Field Sales Tracker: See every shop visit today. Without calling a salesman.
Salesmen check in at each shop from the phone, with the order and the payment. You see visits, orders, collection and skipped shops the same day. It is not live tracking: the location is saved only at check-in.
- Demo on your own data before you pay
- Live in two weeks
- Fixed price, from ₹25,000
- Works on any phone
Sample data: Ganpati Distributors is an invented distributor in Karol Bagh, Delhi. No signup. Nothing is saved.
Press a number to see that part, or press the picture to open the working demo with sample data. Nothing is saved. Open it full screen · Set up for Wholesalers & distributors, Manufacturers
How it runs today
- You call each salesman in the evening to ask which shops were visited and what was booked.
- The daily report comes late, on WhatsApp or on paper, and you have no way to check it.
- Some shops are not visited for a month and quietly start buying from another distributor.
- Orders reach the office as photos and voice notes on a phone, and items get missed in billing.
- Cash and cheques collected in the market are known only when the salesman comes back.
How work moves through it
- 1The visits for the day are listed for each salesman, from the beat or by the office
- 2At the shop the salesman checks in from the phone: order taken, payment collected, no order or shop closed
- 3The time and the location of the phone are saved with the check-in
- 4The shop gets the order copy on WhatsApp, and the office gets the order for billing
- 5The owner gets one report in the evening: visits, orders, collection and the shops that were skipped
Every part, spelled out
Check-in at the shop
One screen on the phone: outcome, amount and a note. The time and the location of the phone are saved with it.
Visit plan
Each salesman sees the shops to visit for the day. The office can add a visit in a few seconds.
Outlet list
Every shop with its last visit and its outstanding. Shops with no visit for 30 days show up by themselves.
Orders and collection
Order value and money collected for each visit, each salesman and each day, as it happens.
WhatsApp messages
Order copy, receipt and outstanding reminder to the shop, from your own number. You approve the wording once.
Day report
One message to the owner: visits planned and done, orders, collection, shops with no order and shops skipped.
Made for businesses like yours
Distributors and wholesalers
With 3 to 30 salesmen who visit shops on a beat, take orders and collect payments.
Manufacturers with a field team
Whose sales staff visit dealers, and who need one place for visits, orders and collection.
Owners and sales managers
Who want the picture of the day by evening without phoning every salesman.
What you get, and when
- Your salesmen, areas and shops set up, with each shop given to one salesman
- Shop list and outstanding loaded from your Excel or Tally export
- Visit plan, check-in screen, outlet list, salesman table and the day report
- WhatsApp messages in your wording: order copy, receipt and outstanding reminder
- Logins for your salesmen on their own phones, with training for the team
- One month of care after go-live, with fixes and small changes
What the day looks like today
Your salesmen leave in the morning. Through the day you get a few calls and some photos of order slips. In the evening you phone each one to ask which shops were covered, what was booked and how much was collected. The written report, if it comes, comes the next day.
You have no way to check it. And nobody tells you about the shop that was skipped for five weeks, until it starts buying from someone else.
What changes
- Each salesman has the list of shops for the day on the phone.
- At every shop the salesman checks in: order taken, payment collected, no order or shop closed, with the amount.
- The time and the location of the phone are saved with the check-in.
- The order reaches the office at once, and the shop gets its order copy on WhatsApp.
- You see visits done against planned, orders and collection for each salesman while the day is still on.
- Shops with no visit for 30 days, and shops with old outstanding, come up by themselves.
What it does not do
It is not live tracking. It does not follow the salesman or the vehicle through the day. It records the time and the location of the phone only at check-in, and inside a market that location can be off by some metres. It does not make GST bills: the order goes to your office, and billing stays in Tally or Busy. It does not replace the sales manager. Somebody still has to read the day report and talk to the team.
What we need from you
- Your list of shops with area and salesman, as an Excel file or a Tally export
- The outstanding of each shop, if you want it shown at the visit
- The names and phone numbers of your salesmen
- An hour for the demo and an hour for training the team
One fixed price to set up. A small fee to keep it running.
No per-user charge. You see a demo on your own data before you pay anything.
Starter system
One process, set up for you and live in two weeks.
- A working demo on your own data before you pay
- Scope and price on one page
- Your current data loaded and your staff trained
- First month of care included
Care plan
Keeps the system running. Starts from the second month.
- Backups and uptime watched
- Faults fixed
- Two small changes a month
- Reply by the next working day
System Partner plan
For when your daily work runs on the system.
- Up to 8 hours a month of new reports, automations and changes
- A weekly report to the owner
- A monthly review call
- Training for new staff
How the plans work
- Half the setup price to start, the rest before go-live.
- The monthly fee is paid at the start of the month.
- Hours are written down. Unused hours do not carry over.
- First term is three months, then 30 days notice either way.
- Extra work is quoted before it starts.
What is not included
- Daily follow-up with your staff. One person on your team does that, and we train them.
- New modules and new integrations. Each gets its own quote.
- Cleaning old data beyond the first import.
- WhatsApp tool charges. You pay the tool directly, about ₹500 to ₹2,800 a month plus message charges.
Add-ons
Each has its own quote.
- A first reply to every WhatsApp enquiry within a minute, then follow-up for seven days
- Payment reminders sent from your own sheet on the days you choose
- Bills read into your sheet or Tally, checked by a person before saving
Before you ask
Does it track where the salesman is all day?+−
No. It saves the time and the location of the phone only at the moment of check-in at a shop. It is not live tracking of a person or a vehicle, and nothing runs in the background.
Can a salesman check in without going to the shop?+−
The check-in carries the location of the phone. If it is far from the shop, the visit is marked for you to look at. Inside a crowded market the location can be off by some metres, so treat it as a check, not as proof.
Do salesmen need a special phone or an app?+−
No. It opens in the browser on any Android phone or iPhone and can be added to the home screen. The salesman has to allow location for the check-in.
What if there is no network at the shop?+−
The check-in needs mobile data. If the network is down, the salesman checks in when it comes back, and the visit shows that later time and place.
Does the order go into Tally?+−
The office sees each order as soon as it is taken and makes the bill in Tally as it does today. Sending orders into Tally by itself is an add-on with its own quote.
How long does it take to start?+−
About two weeks for one process, including loading your current data and training your staff. You first see a demo on your own data, before you pay anything.
Is it charged per user?+−
No. The setup has one fixed price and the monthly plan is flat. Add as many staff as you have.
Where is our data kept?+−
Your quote explains the two options: on a server we run for you, or on your own server. Either way the data is yours and you can export it at any time.
The practical bits
Often set up next
Enquiry Follow-up
Enquiries from calls, WhatsApp, IndiaMART and your website in one list. Each salesperson sees who to call today, and you see what was missed.
Quotation Tracker
All your quotations in one list: who sent it, when to follow up, when it lapses and why it was lost. Reminders to the customer go on WhatsApp.
Order & Payment Tracker
See which order is stuck, what goes out today and who owes you money, on one screen. Payment reminders go out on WhatsApp.
See Field Sales Tracker on your own data
Share last month of your data. We come back with a working demo, then a fixed price on one page.