SB CRM Lite

SB CRM Lite

SB CRM Lite is a smart and easy-to-use tool designed to help businesses efficiently manage their field employees. It streamlines trip tracking, meeting recording, and reimbursement processes while ensuring accurate location-based entries.

Key Features of SB CRM Lite:
  1. Effortless Trip Tracking: Employees can start and stop trips with just a few taps. The system captures odometer readings and location details, ensuring precise distance calculations for seamless reimbursements. Admins gain access to real-time trip data, eliminating manual entry errors.
  2. Comprehensive Meeting Management: Employees can log meetings on the go by adding customer details, meeting duration, notes, and attachments. This ensures accurate tracking of client interactions and employee productivity.
  3. Real-time Data & Reports: Admins can access a real-time dashboard displaying employees’ total distance traveled, number of meetings conducted, and overall duration. This helps businesses track field operations efficiently and make data-driven decisions.
  4. Seamless Admin Control: Admins can monitor staff activity, access detailed reports, and even log trips or meetings on behalf of employees, providing flexibility and control over operations.


How to Use SB CRM Lite as an Employee (Android Device)

Starting and Ending a Trip
  • Open the SalaryBox App and tap on the “CRM” option at the bottom of the homepage.
  • Click on the “Start Trip” button in the bottom right corner.
  • Upload an odometer photo, enter the initial reading, and add any relevant notes.
  • Once the trip is complete, update the final odometer reading, upload a closing odometer photo, and enter notes before ending the trip.
  • After ending the trip, you can review a detailed timeline that includes start/end times, total distance traveled, and location details.

      

Adding a Meeting During a Trip

  • Open the SalaryBox App and tap on the “CRM” option at the bottom of the homepage.
  • Click on the “Meetings” button in the bottom right corner.
  • Tap on “Add Meeting” in the bottom left corner.
  • Enter the Customer Name, Meeting Start & End Time, Notes, and add any relevant attachments.
  • Once saved, the meeting details, including total distance traveled, meeting duration, and locations, will be available in the timeline. 

  

Note: Meetings and trips are separate, staff can add a meeting without recording a trip.

How to Use SB CRM Lite as an Admin (Web & Android)

Accessing SB CRM Lite from the Web (Admin Portal)
  • Log in as Admin on www.salarybox.in.
  • Click on “CRM” from the left-side menu.
  • Navigate to the Dashboard to see an overview of each field employee’s trips, total distance traveled, completed meetings, and meeting durations.


      4. Click on “Meetings” to view staff-wise meeting details, including customer names, locations, and notes.




Accessing SB CRM Lite from the Android App (Admin Panel)

  • Log in to the SalaryBox App using your Admin credentials.
  • The CRM Dashboard displays real-time statistics, including total distance traveled, meetings conducted, and duration.
  • Click on Dashboard for a detailed view of individual and overall staff activity.
  • As an Admin, you can add a Trip or Meeting on behalf of a staff member by selecting their profile.

   

How to Fetch Reports for Field Employees?

Tracking and analyzing employee productivity is crucial. SB CRM Lite provides detailed reports to monitor field staff performance efficiently.

Generating SB CRM Reports (Web Portal)
  1. Click on “Reports” in the left-side navigation bar.
  2. Select “CRM” to access CRM Lite-related reports.
  3. Choose the Report Type from the dropdown (Summary or Detailed Reports for Trips and Meetings).

Select the Branch, Department, and Duration, then download the report in XLSX format.




    • Related Articles

    • How to manage Multiple Companies in SalaryBox?

      SalaryBox enables users, such as admins, to manage payroll, attendance, notifications, and other services for multiple companies or organizations simultaneously using a single phone number. This feature is especially beneficial for users who need to ...

    • How to access the Attendance Reports?

      Attendance Reports Attendance reports provide comprehensive information about staff attendance, available on both a daily and monthly basis. Below are the different types of Attendance Reports available: I. Daily Attendance Report This report ...

    • How to access the Payroll Reports?

      Payroll Reports Payroll Reports in the SalaryBox app allow you to download comprehensive payroll-related data for all staff on a monthly basis. Below are the different types of Payroll Reports available: Types of Payroll Reports: I. Payslip The ...