Expense Management for Field Force Companies

OptCRM’s AI-powered Employee Expense Management solution transforms how companies handle field-force expenses—offering seamless alignment with company policies and reducing administrative burden. Both employees and managers can submit claims via mobile app or web portal, with the system intelligently applying rules like daily allowances (DA), travel allowances (TA), hotel stays, and more.

Key Features

Hierarchy-Driven Approvals: Automated workflows route expense claims to approvers based on role levels, ensuring efficient and accountable processing.
Designation & Distance-Based Calculations: AI handles auto-calculations by employee designation, travel distance, and fixed or variable expenses—ensuring consistent adherence to expense policies.
Policy Enforcement: Integrated company expense rules are intelligently applied in real time, helping prevent errors and non-compliant claims.
Automated Attendance & Expense Matching: AI-driven validation aligns expense claims with attendance data, minimizing discrepancies and streamlining reconciliation.
Client & Manager Oversight: Tailored interfaces support manager-level expense review and client-related claims, offering enhanced transparency across roles.

OptCRM offers expense management solution for field force companies. Company can manage employee and managers expense very easily on the basis of daily activity submitted by them, even employees can submit variable expenses through mobile app and web portal. Hierarchy wise approval helps the small to large size company to manage it efficiently.

Check the latest feature of Expense Management

Manager Approval
DA - Daily Allowances
TA - Travel Allowances
Hotel Stay
Other Expense

Free to calculate with below

Designation Wise
Employee Wise
Distance Wise
Other

Employee Expense

No need to worry about the expense management as OptCRM is here to automate company’s standard expense policy and calculate the same as per day to day working. Auto generated attendance sheet helps you to control over expenses without any headache.

Manager Expense

Executive expense management is little bit simple but to calculate for zonal or national manager, it is very hectic and difficult to manage because of many if else conditions. But with the help of OptCRM expense management you can easily solve all the expense related queries and can integrate company expense policy with ease.

Variable and Fixed Expenses

Client Expense - Approval based system helps world class companies to manage their client or doctor expenses efficiently. To channelize such kind of expense practice, everyone needs a foolproof system to manage expenditure with control. Let the OptCRM customize wonderful control expense system for you.

Designation Wise Expense - Most of the company have the ethics in their business and use one designation one expense formula. If you are such kind of company then ready to use module help you to manage whole company expense in few minutes. Hierarchy based approval system makes it more efficient and answerable.

Fix & Other Expense - Easy to manage, simple to assign, according to your need. OptCRM provide a total customized solution to manage Fixed, Variable and Other expenses as per company policy. Make your own policies with the help of OptCRM.