About this app

Wheel ERP is a comprehensive Customer Relationship Management (CRM) app designed to streamline your sales, client engagement, and task management processes. With features for handling leads, tracking deals, scheduling follow-ups, managing voice notes, and viewing calendars, Wheel ERP makes client management simple, organized, and accessible on the go.

Key Features:

Leads Management: Add and manage leads easily. Collect essential information such as name, email, phone number, and other details to maintain organized records. Leads are saved automatically, even if you’re offline.

Lead Drafts: No internet? No problem. Offline lead entries are saved as drafts on your local storage, so you never lose important data. When you’re back online, simply sync drafts to move them into the main lead list seamlessly.

Deals Tracking: Convert leads into deals by creating deal entries based on the client’s requirements. Deals are directly linked to the leads, making it easy to monitor client needs, sales opportunities, and ongoing business. Please note, deals cannot be saved as drafts and require an active internet connection.

Follow-ups: Schedule and manage follow-ups, whether they’re meetings, calls, or other client interactions. Set reminders, edit follow-ups as needed, and view upcoming follow-ups for each client to stay organized and keep client engagement top of mind.

Calendar Integration: View holidays, tasks, and events within the in-app calendar for better scheduling and time management. While this version of Wheel ERP is view-only, adding tasks, holidays, and events is possible on the web version, and editing features will be added to the app in future updates.

Voice Notes: Use the voice recorder to save audio notes about leads. Ideal for quick on-the-go lead capture, these audio notes are saved locally and can be converted into a lead entry. When creating a lead from a voice note, you can choose to sync the audio to the server or keep it locally.

Seamless Authentication and Secure Login: Start by selecting your domain or subdomain for secure authentication. After confirming the domain, log in with matched credentials to access all features and client data within the app’s secure interface.

New features

Introducing Wheel ERP – your all-in-one CRM app for managing leads, deals, follow-ups, and more. This version includes:

-> Lead management with offline draft support
-> Deals and follow-ups tracking for seamless client engagement
-> Calendar view for holidays, events, and tasks
-> Voice note recording and integration for quick lead creation
-> Secure domain-based login for enhanced security

Stay organized and efficient with Wheel ERP, the essential CRM for sales and client management.

App Permissions

Allows applications to open network sockets.
Allows applications to access information about networks.
Allows applications to access information about Wi-Fi networks.
Allows an app to access precise location.
Allows an application to record audio.