Field Sales Automation
Plan, Verify And Convert Every Field Visit
One app for your reps to plan tours customer-wise, city-wise or from open leads, check in on location, capture outcomes, place orders and submit expenses. Managers approve the plans and see each rep’s live location and complete route for the day, with every visit pinned on the map.
- Works with every Effezient module
- Android & iOS apps
- Pay only for active users
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
Trusted by growing businesses across India since 2014
Sound familiar?
The Problems Field Sales Automation Solves
Visits you can't verify
Field reports arrive on WhatsApp or calls, with no proof the visit actually happened.
Managers find out too late
What the team did today becomes clear only on the evening call, after the chance to act has gone.
Everything typed twice
Orders and expenses are re-entered from notebooks and receipts, with errors and delays.
Unplanned travel
Reps decide the day on the road, wasting fuel and time between far-apart customers.
Plans nobody approved
Managers learn where the team went after the trip is over.
Key accounts missed
Important customers and hot opportunities go weeks without a visit.
Features
Everything In Field Sales Automation
Employee journey on map
Replay any rep’s complete day on the map: Day-In, the route and distance travelled, and every visit, stop by stop.
Live employee location
See where every field employee is right now, on one map for the whole team.
Territory coverage
Each rep sees only the customers in their territory, so coverage stays clear and the CRM stays clean.
Geo-fenced check-ins
Check-ins are recorded only at the designated customer site, so every visit is verified.
Visit outcomes
Capture feedback, meeting notes, follow-up reminders and the next visit in a few taps.
Orders from mobile
Reps place orders on the spot; the back office receives them without re-entry.
Expenses on the go
Travel and visit expenses with receipts, tied to the visit they belong to.
Manager dashboard
Total, completed and pending visits and visit efficiency for every rep, live.
Dynamic forms
Attach your own forms to visits and actions, with the fields your business needs.
Tour planning
Plan The Week By Customer, City Or Pipeline
Customer-wise plans
Pick the customers to visit and let the plan follow them.
City-wise plans
Group visits by city to cover more customers per trip.
Pipeline-wise plans
Plan visits straight from open leads and opportunities that need attention.
Routes for regular visits
Predefined routes and visit types (customer, city, route) for recurring coverage.
Approval workflow
Plans go to a peer or manager for approval before the trip.
Daily or weekly
Plan a single day or the whole week; the app shows today’s list each morning.
Effezient Pro mobile app
Every Visit, Right From The Rep's Phone
Approved tour plans become each rep’s day in the app. Reps start the day, follow today’s plan, check in at customers and see their own performance, while managers track visits live from the same app.
Automated for you
What Happens Without Anyone Lifting A Finger
- Tour plans go to the manager for approval before the trip
- Approved plans become the daily visit list, and the geo-fenced Day-In opens the day's plan
- The travel route and distance travelled are recorded from Day-In, with every visit pinned on the map
- Check-ins are verified against the customer location automatically
- Follow-up reminders and the next visit are scheduled from the outcome
- Expenses submitted on the trip stay linked to the tour and visit
- New customers added in the field go through back-office approval
- Customer visibility is restricted by territory, keeping the CRM clean
Where it sits in the connected flow
Works best with
Connect It To The Rest Of Your Business
FAQ
Field Sales Automation Questions
Can managers see where the team is and where they went?
Yes. Managers see each field employee's live location, and can open any day to see the complete route and distance travelled, with every check-in and visit on the map.
Is a check-in possible from anywhere?
No. Check-ins are geo-fenced at designated sites, so a visit is recorded only when the rep is actually at the customer's location.
Can reps place orders during the visit?
Yes. Orders are placed from the mobile app and reach your back office straight away, with no re-typing.
What happens when a rep adds a new customer?
New customers go through an approval workflow handled by your back-office team, and each rep only sees customers in their own territory.
Can a tour plan be built from our sales pipeline?
Yes. Besides customer-wise and city-wise planning, reps can plan visits straight from open leads and opportunities.
Who approves tour plans?
Plans follow your approval hierarchy: a peer or the reporting manager approves them before the trip.
Do regular beats need to be planned every week?
No. Predefined routes cover recurring visits, so reps only plan the exceptions.