Field Service
AMC Management: Contracts, Coverage, Renewals and Billing
Annual maintenance contracts are steady revenue, but only if you know which machine is covered, for what, and until when. A practical guide to running AMCs without leaks.
All-in-one business platform
Automate Field Sales CRM & Leads HRMS & Payroll Field Service from one intelligent platform
Attendance, tour plans, visits, orders, expenses and payroll, all connected. Data your team enters once flows everywhere it is needed.
- Android & iOS apps
- Pay only for active users
- No hardware, no IT team
Trusted by growing businesses across India since 2014
Live location & route tracking
See Every Employee's Complete Journey On The Map
From Day-In to Day-Out, Effezient records each field employee’s travel route and distance travelled, and pins every check-in, visit and service call on the map. Know where your team is right now, and replay any day stop by stop.
- Live employee locationSee where every field employee is right now, on one map.
- Complete travel route & distanceThe full day's route and kilometres travelled, ready to replay, with travel allowance calculated from the distance.
- Every stop, verifiedVisits and service calls pinned with time and status, checked in on location.
Today · route replay
Today's journey
- 09:12Day-In · OfficeInside geo-fence
- 110:05Patel DiagnosticsVisit · 35 min
- 211:30Shree TextilesVisit · order placed
- 313:10City LabsService call · PM done
- 14:45Om EngineeringChecked in · now
38.4 kmTravelled4Visits5h 33mOn field
Everything is connected
From Day-In To Payroll, Every Step Feeds The Next
Most teams run attendance, visits, expenses and CRM in separate apps and re-type the same data. In Effezient each step automatically feeds the next one.
Step 1 of 6
The day starts with a geo-fenced Day-In
Your team: Marks Day-In from the mobile app, or punches in on a biometric device.
Effezient does automatically
- Attendance is captured only inside the allowed geo-fence
- Biometric punches sync into the same attendance record
- Today's approved tour plan opens for the employee
Day In
09:12 AM
Feeds Tour Plan
Step 2 of 6
Tour plans by customer, city or pipeline
Your team: Plans the week customer-wise, city-wise, or straight from open leads and opportunities.
Effezient does automatically
- Plans go to the manager for approval
- Approved plans become the daily visit list
- Pipeline-wise plans pull in leads that need a visit
Tour Plan · Week 42 · 3 cities
18 customers
Feeds Visit
Step 3 of 6
Every visit verified on location
Your team: Checks in at the customer, records the outcome, notes and next step.
Effezient does automatically
- Check-in is verified against the customer location
- Outcome, feedback and meeting notes attach to the customer record
- Follow-up reminders and the next visit are scheduled
Checked in
11:40 AM
Feeds Order & CRM
Step 4 of 6
The visit outcome updates sales instantly
Your team: Places the order from mobile or moves the opportunity forward.
Effezient does automatically
- Orders reach the back office without re-entry
- Opportunities move stage by workflow rules
- A won deal can create its project automatically
Order placed
₹48,500
Feeds Expense
Step 5 of 6
Expenses linked to the tour and visit
Your team: Submits travel and visit expenses with receipts from the app.
Effezient does automatically
- Travel allowance is calculated from the distance travelled
- Each claim is tied to the tour and visit it belongs to
- Multi-level approval routes it to the right managers
- Employees track reimbursement status in the app
Travel claim
₹640
Feeds HR & Payroll
Step 6 of 6
Attendance and leave flow into payroll
Your team: Nothing extra: HR reviews and runs payroll.
Effezient does automatically
- Attendance and approved leave feed payroll directly
- Salary structures and tax are applied automatically
- Payslips are generated in bulk
Payroll ready
26 / 26 days
One platform
Nine Modules. One Database. Zero Re-entry.
Start with the modules you need today and switch on more as you grow. Every module shares the same customers, employees and data.
Field Sales Automation
Tour plans, live location and verified visits
ExploreCRM & Lead Management
Pipelines, workflows and follow-ups on autopilot
ExploreAttendance & Leave
Geo-fenced Day-In, biometrics and leave
ExploreExpense Management
Claims linked to visits, multi-level approvals
ExploreHRMS & Payroll
Onboarding to offboarding, payroll and tax
ExploreField Service
Service calls, SLAs, warranty and engineer app
ExploreProjects & Tasks
Won deals become projects automatically
ExploreOrder Management & Invoicing
From field order to invoice and after-sales
ExploreBuilt-in automation
Automation Comes Standard, Not As An Add-on
They are built into the Effezient modules and share one database, so there is nothing extra to integrate.
Won deal → project
When an opportunity is won, its project is created automatically, so sales hands over to delivery without a meeting.
Cross-sell pipelines
A won deal can open a new cross-sell pipeline and assign a follow-up activity after 30 days.
Inactive-lead alerts
Lead ageing flags old and inactive leads and notifies the owner before they go cold.
Condition-based workflows
Configure stages and conditions once; activities are assigned and deals move automatically.
Automatic warranty calls
Warranty service calls are generated on schedule and tracked to closure.
SLA risk monitor
Critical calls at risk are calculated from SLA progress and escalated in time.
