erinoYour reps visit forty outlets a week. Know what every visit produced.
Erino is the AI CRM built for field sales teams. Beats and visits are planned by territory, outcomes are logged from the phone in a few taps, and every promised order, collection and sample gets a follow-up. Managers see the day's visits and pending orders without waiting for the evening report. No visit disappears into a notebook.
Prefer to see it first? Book a live demo →
- 📍Beat plan ready · Pune East24 outlets · ordered by area and last-visit gap08:30:04
- 🎯New retailer lead routed to AmanRule: pincode + outlet type08:30:05
- 💬WhatsApp intro + catalogue sentVisit scheduled for Mon 1:00 PM08:30:07
- 🏪Visit logged · Shree TradersOrder for 12 cartons promised · follow-up Tuesday13:15
- 🧾Order booked · ₹38,000Dispatch and collection tasks created16:00
- ✅Payment collected · FriNext beat visit auto-scheduled18:00
Illustration of an Erino workflow
Every field lead, one territory view
What is a field sales CRM?
A field sales CRM is software that helps a team of reps who visit customers in person plan beats and territories, log visit outcomes, follow up on promised orders and collections, and report the day to managers. It captures leads from retailers, distributors, ads and calls, assigns each by territory or pincode, creates tasks after every visit, and shows managers coverage, orders and pending payments by rep. Erino is an AI CRM for Indian sales teams, with automatic tasks after every visit, a 48-hour stuck-account flag and AI call scoring.
- Territory routing
- Visit logging
- Order follow-up
- Collection reminders
- Daily rep report
- Call recording + AI scoring
We know the question you ask every evening.
Owners, area managers and field executives lose orders in different places. Pick your seat and see what changes on day one.
I pay for forty reps on the road. How many visits actually produced an order?
- !Visits are a black box. You see expenses and targets, not what happened at each outlet.
- !Reps leave and accounts leave. Outlet relationships sit in the rep's phone.
- !Territory gaps hide. Some outlets aren't visited for months and nobody notices.
With Erino: one live view of visits, orders and collections by rep, territory and outlet, with every account owned by the company.
Twelve reps, one evening report each. Who actually covered their beat today?
- !Reports arrive late and differ. Each rep reports in their own format on WhatsApp.
- !Promised orders disappear. "I'll order next visit" is never followed up.
- !Coaching is guesswork. You can't ride with everyone.
With Erino: every visit creates a follow-up, every stuck account is flagged at 48 hours, and AI scores calls so you coach the exact moment an order slipped.
Twenty outlets today, three promised orders, two collections. By evening I've forgotten half.
- !The day's plan lives in a notebook. Outlet history is in your head.
- !Promises are forgotten. The order you promised to book next visit.
- !The evening report takes an hour. Typing the day into WhatsApp.
With Erino: your day starts with a beat plan and ends with one tap per visit. Promised orders and collections remind you on the right day.
The 8 leaks on every field team's route that never make the sales report.
Your reps aren't careless. Notebooks, WhatsApp reports and memory leak. Hover or tap a card to see how Erino plugs it.
The visit nobody logged
A rep visits ten outlets and reports three on WhatsApp that evening.
The "I'll order next time" promise
The retailer promises an order. No one asks again until the next scheduled visit, weeks later.
The outlet nobody covered
Some outlets are visited weekly and others not for months. No one sees the gap.
The new retailer lead sent to the wrong rep
Leads from ads and calls are forwarded by WhatsApp to whoever is nearby.
The collection that no one chased
Payment follow-up depends on the rep remembering which outlet owes what.
Sample or scheme left unconfirmed
A scheme or sample was promised at the visit. The outlet never hears back.
The rep who left with his notebook
His outlet list, order history and promises leave with him.
The reorder that went to a rival
A good outlet's reorder cycle passes without a visit. A competitor's rep calls first.
Recognise three or more? See where each one happens on the beat ↓
Eight stops from first visit to reorder. Erino drives every one.
