🚀 Complete Field Force Automation Software
Give your field sales team the structure they need to close more business
When you run a field team on memory, diaries, and WhatsApp, deals slip and you never really know what happened on the ground. Ojas AI Tech puts your whole field workflow in one place: visits, lead capture, order booking, payment collection, and daily reporting, all connected to WhatsApp and your central CRM.
Problem
Are You Running Your Field Team Blind?
Manual tracking leaves gaps that quietly cost you sales and money:
- No visibility: You can’t see what your reps actually did today or how productive they were.
- Leads go cold: Reps visit shops, but the details sit in a diary or someone’s head, and nobody follows up.
- Slow orders: Orders written on paper or sent over WhatsApp mean wrong prices and delays before they reach the back office.
- Money leaks: Cash collections aren’t tracked properly, so reconciliation turns into a headache and fraud becomes easy to hide.
- Reports you can’t trust: Numbers shared over Excel and WhatsApp are usually late, half-filled, or quietly edited.
Solution
Full Control Over Your Field Operations
You don't need another spreadsheet. Here's how our field sales automation software brings order to on-ground work:
Task & Beat Plan Management
Make sure the right shops get visited every day. Without a plan, reps skip outlets or waste the day on the wrong route. Beat planning gives managers real control.
- Assign shop lists and beat plans to each agent from one dashboard.
- Agents mark visits with optional geo-validation, so you know they were actually there.
- The system compares planned vs. actual visits and flags the stops that got missed.
Retail Visit & Lead Follow-Up
Stop losing leads once the visit is over. Your team is already walking into shops, so those visits should turn into sales.
- Agents log every shop visit on their phone in seconds.
- Customer details are saved as a CRM lead right there on the spot.
- WhatsApp follow-ups fire automatically, so no lead goes quiet.
Mobile Order Booking
Let your field team book orders directly instead of playing telephone with the office. Fewer errors, no waiting.
- Agents place orders from a live digital product catalog.
- Everything syncs in real time with back-end ERPs like Marg ERP.
- Customers get instant order and invoice confirmations.
Payment Collection Tracking
Know exactly what's been collected and stop the leakage. Every payment gets recorded, matched, and made visible as it happens.
- Agents log each cash or UPI payment in the field.
- Payments link to the right invoice instantly and sync to the back office.
- Customers get an automatic receipt, which builds trust and cuts fraud risk.
Daily Field Reporting Dashboard
See your team's day as it unfolds, not two days later. Swap the messy spreadsheet for reporting that fills itself in.
- Agents submit visits, orders, and issues in a fixed format.
- Reports lock after submission, so nobody edits the numbers afterward.
- Managers track productivity on a live dashboard.
📊 Why Teams Pick Ojas AI Tech for Field Sales
Smarter routes
Cover more outlets and get more out of every agent’s day.
Faster orders
Live inventory and billing sync means revenue moves quicker.
Tighter finances
Quicker reconciliation and clear visibility on every collection.
Decisions on real data
Accurate reports mean no fake entries and real accountability.
🏢 Built for Teams on the Move
Our field force automation software fits:
FMCG brands and pharma companies
Wholesale and distribution networks
Retail sales teams
B2B product companies
Service-based field teams
🎯 Bring Real Discipline to Field Execution
Stop stitching your field operations together with scattered tools. Keep visits, leads, orders, and collections in one field sales platform your whole team actually uses.
- 30-minute session
- No commitment required
- We respond within one business day