An Employee App for field teams: attendance, daily tasks and work updates
Check in from site, see today’s tasks and post updates that managers can review, all linked to the CRM.
The problem with field teams
Field staff update from the road. If the only way to do it is a desktop panel, updates happen late or in chat, and managers chase.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
To do
In progress
Done
- Engineer posts update
- Manager reviews
- Approved
- Progress updated
- Attendance read
- Leave applied
- Salary worked out
- Run recorded
The Employee App, in four screens
The Employee App, in four screens
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Site check-in
A supervisor checks in at the site gate and HR sees the location result.
Task list
A telecaller sees today’s follow-ups on the phone.
Daily update
A site engineer posts progress that a manager approves.
Why Propto CRM for field teams?
Your brand on field teams
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to field teams
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Field teams share one record with HRMS, Tasks & Team Collaboration and Construction & Site Management, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Bring your existing data with you
We help move field teams from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
What does the Employee App include?
Attendance, daily tasks and work updates. Exact features for your deployment are confirmed in a demo.
Does attendance use location?
Attendance in the platform records inside or outside the allowed radius, with sync status.
Is there a desktop alternative?
The admin panel works in a browser; the app focuses on field use.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
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