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OPT CRM – Smart Automation for Sales, Pharma & Field Teams

OPT CRM is a powerful, cloud-based Customer Relationship & Sales Force Automation platform designed to streamline your sales operations, enhance field productivity, and help your business grow faster with real-time data.

Whether you manage pharma teams, field executives, distributors, or remote sales staff, OPT CRM gives you complete visibility, smart automation, and actionable insights — all in one simple dashboard.

Our platform helps organizations track every customer interaction, manage leads, schedule follow-ups, assign tasks, generate daily call reports, and monitor performance with complete transparency. No more manual tracking, missed updates, or scattered communication. With OPT CRM, your business runs with clarity, accuracy, and efficiency.

Built for modern businesses, OPT CRM works seamlessly across mobile and desktop. Your sales team can update activities instantly from the field, while your managers get live performance reports, route tracking, attendance logs, and customer engagement analytics — anytime, anywhere.

We serve industries including Pharma, FMCG, Manufacturing, Distribution, Real Estate, Retail, Automobile, and Service-based companies. Our mission is simple: help organizations automate processes, improve productivity, and scale faster.

Key advantages of OPT CRM include:

  • Real-time reporting for sales and field teams
  • Automated reminders and follow-ups
  • GPS-based attendance and field tracking
  • Lead management and customer lifecycle visibility
  • Daily Call Report (DCR) automation for pharma industries
  • Secure cloud storage for all business data
  • Customizable workflows to fit your business needs
OptCRM Dashboard - Real-time Analytics

Let's automate your sales journey and unlock powerful growth.

Featured Projects

Ultimate Products and Solution to manage and improve business Growth By Opt CRM

DCR - Daily Call Reporting

DCR - Daily Call Reporting

Track field activities and daily reports in real-time

eDetailing/Visual Ads
eDetailing/Visual Ads

Digital presentations for effective product detailing

Geofencing

Geofencing

Location-based tracking and automated check-ins

RCPA

RCPA

Retail chemist prescription audit made simple

Tour Planning

Tour Planning

Schedule and optimize field team routes efficiently

Expense Management

Expense Management

Digitize expense tracking and reimbursement process

Stock Management

Stock Management

Real-time inventory tracking and stock control

Sample Management

Sample Management

Track and manage product sample distribution

Gift Management

Gift Management

Monitor promotional gifts and giveaway distribution

Doctor Management

Doctor Management

Comprehensive database of doctors and appointments

Chemist Management

Chemist Management

Manage chemist contacts and order relationships

Doctor CRM Management

Doctor CRM Management

Build stronger relationships with healthcare professionals

Salary Management

Salary Management

Automated payroll processing and salary disbursement

Leave Management

Leave Management

Simplify leave requests and approval workflows

Van Order Delivery

Van Order Delivery

Mobile sales and direct delivery management

Order Management

Order Management

Streamline order processing from placement to delivery

Route Management

Route Management

Optimize delivery routes and reduce travel time

Scheme Management

Scheme Management

Configure and track promotional schemes effectively

Van Tracking

Van Tracking

Live GPS tracking of delivery vehicles and vans

Target Incentive Management

Target Incentive Management

Set targets and calculate incentives automatically

Modern Trade Management

Modern Trade Management

Manage relationships with large retail chains

Attendance Management

Attendance Management

GPS-based attendance marking and tracking

Order Booking

Order Booking

Quick and easy order booking on mobile devices

Retailer Management

Retailer Management

Centralized retailer database and order history

Sales Analysis

Sales Analysis

Detailed analytics and insights on sales performance

Location Tracking

Location Tracking

Monitor field team movements and location history

Secondary Sales Management

Secondary Sales Management

Track distribution channel sales to end customers

Alert & Notifications

Alert & Notifications

Real-time alerts and push notifications for teams

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