A field sale happens across many visits and phone calls. Tap a stop to see where teams usually lose the order, and what Erino does about it.
Lead / outlet identified
Metric you'll watch: lead-to-visit time
Seen where visits stop short of orders? Let's find yours.
Free 30-minute field sales leakage audit. We map where visits and leads slip, stage by stage.
Same beat. Same outlets. A very different day.
A field day is back-to-back visits where details are lost. Flip the switch to see one day without and with Erino.
- Beat plan for 22 outletsThe rep decides on the road, so the close outlets get visited and far ones don't.Plan built for the repOrdered by area and last-visit gap, with each outlet's history in view.
- Visit 4: a retailer says "order next week"The promise is noted in a notebook, if at all.Promise logged in a tapA follow-up task is set for next week, with the scheme details attached.
- Visit 9: a new outlet nobody had on the listThe rep tells the manager at the end of the week.Outlet added on the spotThe outlet, contact and next step are captured, and a WhatsApp intro goes out.
- A collection due since last ThursdayThe rep forgot and the outlet isn't on the day's route.Flagged to the rep and managerThe collection task surfaced on the beat, and the payment link was shared on WhatsApp.
- "Send me your report"Each rep types the day into WhatsApp and the manager merges them.The report writes itselfVisits, orders, collections and next steps by rep, ready by evening.
- A new retailer lead arrives from an adForwarded on WhatsApp to whoever is nearby, maybe next week.A new retailer lead arrives from an adAssigned by pincode in seconds, intro sent, and added to Aman's beat for Monday.
Five mechanisms. No family left to memory.
Each one closes a specific leak. Together they make follow-up discipline the default in your field team, not a daily reminder from the head.
Instant, territory-based routing
Every lead is assigned the second it lands, by your rules: pincode, territory, outlet type, product line or round-robin.
Visit follow-through
Logging a visit prompts the outcome and next step. A promised order creates the booking task and a collection creates a reminder. Nothing depends on memory.
Stuck-account flag at 48 hours
If a promised order, a sample or a collection sits with no activity for 48 hours, Erino flags it to the rep and the area manager before the outlet orders from someone else.
Visits, WhatsApp and calls in one place
Every visit, call and chat lands on the outlet's record, so any rep can pick up the account and nothing leaves with a person.
AI call intelligence
Every phone follow-up is recorded, transcribed and analysed for sentiment, order intent and objections, so you coach on real moments and see which objections cost you orders.
Retailer: I'd order, but I still have last month's stock and your credit period is short.
Rep: I can lift unsold stock against the new order and offer a longer credit term on this lot. Shall I book for Thursday?
Retailer: Okay. And is the new scheme applicable on this order?
How much order value is slipping out of your field team every month?
Move the sliders to match your team. Use the average order you book per outlet visit.
Each orange unit is one order a rival's rep booked instead.
Free audit call · we map your leakage stage by stage
Formula: visits × slip rate × conversion × order value. Example: 2,000 visits, 30% slipping, 20% conversion and ₹25,000 order value = 120 orders and ₹30,00,000 a month. For response-time impact, try the lead response time calculator.
How leak-proof is your field team?
Switch on everything that's true for your team today. Be honest; the needle only moves for what actually happens.
Most teams we audit start here. Each switch you can't turn on is a place where orders slip away.
Fix the leaks I can't switch on →Your beats, not a generic sales template.
An FMCG rep covers forty outlets a day. A pharma rep sees ten doctors. Erino is set up around how your field actually sells.
FMCG & consumer goods
High outlet counts, beat plans, scheme communication and fast reorders.
Distributors & wholesalers
Retailer onboarding, credit terms, collections and territory coverage.
Pharma & healthcare field
Doctor and chemist visits, sample tracking and call-frequency targets.
Building materials & hardware
Contractor and dealer visits, site leads and project-linked orders.
Agri & rural sales
Wide territories, seasonal demand, dealer meets and credit cycles.
