Every field workflow. One platform. Built-in intelligence.
Sixteen deeply-built modules — from the morning tour plan to the reimbursed expense, the secondary sale, the chemist audit and the paid incentive — all role-scoped, multi-tenant, and Copilot-aware.
Plan, report, and run the field day
Daily Call Report
One-tap, GPS-verified call logging with joint-working, samples, photo proof and an end-of-day lock.
Tour Plan (MTP + STP)
Plan every working day in advance, 11 work types, minimum-customer rules, reusable route templates and deviations.
Order Booking (POB)
Capture purchase orders in the visit — catalogue with PTR and schemes, repeat-order suggestions, ERP feeds.
Field Operations
Start/end-day checklists, battery-friendly live GPS, multi-leg trip planner and a daily activity stream.
Expense Management
TA/DA auto-generated from the approved tour plan, bill photos, policy validation and two-step approval.
Leave Management
Configurable leave types and rules, carry-forward, holiday calendars per state/HQ and live balances.
Approvals (Universal)
One configurable ABM→RSM→NSM→Admin chain across plans, expenses, leave and master-data, with full audit.
Master Data
Doctors / retailers / chemists / stockists, bulk Excel import with validation and approval-gated edits.
Sample & Gift Distribution
Allocate per role / territory / month, track consumption, top-up requests with approval and reconciliation.
Turn field effort into revenue you can see
Secondary Sales
Primary vs secondary sell-through from stockist and ERP feeds, broken down by territory and product.
Collections & Outstanding
Receivables aging in 0–30/31–60/61–90/90+ buckets, overdue alerts and collection-vs-target by territory.
Stock & Near-Expiry
Batch-level stock value at risk, near-expiry and returns, with liquidation nudges before write-off.
Incentive Calculator
Rep standings vs scheme slabs, live payout and gap-to-next — transparent and fully auditable.
RCPA Audit
Our brands vs competitors at the chemist counter, share-of-counter by molecule and conversion signals.
AI Detailing Assistant
Which products to detail to which doctor — ML-ranked from Rx, RCPA and CRM with "why this" reasoning.
Dashboards, reports, and a Copilot that answers
Dashboards & Reports
Role-aware landings for SE, manager and admin.
- KPI strip: budget vs achievement, YoY, coverage
- 17 pre-built reports
- Drag-and-drop report builder + Excel export
AI Copilot
Natural-language questions, role-scoped answers.
- 25-step deterministic NL→SQL pipeline
- Insights, risks & recommended next actions
- Forecasting, follow-up chips, PII-safe
Daily Insights
The brief finds you — you don't chase the dashboard.
- Morning brief: actuals, plan, alerts, actions
- Weekly strategic brief with anomalies
- Email, WhatsApp & webhook delivery
See the whole field — and what's coming next
War Room
A consolidated command-center view — KPIs, coverage and risks on one screen, from org down to SE.
Forecast & Simulator
AI sales forecasting with what-if simulation to pressure-test targets and scenarios.
External Signals
Ingest market and competitor signals to enrich answers, forecasts and every field decision.
AI Advisor
Next-best-action recommendations and 30/60/90-day action plans for reps and managers.
MTP earnings & incentives
Earnings tied to plan and achievement, with incentive reports and detail drill-down.
Manager tooling
Staff transitions, territory reassignment, and reset-punch / unlock-SE controls.
Native mobile for the field. Full web console for HQ.
The same role-scoped data, in your rep's pocket and on your manager's big screen.
Illustrative screens with sample data. Your tenant shows your branding, your terminology and your own numbers.
Everyone sees exactly what's theirs
Dashboards, reports, Copilot answers and master data are all scoped to the user's place in the hierarchy. No data leakage.
Sales Executive
"My day" — today's plan and my numbers.
- Today's customers & last 3 visits
- MTD budget vs achievement
- Pending POBs & focus products
Area / Regional Manager
Team performance at a glance.
- Team scorecards & leaderboard
- Customers-not-met, weekly call pattern
- Approvals inbox with bulk actions
Admin / Finance
The whole org, governed.
- System health & approval queues
- Policy & leave-utilisation audit
- Collections, outstanding & stock aging
Multi-tenant, mobile-first, secure
White-label multi-tenancy
- Your logo, name, colour & templates
- Configurable terminology — rename any label (customer → doctor / retailer / dealer)
- Per-tenant policies & approval chains, no code
- Row-Level Security on every table
Mobile-first & enterprise-secure
- Native iOS & Android (Expo)
- Biometric (Face / Fingerprint) login
- Push for approvals, reminders & deadlines
- Force-update gate & offline-capable DCR
Security & compliance
- RLS at the database layer
- JWT auth, MFA-ready, login ledger
- Tenant-scoped audit trails
- GDPR / DPDP-friendly
See the whole platform on your own data
Book a 30-minute demo — we'll spin up a sandbox tenant with your terminology and sample data.