Manage Sales Team
Onboarding new teams from within the App or push from backend.
Manage Field Teams - Sales Flow. Let your Sales Teams Mobile Devices automate their day. They can give attendance, log their daily works, fill sales orders and much more.
Team Hierarchy
Manage team hierarchy with upto 3 levels within your organization.
Attendance Punch-In & Out
Your sales staff can Punch-In from anywhere. Once Punched-In, geo-location, time and optional selfie is captured.
Staff Location & Tracking
Once your staff is Punched-In, current location and the route can be optionally tracked.
Distance Travelled
Post-Punch-Out, you get the distance travelled by your sales staff on a specific day.
Staff Activity Dashboard
A comprehensive view for Admin and Managers to view all field staffs sales activities on a real-time basis.
Reports
Exhaustive reports related to staff, customer, sales visits , orders are available for analysis.
Iphone and Android app
Supports both Iphone and Android Phones for staffs.
Web Application (For Manager & Admin)
Managers and Admins have an alternate view for comprehensive report management.
Customer Management
Exhaustive set of details like geo-location, notes, status, type can be captured to manage customer life cycle
Customer visit management
Comprehensive feature like schedule customer visit, check-in, check-out, meeting notes , capture visit images
Custom Field
You can add your own custom fields to capture specific fields relevant for your business
Tasks and Customer Follow-ups
Managers can assign tasks to specific staff, assign customer visits or follow-ups
Notifications & Reminders
Relevant notifications and reminders are displayed to staff on mobile
Staff Productivity (Manage ToDo's)
Staff can create daily plan which can include customer visit, self tasks, reminders and follow-ups