Today Command Center
Summary and Execute views with a Field Day brief — mix of calls, meetings, renewals, waiting-for items, idle customers, and revenue at stake.
Everything You Need to Run Your Sales BusinessOne app for Today’s work,
One app for Today’s work,
field days, deals, and commissions.
From the first conversation to the final close, Chalo keeps customers, follow-ups, opportunities, campaigns, and field outreach together — so you always know what to do next.
Execution Sessions
Guided queues for Today’s Work, Renewals, and Area / Travel Day — call or WhatsApp, capture an outcome, then move to the next person.
Visit Planner & Travel Day
Group customers by area/locality, add nearby people to today’s route, and run an area session when you’re already in the neighborhood.
Call & WhatsApp Wrap-up
One-tap outreach, outcome capture, smart schedule chips, meeting checklist, Visit Prep, and optional voice notes — never auto-saved without you.
Customers & Locality
Import from contacts or CSV, search by name/phone/area, filter by stage or campaign, and keep a full timeline on each relationship.
Pipeline & Waiting For
Track deals New → Closed with value and commission. Surface document blockers (Aadhaar, PAN, income proof) on Today’s Waiting For strip.
Smart Follow-ups & Reschedule
Rule-based suggestions plus one-tap chips (After 5 PM, Tomorrow morning, Friday…). Reschedule with Tomorrow / Morning / Afternoon / Evening / Pick date.
Renewals Queue
See overdue and upcoming renewals on Today, then work a dedicated renewal session so policies don’t slip between regular follow-ups.
Campaigns
Import batches become campaigns. Work relationship conversations or broadcast announcements with progress, funnel metrics, and Work this batch.
Reports & Commission
Business Reports, Insights tabs, and Commission Dashboard — pipeline health, campaign conversion, and won vs expected earnings.
Sales Kit & Templates
Product benefits, WhatsApp intros, cover, brochure PDF, plus premium / favorite / custom templates for faster outreach.
Cloud Sync & Export
Automatic backup across devices with sync health. Export CRM data as ZIP with CSVs whenever you need a portable backup.
Your next deal starts on ChaloCRM
Run Today, field travel days, campaigns, and commissions from one offline-first app. Try Plus free for 15 days.
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