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On the recordRead 7 Oct 202622 facts
TurfCRM
On the record
- Access controls
- The CRM has six roles, from sales executive to super admin, with role-based dashboards and access.jagjeetsingh.in · read 7 Oct 2026
- Audit and alerts
- It includes in-app notifications, overdue and escalation alerts, and audit logging for critical CRM actions.jagjeetsingh.in · read 7 Oct 2026
- Billing import
- It imports Tally billing Excel files, matches clients, and supports mapping unmatched records.jagjeetsingh.in · read 7 Oct 2026
- Deployment
- The documented deployment stack includes PM2, Nginx, and Ubuntu VPS deployment support.jagjeetsingh.in · read 7 Oct 2026
- Deployment and API
- The maker describes Ubuntu VPS deployment support and a REST API structure, with API reference and deployment documentation.jagjeetsingh.in · read 7 Oct 2026
- Follow-ups
- The follow-up system can create actions from visits, detect overdue actions, and run daily escalation jobs.jagjeetsingh.in · read 7 Oct 2026
- GPS visits
- Field visits can capture GPS location, include photo uploads, and go through manager approval workflows.jagjeetsingh.in · read 7 Oct 2026
- Integration roadmap
- WhatsApp notifications, Zoho Books integration, a React Native app, and SMS reminders are listed as coming soon.jagjeetsingh.in · read 7 Oct 2026
- Integrations
- The current Tally billing workflow uses Excel imports; WhatsApp notifications, Zoho Books, and SMS reminders are listed as upcoming integrations or features.jagjeetsingh.in · read 7 Oct 2026
- Intended users
- The maker identifies field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams as intended users.jagjeetsingh.in · read 7 Oct 2026
- License
- The project is MIT-licensed and described as free to use, modify, and deploy.github.com · read 7 Oct 2026
- Mobile availability
- The interface is described as mobile-responsive, while a React Native mobile app is listed as coming soon.github.com · read 7 Oct 2026
- Pipeline
- The opportunity pipeline tracks eight stages with comments, stage history, and brand-wise progress.jagjeetsingh.in · read 7 Oct 2026
- Purpose
- TurfCRM is an open-source field sales CRM for trading and distribution businesses.jagjeetsingh.in · read 7 Oct 2026
- Reports
- Reports cover visits, pipeline, follow-ups, billing, brand performance, and month-over-month comparisons.jagjeetsingh.in · read 7 Oct 2026
- Roles and access
- The CRM describes six roles, from super admin and sales executive to backend operations and view-only management.jagjeetsingh.in · read 7 Oct 2026
- Sales operations
- It includes quotation and purchase-order tracking, including dispatch status tracking.jagjeetsingh.in · read 7 Oct 2026
- Security
- The project describes JWT access and refresh tokens, role-based access, and audit logging for critical actions.jagjeetsingh.in · read 7 Oct 2026
