Automation
Automation Comes Standard, Not As An Add-on
In Effezient every module shares one database, so the work your team does in one place moves the next step forward automatically: from Day-In attendance to the final payslip.
The connected flow
From Day-In To Payroll, Every Step Feeds The Next
Click through each step to see what your team does, and what Effezient takes care of on its own.
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
Built-in automation
Eight Automations Working In Every Account
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.
By module
What Each Module Automates
A few of the automations inside every module. Open a module to see all of them.
Field Sales Automation
- Planned visits go to the manager for approval before the day starts
- The travel route is recorded from Day-In, with every visit pinned on the map
- Check-ins are verified against the customer location automatically
CRM & Lead Management
- New leads are assigned to a salesperson and follow-ups are scheduled
- Qualified leads convert to opportunities and move stage by workflow rules
- Inactivity notifications reach the lead owner before a lead goes cold
Tour Planning
- Approved plans become the daily visit list in the employee app
- The geo-fenced Day-In opens the day's approved tour plan
- Each visit is verified on location against the planned customer
Attendance & Leave
- Attendance is accepted only inside the allowed geo-fence
- Day-In opens the employee's approved tour plan for the day
- Leave balances update automatically as requests are approved
Expense Management
- Claims are routed to the right approvers automatically
- Each claim carries its tour and visit for verification
- Employees are notified as claims move through approval
HRMS & Payroll
- New joiners move through onboarding, and exits through clearance and final settlement
- Attendance and approved leave feed payroll directly
- Salary structures and tax calculations are applied automatically
Field Service
- Warranty service calls are generated automatically and tracked to closure
- Calls at risk are calculated from SLA progress and escalated
- Unassigned calls are highlighted for the supervisor
Projects & Tasks
- A won opportunity creates its project automatically
- Templates set up tasks, owners and milestones in one click
- Dependent tasks unlock when the previous task is done
Order Management & Invoicing
- Field orders reach the back office without re-entry
- Serial numbers carry through to warranty and service calls
- The customer record updates with every order and invoice
FAQ
Automation Questions
Can we set up our own workflows?
Yes. CRM supports multiple workflow configurations with condition-based actions and automatic activity assignment, so each product line or team can follow its own process.
Do the automations need any integration work?
No. They are built into the Effezient modules and work on the same database, so data entered in one module is available to the next without exports or imports.
Can approvals follow our hierarchy?
Yes. The multi-level approval engine routes tour plans, expenses, leave and new customers through the approval levels you define.
Will field staff get reminders on their phones?
Yes. Task reminders and follow-up alerts are delivered as notifications, even when the app is closed.