Services & installations
Site surveys, installation visits and annual maintenance renewals.
Your territories. Your outlets. Your schemes. Set up for you.
Every field team covers differently. Erino is customised to your process, not the other way round, and your account manager sets it up with you. If your reps can use WhatsApp, they can use Erino.
Your DMS runs the distribution. Erino runs the visits.
Most field teams run sales on a distributor management system or a field-force app, a generic CRM, or notebooks and WhatsApp reports. Here's where the difference shows up for the manager.
| What a field team needs | Erino | DMS / field-force app | Generic CRMs (e.g. Zoho, Salesforce) | Notebooks + WhatsApp reports |
|---|---|---|---|---|
| Built for | ✓Turning visits and leads into orders | ~Orders, stock and scheme claims | ~Office-based deal pipelines | ~Keeping notes |
| Lead routing by territory | ✓In seconds, 24×7 | ~Varies by system | ~Needs workflow configuration | ✕Forwarded on WhatsApp |
| Follow-up after every visit | ✓Auto-task + 48-hour stuck flag | ~Usually logs the visit only | ~Possible with configuration | ✕Depends on memory |
| WhatsApp + calls on one timeline | ✓With Indian WhatsApp & telephony providers | ~Rarely | ~Via marketplace add-ons | ✕On personal phones |
| AI call intelligence | ✓Transcription, sentiment, intent, objections | ~Rarely | ~Usually higher tiers or add-ons | ✕None |
| Manager's daily view | ✓Visits, orders and collections by rep, live | ~Report-based | ~Needs setup | ✕Merged by hand |
| Rep adoption | ✓WhatsApp-simple; 100% team adoption | ~Built for order capture | ~Office-first, hard on the road | ~Familiar, but invisible to managers |
| Setup & support | ✓Live in as little as 2 weeks, with a dedicated account manager | ~Vendor-led rollout | ~Often weeks with a partner | ~None needed, none given |
| See Erino on my territory → | ||||
Comparison reflects typical setups as of 2026; features vary by vendor, plan and edition. More: Zoho CRM alternatives · Salesforce alternatives · TeleCRM alternatives
Every enquiry source in. Every conversation tracked.
Connect the ad platforms, listings, forms, WhatsApp providers, telephony and payment tools your field team already uses.
Lead sources
Conversations & payments
Using something else? Ask us on the audit call. Integrations are set up during onboarding.
"Our previous CRM recorded everything but enforced nothing."
Founders and sales heads on what changed once follow-ups stopped depending on memory.
★★★★★
“We were getting 250+ leads a day. I had no idea which ones were actually followed up. Within 2 weeks of using Erino, I could see ownership, next steps, and overdue follow-ups in seconds. That clarity alone paid for the system.”
Swapnil M.Founder, CodeFobe
★★★★★
“Our previous CRM recorded everything but enforced nothing. Tasks were there, but discipline wasn't. Erino changed that.”
ShekharSales Head, Technical GuftguRead the case study →
★★★★★
“Earlier, two SDRs would call the same lead or worse, no one would call it. Now ownership is visible and fixed. That chaos stopped completely.”
Gaurav S.Founder, AG Solutions
★★★★★
“We were losing hot leads in the first 12 hours. It wasn't effort, it was coordination. The structure fixed it.”
Sagar S.Founder, Dhee Coding LabRead the case study →
★★★★★
“We assign leads daily, but I had zero visibility after that. I used to keep asking for reports. With Erino, I can see follow-ups in seconds.”
Sandeep Y.Head of Sales, ArivihanRead the case study →We don't sell you a CRM and leave. We stay.
Every Erino account comes with a dedicated team that builds your CRM, changes it as your company grows and trains every new joiner. A partner after the sale, not a ticket number.
✓ Included with every Erino accountA named account manager
One person who knows your company, on WhatsApp and calls.
Most CRMs:A ticket queueSetup changes, included
New stage, field, automation or report? Ask, and we build it.
