Products
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, so work entered once flows everywhere.
All modules
Pick What Your Business Needs
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
ExploreEverything is connected
From Day-In To Payroll, Every Step Feeds The Next
This is what one platform means in practice: each module hands its data to the next one automatically.
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
Automation Comes Standard, Not As An Add-on
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.