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The Most Flexible and Reliable
Field Sales App Ever!
Your agents’ every move counts. That’s precisely why LeadSquared’s field force
automation solution is designed to help your reps work smartly and
productively every single day.
DIY app home screen builder – CASA
Build the app home for your teams to show only what’s important to them. Get started in minutes, no coding required.
Territory mapping
Carve territories and assign users, teams, and sales groups. Automatically distribute leads based on user territories.
Location insights
Improve on-field sales efficiency through seamless location monitoring, distance traveled calculation, location history, and more.
Image-to-text ML
Capture lead details and auto-populate lead fields (in iOS) from visiting cards, PAN cards, and other KYC documents.
Automated beat plans
Generate automated day plans, prioritize tasks for your reps, track store visit statuses, scan/collect documents, and more.
Enhance Efficiency with Operations Automation
From lead and task assignments to progress and outcome tracking, automate everything that takes up your time.
Uberize lead and task allocation
Every time an inquiry comes in, assign the leads automatically to your field sales agents based on the prospect’s proximity to their territory. Reduce the response time with task assignment notifications.
Ensure no task is overlooked and no follow-up missed.
Maximize productivity with automated day and route plans
Automate the complete day and route planning for your field teams for maximum productivity per visit. The app will automatically devise the best travel route.
Allow them to view leads near them to ensure more meetings per visit. A better-planned day = a more productive day!
Geofence work zones and monitor activities through GPS tracking
Live track your agents and teams. Prevent fraudulent check-ins, and meeting misrepresentations using geo-fencing. Your agent can’t check in or add meeting notes without being physically present in that location.
Not only does it prevent dishonest practices, but also ensures that the reports are accurate.
Automate attendance and payout management
As soon as an agent checks in, their attendance is marked. You can restrict the check-in until the agents are in their first meeting locations, thereby avoiding fraudulent activities.
This also helps calculate the attendance and correct payouts for the agents automatically.
Reallocate leads and tasks of churned agents
When field sales teams have a strength of a few thousand, a high churn rate is unavoidable, and hard to manage. LeadSquared lets you keep accurate records of currently active & inactive agents, auto-deactivate inactive ones, automatically map their last working day, ensure correct payouts, and avoid conflicts.
Churned agents’ leads are also reassigned automatically.
Get detailed reports
Automatically get reports sent to your inbox. The mobile app and your desktop sync automatically, ensuring accurate data.
With checked in agents, you can view the number of meetings, distance traveled, and the quality of the meetings easily.
50%
Increase in Loan Sales
85%
Increase in Call Centre Efficiency
90%
Reduction in Cost Per Lead
2x
Increase in Productivity
200%
More Conversions
233%
Increased Revenue
