Empower your field sales. Execute with precision. Excel with intelligence.
SalesCrest is Brain Magic's all-in-one, AI-powered field sales management software — manage leads, track team performance, automate follow-ups, and close more deals from one cloud-based platform.
Everything a rep needs to run their day from the field
Every screen a sales executive touches, end to end — login through to sales history.
- LoginMobile number or user ID + password, show/hide password, remember me, forgot password
- Dashboard totalsTotal customers, total visits and total follow-ups shown
- Mark attendanceCheck-in / check-out with GPS location, date and time
- View attendanceFilter by date range / status, shows working hours
- Add / create customerWith GST, address, location and remarks
- View customerSearch, filters, view / edit / call / map actions
- Create promiseSelect customer type, distributor, branch state, distributor branch and promise
- View & update promiseStatus tracking, update status and reason for delay
- Create visit reportPurpose, customer type, company name, person met, contact type, part no, remarks, customer feedback, GPS and photo
- View visit reportFilter by date / customer / type
- Create lead (database)Lead source, product interest, lead priority
- View leadSearch & filter by source / priority / status
- Update leadStatus, stage, priority
- Payment collectionAgainst customer, payment mode, remarks
- Temp receiptCustomer name, payment mode, amount, invoice no.
- Product catalogueCategory filters, images, pricing / availability
- Sales order — primary salesSelect by distributor name, branch state, distributor branch
- Sales order — secondary salesSelect by distributor name, branch state, distributor branch
- Sales historyFilters, item / value / status details
Oversight across every executive, from one app
The same field data, rolled up to territory level.
- DashboardRM name, total sales executives, current month orders
- Mark attendanceCheck-in / check-out with GPS location, date and time
- Sales executive attendanceView by executive, with date range filters
- Order historyFilter by current month, date-wise or shop name; view full order details
- View visit reportFilter by executive / date, view the full visit record
- SE view promiseView sales executives' promises, filter by status, date and customer type
A dashboard that already knows your numbers
Upload your customer base from Excel and every chart below builds itself — today, this month, and by financial year.
- Total customersViewed by uploading Excel customer data
- Key metricsTotal customers, cumulative sales
- Today's statsCustomers created, no. of visits, primary orders, secondary orders
- Monthly statsCustomers created, no. of visits, primary orders, secondary orders
- Financial year wise reportPrimary orders trend chart, month-wise
- Secondary ordersMonth-wise bar chart by order value
- SE wise ordersSales executive-wise order value chart
- Top 5 customer wise ordersBar chart
- Top 10 part number soldLeaderboard
- Customer type distributionSupplier, Dealer, Others, End Customer, Distributor, Retailer
- SE wise customer visitsVisit count per sales executive
- Region wise customer orderDonut chart — South / East / North / West, with values
- State wise ordersDonut chart by state
- Customer wise ordersDaily / monthly trend chart with customer legend
- Lead dashboard — leads statusDonut chart, Attempt vs New, with date range filter (e.g. Last 100 Days)
- Lead dashboard — leads stageChart with date range filter
Every report your sales leadership actually needs
Drill from a company-wide number down to a single sales executive's single day.
- Sales executive performance reportFilter by sales person, From/To (month/year), Report button
- Summary cardsTotal primary order, total secondary order (with average %), visit report (actual vs target), total kilometers travelled, payment collection, customer type
- Year / month-wise performance tablePrimary orders, secondary orders, visitor report actual/target, total KM, payment collection, wholesaler/retailer/mechanic/electrician counts
- Drill-downDown to a day-wise detail view per sales executive
- Sales executive wise report
- Visit report & visit summary
- Product group wise / sub group wise / partno wise visit report
- Customer wise report
Every module, fully mapped
Account creation through to payments — the full admin module set.
