Industries
Built For Field-Heavy B2B Businesses
Effezient comes pre-configured for the way these industries sell, deliver and service: from dealer beats and institutional deals to installations and maintenance contracts.
Choose your industry
See How Effezient Fits Your Business
Medical Diagnostics & Devices
Distributor visits, installations and service SLAs
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Textile & Apparel
Dealer networks, orders and sales targets
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Industrial Manufacturing & Equipment
Long sales cycles, projects and AMC service
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Distribution & Wholesale
Beat plans, retailer orders and collections
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Solar & Renewable Energy
Site surveys, installations and maintenance
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Laboratory & Scientific Equipment
Institutional sales, demos and calibration visits
ExploreEverything is connected
The Same Connected Flow, Tuned To Your Industry
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