Customer Management Software
Assign leads to your sales team, track every client visit, and manage your entire sales pipeline — all from one app.
Sales CRM
Pipeline status
214
Total
23
Meetings Today
08
Due Today
Recent Lead Activity
LiveRavi K.
Tata Motors — Meeting
Priya M.
Reliance — Call
Arjun S.
Infosys — Demo
Sneha D.
HDFC — Proposal
Pipeline Health
8 follow-ups due today
Assign to sales reps
Why ubiAttendance
Manage Clients and Sales Teams from One App
Scattered CRM tools, Excel sheets, and manual reporting slow down your sales team. ubiAttendance ties client management to field visits.
Lead Assignment
Assign single or multiple leads to any sales rep in seconds. Track which employee owns which client at all times.
Visit Tracking
Every client visit is logged with GPS location and timestamp — verifiable proof for managers and billing teams.
Sales Pipeline View
See the full sales pipeline at a glance. Track lead status, visit frequency, and conversion progress in real time.
CRM Reports
Auto-generated reports on client interactions, visit counts, employee productivity, and sales outcomes.
Lead Management
Assign Leads & Track Every Client Visit
Assign single or multiple leads to your sales team from the admin dashboard. Each employee sees their assigned clients in the app and is required to punch a visit whenever they meet them. Admins track which clients were visited, when, and by whom — in real time.
- Assign leads to any employee in seconds
- Employee sees assigned clients in app
- Visit punch required at each client meeting
- Admin tracks all visits in real time
Lead Assignments
12 ActiveTCS — Enterprise
Arjun Singh · 3 visits
Infosys — IT
Priya Mehta · 5 visits
Wipro — Services
Ravi Kumar · 1 visits
HCL — Cloud
Sneha Desai · 7 visits
3
New
3
Proposal
3
Negot.
3
Won
CRM
Add, Manage & Track Every Prospect
Add and manage prospects and existing customers in the CRM. Plan sales force visits ahead of time. Real-time client data insights help you optimize sales operations without requiring expensive standalone CRM tools.
- Add clients with full contact details
- Plan and schedule client visits in advance
- Real-time client interaction history
- Integrated with employee visit tracking
Today's Client Visits
LiveReliance Industries
Arjun Singh
HDFC Bank — Andheri
Priya Mehta
Tech Mahindra
Ravi Kumar
Visits today
3 / 5 targetSales Pipeline
Full Sales Pipeline — Tracked Automatically
A powerful and intuitive CRM built for field sales teams. View your entire sales pipeline, track client interaction history, monitor employee productivity, and improve customer experience — all in one highly-rated app.
- Pipeline view with stage tracking
- Client visit frequency reports
- Employee productivity scoring
- Export pipeline data to Excel
Sales Pipeline
LivePipeline Value
₹23.4 LakhAll Features Included
Built-in CRM + Attendance — No Extra Tools
Lead Assign
Visit Tracking
Pipeline View
CRM Reports
Visit Planning
Meeting Proof
Sales Reports
Mobile App
How It Works
Client Visits Tracked & Reported in 4 Steps
Add Clients to CRM
Admin adds prospects and customers with full details — name, location, contact, and assigned sales rep.
Plan & Assign Visits
Admin assigns visit targets to each field employee — employees see their schedule in the app.
Employee Visits & Punches
On arriving at the client site, employee punches the visit — GPS, time, and photo auto-captured.
Review Sales Reports
Managers review client-wise and employee-wise visit reports — generated automatically, no manual entry.