Multi-level approvals
Tour plans, expenses, leave and new customers follow your approval hierarchy.
Reminders that reach the field
Task reminders and follow-up alerts arrive on mobile even when the app is closed.
Journey recorded on the map
From Day-In, each field employee's route and distance are recorded, every visit is pinned, and travel allowance is calculated from the kilometres.
Live team location
Managers see where every field employee is right now, without a single phone call.
Dynamic forms on any action
Design your own forms and attach them to any action or module, from visits to service calls and HR requests.
Onboarding to offboarding
New joiners move through onboarding step by step; exits flow through clearance and final settlement.
Why teams switch
What Businesses Achieve With Effezient
Growing teams use Effezient to stop re-entering data, see the field live and scale without adding complexity.
9Connected modules on one platform
Zero Duplicate Data Entry
1Login for every team and role
Real-Time Field Visibility
Live dashboards of attendance, visits and orders for every manager.
Expenses Linked To Every Visit
Each claim carries its tour and visit, and moves through multi-level approval.
4Role-based mobile apps
6Steps connected, Day-In to payroll
Control Without The Complexity
Approvals, geo-fencing and automation configured to your process, without heavy implementations, hardware or an IT team.
One Database For Every Department
Sales, HR, service and accounts work on the same customers, employees and data.
Built For Multi-City Teams
Territories, approval hierarchies and service centres across cities, all in one account.
Lower Software Costs
Pay only for active users and the modules you use. No hardware or IT admins.
Verified, Approval-Ready Records
Geo-verified visits and approval trails on every plan, claim and leave request.
Integrations
Seamless Integrations For Effortless Business Automation
Connect essential tools like WhatsApp, Email, Biometrics and RazorPay with Effezient to streamline communication, security and payments, all from one powerful platform.
Reach customers and your team on the app they already use, straight from Effezient.
Send quotations, updates and notifications to customers and your team by email.
Biometrics
SecurityPunches from your biometric devices sync into the same attendance record as mobile Day-In.
RazorPay
PaymentsCollect online payments against orders and invoices without leaving the platform.
Why switch
One Platform Instead Of Five Disconnected Tools
Without Effezient
- Attendance in one app, visits reported on WhatsApp
- Expenses collected in Excel and paper receipts
- Leads and follow-ups living in personal phones
- Orders re-typed into the back-office system
- Payroll prepared from manual attendance sheets
With Effezient
- Geo-fenced attendance starts the field day
- Expenses submitted from mobile, linked to the visit
- Every lead, visit and follow-up in one shared CRM
- Orders flow from the field straight to invoicing
- Attendance and leave feed payroll automatically
Industries
Built For Field-Heavy B2B Businesses
Pre-configured workflows for the industries we know best.
Medical Diagnostics & Devices
Distributor visits, installations and service SLAs
Explore
Textile & Apparel
Dealer networks, orders and sales targets
Explore
Industrial Manufacturing & Equipment
Long sales cycles, projects and AMC service
Explore
Distribution & Wholesale
Beat plans, retailer orders and collections
Explore
Solar & Renewable Energy
Site surveys, installations and maintenance
Explore
Laboratory & Scientific Equipment
Institutional sales, demos and calibration visits
ExploreEffezient Pro mobile app
Your Whole Business, In Your Pocket
Attendance, plans, visits, CRM and service dashboards on Android and iOS, with reminders that arrive even when the app is closed.
Employee appDay-In, tour plans, visits, orders, expenses and leave
Manager appApprovals, live team location and dashboards
Engineer appService calls, checklists and signed reports
Customer appRaise tickets and track them to resolution
Founded in Surat, Gujarat
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From the blog
Guides For Teams That Work In The Field
Practical advice on tour plans, attendance, expenses and payroll from the Effezient team.
Field Service
How to Build a Preventive Maintenance Schedule That Engineers Follow
PM visits are promised in every contract and skipped in every busy month. Here is how to plan them per asset, run them with checklists and prove they were done.
Field Service
Installation Management for Equipment Companies: Order to Handover
The installation is where a sale becomes a working machine at the customer site. Here is how to run installation jobs from sales order to signed handover, warranty and AMC.
FAQ
Questions We Hear Every Week
Do I need to buy hardware and manage it?
No. Effezient is a cloud-based solution. Everything from hardware to backup is taken care of by us, so you don't need to hire IT admins or invest in hardware.
Will my data be secure?
Yes. We host on world-standard cloud services and keep every customer's data in a separate database, so nobody outside your organisation can see it.
Do I need to pay an advance amount?
No. Effezient is SaaS: there are no fixed licences to buy. You pay only for the users who are active in the current month.
Do I need to pay for all the features?
No. You pay only for the modules your company needs, and you can add more as you grow.
Can you train our staff?
Yes. We run live training sessions and provide short, easy-to-follow videos for every module. We also train a representative from your company on all administrative tasks.
How is Effezient different from other CRMs?
Instead of a one-size-fits-all CRM, Effezient brings HRMS, field sales, CRM, order management and after-sales service into one customisable platform, so you stop juggling multiple software and vendors.