What is Field Sales Tracking Software?
Built specifically for the HR, CRM & professional services sector, our field sales tracking software digitizes client portal, field staff tracking and lead & pipeline management while giving owners live dashboards on mobile and desktop.
Most field sales tracking operations struggle with leads slipping through the cracks, payroll errors and compliance stress and no visibility into team productivity. Our software removes that friction with role-based access, automated workflows, WhatsApp/SMS alerts and real-time reports.
Choose cloud hosting or on-premise installation, start with the modules you need today and add more later. Book a free live demo of Field Sales Tracking Software by calling +91 9119431984 or writing to support@udyams.com.
Explore Features
Key Capabilities & Deliverables
Everything you need from Field Sales Tracking Software — engineered for performance, security and ease of use.
Client Portal
Clients view status, invoices and documents online.
Field Staff Tracking
GPS check-ins, visit reports and expense claims.
Lead & Pipeline Management
Capture leads from all sources and track them to closure.
Employee Lifecycle
Onboarding, documents, appraisals and exits in one place.
Attendance & Payroll
Biometric/mobile attendance with PF, ESIC and PT-ready payroll.
Task & Project Tracking
Tasks, timesheets, milestones and client billing.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Custom Modules on Demand
Need something unique? We build custom modules that plug into the same system.
GST-Ready Billing & Accounting
GST invoices, credit/debit notes, ledgers, outstanding tracking and Tally export.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with field sales tracking workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
