CRM Built for the Way Sales Teams Actually Work
Sales teams lose deals not because reps aren't working, but because information is scattered across spreadsheets, WhatsApp chats, and memory. Lavisho TT gives every rep a single place to manage accounts, build quotes, log visits, and see what needs attention next, while managers get visibility without asking for status updates.
What does Lavisho TT do for sales teams?
Lavisho TT is a CRM and field force platform where reps manage leads, contacts, and multi-product deals in a kanban pipeline, log GPS-verified visits with photos and voice notes, build quotes with an approval chain, and get AI follow-up drafts and stalled-pipeline digests so nothing slips between the first call and the signed contract.
Inside and field sales teams juggling leads, quotes, visits, and follow-ups across multiple accounts.
Problems we hear most often
- Leads sit in spreadsheets or inboxes and get followed up late or not at all.
- Reps forget what was discussed on a visit and write inconsistent notes.
- Quotes are built in Word or Excel with no version control or approval trail.
- Deals stall in the pipeline with nobody noticing until the quarter ends.
- Team activity is invisible until the weekly meeting, when it is already too late to fix.
What changes with Lavisho TT
One pipeline for every deal
Leads, accounts, contacts, and multi-product deals live in a shared kanban pipeline so reps and managers see the same picture.
Field visits tied to accounts
GPS check-ins, selfie and voice-note capture, and AI-generated visit reports attach directly to the account timeline.
Quotes with an audit trail
The quote builder produces numbered PDF quotations and routes discounts through an approval chain automatically.
Nothing goes cold
Stalled-pipeline digests and AI follow-up drafts flag deals that have gone quiet and suggest the next message.
Offline in the field
The offline-first mobile web app lets reps log visits and tasks with no signal; everything syncs once they reconnect.
Features you will use every week
Kanban pipeline
Drag deals through stages with saved views per rep or territory.
GPS check-in with geofencing
Visits are timestamped and location-verified automatically.
Quote builder
Multi-product quotes with automated numbering and secure 7-day download links.
AI follow-up drafts
Draft the next email or message based on the deal's recent activity.
Lead auto-assignment rules
New leads route to the right rep without manual handoffs.
Unified communication timeline
Gmail, WhatsApp, and calls appear against the account in one thread.
Sequences
Automated multi-step outreach for leads that need nurturing before they're sales-ready.
A typical week
- 1
Capture the lead
A lead enters from a form, import, or manual entry and is auto-assigned to a rep.
- 2
Visit and log
The rep checks in on-site, takes notes or a voice memo, and the AI drafts a visit report.
- 3
Quote and approve
The rep builds a quote; discounts above threshold route to a manager for approval.
- 4
Close and track
Win/loss is recorded, revenue is attributed, and the account moves into ongoing health scoring.
Outcomes to expect
- Every rep works from the same live pipeline instead of private spreadsheets.
- Visit notes and quotes attach to the account automatically, with no manual filing.
- Stalled deals surface in a digest instead of being discovered at quarter-end.
- Reps keep working offline in low-signal areas without losing data.
- Managers see team activity without chasing status updates.
Frequently asked questions
Can reps use Lavisho TT without a laptop?
Yes. Lavisho TT is a mobile web app (installable PWA) that runs in the browser on Android and iOS, so reps can log visits, check the pipeline, and send quotes from their phone.
How does the team avoid duplicate leads?
Leads are checked against existing accounts and contacts during import or manual entry, and saved views help reps spot duplicates before they create a new record.
Does every quote need manager approval?
No. Discount approval chains are configurable — for example, discounts under 10% need no approval, 10–25% route to a Sales Manager, and above 25% route higher.
Can the team work without internet in the field?
Yes, the mobile app is offline-first: reps can log visits and tasks with no signal, and everything syncs automatically once they reconnect.
What happens to deals that go quiet?
Stalled-pipeline digests flag deals with no recent activity, and AI follow-up drafts give reps a starting point to re-engage.
Can we import our existing customer list?
Yes, CSV and XLSX import bring in leads, contacts, and accounts, and you can export to Excel or PDF at any time.
Is there a free trial for the whole team?
Yes, Lavisho TT offers a 7-day free trial with no credit card required, and your workspace is activated within one business day.
Related pages
Related products
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
- Field Sales Management
Plan visits, capture what happens on the ground, and see how field activity translates into pipeline and closed revenue.
- Sales Automation
Automate lead routing, follow-up sequences, discount approvals and quote numbering so reps spend time selling, not doing admin.
- CRM Software
Track leads, accounts, contacts and multi-product deals in a single kanban pipeline built for teams that sell in person and online.
Related industries
- FMCG
Manage sales reps, distributors, and retail outlet visits with GPS-verified field sales software built for FMCG order-taking and coverage.
- Distribution
Manage distributor networks, sales rep visits, order pipelines, and territory coverage with CRM and field force software from Lavisho TT.
- Wholesale
Manage bulk order pipelines, retailer visits, and account relationships with CRM and field sales software built for wholesale trading.
See Lavisho TT running with real sample data
Open the live demo workspace with sample customers, deals, visits and tasks, or start your own trial.