TurfCRM

Free plan APISelf-hostedWeb

What TurfCRM is

TurfCRM is an open-source field sales CRM for trading and distribution businesses. Field teams can record client visits with GPS locations and photos, then submit visits for manager approval. Its opportunity pipeline tracks eight stages, including comments, stage history, and brand-wise progress. Follow-up actions can come from visits, with overdue detection and daily escalation jobs. For billing, TurfCRM imports Tally billing Excel files, matches clients, and supports mapping 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. The project describes six roles, JWT access and refresh tokens, role-based access, and audit logs for critical actions. It is MIT-licensed and described as free to use, modify, and deploy. TurfCRM supports web, self-hosted, and API use, with Ubuntu VPS deployment support and API and deployment documentation. Its interface is mobile-responsive; a React Native app is listed as coming soon. WhatsApp notifications, Zoho Books integration, and SMS reminders are also listed as upcoming.

Who it suits

It is aimed at field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams. It may suit teams that want to manage visits, opportunities, and Tally billing imports in a self-hosted or web CRM.

What it does well

GPS visits can include photo uploads.
Eight-stage opportunity pipeline with history.
Imports Tally billing Excel files.
Reports include brand performance comparisons.
MIT-licensed and free to use.

What to know first

React Native app is coming soon.
WhatsApp notifications are listed as upcoming.
Zoho Books integration is listed as upcoming.
No offline mobile access.

Getting started

Visit https://jagjeetsingh.in/turfcrm/.
Use the web interface or deploy TurfCRM on a self-hosted Ubuntu VPS.
Follow the deployment documentation, which describes PM2, Nginx, and Ubuntu VPS support.
Use the API reference for the REST API structure.
Contact the maker by email or phone, or use the TurfCRM inquiry form.

Verdict

TurfCRM brings field visit tracking, sales pipelines, follow-ups, and billing imports together for trading and distribution teams. Consider its current integration workflow and mobile limits before adopting it.

Questions

Is TurfCRM free?

TurfCRM is listed as free, and the MIT-licensed project is described as free to use, modify, and deploy.

Is TurfCRM open source?

Yes. TurfCRM is MIT-licensed.

What platforms does TurfCRM support?

The listed platforms are API, self-hosted, and web. The interface is mobile-responsive; a React Native app is listed as coming soon.

Can TurfCRM import Tally billing data?

Yes. It imports Tally billing Excel files, matches clients, and supports mapping unmatched records.

Which integrations are available?

The current Tally billing workflow uses Excel imports. WhatsApp notifications, Zoho Books integration, and SMS reminders are listed as upcoming.

Who makes TurfCRM?

The product page invites inquiries by email or phone and provides a TurfCRM inquiry form; a maker name is not included in the facts.

Facts from TurfCRM's own pages

Access controls: The CRM has six roles, from sales executive to super admin, with role-based dashboards and access. · jagjeetsingh.in, 7 Oct 2026
Audit and alerts: It includes in-app notifications, overdue and escalation alerts, and audit logging for critical CRM actions. · jagjeetsingh.in, 7 Oct 2026
Billing import: It imports Tally billing Excel files, matches clients, and supports mapping unmatched records. · jagjeetsingh.in, 7 Oct 2026
Deployment: The documented deployment stack includes PM2, Nginx, and Ubuntu VPS deployment support. · jagjeetsingh.in, 7 Oct 2026
Deployment and API: The maker describes Ubuntu VPS deployment support and a REST API structure, with API reference and deployment documentation. · jagjeetsingh.in, 7 Oct 2026
Follow-ups: The follow-up system can create actions from visits, detect overdue actions, and run daily escalation jobs. · jagjeetsingh.in, 7 Oct 2026
GPS visits: Field visits can capture GPS location, include photo uploads, and go through manager approval workflows. · jagjeetsingh.in, 7 Oct 2026
Integration roadmap: WhatsApp notifications, Zoho Books integration, a React Native app, and SMS reminders are listed as coming soon. · jagjeetsingh.in, 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. · jagjeetsingh.in, 7 Oct 2026
Intended users: The maker identifies field sales teams, distributors, trading businesses, brand partners, managers, and backend operations teams as intended users. · jagjeetsingh.in, 7 Oct 2026
License: The project is MIT-licensed and described as free to use, modify, and deploy. · github.com, 7 Oct 2026
Mobile availability: The interface is described as mobile-responsive, while a React Native mobile app is listed as coming soon. · github.com, 7 Oct 2026
Pipeline: The opportunity pipeline tracks eight stages with comments, stage history, and brand-wise progress. · jagjeetsingh.in, 7 Oct 2026
Purpose: TurfCRM is an open-source field sales CRM for trading and distribution businesses. · jagjeetsingh.in, 7 Oct 2026
Reports: Reports cover visits, pipeline, follow-ups, billing, brand performance, and month-over-month comparisons. · jagjeetsingh.in, 7 Oct 2026
Roles and access: The CRM describes six roles, from super admin and sales executive to backend operations and view-only management. · jagjeetsingh.in, 7 Oct 2026
Sales operations: It includes quotation and purchase-order tracking, including dispatch status tracking. · jagjeetsingh.in, 7 Oct 2026
Security: The project describes JWT access and refresh tokens, role-based access, and audit logging for critical actions. · jagjeetsingh.in, 7 Oct 2026
Support: The product page invites inquiries by email or phone and offers a TurfCRM inquiry form. · jagjeetsingh.in, 7 Oct 2026
Tally import: TurfCRM imports Tally billing Excel files, matches clients, and supports mapping unmatched records. · jagjeetsingh.in, 7 Oct 2026
Territory visits: It captures client visit locations with GPS, supports photo uploads, and includes manager approval workflows. · jagjeetsingh.in, 7 Oct 2026
What it does: TurfCRM is an open-source field sales CRM for trading and distribution businesses. · jagjeetsingh.in, 7 Oct 2026

Where TurfCRM stands on Freedom251

Field Sales Software#7 of 30