Enterprise Sales Force Automation Platform
A powerful, end-to-end field sales operations solution combining a mobile app (Android & iOS), web admin panel, and executive dashboard — enabling complete visibility from daily attendance to real-time GPS tracking, lead management to travel expense claims.
Field Operations Dashboard
Real-Time Sales Visibility
Platform Components
Comprehensive SFA Modules
16 powerful modules covering every aspect of field sales force management — from attendance to analytics
Real-Time GPS Tracking & Live Map
Track your entire field force in real-time with route visualization, activity pins, road-snapping distance calculation, and multi-transport mode detection.
Attendance & Check-In Management
Selfie-based photo-verified, GPS-stamped attendance with tamper-proof watermarking, multiple categories, and automatic travel session initiation.
Travel Expense & Claim Management
End-to-end GPS-based travel expense automation — daily tracking, activity tagging, monthly claims, multi-level approval, and batch payment processing.
Lead Management & Intelligent Routing
Multi-channel lead capture from Facebook/Meta, website forms, CRM, and Excel — with pincode-based auto-routing, pipeline stages, and conversion analytics.
Daily Sales Activity Management
Call plans, outlet visits, territory working reports, door-to-door campaigns, product demonstrations, and GPS-tagged activity logging.
Tour Plan Request & Approval
Structured outstation tour planning with a 3-tier approval workflow (Employee → Manager → HR), travel tickets, accommodation, and advance payments.
Outlet & Distributor Management
Complete outlet lifecycle — discovery with GPS verification, geo-fencing, allocation, approval workflows, ERP integration, and distributor relationship tracking.
Product Return & Warranty Management
Structured return workflow from barcode scan to credit note — with serial lookup, QC tracking, challan generation, and CRM integration.
25+ Reports & Analytics Engine
Comprehensive field, sales performance, kitchen segment, and financial reports with date-range filtering, hierarchy-based access, and Excel/CSV export.
Multi-Channel Lead Integration
Connect all your lead sources into one unified pipeline with intelligent auto-routing
Facebook / Meta Lead Ads
API-based batch sync every 5 min
Automatic lead sync with morning catchup sweep, token expiry monitoring, and daily reconciliation reports.
Website / Landing Pages
REST API with token auth — real-time
Instant lead capture from any web form or landing page via authenticated REST API integration.
CRM Webhook
Inbound webhook — real-time
Seamless CRM integration via inbound webhooks for real-time lead syncing and case creation.
Mobile App Entry
On-demand manual capture
Field reps capture leads on-the-go via the mobile app with GPS tagging and instant assignment.
Bulk Excel Import
On-demand via web panel
Import thousands of leads at once via structured Excel uploads through the web admin panel.
Facebook Webhook
Real-time push — instant
Instant real-time lead push notifications via Facebook webhook for zero-delay lead capture.
14+ User Roles with Granular Access Control
Role-based access supporting field executives, managers, HR, accounts, IT admins, and C-suite leadership — each with tailored permissions across mobile app, web panel, and dashboards.
Field Sales Executives
Full mobile app — attendance, GPS tracking, lead capture, outlet visits, demonstrations, and expense claims.
Managers & RSMs
Team overview, claim approvals, performance reports, and real-time field force visibility.
Directors & CXOs
Executive dashboards with P&L, sales, stock, debtors, and geographical reports via OTP-secured access.
HR & Accounts
Employee lifecycle, tour arrangements, claim processing, payment settlements, and financial reports.
Executive Dashboard Insights
Enterprise Integrations
Seamless connectivity with the tools and platforms your enterprise already uses.
Enterprise-Grade Security
Built with industry-leading security practices to protect your field operations data.
Enterprise SSO via Azure AD
Secure authentication with Microsoft Azure Active Directory integration.
JWT-Based API Security
Token-based authentication for all mobile and API communications.
GPS Mock Detection
Identifies and flags fake GPS locations to ensure accurate field tracking.
Complete Audit Trails
Full action logging for claims, approvals, data modifications, and GDPR compliance.
How It Transforms Field Sales Operations
See the measurable impact of implementing Sales Force Automation across your enterprise
Before: Manual Attendance
Paper-based attendance with no verification or accountability.
After: Photo-Verified GPS Attendance
Selfie-verified, GPS-stamped digital attendance with tamper-proof watermarking.
Before: No Field Visibility
No real-time tracking or insight into field team activities.
After: Real-Time GPS Live Map
Live location tracking with route visualization and activity pins on interactive maps.
Before: Excel-Based Expense Claims
Manual distance estimation and tedious spreadsheet-based reimbursement process.
After: GPS-Automated Travel Claims
Automated road-snapped distance calculation with multi-level approval workflow.
Before: Leads Lost in Spreadsheets
Disconnected lead sources with manual routing and delayed follow-ups.
After: Multi-Channel Auto-Capture
6 integrated lead sources with intelligent pincode-based routing and push notifications.
Before: Monthly Reports Manual
Time-consuming manual report preparation from scattered data sources.
After: One-Click 25+ Reports
Instant Excel export with date-range filtering, hierarchy access, and cloud storage.
Ideal For These Industries
Built for organizations with large field sales teams operating across multiple territories and distribution channels
FMCG & Consumer Durables
Large field sales teams managing thousands of retail outlets across multiple territories.
Manufacturing
Multi-tier distribution networks requiring complete field visibility and distributor management.
Multi-Segment Enterprises
Companies with multiple product segments requiring different sales workflows and role configurations.
Real-Time Field Visibility
Organizations needing GPS-based accountability and live field monitoring across large geographies.
Travel & Expense Automation
Enterprises requiring end-to-end automated travel claim processing with policy-based rates.
Digital Marketing + Field Sales
Businesses integrating digital marketing leads from Facebook/Meta with on-ground field sales operations.
Frequently Asked Questions
Common questions about our Sales Force Automation platform
Ready to Transform Your Field Sales Operations?
Implement an enterprise-grade Sales Force Automation platform that automates GPS tracking, lead management, expense claims, and delivers real-time analytics for complete operational visibility.