FEATURE MATRIX

Everything your field team needs

Geofencing & Security

Zero-Proxy Attendance & Geo-Fenced Check-Ins

Ensure sales reps are physically present at client outlets before marking attendance or logging orders. Geofencing guarantees complete field transparency and location integrity.

  • Instant selfie attendance with GPS timestamping
  • Continuous route map tracking for daily travel audits
  • Customizable geo-fence radius per retail location
100%
Verified Field Visits
Live
GPS Route Playback
Live Tracking Preview
Sales Speed

Digital Catalogs & Instant Order Booking

Eliminate pen-and-paper order logs. Reps browse high-resolution digital catalogs, apply active promotional schemes, and push orders directly to management in real time.

  • Category-wise product search with live stock status
  • Automated discount calculation and custom pricing tiers
  • Instant order summary dispatch via WhatsApp & Email
Offline
Order Saving Supported
Instant
WhatsApp Invoice PDF
Mobile Orders Preview
Financial Control

Automated Expenses & Allowance Claims

Streamline field reimbursements. Field reps snap photo receipts of travel tickets, meals, and fuel, while GPS distance logs calculate exact travel allowances automatically.

  • Photo receipt upload straight from mobile camera
  • Auto-calculated kilometer allowance based on verified GPS logs
  • Multi-level manager approval workflow
0%
Paperwork Burden
Fast
Reimbursement Cycles
Expense Claims Preview
Executive Control

Real-Time Dashboards & Performance Insights

Transform raw field activity into actionable business decisions. Monitor target achievements, sales conversions, and rep visit counts from a single Web Console.

  • Live Target vs. Achievement tracking for every territory
  • One-click exportable Daily Sales Call Reports (DSCR)
  • Executive visual charts for top-selling products
Live
Target vs Achievement
Auto
Daily Call Reporting
Analytics Preview

COMPLETE TOOLKIT

Purpose-built features for high growth

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Selfie Attendance

Reps take a quick selfie upon daily clock-in. Photos are automatically stamped with time and exact GPS location to eliminate proxy attendance.

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Expense & TA/DA Claiming

Field agents capture images of travel receipts. Distance calculations automate travel allowance reimbursements seamlessly for managers.

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Distributor Stock Audit

Reps conduct live stock audits at dealer/retail outlets to track secondary stock movement, prevent stockouts, and boost re-orders.

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Offline Sync Engine

Low network coverage area? No problem. Reps register check-ins and orders offline; data automatically syncs once connection is restored.

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Multi-Tier Roles

Assign custom role-based permissions for Area Managers, Regional Leads, and Field Executives tailored to your corporate hierarchy.

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Smart Manager Alerts

Receive automated push notifications and email reports for missed visits, pending expense approvals, or high-priority order entries.

THE IMPACT

Why teams switch to SalesBoard

OLD MANUAL PROCESS

Traditional Field Operations

  • โœ• Unverified attendance via calls or WhatsApp causes zero location accountability.
  • โœ• Hand-written order notes lead to human errors and delayed dispatch by 24-48 hours.
  • โœ• Manual paper fuel claims result in inflated travel expenses and audit confusion.
  • โœ• End-of-day manual Excel reporting delays management decision-making.
THE SALESBOARD WAY

Automated Field Productivity

  • โœ“ Geo-fenced selfie check-in ensures reps are physically present at store.
  • โœ“ Direct mobile order entry syncs instantly with warehouse and admin panel.
  • โœ“ Automated GPS distance tracking eliminates fake expense claims completely.
  • โœ“ Live real-time dashboard analytics give total visibility instantly.