Most CRMs:Paid change requestsEvery new joiner trained
New reps trained as often as needed, not only at launch.
Most CRMs:Trained onceAdoption reviews
We review usage with you and fix whatever isn't sticking.
Most CRMs:Usage nobody checksReady before every month-end
Routing, reports and automations tuned before your busiest weeks.
Most CRMs:You're on your ownYour requests on our roadmap
Feature requests assessed for impact on your business and prioritised.
Most CRMs:Lost in a backlog
Illustration of a typical Genuine Care conversation
Questions field sales leaders ask us
Didn't find yours? Ask it on a free audit call, or WhatsApp us.
What is the best CRM for field sales teams in India?
The best CRM for field sales is one that works for reps on the road and managers in the office. Look for territory-based lead routing, quick visit logging, follow-up tasks after every promise, collection reminders, daily reports by rep, WhatsApp and calls on one timeline, and call recording with AI analysis.
Erino is built for Indian sales teams, with automatic tasks after every visit, a 48-hour stuck-account flag and AI call intelligence. Sales teams using Erino report 100% team adoption, and teams can go live in as little as 2 weeks.
What is the difference between a DMS and a field sales CRM?
A distributor management system (DMS) or ERP handles orders, stock, billing and scheme claims. A field sales CRM runs the work before and around the order: routing leads by territory, logging visits, following up promises, chasing collections and reporting the day to managers. Erino works alongside your DMS rather than replacing it.
How does Erino route leads to the right field rep?
You set the rules: pincode, territory, outlet type, product line or round-robin. Erino assigns each lead the moment it lands, 24×7, and sends the retailer an intro and catalogue on WhatsApp.
Can reps log visits from the phone?
Yes. Reps can record the outcome and next step of a visit from the phone, so the day's work is captured without typing a long evening report.
Can Erino follow up on promised orders?
Yes. A promised order creates a follow-up task with a date and an owner. If it has no activity for 48 hours, it is flagged to the rep and the area manager.
Can Erino track collections and overdue payments?
Yes. Collection reminders can be created against each order, overdue accounts are flagged, and payment links can be shared on WhatsApp, so collections don't depend on the rep's memory.
Can managers see outlet coverage by territory?
Yes. Erino gives territory-wise, rep-wise and outlet-wise views of visits, orders and pending follow-ups, including outlets that haven't been visited in a set number of days.
Does Erino work for FMCG, pharma and building-material teams?
Yes. Pipelines, stages, fields and lost reasons are configured to your selling motion, whether that's high-frequency retail beats, doctor and chemist visits with sample tracking, or contractor and dealer visits with project-linked orders.
What happens to outlet data when a rep leaves?
Every visit, call and note sits on the outlet's record in Erino, owned by the company. You reassign the outlets to another rep and they continue with full history.
Will our reps actually use the CRM?
Adoption is the most common reason field CRMs fail. Erino is designed for the road: if your reps can use WhatsApp, they can use Erino. Tasks come to them automatically, and sales teams using Erino report 100% team adoption.
Does Erino work with WhatsApp and our calling system?
Yes. Erino connects with WhatsApp providers such as AiSensy and Gupshup and cloud telephony such as Exotel, Knowlarity, Ozonetel and Smartflo, so messages, calls and emails sit on one outlet timeline. Calls can be recorded and analysed by AI for sentiment, order intent and objections.
How long does it take to implement a field sales CRM?
With Erino, teams can go live in as little as 2 weeks. A dedicated account manager maps your territories and process, configures your pipeline, connects your lead sources and trains your reps.
Is our outlet and pricing data safe in Erino?
Erino's data is hosted in India and the platform is aligned with India's DPDP Act. Access is role-based, data is encrypted in transit and at rest, and access is scoped to your organisation. Read more on the Erino Security & Trust page.
How much does a field sales CRM cost?
Erino's pricing depends on your team size and the setup you need, and is shared after a free demo. See the Erino pricing page or book a free field sales leakage audit to get a quote.