Zoho Books connected · Multi-org · Passwordless

Run your whole team from one screen.

Attendance, tasks, field visits, expenses, leads — all in one place. Admins sign in with a magic link. Staff tap a PIN. Everything syncs with Zoho Books automatically.

Sign inRequest access →

No sign-up needed — the demo opens a fully-loaded team in read-only mode.

team.xeltrixchem.com/dashboard

12

Present Today

47

Tasks Done

₹8.2L

Pipeline

Today's Attendance

Ravi Kumar09:02 AMOn time
Priya S.09:18 AMOn time
Arjun M.10:05 AMLate

Tasks

Follow up — Mehta Industries
Send Q2 expense report
Update Zoho Books entries

Built for how field teams actually work.

Every feature your team needs — nothing bloating the interface.

🕐

Attendance & comp-off

One-tap check-in with GPS. Tracks present, absent, WFH, half-day, and leave. Automatically credits comp-off when staff work on Sundays, first Saturdays, or holidays.

Tasks & recurring routines

Assign tasks with priority and due dates. Build daily, weekly, or monthly routines that auto-generate instances — no manual re-creation ever.

🗺️

Field visit tracking

Log customer visits with GPS check-in and check-out. See route maps, haversine distance, time on site, and top customers visited — per person, per month.

📊

Leads, pipeline & quotes

Full CRM: leads with geolocation, 6-stage opportunity pipeline, quote/estimate tracking with expiry alerts, and auto-generated follow-ups on every status change.

🔗

Zoho Books sync

Two-way sync with Zoho Books — pull customers, invoices, estimates, and expenses. Push won deals as draft invoices. Employee advance reconciliation built in.

💸

Expenses & payments

Submit expenses, match them to Zoho Books entries, and track recurring payments (rent, salaries, GST) with budget vs actual variance — month by month.

✉️

Passwordless sign-in

Admins and managers get a magic link or 6-digit OTP by email — no passwords to remember, reset, or manage. Staff log in with a short PIN on any shared device.

🏢

Multi-org, one login

One admin account can manage multiple organisations and switch between them instantly — ideal for owners running more than one business or branch.

🎯

Targets & leaderboard

Set monthly sales targets per person. Track achievement % against won opportunities. Visual progress bars and a team leaderboard keep everyone accountable.

9+

Modules in one app

Multi-org

One login, many teams

Zoho Books

Two-way sync

PIN + Magic link

No passwords for staff

How it works

Up and running in minutes, not weeks.

1

Request access

Message us on WhatsApp. We set up your organisation, connect Zoho Books, and configure team roles.

2

Add your team

Invite managers by email. Give field staff a PIN. Each role sees only what it needs.

3

Run every day

Open the app each morning — attendance, tasks, visits, and synced financials are waiting on the dashboard.

Built for real teams

Not enterprise bloat — lean tools that match how small teams actually work.

🏪

Retail & distribution

Track shop-floor attendance, assign replenishment tasks, follow up on wholesale leads, and reconcile expenses — all in one tab.

🏭

Small businesses

Replace WhatsApp groups and paper registers. Every team member knows their tasks; every manager sees the full picture.

🚗

Field sales teams

Log GPS visits, update pipeline on the road, and let Zoho Books sync handle the accounting entries automatically.

Xeltrix Team

Ready to run your team from one screen?

Message us on WhatsApp — we'll have your team set up, usually the same day.