Contact & Customer Management
A complete customer profile, accessible from anywhere.
- Rich customer profiles with full interaction history
- Contact management with company mapping
- Multi-contact support for larger customer accounts
Visit & Activity Management
Plan, execute and log every customer visit without paperwork.
- Visit planning with calendar-based scheduling
- Visit notes captured directly from customer meetings
- Automatic follow-up scheduling after every visit
Sales Order Management
Move straight from opportunity to order without switching tools.
- Order creation directly from a won opportunity
- Full order tracking through to fulfilment
- Customer order history available on every profile
Communication & Notifications
Keep every customer conversation logged and every rep informed.
- Automated email alerts for key sales events
- Real-time sales notifications for managers and reps
- Full communication timeline on every customer record
Sales Target & Performance
Set targets and see exactly who's on track to hit them.
- Individual and team sales targets configured centrally
- Live achievement tracking against every target
- Team productivity visibility for sales managers
CRM Dashboard & Analytics
See your entire sales funnel from one live dashboard.
- Unified CRM dashboard covering leads through to orders
- Lead reports, sales reports and activity reports
- Conversion reports that show what's actually working
Mobile CRM
A full CRM in your pocket, connectivity or not.
- Native mobile CRM for Android and iOS field teams
- Full offline mode for areas with poor connectivity
- Real-time sync the moment signal returns
Workflow Automation
Let the system chase follow-ups so your reps don't have to.
- Task automation triggered by pipeline stage changes
- Automatic follow-up reminders for every open opportunity
- Activity scheduling built into your sales workflow
Reports & Business Intelligence
Every CRM metric that matters, on one connected dashboard.
- Sales reports and CRM reports built for management review
- Employee reports covering activity and performance
- Lead and customer reports with drill-down detail
How Breeze CRM Sales Automation Works
Automate Every Stage of Your Sales & Customer Relationship Process
See how Breeze CRM captures leads, manages customer relationships, automates follow-ups and improves sales productivity — from the first lead to the final report, all within one connected field CRM.
Lead Capture
Every field CRM journey starts with lead capture. Breeze CRM pulls in web leads, mobile leads, campaign leads and reference leads into one unified inbox, so no inquiry gets lost across disconnected forms and spreadsheets.
- Web Leads
- Mobile Leads
- Campaign Leads
- Reference Leads
Lead Assignment
Sales CRM automation routes every new lead to the right sales team based on territory, product line or workload — with instant notifications so follow-up starts within minutes, not days.
- Auto Assignment
- Sales Teams
- Territories
- Notifications
Customer Visit Planning
Visit management software built for mobile sales teams — plan visits on a calendar, track reps live via GPS, and optimize routes so field time goes toward customers, not traffic.
- Visit Planning
- GPS Tracking
- Visit Calendar
- Route Planning
Sales Meeting & Activity
Log meeting notes, capture activity, and record customer interaction details on the spot, from a phone. Every visit summary becomes part of the customer's permanent CRM history — searchable by any team member later.
- Meeting Notes
- Activity Capture
- Customer Interaction
- Visit Summary
Opportunity Management
Opportunity management turns qualified leads into forecastable revenue. Track deal value and stage across the sales pipeline, so your team — and your forecast — always reflect what's actually happening.
- Deal Value
- Sales Pipeline
- Stage Tracking
- Forecast
Follow-up Management
Automated follow-ups keep every lead and open opportunity moving. Reminders, tasks and notifications trigger automatically, so nothing depends on a rep remembering to check back in.
- Follow-up
- Reminders
- Tasks
- Notifications
Quotation & Sales Order
Generate quotations directly from an opportunity, route them through approval, and convert to a tracked sales order — all without re-entering a single customer or product detail.
- Quotations
- Orders
- Approval
- Tracking
Customer Communication
Email, WhatsApp and phone activity all log to the same customer record, building a single activity timeline — so any rep can pick up a relationship exactly where the last conversation left off.
- Phone
- Activity Timeline
Sales Target Monitoring
Set targets, track achievement, and monitor KPIs and productivity across every rep and territory — live, not at the end of the month when it's too late to course-correct.
