Manage your field team from one place
Cryon CRM brings leads, jobs, quotations, attendance, and stock into a single platform designed for water-softener and pipe-sales operations.
Built for field-service teams
Every module covers a real operational need — no bloat, no guesswork.
Lead & Customer Management
Capture, qualify, and convert leads to customers with a structured pipeline. Full history and activity tracking included.
Job & Field Operations
Assign jobs to field agents, track progress in real time, and verify completion — all from one screen.
Quotations & Sales
Generate professional quotations with line items, share via public link or WhatsApp, and track approval status.
Location & Territory
Map service locations, assign default field agents, and merge duplicate territories with a single action.
Attendance & Leave
Field agents mark attendance from the mobile app; managers approve, export, and calculate payroll-ready summaries.
Product & Stock
Maintain product catalogues, track stock movements, and share live catalogues with customers via a public link.
How the workflow flows
From first inquiry to closed job — every step in one system.
Capture Leads
Import from Excel or add manually. Leads are scored, assigned to agents, and tracked through the full funnel.
Dispatch Jobs
Convert a qualified lead or customer request into a field job in seconds. Agents receive assignments on their mobile app.
Quote & Close
Generate an itemised quotation, send it via WhatsApp, and capture sign-off — without leaving the platform.
Analyse & Improve
Dashboard KPIs, activity logs, and attendance reports give managers the data they need to optimise the team.
Communicate via WhatsApp — without leaving the CRM
Send quotations, job updates, and bulk notifications to customers directly through approved WhatsApp Business templates. Configure your API credentials once in Company Settings, and every team member can communicate at scale.
- Send quotation PDFs to customer WhatsApp in one click
- Bulk notifications with per-recipient personalisation
- Message templates managed from the admin panel
- Delivery status tracked per send
Quotation sent to Ravi Kumar
Water Softener — 3-stage system · ₹24,500
Bulk notification dispatched
142 customers · Pipe maintenance reminder
Job update — Priya's site visit
Technician en route · ETA 14:30
Ready to streamline your field operations?
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