Odoo ERP Field Force Management
Digitize Field Force Operations to have better control on Sales Vs Target with our Suite.
Salesman Directory
a complete suite to manage all details of salesman
- Salesman Self Service Portal
- Manage Personal Information
- Manage Professional Information
- Manage HR Documents
- Maintain Skills, Qualification and Experience
- Maintain Sales Hierarchy
- Organization chart
Customer Management
helps to build stronger, longer-lasting relationships with your contacts clearly
- 360-degree view of customers
- Bulk activity to delete, update and email
- Merge duplicate customers
- Track contacts Timeline
- Schedule a activity
- Add smart filters
- Tag-Based Segmentation
- Bulk Import existing contacts
Tour Plan Management
Effectively manage your salesman tour plan for better productivity
- Tour Plan schedule
- Setup Reminders
- Meeting Notes
- Accept / Decline Meetings
- Sync and share Tour Plan
- Print Tour Plan / Meetings
- Approve / Decline Tour Plan
- Log time spend at Customer Place
Demography Management
Easier demography configuration to manage salesforce effectively
- Manage different SalesUnits
- Manage Zones, Divisions and Territories
- Manage Regions, State and District
- Set Target for each Sales Region
- Monitor Achievement
- Configurable Demography every year
Sales Management
Efficiently manage your sales and keep track of all salesman performance
- Capture Primary and Secondary sales
- Find Salesman and team performance
- Sales Reallocation
- Invoice Splitup
- Invoice Quantity alone Splitup
- Product Classification
- Customer Classification
Attendance Management
Manage all your attendance activities at an ease
- Captures Checkin and checkout Time
- Calculates Early in and Late out
- Manage Permission
- Manage Onsite / Offsite
- Manage Shift
- Manage Compoff / Additional working day
- Leave Restriction based on HR Policy
- Leave Accruals
- Attendance Management
Lead Management
manage leads, pipeline with its actual real time status
- Lead Management
- Lead Probability
- Associate Sales person to leads
- Capture Lead Internal Notes
- Convert to Opportunities
- Mark as Lost with Reasons
- Followup through Email
- One or More Quotations from Opportunity
- Print/Email Quotations to customers
- View My Pipeline
- Pipeline in Kanban View
- Pipeline in List View
- Drag & Drop pipelines from one stage to another
Leave Management
keep track of employees leave consumed, available and upcoming plans for effective project planning
- Leave Allocation
- Leave Application
- Approval for Leave
- Leave Cancellation
- Leave Balance
- Leave Encashment
Expenses Management
easily submit all travel expenses and either approve or reject individual or team requests
- Manage Daily Expenses
- Manage Travel Expenses
- Manage Food & Miscellaneous Expenses
- Approval Flow
- Manage Reimbursement / Allowances
- Maintains Reimbursement history
Integrations
Stay connected to the apps you already use
- Auto sync with most of the biometric devices
- Integration with Legacy system
- Easy Bulk Import data as Excel
- Synch data through FTP/SFTP server
Auto Backup and Email
to avoid data loss, scheduled job will be running to take backup on daily basis
- Daily Automated backup of Database
- Auto delete old backup before 7 days
- Email notifications during backup success / Failure
- Backup to Remote FTP server
- Target Product Group and Subgroup wise sales
- Tour Plan Details
- Travel Expenses Details
Access Control
admin user can create multiple users and assign different roles depends upon their need
- Salesman access to view their individual details
- Sales Manager access to view their team details
- Sales officers access to view all the details
- Senior Sales Officer Access to view and edit all the details
- Admin role with all privileges
Sales Insights & Reports
access reports in the form of pivot, graphs and excel easily for all your sales data
- Sales Target Details
- Target VS Achievement
- Monthwise Till date Sales
- Demography Sales
- Product Sales
- Teamwise Sales
HRMS Insights & Reports
access reports in the form of pivot, graphs and excel easily for all your HRMS data
- Salesman Details
- Daily Attendance Report
- Leave Details Report
- Finance Leave Details
- Leave Balance