URVA Sales. Your sales team is busy. Is the right work moving?
Leads are worked in the field, through visits and follow-ups, and the review comes too late. URVA Sales is field sales management software for that work: what is moving, what is stuck, what needs attention.
✓ Leads✓ Visits✓ Follow-ups✓ Manager view
Trusted by enterprises including
Where the gap sits. Which of today's updates moved a lead?
It's 6 PM and your team has sent eight updates. Everyone was busy. Tap each one to see what's behind it.
0/8checked
Moved a lead: 0 · Looked busy: 0
Your turn
Tap any update.
Some moved a lead. Most only look like it.
Looked busy
The lead nobody owns
An enquiry arrives from the website or the call centre. It waits in a shared list. Nobody is sure who owns it. Who owns this morning's enquiries?
Looked busy
The visit that stays in a notebook
A salesperson visits and learns what the customer needs. The details stay in a notebook, so the next person starts again. If they leave, what does the next one know?
Looked busy
The follow-up left to memory
The customer asks for a call back next week. The reminder lives in one person's memory. The week passes.
Looked busy
The stall you see at the review
Sent nine days ago, with no next step since. The review shows the number is short. The leads and follow-ups behind it stalled long before. What would you have done if you had seen it then?
Moved a lead
Moved.
The lead reached its outcome.
Moved a lead
Moved.
There's a next step, with a date.
Looked busy
Busy, but which leads?
The update doesn't say which leads the calls were about, or what happens next.
Looked busy
Busy, but which leads?
Six visits, and no way to tell which were open leads or what comes next for each.
With URVA Sales
Same evening. Every update tied to a lead.
Enquiry arrives · Owner assigned by your rules · Reminder before it's due · Manager sees it in time
Meet URVA Sales. The execution layer around your CRM.
URVA Sales helps your teams run the work around your CRM and shows managers where to step in.
Every lead has an owner
Leads are assigned by your rules the moment they arrive, so someone owns every enquiry.
Every visit is on record
Check in at the customer and save the outcome on the phone, even without a network.
Every next step has a date
Follow-ups come with reminders, and overdue ones are flagged to the owner.
Managers see it in time
Stuck leads and overdue work show up during the week, not at the review.
One app for the field. One view for managers.
How it works. Field sales management for execution, not just location.
Scroll down and follow one lead, from the moment it arrives to the outcome.
1
Leads arrive
Website forms, your call centre, a bulk upload, your CRM through API, or your team on mobile. Each enquiry comes in as a lead.
2
URVA Sales assigns
Every lead gets an owner, by your rules: territory, zone, product, source, role or team. Rahul is notified instantly.
3
Context travels with the customer
Before he calls or visits, Rahul sees the lead's history, open tasks, documents and next action.
4
At the customer
He checks in on location. The visit is geo-tagged, time-stamped and recorded on mobile, even offline.
5
Every next step has a date
A follow-up is created from the visit. Reminders and overdue alerts make sure it happens.
6
Managers act while it still matters
His manager sees what is moving, what is stuck and where to step in, before the review, and can drill down from team to person to lead.
7
Where it lands
The stage moves and target vs achievement updates. Your CRM stays the system of record, connected through API integration.
Your CRM stores the result. URVA Sales runs the work that gets there.
Find your starting pointWhere it runs. See URVA Sales in your world.
The same product, shown the way your team would use it.
By solution
The whole sales job
How sales and branch teams run leads, visits and follow-ups from start to finish.
Sales Force Automation → Branch Management →By industry
Your sector
Let's talk
Where does your team lose time?
Fit depends on how your teams work today. Your answers shape the first conversation.
No score and no sign-up. Your answers stay on this page until you book a demo.
Question 1 of 4
Where does most of your sales work happen?
Visits, routes and what happens at the customer will be the place to start.
Calls, lead stages and follow-ups will be the place to start.
We will start with how work with partners is tracked today.
We will start with the handovers between your teams.
What stays outside your CRM today?
Visit outcomes can be captured where the visit happens.
Follow-ups can be created from visits and lead events.
Leads can be assigned by your rules the moment they arrive.
Reports can come from the work as it is recorded.
What reaches you too late?
Lead stages that stay visible are worth exploring.
Reminders and overdue alerts are worth exploring.
Day plans and visit coverage are worth exploring.
Earlier views of team performance are worth exploring.
How widely does your sales team operate?
We will keep the starting point focused on one team.
Mapping teams to regions will be part of it.
Hierarchy and territory mapping at national scale will be part of it.
Teams in several languages and places will be part of it.
Your discussion starting point
Keep every lead moving.
{work}, {scale}, with {outside} outside the CRM today. Start the conversation with:
How leads are assigned and owned today.
Where lead stages go out of view.
Relevant area:
Step 2 · URVA Sales assigns →Make follow-ups hard to miss.
{work}, {scale}, with {outside} outside the CRM today. Start the conversation with:
How follow-ups are created and tracked today.
How reminders and overdue alerts reach the owner.
Relevant area:
Step 5 · Every next step has a date →Plan coverage before the day starts.
{work}, {scale}, with {outside} outside the CRM today. Start the conversation with:
How day plans and routes are set today.
Where customers and territories go uncovered.
Relevant area:
Step 4 · At the customer →See performance while there is time to act.
{work}, {scale}, with {outside} outside the CRM today. Start the conversation with:
How managers review team activity today.
Which views would let them step in earlier.
Relevant area:
Step 6 · Managers act while it still matters →Know what is moving, what is stuck, and what needs attention.
See how URVA Sales would work with your teams, your territories and your CRM.
Book a demo → Not sure yet? Find your starting point