Sales Force Automation Software for Field Sales Teams
A web portal for admins and managers paired with a mobile field app: attendance tracking, beat planning, store and order management, visit tracking, analytics, and people management, all in one connected platform.
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| User | Territory | Visits Today | Status |
|---|---|---|---|
| R. Kapoor | North Zone | 6 / 8 | On Track |
| S. Iyer | West Zone | 3 / 7 | Behind Plan |
| M. Reddy | South Zone | 8 / 8 | Complete |
AI photo validation matches the attendance selfie with the reference image, and geofencing restricts check-ins to configured locations.
| User | Check-In | Photo Match | Location | Status |
|---|---|---|---|---|
| R. Kapoor | 9:08 AM | Matched | Geofence OK | Present |
| S. Iyer | 9:47 AM | Matched | Geofence OK | Late |
| M. Reddy | — | — | — | Regularization Pending |
Weekday beat plans assign store-wise visit schedules per employee, with compliance tracked as stores covered divided by stores planned. The AI Journey Planner can order each route by road travel time.
| User | Weekday | Stores Planned | Stores Covered | Compliance |
|---|---|---|---|---|
| R. Kapoor | Monday | 8 | 8 | 100% |
| S. Iyer | Monday | 7 | 3 | 43% |
| M. Reddy | Monday | 8 | 8 | 100% |
Territory-based store assignment with GPS validation and channel classification, with GPS checked at each visit and a check-in photo where the project requires it.
| Store Code | Store Name | Channel | Last Visit | GPS Check |
|---|---|---|---|---|
| ST-8821 | Sri Ganesh Stores | General Trade | Today, 10:12 AM | Verified |
| ST-8822 | City Mart | Modern Trade | Today, 11:40 AM | Verified |
| ST-8823 | New Krishna Traders | Kirana Shop | Yesterday | Overdue |
Unit sales, orders, secondary sales, and stock, captured at the point of the store visit.
| Store | SKU | Qty | Value | Type |
|---|---|---|---|---|
| Sri Ganesh Stores | SKU-2201 | 24 | ₹3,840 | Unit Sale |
| City Mart | SKU-2214 | 12 | ₹2,160 | Order |
| New Krishna Traders | SKU-2201 | 18 | — | Stock |
7 question types (text, radio, dropdown and more) with per-question scoring, designed per activity for structured market intelligence.
- Brand available? Yes (radio)
- Competitors visible: Brand X (text)
- Shelf cleanliness: Good (dropdown)
- Mandatory questions: 4 / 4 answered
- GPS + photo verification: Passed
- Manager approval: Pending
Leave policies are configurable (for example 1.5 earned leaves a month), and expense claims follow per-role claim policies, routed to the approver each policy sets.
| User | Request | Type | Status |
|---|---|---|---|
| S. Iyer | Leave: 2 Oct – 3 Oct | Casual | Pending Approval |
| M. Reddy | Expense Claim #EC-440 | Travel | Approved |
| R. Kapoor | Attendance Regularization | Missed Check-In | Routed |
Configurable KPI tiles and MTD sales, beat compliance, and visit productivity, updated in real time from field activity.
24+ pre-built reports, extendable to 40+ as per client requirements, plus a Report Builder for custom dimensions without IT support.
| Report | Filters | Action |
|---|---|---|
| MTD Tertiary Sales Report | Date, User, SKU | Export |
| Beat Compliance Report | Territory, User | Export |
| Attendance Summary Report | Date, Territory | Export |
Field Data, Flowing From Portal to Dashboard
Admins configure once in the portal; field teams execute on mobile; every action rolls up into one connected analytics layer.
Portal Setup & Configuration
Users, stores, products, beat plansMobile Field Execution
Attendance, visits, sales, activityData Collection & Tracking
GPS, photos, questionnairesAnalytics & Reporting
24+ reports, dashboardsReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
1Channel
1Channel CRM
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1View
Built for How Field Sales Actually Operates
Key features & benefits: drag or use the arrows to see all 12.
AI-Powered Attendance Tracking
AI selfie matching with a liveness check, random spot-checks to catch proxy attendance, and geofenced check-ins with a GPS-stamped audit trail.
Beat Plan Compliance
Weekday market visit plans per employee, with compliance reported as stores covered against stores planned.
User & Organization Hierarchy
Organization tree from field promoters to regional heads, with role-based access and automated approval routing.
Store Master Data
Territory-based store assignment with GPS validation, channel classification, and distributor mapping.
Product Catalog & Pricing
Brand, category, product, and SKU hierarchy with a price master per SKU to prevent pricing errors.
Primary/Secondary/Tertiary Sales
Unit, value, order, and stock capture at the point of visit, with stock-in and order fulfillment tracking.
Orders to Distributors
Order-time checks on stock, schemes, pricing and credit, with orders going to the distributor for approval, invoicing and dispatch.
Visit Tracking & Questionnaires
7 question types with per-question scoring and conditional follow-ups for structured market intelligence.