- Targets
- Achievement
- KPI
- Productivity
Reports & Analytics
Every step of this workflow feeds one live dashboard — CRM reports, conversion reports and sales analytics that turn field activity into decisions your leadership team can actually act on.
- Dashboard
- CRM Reports
- Conversion Reports
- Sales Analytics
From First Lead to Closed Report
Breeze CRM connects every stage of the customer relationship, from lead capture through to reporting.
What is Field CRM Software?
CRM software — customer relationship management software — helps businesses track leads, opportunities and customer interactions in one place. A field CRM goes further: it's built for sales teams that spend their day visiting customers, not sitting at a desk. Breeze CRM is a mobile CRM designed specifically for field sales CRM use cases, where lead management, visit tracking and order creation all need to happen from a phone.
As a sales CRM and sales force CRM, Breeze combines lead management software, opportunity management and sales pipeline management with GPS-based visit tracking — something generic desk-based CRM platforms weren't built for. It works as a distribution CRM and dealer CRM too, connecting customer relationship data directly with the order and billing flow.
Breeze CRM is used across FMCG CRM, pharma CRM and manufacturing use cases where field teams need a customer management software that works offline, syncs automatically, and gives sales managers real visibility into what's happening on the ground.
Built for Mobile Sales Teams, Not Desk-Bound CRM
A field CRM that keeps leads, customers and sales opportunities moving, wherever your team is working.
Mobile First CRM
Built for reps in the field, not just managers at a desktop.
Faster Lead Conversion
Automated assignment and follow-ups mean leads move faster.
Customer Visibility
Every interaction, visit and order visible on one customer record.
Field Team Productivity
Live visibility into visits, activity and target achievement.
Automated Follow-ups
No lead or opportunity goes cold because a rep forgot to check in.
AI Ready
Built on a platform ready for AI-driven lead scoring and insights.
Enterprise Security
Role-based access and encrypted data across every customer record.
Offline Support
Full CRM functionality works offline and syncs automatically.
Connects With the Tools Your Team Already Uses
Send quotes and follow-ups where customers already are.
Gmail
Every email logged automatically to the customer timeline.
Outlook
Calendar and mail sync for meeting and follow-up scheduling.
Google Maps
Powers visit routing and territory mapping.
Power BI
Build live dashboards on top of your CRM data.
ERP Systems
Connect CRM opportunities directly to ERP order flow.
REST API
Open APIs for any custom CRM integration.
Excel
Export any report or lead list to Excel in one click.
Built for Android & iPhone, Built for the Field
A mobile sales CRM that keeps working exactly where field sales happens — on the road, at the customer's counter, with or without signal.
- Full offline CRM — capture leads and log visits without connectivity
- GPS-verified check-ins for every customer visit
- Visit and lead capture directly from the mobile app
- Order creation on the spot, synced the moment signal returns
- Real-time sync keeps every rep's data current across the team
Built for Every Field Sales-Led Industry
Field CRM for high-volume FMCG sales teams.
Doctor and chemist visit tracking for pharma CRM.
B2B lead and opportunity management for manufacturers.
Retailer relationship management, connected to orders.
Dealer CRM built on top of distributor sales data.
Lead and customer management for agent networks.
Field CRM for healthcare distribution and outreach teams.
Admissions and enrollment lead management.
Dealer and retail network CRM management.
Why Businesses Choose Breeze CRM
Faster Lead Conversion
Automated assignment and follow-ups shorten the sales cycle.
Better Customer Relationships
A complete history on every account, visible to every rep.
Improved Sales Productivity
Less admin, more selling time in the field.
Mobile First
A CRM your field team will actually use.
Enterprise Security
Role-based access and encrypted customer data.
Scalable
From a handful of reps to a national sales force.
Frequently Asked Questions
Everything you need to know about Breeze CRM.
Still have questions?
Transform Your Sales Process with Breeze CRM
Increase lead conversion, improve customer relationships and empower your field sales team with Breeze CRM.