Field Activity Management Software

Field activity management system that enables custom questionnaire creation, activity assignment to field teams, offline data collection during store visits, activity quality checks, visit planning, and comprehensive productivity tracking—replacing manual paper forms and inconsistent data collection.

Admins create questionnaires and assign activities from portal while field teams fill questionnaires during store visits on mobile app and managers review/approve activities from portal with complete audit trails.

What It Does:

• Creates custom questionnaires with 7 question types (Open Ended, Radio Button, Checkbox, Dropdown, Rating, Rank Order, Matrix)
• Organizes questions in Category → Sub Category → Questionnaire hierarchy
• Assigns activities to specific user groups (promoters, team leaders) with date range control
• Enables offline data collection during field visits with automatic sync
• Implements Activity Quality Check workflow for submitted activities
• Uploads market visit plans by store, user, and distributor
• Tracks visit productivity with daily store counts and detailed activity reports
• Manages field audits with People Hygiene parameters and validation

Eliminates manual field data collection — replaces paper forms and inconsistent reporting with structured digital questionnaires.

Centralized field activity management ensures structured data collection, eliminates manual paperwork, provides real-time activity visibility, streamlines approval workflows, and delivers actionable insights from field operations.

1. Eliminate Manual Paper-Based Data Collection

• Digital questionnaires replace paper forms and manual data entry
• 100% structured data with predefined question types and validation
• Eliminates illegible handwriting and lost paperwork
• Real-time data sync from field to portal with offline capability

2. Gain Visibility into Field Team Activities

• Real-time activity tracking showing which field teams are completing which tasks
• Visit Productivity Reports with daily store counts per employee
• Activity completion status visible in portal dashboard
• Global Activity Visit Report for comprehensive field operation insights

3. Standardize Audit and Compliance Processes

• People Hygiene Audit with standardized parameters across all locations
• Activity Quality Check workflow ensures consistent data verification
• Audit trail of all activities with employee, store, date, and photo documentation
• Eliminates inconsistent audit processes between different supervisors

4. Accelerate Activity Approval Process

• Activity Quality Check allows managers to review and approve activities from portal
• Approve Activity screen shows Client Outlet Code, User, Activity, Status with one-click approval
• No delays from manual form collection and review
• Field teams get instant feedback on activity submissions

5. Prevent Data Loss from Offline Field Visits

• Offline data collection ensures activities are captured even without internet
• Data automatically syncs when device reconnects to network
• No lost data from areas with poor connectivity
• Field teams can work continuously without connectivity concerns

6. Get Actionable Insights from Field Data

• Detailed Visit Productivity Report shows activities performed in each store
• Market Visit Gallery Report with photo documentation of field visits
• Store Visit Report provides comprehensive details of particular visits
• Download reports in Excel/PDF for analysis and decision-making

The questionnaire builder supports 7 question types for comprehensive field data collection.

• Open Ended Question – Free text responses for detailed feedback
• Radio Button – Single choice selection from options
• Checkbox – Multiple choice selection
• Drop Down – Selection from dropdown menu
• Rating Question – Star or numeric rating scales
• Rank Order Question – Prioritize options by ranking
• Matrix Question – Grid-based multiple questions in table format

Yes, the mobile app supports offline field data collection with automatic sync when internet is available.

• Field teams can fill questionnaires during store visits without internet connectivity
• All responses stored locally on mobile device
• Data automatically syncs to server when device connects to internet
• Essential for field teams working in remote areas or locations with poor network coverage

Admins assign specific questionnaires to user groups with date range control for targeted field activity execution.

• Select which questionnaire to assign (e.g., POSM Audit, Store Compliance Check)
• Choose user groups (promoters, team leaders, supervisors) to receive the activity
• Set date range for activity validity (start date to end date)
• Assigned activities appear in field team's mobile app during the configured date range

Managers review submitted activities before final approval to verify data quality and compliance.

• Field teams submit completed questionnaires which go to "Activity Quality Check" queue
• Managers review: outlet details, visit date, user name, activity responses, and photo evidence
• Verify data accuracy and completeness before approval
• Approve activities → moves to "Approved" status, or reject for re-submission if issues found

Admins plan field visits using 4 flexible upload methods to assign stores and activities to field teams.

• Manual Planning – Select date, outlets, questionnaire, and user groups manually
• Sheet Upload – Bulk upload visit plans via Excel sheet
• Beat Upload – Assign entire beat routes to sales reps
• SKU Master Upload – Upload product SKU data for availability checks during visits