What is Field Force Automation Software?

Field force automation software digitises the daily work of employees who operate outside the office, such as sales representatives, service engineers and surveyors. It typically records attendance, location, visits, tasks and expenses through a mobile app.

Who it is for

  • Companies with field sales representatives
  • Service businesses with technicians or engineers on site
  • Organisations running surveys or field audits
  • NGOs and agencies with on-ground field operations

Problems it solves

  • No reliable record of field attendance
  • Visit reports that cannot be verified
  • Expense claims submitted on paper and checked manually
  • Managers spending time on phone check-ins instead of coaching

Key features

GPS-based attendance

Field staff mark attendance with location, so managers know who started work and where.

Visit capture

Record each customer or site visit with notes as it happens.

Expense reports

Submit travel and visit expenses digitally for faster review.

Geo-tagged work proofs

Upload geo-tagged photos and documents as proof of completed work.

Manager visibility

See field activity across the team without daily phone calls.

Connects with ERP

Field force management is part of our integrated ERP, so field data can flow into sales and operations.

How it works

  1. The field employee marks GPS attendance at the start of the day.
  2. Each visit is recorded with notes and geo-tagged proof.
  3. Expenses are submitted from the app.
  4. Managers review attendance, visits and expenses in one view.

Field Force Automation use cases by industry

FMCG and consumer goods

Verify that sales representatives actually visited retail outlets with GPS attendance and geo-tagged visit records, and process their travel expenses digitally.

Pharmaceuticals

Give medical representatives GPS attendance, doctor and chemist visit logs and expense claims, so managers can see daily coverage.

Agriculture, agri-inputs and food processing

Track agronomists and field staff visiting dealers and farmers with GPS attendance, visit notes, geo-tagged photos and expense reports.

Cement and building materials

Monitor site and dealer visits by sales and technical teams, with geo-tagged proof from construction sites.

IT, education and professional services

Track field staff for surveys, audits, admissions outreach or service visits with attendance, visit logs and geo-tagged proofs.

Healthcare

Track field staff such as home-care, diagnostic sample collection or outreach teams with attendance, visits and geo-tagged proof.

Implementation and support

Every implementation starts with business analysis and process mapping, followed by configuration, onboarding and video-based training. After go-live we provide ongoing support, with on-site support and annual maintenance contract (AMC) options available.

Field Force Automation Software across India

We work with businesses throughout India. Implementation and training are delivered online from our Noida office, and teams in Delhi NCR can meet us in person. Each state page explains how field force automation software fits that state's industries:

Delhi NCR

North India

Central India

West India

South India

East India

Northeast India

Island territories

Frequently asked questions

What is the difference between field force automation and sales force automation?

Field force automation tracks what field employees do: attendance, location, visits, expenses and proof of work. Sales force automation focuses on the selling process: opportunities, quotations, orders and follow-ups. Many businesses use both together.

Does it work for non-sales field staff?

Yes. Besides sales representatives, it suits service visits, government or market surveys and NGO field operations, because it records attendance, visits, expenses and geo-tagged proof for any type of field work.

Can field expenses be submitted from the app?

Yes. Field staff can submit expense reports digitally, which managers can review alongside visit records.

Is a demo available?

Yes. Request a free demo using the form on this page or call +91-9999365655.

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Request a free field force automation demo

Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.

or call +91-9999365655

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