Best Mobile SFA App for Field Sales Automation
OPT CRM’s Mobile SFA (Sales Force Automation) solution is designed for teams who work on the go — sales executives, field representatives, medical reps, distributors, and service engineers. Our mobile app gives them all the tools they need to plan their day, track visits, update reports, and stay connected with managers in real-time.
Field teams can log customer visits, mark attendance, capture GPS location, upload documents, take orders, and update tasks instantly. This ensures no missed data, no delays, and complete transparency.
Managers can monitor field activity live, review performance, track customer interactions, and generate daily/weekly reports from a single dashboard. Mobile SFA ensures accountability, efficiency, and smarter decision-making.
Sales Force Automation through mobile app.
- Online/Offline Reporting: Seamless data capture even without internet.
- GPS-based Attendance: Accurate check-in with GeoFencing for route adherence.
- Daily Route Planning: Optimized beats and visit scheduling.
- Real-time Activity Updates: Live syncing for instant visibility.
- Order Booking & Collections: Integrated secondary sales and payment tracking.
- Beat Plan Management: Automated route optimization and compliance.
- Visit Verification & Photos: Proof of visit with image uploads.
- Custom Forms & Workflow: Tailored data collection and approvals.