Store Visits & New Outlets
A visit screen with a timer and activities through to check-out, and new outlets approved before they go live.
24+ Analytics Reports
Pre-built reports across attendance, sales, visits, and beat compliance, extendable to 40+ as per client requirements, plus a Report Builder for custom dimensions.
Leave & Expense Management
Configurable leave policies with automatic allocation, and expense claims under per-role claim policies, with small claims auto-approved below a set limit.
Scheme & Campaign Management
Value, volume, and free-goods schemes set at SKU or category level, mapped to stores and visible in the field app during visits.
Targets & Incentives
Individual and team targets, weighted KPI scorecards, and slab incentives that can be tied to journey-plan adherence.
Offline Mobile App
Android and iOS apps store beat plans, products, and schemes locally, and sync automatically when back online.
Enterprise-Grade Scalability
200,000+ users across 40+ countries, with complete onboarding, training, and ongoing support.
Where AI Actually Touches Field Sales, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, built into the apps your field teams already use:
- 📸AI attendance validationThe attendance selfie is matched against each rep's stored reference photo, so attendance can't be marked by proxy.
- 👔Grooming AIRight after the attendance selfie, brand grooming standards are scored against the client's own rules, with photo evidence and AI feedback.
- 💬AI Assistant, conversational lookups for field and admin usersAsk in plain language, for example "What were my sales yesterday?", and look up stock levels, outlet history, and scheme details without switching screens. It also walks reps through order booking, attendance, and visit tasks step by step, on web and mobile.
- 🗺️AI Journey PlannerPlans field-visit routes using realistic road travel time, within each rep's working hours and existing beat plans.
- 🛒SKUs to pushOn the Take Order screen, AI flags SKUs an outlet buys less of than similar outlets, says why, and suggests an order quantity for each SKU.
- 🔥Catalyst, AI-built coaching reportsReviews sales, visit, and stock data against months of history, flags reps or territories trending away from their normal range, and gives managers a plain-language coaching report with recommendations.
See every 1Channel AI capability, including Image Recognition, which scores Perfect Store shelf photos for facings, adjacency and eye level, with a retake option.
Field Sales Automation Insights, Straight from the Field
Go Deeper Into Every Module
Each module behind the dashboard is also its own dedicated page: attendance, route planning, store management, field activity, sales analytics, and more.
Attendance & Beat Planning
Field employees mark attendance via mobile app with AI photo validation and geofencing, matching the attendance selfie to a reference image and restricting check-ins to configured locations. Admins build weekday beat plans assigning store-wise visit schedules per employee, uploaded in bulk via Excel or set individually, and the AI Journey Planner can order each day's visits by road travel time.
How It Works
- Admin creates weekday beat plans by store and user, uploaded via Excel or assigned individually
- AI matches each attendance selfie against the reference image before marking present
- Geofencing restricts attendance marking to configured locations only
- Missed check-ins go through a mobile regularization request, routed for approval
- Random selfie spot-checks during the day confirm reps are still at the outlet they checked into
- Shift-aware attendance shows the shift, grace period and how late each check-in was
Why It Matters
- Beat Compliance Report shows stores covered divided by stores planned, per day
- Complete audit trail with a timestamp on every entry, plus GPS and photo as the project's settings require
- Attendance closure locks each period's data before payroll processing
- Beat plan approval: proposed or changed beat plans are approved before they take effect
| User | Stores Planned | Covered | Compliance |
|---|---|---|---|
| R. Kapoor | 8 | 8 | 100% |
| S. Iyer | 7 | 3 | 43% |
Click a row: this is the real Beat Compliance Report formula, stores covered over stores planned.
Store, Product & Order Management
A single store master holds territory levels, GPS coordinates, and configurable channel classification (for example Modern Trade, General Trade and Kirana). Products follow a four-level hierarchy, Brand → Category → Product → SKU, with a price master per SKU. Field teams capture unit sales, orders, secondary sales, and stock at each visit.
Master Data
- Configurable territory hierarchy (for example State → District → Zone → Territory) for filtering and reporting
- GPS-validated store locations, used to confirm visit authenticity
- Bulk upload for stores and products via Excel templates: download the format, fill it, upload
Sales Capture
- Primary, secondary, and tertiary sales tracked separately, by unit and value
- MTD Tertiary Sales report by date and SKU, exportable to Excel
- Order capture replaces paper order books, with product search, current stock, and, where enabled, a suggested quantity on each SKU
| Store Code | Channel | Territory | Status |
|---|---|---|---|
| ST-8821 | General Trade | North Zone | Active |
| ST-8822 | Modern Trade | West Zone | Active |
Click a row: these are the real Store Management fields, not placeholders.
Visit Tracking & Activity Questionnaires
Every store check-in captures GPS location, plus a check-in photo where the project requires it, and opens the activities set up for that store, with 7 question types (text, radio, dropdown and more) and conditional follow-up questions available for market intelligence. Mandatory activities can be required before sign-out, and activities marked for approval go to the reporting manager before they reach reports.
