TurfCRM
TurfCRM is a free, MIT-licensed open-source CRM for field sales teams, distributors, and trading businesses.
What TurfCRM is
TurfCRM is a free, MIT-licensed open-source CRM for field sales teams, distributors, and trading businesses. It records client visits with GPS locations and photos, then supports manager approval workflows. An eight-stage opportunity pipeline includes comments, stage history, and brand-wise progress. Follow-up actions can be created from visits, with overdue detection and daily escalation jobs. TurfCRM imports Tally billing Excel files, matches clients, and lets users map unmatched records. It also tracks quotations, purchase orders, and dispatch status. Reports cover visits, pipeline, follow-ups, billing, brand performance, and month-over-month comparisons. Six roles provide separate dashboards and access, backed by JWT tokens, role-based permissions, and audit logs for critical actions. The system is available for web, self-hosted, and API use, with REST API documentation and Ubuntu VPS deployment support. Its interface is mobile-responsive. WhatsApp notifications, Zoho Books, SMS reminders, and a React Native app are listed as coming soon.
Good
- GPS visits with photo uploads
- Eight-stage opportunity pipeline
- Tally Excel billing import
- Six role-based access levels
- MIT-licensed and free to deploy
Watch out
- React Native app is not available yet
- Several integrations are listed as upcoming
- No route optimization or visit planning
- No offline mobile access
Who it suits
TurfCRM suits field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams. It is intended for organizations needing GPS visits, sales pipelines, Tally imports, and role-based access.
Verdict
TurfCRM brings field visits, opportunities, follow-ups, billing imports, and sales reporting into an open-source system. Its mobile-responsive web interface and deployment documentation support flexible setups, while some integrations and the native app remain future items.
The facts
Each one read from TurfCRM's own pages, with the date it was checked.
What it does
- Access controls
- The CRM has six roles, from sales executive to super admin, with role-based dashboards and access.checked 7 Oct 2026
- Audit and alerts
- It includes in-app notifications, overdue and escalation alerts, and audit logging for critical CRM actions.checked 7 Oct 2026
- Deployment
- The documented deployment stack includes PM2, Nginx, and Ubuntu VPS deployment support.checked 7 Oct 2026
- Deployment and API
- The maker describes Ubuntu VPS deployment support and a REST API structure, with API reference and deployment documentation.checked 7 Oct 2026
- Follow-ups
- The follow-up system can create actions from visits, detect overdue actions, and run daily escalation jobs.checked 7 Oct 2026
- GPS visits
- Field visits can capture GPS location, include photo uploads, and go through manager approval workflows.checked 7 Oct 2026
- Integration roadmap
- WhatsApp notifications, Zoho Books integration, a React Native app, and SMS reminders are listed as coming soon.checked 7 Oct 2026
- Integrations
- The current Tally billing workflow uses Excel imports; WhatsApp notifications, Zoho Books, and SMS reminders are listed as upcoming integrations or features.checked 7 Oct 2026
- Intended users
- The maker identifies field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams as intended users.checked 7 Oct 2026
- License
- The project is MIT-licensed and described as free to use, modify, and deploy.checked 7 Oct 2026
- Mobile availability
- The interface is described as mobile-responsive, while a React Native mobile app is listed as coming soon.checked 7 Oct 2026
- Pipeline
- The opportunity pipeline tracks eight stages with comments, stage history, and brand-wise progress.checked 7 Oct 2026
- Purpose
- TurfCRM is an open-source field sales CRM for trading and distribution businesses.checked 7 Oct 2026
- Reports
- Reports cover visits, pipeline, follow-ups, billing, brand performance, and month-over-month comparisons.checked 7 Oct 2026
- Roles and access
- The CRM describes six roles, from super admin and sales executive to backend operations and view-only management.checked 7 Oct 2026
- Sales operations
- It includes quotation and purchase-order tracking, including dispatch status tracking.checked 7 Oct 2026
- Security
- The project describes JWT access and refresh tokens, role-based access, and audit logging for critical actions.checked 7 Oct 2026
- Support
- The product page invites inquiries by email or phone and offers a TurfCRM inquiry form.checked 7 Oct 2026
- Tally import
- TurfCRM imports Tally billing Excel files, matches clients, and supports mapping unmatched records.checked 7 Oct 2026
- Territory visits
- It captures client visit locations with GPS, supports photo uploads, and includes manager approval workflows.checked 7 Oct 2026
- What it does
- TurfCRM is an open-source field sales CRM for trading and distribution businesses.checked 7 Oct 2026
Money
- Billing import
- It imports Tally billing Excel files, matches clients, and supports mapping unmatched records.checked 7 Oct 2026
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