Account Creation
- List of Sales Executives — search by Name/Code, filter by Region/State
- Create New Sales Executive — Name, Code, Mobile No, Email, Region, State, Target Visit Per Day, Password
- Update Sales Executive account
- Sales Executive & Regional Manager account types
- Status management — Active / Inactive
Customer
- Upload Existing Customers — Excel upload with downloadable template
- View Customers
- Follow Up
- Leads
- Promises
- Dealer Feedback
Product Catalogue
- Upload Product Catalogue — Excel upload with template
- List Products
- Set Specification
- Product Images, Product Group Images, Sub Group Images, Segment Image, OEM Image
Sales & Orders
Viewed by SE & Customer
- Price List
- Sales Target
- Primary Orders / Secondary Orders
- Primary PartNo Wise Order / Secondary PartNo Wise Order
Attendance
- List of Visit Attendance History — filter by date range & sales executive, export to Excel
- Table columns — Code/Executive Name, Date, In/Out Time, From/To Address, Hours, Created Date
- View Details — GPS coordinates, timestamps per visit
- Executive Map View — Google Maps with live location pin & address
- Sales Executive Attendance / Regional Manager Attendance
Payments & Map View
- Payments — module in top nav (payment collection / temp receipt)
- Sales Executive Map View — sales executive shown by current location on the map
Gain AI-powered insights to supercharge sales performance
SalesCrest's AI engine transforms your sales data into a strategic advantage — analyzing performance, identifying high-potential leads, predicting trends, and uncovering opportunities so your team can make smarter, faster decisions.
- Identify high-potential leads automatically
- Predict sales trends before they happen
- Uncover hidden opportunities in your pipeline
- Turn raw field data into actionable decisions
Simplify every step with smart, automated functions
A comprehensive suite of features streamlines the entire sales cycle — from lead management and follow-ups to order tracking, payments, and performance analytics — so your team achieves more with less manual effort.
Unify your business tools
Connect SalesCrest with your existing systems to create a cohesive, automated workflow environment — no more switching between disconnected platforms.
Data sync across systems
Customer data, orders, and interactions synchronize automatically across every sales channel in real time, keeping information consistent everywhere.
Seamless channel integration
Manage customers across every platform and channel in one place, with your team always working from synchronized, up-to-date information.
Boosted sales performance, backed by full visibility
Advanced sales intelligence gives you complete visibility into revenue streams, team productivity, and customer engagement patterns — so every decision is a smarter one.
Get the app
One platform, tuned to how your field team actually works
Switch between roles to see how SalesCrest adapts — the same real-time engine, shaped around what each team on the ground needs to move faster.
Field Sales
Give reps a single app to manage their day — leads, visits, and daily targets — while every action feeds straight back into the dashboard.
- Manage leads and daily targets on the go
- Log customer visits and follow-ups instantly
- Optimize visit routes to cut wasted travel time
- Book orders directly from the field
Sales Leadership
See team productivity and performance trends the moment they happen, with one dashboard covering every rep and territory.
- Real-time visibility into every field rep
- Assign and track smart daily targets
- Spot performance trends before they become problems
- Analyze revenue and productivity from one screen
Operations
Keep orders, payments, and customer data synchronized across every channel — automatically, in real time.
- Real-time data sync across all connected systems
- Track orders and outstanding payments centrally
- Unify multi-channel customer interactions
- Connect SalesCrest with your existing business tools
AI Insights Engine
The same engine running quietly underneath every role — turning raw field data into decisions worth acting on.
- Identify high-potential leads automatically
- Predict sales trends ahead of time
- Uncover hidden opportunities in the pipeline
- Full visibility into revenue and engagement patterns
Manage leads, track performance, close more deals
Everything a field sales team needs — lead management, daily targets, sales tracking, order and payment management, and performance analytics — in one intuitive dashboard.
Lead management
Centralize every lead and assign smart daily targets to your field team.
Automated follow-ups
Never miss a customer touchpoint with reminders that trigger themselves.
Sales & order tracking
Monitor orders and sales activity as they happen, from the field to the dashboard.
Payment tracking
Keep collections and outstanding payments visible at every level of the team.
Route optimization
Plan smarter customer visit routes and cut wasted field time.
Performance analytics
See team productivity and performance trends on one live dashboard.
See SalesCrest on your own sales data
Tell us a little about your team and we'll walk you through how SalesCrest fits your field sales process — no pressure, just a straight look at the platform.
- Personalized walkthrough on your use case
- See the AI insights engine in action
- Get a straightforward pricing conversation
Book your free demo
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Take control of your field sales operations
SalesCrest by Brain Magic — the AI-powered field sales management software built for teams that need to move fast and see everything.