Field Force Automation

Equip your field agents with the mobile app so they can do more on-the-go

Arm your field service team to resolve customer requests faster and smarter

Equip field service team to resolve customer requests faster and smarter

Planning & managing field service team

Organizing and planning the calendar of every field service executive for every delivery, service request, or meeting.

Intelligently automate scheduling

Visualize onsite appointments, and optimize service schedules with efficient route planning, resource skill matching, and automated SMS/email notifications.

Mobile field service app

Simple and easy mobile interface, collaboration tool, Live GPS tracking, real-time route information, give cross-sell and upsell signals, work online or offline.

Customer/lead 360 view

A Unified holistic view of customer data across all touchpoints – be it past service requests, open tickets, or even warranties applicable.

Take your field workforce to next level of productivity

Get automated day plans

Plan your agent's day - the number of meetings scheduled, the goals for the day, and the best travel route-everything is designed for them, automatically.
Get meeting recommendations

Based on the agent's location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.
Give upsell/cross-sell signals

The tool can use the customer's activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agents.
Track your agents

Track all their calls and messages received on their mobile and analyse their overall productivity. Use their meeting history to know if they are meeting their targets.
Geo-fence their tasks

LeadSquared will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.
Know their location history

Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance travelled, and the location of every meeting.

Capture field force attendance with check-in/out automatically

Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.

Detect fake location check-ins

Stop your agents checking in from false locations. For example, if they are in Mumbai, they cannot check in claiming that they are in Delhi. You can also geo-fence their tasks to prevent fraudulent entries.

Assign the best available technician based on skill and pin code location

Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up.

Assign the next meeting location on the field

After the meeting is over, the app will automatically remind you where your next meeting is. Also, it will tell you the route you need to take to reach the location quickly.

Nudge your team to take meeting notes

After the scheduled meeting time, an automatic email is sent to your field agents reminding them to log in meeting notes. This helps you to know how the meeting went, ultimately helping you take important sales and business decisions.

Expedite your document verification process

Your field team may need to collect documents from your customers for verification. Your field agents can easily upload multiple documents at a time for verification, and they can be instantly approved. This reduces the wait time and improves efficiency.

Have the location coordinates of your agents when they are in the field

Get real-time updates on your agents’ location and the number of meetings that they have had. Look at the sales route that they have navigated, the miles travelled, and the tasks that they have completed.