Field Sales App
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All in One Field Sales CRM!

Visualize & Manage all your customers

  • Field Sales
  • Invoice
  • Beat Plan
  • Attendance
  • Expenses
  • Complete Sales Automation – You never have to manually intervene in the entire process once you set it up
  • Optimum Lead Distribution – sales rep are only assigned leads basis their existing workload and their likelihood to close the deal
  • Pipeline Management – Customize your pipeline stages basis the way you operate. Easily track the progress of your deals across multiple stages

Build a highly customisable SFA platform for your field team

Get quick-to-deploy configurable workflows for your field teams that gives you helps you better plan your route-to-market programs with dealers, distributors, and retailers - all on a single platform

Order Management

Set up your entire order management & secondary sales automation workflow - right from order booking, processing, sales return to invoice management

Dynamic Beat Allocation

Static Beats lead to lost sales. Fieldproxy helps you identify stores that you must visit which takes into account various variables like stockouts, proximity, store potential and multiple other custom parameters

Real time tracking and data capture

Manage your field force with real time geo location based tracking, productivity reports and real time sales and inventory data capture

Distance Calculation & Expense Reports

Know how much distance your employee has exactly travelled through the day and generate automatic expense reports

Secondary Sales Automation

Automate your secondary sales, monitor stock, manage schemes, returns and cross-sell and up-sell SKUs to help your drive sales

One Product. Multiple Industries

Fieldproxy is currently used by clients across multiple industries to manage their on-ground teams

Onboard new stores, manage field agent productivity, devise optimal routing algorithms, capture stock details and drive sales and more.

Drive distributor engagement, simple doctor/stockist onboarding, handle medical rep targets, incentivisation, capture daily sales reports and more.

Ensure planogram compliance, check store cleanliness, cross-check merchandising execution, drive store staff training, prevent stock-outs and more.

Manage your fleet operations, track driver productivity, auto dispatch orders and enhance delivery services and more!

Manage your on ground customer acquisition efforts, collections management, KYC verification, upsell/cross-sell operations and more!

Enable job site coordination, field scheduling & coordination, live punch lists, increase accountability among workers and more!

Manage employee schedules, track inventory, do cleanliness audits, check compliance with SoPs and more!

Manage appointment, match right technician for the job, capture customer experience feedback, track timesheets and more.

We built Fieldproxy after observing thousands of leaders find it difficult to manage their field employees. Even if you have just 1 employee on the field, Fieldproxy is for you!

Let your field sales team have their own customizable CRM in their pocket and know who to visit, when to visit, what to pitch & how much to pitch

Assign and schedule appointments to your service technicians, share invoices & contracts to customers and have live updates on what your technicians are upto

Ensure you have a detailed overview of the locations visited throughout the day, distance travelled, active working hours and information on any rest stops

Ensure operation execution by setting up daily plans for your field employees, assigning orders to delivery staff, check order fulfilment status and ensure live tracking of orders for customers

Ensure field employees checkin and checkouts are geotagged and timestamped, capture and approve leave requests from employees.

Generate custom invoices with company logo that can be shared with customers over sms, email and whatsapp; quickly receive and process expense claims from your team real-time

Ensure the marketing, pricing, trade & promotional plans discussed in the boardroom are executed at the field. Also keep in touch with customers through emails & SMS reminders

With a completely flexible platform, you can mix & match any task in a way that is suited to your business needs

Empower your team with Fieldproxy

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