Questionnaire Types
- Radio: single-choice, e.g. "Is the brand available?"
- Dropdown: pick from a list, e.g. "Shelf cleanliness"
- Conditional: a follow-up appears based on an answer, e.g. "No stock" asks for a reason
Quality Checks
- Visit Reports show stores visited per field employee per day, with GPS and timestamp
- Activity approval: responses can go to the reporting manager before they reach reports
- Questionnaire responses export to Excel for territory-level analysis
Store Visits & New Outlets
- A visit screen with a running visit timer, the outlet's month-to-date KPIs and an activities grid, through to check-out
- Reasons from a set list when a store is closed or doesn't place an order
- New outlets registered in the field with grade, channel and beat, then approved before they go live
- To stop fake outlets, the platform can be configured to read the signboard photo, compare it with the dealer master and flag mismatches for review
| Question | Type | Response |
|---|---|---|
| Brand available? | Radio | Yes |
| Shelf cleanliness | Dropdown | Good |
Click a row: real question types from the Activity Questionnaire builder.
Analytics, People & Scheme Management
The Report Catalog has 24+ pre-built reports, extendable to 40+ as per client requirements, covering attendance, sales, visits, and beat compliance, plus a Report Builder for custom dimensions. Leave requests route to the reporting manager, expense claims follow per-role claim policies, and schemes set at SKU or category level are mapped to stores for live field visibility. For managers, Catalyst turns sales, visit, and stock data into a plain-language coaching report.
People Management
- Leave policies set per role, e.g. 1.5 earned leaves a month with a carry-forward limit
- Expense claims under per-role claim policies, with an auto-approval limit for small claims
- Attendance closure locks each period's data before payroll processing
- Leaderboards rank reps in real time, with badges to drive app adoption and target attainment
Schemes & Reports
- Schemes mapped to stores, visible on the field app during visits
- Advanced Dashboard tiles configured per client requirement
- Reports export to Excel or CSV, and store visit reports also to PDF
| User | Request | Status |
|---|---|---|
| S. Iyer | Casual Leave | Pending |
| M. Reddy | Expense Claim | Approved |
Click a row: approval workflows route through the real organization hierarchy.
Targets, Orders & Distributors
Sales targets can be set for individuals and teams, and reps track target versus achievement in the app, weighted across the KPIs the business chooses. Incentives follow slab payouts and can be tied to journey-plan (PJP) adherence. When a rep takes an order, the app shows the distributor's stock and the outlet's credit position, checks the order before accepting it, applies schemes automatically, and sends it to the distributor.
Targets & Incentives
- Individual and team sales targets, with target vs achievement by territory
- Weighted KPI scorecards for reps and outlets, with weights set per client
- Slab-based incentive payouts, shown monthly and quarter to date
- Incentive eligibility tied to PJP adherence, at a threshold the business sets
Orders & Distributors
- Distributor stock per SKU, plus the outlet's outstanding, credit limit and credit used, before ordering
- Every order checked for stock, schemes, pricing and credit limit before it's accepted
- Trade schemes applied automatically in the cart
- Orders reach the distributor for approval, invoicing and full or part dispatch
| User | Incentive |
|---|---|
| R. Kapoor | Eligible |
| S. Iyer | Not eligible |
Sample data. Eligibility follows the PJP adherence threshold; KPI weights, slabs and the threshold are set per client.
Loved by Customers, Recognized by the Industry
"With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements."
"1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox."
"Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region."
"1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements."
"Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click."
Customer Stories
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Sales Force Automation Software?
Primary, secondary, and tertiary sales tracking across distributor networks, beat plans for promoter visits, and MTD sales reports by SKU and territory.
Medical representative visit management with AI attendance validation, weekday beat plans, and visit productivity reports.
Channel sales management with distributor and dealer networks, scheme-based dealer incentives, and channel sales analytics.
Retail merchandising campaigns with POSM tracking, structured store audits, competitor observation, and AI share-of-shelf checks.
Business development officer field operations with attendance tracking, client visit scheduling, and field activity reports.
Field sales coordination for hospital, clinic, and pathology partnerships, with beat plans, GPS-verified visit tracking, and territory performance metrics.
Field officer visits to farmers, dealers, and distributors, activity questionnaires for product demonstrations, and sales reports by SKU and territory.
Technician and engineer visit scheduling, GPS- and photo-verified check-ins, and activity questionnaires that record each job.
Pricing
We understand that every organization has unique field sales automation requirements. Our Sales Force Automation Software offers flexible pricing based on your selected features, user count, and deployment model.
Every plan includes secure cloud hosting, mobile apps for Android & iOS, and complete training & support at no additional cost.
Frequently Asked Questions
What Is Sales Force Automation Software?▾
Why Is It Essential for Distributed Sales Teams?▾
How Long Does Implementation Take?▾
What Features Are Included?▾
Can It Integrate With Existing Systems?▾
How Does the Mobile App Work Offline?▾
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