Offline · data will sync automatically
VOOPOO CRM
Field Sales & Retail CRM
VOOPOO CRM

Dashboard

Recent visits

Visit drafts

Current assortment share

Assortment by territory

Route planner

Find one or more clients. CRM will select nearby stores and build a 12–20 stop route.

Search by client, chain, city, address, house number, area or metro. GPS is not required for routes.

Ready routes

Day routes are remembered automatically. You can pick an old route or save the current one under your own name.

No ready routes yet.

Stores

Retail points assigned to your territory.

Visits

Visit history and GPS audit.

Imported Excel visits contain the visit date only. Exact check-in, check-out and duration are available for new CRM visits.

Tasks and KPI

Tasks for the day. KPI opens with a separate button.

KPI

Target → actual → achievement

Additional tasks

VIP Clients

Chains with 5+ active stores. Active VIP — at least 3 current devices.

KPI

Monthly targets, actual and achievement. The manager selects an employee from the list.

Warehouse

Central warehouse and employee warehouses: stock balances, orders and movements.

Wholesale Dashboard

Client base, sales, plan vs actual, tasks and business impact.

Sales dynamics

Sell-in and Sell-out by month. History is not overwritten.

Client base growth

Current period vs previous.

Control

Overdue tasks and resources issued to clients.

Wholesale KPI

Plan → actual → completion for Wholesale Development.

Wholesale warehouse

Stock balance, handovers to BAs/clients and resource movement history.

Stock balance

Movements

Wholesale Development

Clients 360, Sell-in / Sell-out, documents, tasks and Business Impact.

Wholesale clients

Chains and purchases

BA invoices, chain incentives and exchanges of outdated devices.

Activities

Launch a task for BAs in the selected chains and regions — progress and photo reports in one place.

HQ reports

All department reports in Excel — in English or Chinese. And separately — everything BAs see at competitors: photos and descriptions.

Calendar

Vacation, business trip, sick leave, day off — who is absent and when.

Exchanges

Exchange requests for devices and consumables for wholesale clients: Wholesale Development Manager → Head review → Head approval.

Distributors

How many stores are assigned to which distributor and their shares by city.

Lost sales

Client, their distributor, how much they could have sold but did not, and why — for example, out of stock.

Wholesale tasks

Wholesale managers’ tasks from their calendar: overdue, for today, for the next 30 days and completed.

Remarks

Manager remarks on visits and BA replies — in one thread per visit.

Control

Weekly summary, visit review, route completion and change log.

Reports

Excel exports, monthly report, month close and team dashboard.

Team

Daily activity and monthly KPI.

Administration

Backups and safe installation of CRM updates.

BA phone log

Steps for saving visits on the phone: saving, memory errors, restored drafts. Helps investigate ‘visit disappeared’ complaints.
View CRM through an employee’s eyes
Opens exactly what the selected person sees: menu, home, filters and data. View only — nothing will change.

          

        

          

          

          

            
Visit photos
Entry, exit and shelf photos are kept for 30 days (the latest one per store is kept). POSM and device handover photos follow the period below. Download the monthly archive before deleting.

            

              
              
              
              
              
            

          

          

            
Backups
Regular backup: CRM files + database, without photos (compact). Old automatic backups are deleted automatically — the last 5 are kept.

            

            

          

          

            
Install update
Upload the ZIP I prepared for the CRM. A backup is created automatically before installation.

            

            

              
              
            

            

            
How it works: CRM checks the manifest and SHA-256 of each file, forbids paths outside /crm/, creates an automatic backup, installs the files, runs the DB migration and tries to roll back on error.

          

        

        

          
Update history

          

        

      


    

  


  

  
Menu






  

    
Active visit
Store

    

    

    
Close the window to continue later. Only a saved visit goes to history.

    

      
1
Entry photo

      
2
Tasting

      
3
Coin tray

      
4
Display

      
Current assortment

      
5
POSM / merch
If you hand over POSM, select the items and attach a photo.

      
6
Handed over devices / cartridges
Several models at once are possible. The list only shows what you have in the warehouse.

      
7
Purchase
Add purchases by invoice separately: ‘Chains and purchases’ → ‘Invoices’, with a photo of the invoice.

      
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Store questionnaire
Estimate for this month. CRM will take model availability and purchase channel from the visit.

      
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Activities in store

      
8
Distributors and wholesale clients
No supplier is set for this store yet. Select the distributors and wholesale clients it works with.

      
9
Store status


      
Competitors

      
10
Tasks for the next visit
You will see these tasks when planning a route to this store.

      
GPS is recorded again on completion.

    

  






  

    
Store

    

      
      
      
      
      

      
      
      
      
      
      
      
      
    

  






  

    
Management
New task

    

      
      
      
      
      

      
    

  







  

    
Store card
Store

    

  






  

    
Visit details
Visit

    

  







  

    
CHAIN CARD
Chain

    

  






  

    
CLIENT DATA
Upload data

    

      
      
      
      
      
      
Items

      

      
      
    

  






  
Assortment
Current and old devices






  
ARCHIVE
Send store to Head

    

  






  
HEAD
Visit settings

    
Tasting device

    
POSM / materials
The list from which BAs choose the materials to hand out.

  






  
HEAD
Store archive






  
CLIENTS DATA
All uploads






  
HEAD
Distributors







  
WHOLESALE
Wholesale client

  

    

    
Required for a lead: without a next step and date the lead is highlighted in red.
    

    
    
    
    
    
Contacts

    
Assortment

    
  



WHOLESALE CLIENT





  
WHOLESALE
Set task

  

    
    
    
    
    

    
  





SALES IN
Sell-in (purchases)
Attach a document and enter manually which devices were purchased and in what quantity.
Purchased by invoice
Current VOOPOO models are already added — just enter the quantity.



SALES OUT
Sell-out (stock balance)
Upload a stock document and enter the quantity by model manually for the selected date.
Stock balance by model
Current VOOPOO models are already in the list. You can add an outdated or another model.



SELL-IN
Record Sell-in
Items



BUSINESS IMPACT
Record resource



WHOLESALE
Client uploads



WHOLESALE
Manager warehouse
Recent handovers








  

    
ROUTE
Add store