Field Force Automation Software

Automate your field team's daily tasks - plan their day, show them leads in their vicinity, automate check-ins and more

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Field force automation feature

trusted by 1000+ enterprises to run their entire field operations

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Why use LeadSquared for field force automation?

Field force automation

  • Easy to adopt

    Ensure easy and fast adoption – easy to set-up, easy to use. Built for scale

  • Multi-lingual support

    LeadSquared’s mobile app comes in multiple languages relevant for your local agents

  • Geo-tracking

    Track every move of your field agents to ensure no misrepresentations

  • Cross-team Support

    Customizable for different industries and teams – sales, service, operations & more

  • Complete day planner

    Prioritize the meetings for your field agents including task and route planning.

  • Offline Functionality

    Network issues won’t slow your agents down – works offline or with low connectivity.

Automate uberized lead and task allocation

Every time a lead gets captured, assign the leads automatically to your field sales team based on their proximity to them. Automated notifications of the same help reduce the response time.

This ensures that every lead is assigned to the agent best placed to assist them, and no meeting or follow-up is missed

Field force automation - uberized lead distribution

Field force automation - day and route planning

Automate day & route planning for maximum productivity

Automate the complete day and route planning for your field teams for maximum productivity per visit. The app will automatically devise the best travel route that they should be taking.

Allow them to view leads near them to ensure more meetings per visit. A better planned day = a more productive day!

Automate team monitoring with geo-tracking and geo-fencing

Live-track your agents and teams. Prevent fraudulent check-ins, and meeting misrepresentations using geo-fencing. Your agent can’t check-in or add meeting notes without being physically present in that location.

Not only does it prevent dishonest practices, but also ensures that the reports are accurate.

field force automation - geo-tracking and geo-fencing

field force automation - attendance management

Automate field attendance + payout management

Automate attendance management for your field agents using check-in, check-out feature. As soon as an agent checks in, their attendance is marked. You can restrict the check-in until the agents are in their first meeting locations, thereby avoiding fraudulent activities.

This helps calculate the attendance and correct payouts for the agents automatically.

Automate churn management

When field sales teams have a strength of a few thousand, a high churn rate is unavoidable, and really hard to manage. LeadSquared lets you keep accurate records of currently active & inactive agents, auto-deactivate inactive ones, automap their last working day, ensure correct payouts, and avoid conflicts.

Churned agents’ leads are also reassigned automatically.

field force automation- churn

Field Force Automation Daily Meeting Reports

Get complete reports on your agent’s day

Automatically get reports sent to your inbox. The mobile app and your desktop will keep syncing, ensuring that your data is accurate and up to date.

You can view the number of meetings that have been made, the distance travelled, when they have checked in and the quality of the meetings easily.

Trusted by 1000+ enterprises to run their entire field operations

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