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01 — Employee Connect

Field sales, verified and optimized.

Geo-verified attendance, AI-prioritised journey plans, beat coverage, on-behalf ordering and collections — every rep runs their best day on repeat, and managers see it live.

See it live → All features
Field day

A rep’s day, end to end.

Punch in, see the plan

Geo + selfie start-of-day. Today’s PJP and AI-ranked dealers to visit first.

Drive the optimized route

Beat-mapped outlets in sequence — managers replay the journey timeline live.

Execute at the counter

Geo-fenced check-in, flexiform capture, place order for dealer, record collection.

Climb the leaderboard

Visits, orders and collections roll into targets, expense claims and rankings.

8:02●●●
Good morning
Rajesh K.
RK
📷
Start day · verifiedLat 26.84° · mock GPS off
Copilot · visit today3 dealers not visited in 14d · high order probability
Today’s PJP
Sharma TradersNot visited · 18d
Priority
Gupta HardwareBeat · Lucknow West
9:15●●●
Beat route
Lucknow West8 dealers · 42 km optimised
1234 5678
Sharma TradersChecked in · 9:04
Done
Patel StoresChecked in · 9:28
Done
Gupta HardwareNext · 2.4 km
10:42●●●
Gupta Hardware
Check-in verifiedGeo-fence · OTP confirmed · 10:38
🛒
Order placed for dealer24 cartons · ₹78,000
✓
₹
Collection recorded₹45,000 · image proof
✓
Flexiform · shelf audit4 photos captured
6:18●●●
Today’s score
8 visits6 orders
₹2.1LCollections
2
Rajesh K. · youNorth zone
1,240 pts
1
Amit S.North zone
1,380 pts
Target progress84% · June visits
Submit expense claim
0 ghost

visits — geo-fenced check-ins, live location trail and manager replay. Field execution, not field fiction.

CRM · Employee Connect

Contact → Lead → Quote → Fulfill.

Built for Indian distribution cycles — projects, follow-ups and multi-party stakeholders, not a generic inside-sales CRM.

ContactAccounts with geo context, beat mapping and visit history at every outlet.
LeadStage rules, assignment to beats and ASMs — from site enquiry to qualified opportunity.
QuotationScheme-linked quotes from the field — sent, tracked and converted without re-keying.
FulfillmentAccepted quotes flow to Dealer Connect OMS — dispatch and invoice in one thread.
11:08●●●
CRM pipeline
Sharma TradersContact · Beat 4
Lead · Sector 4 retail₹8L potential · assigned to Vikram
Quotation #Q-2841Sent · Monsoon scheme applied
📦
Fulfillment · SO-11842Linked to dealer order · Tally synced
✓
Lead ingestion

External system → Lead → PO.

IndiaMART, web forms, partner referrals and call-centre leads land in one queue — scored, routed and converted to dealer orders without Excel bridges.

API & webhooksConnectors for IndiaMART, website forms and partner portals.
Auto-assignRules route leads to beats, ASMs and field reps by territory.
Lead-to-POQualified leads become quotations and dealer orders — zero re-entry.
9:52●●●
Inbound leads
IndiaMART · New enquiry · Lucknow
Web form · Pune siteAuto-assigned · Beat 7
Converted to POSO-11902 · Sharma Traders · no re-keying
Partner referralPlumber Suresh M. · geo-tagged lead
Product depth

Mapped to what reps use every day.

Each module maps to live Employee Connect APIs. Tap to preview — on-behalf ordering flows through Dealer Connect.

Start and end day with geo + selfie verification. Live location tracking archives to Mongo for manager replay — mock GPS flagged automatically.

8:02●●●
Today’s status
📷
Day started · 8:02 AMSelfie verified · on location
Location trail activeLast ping 12s ago · accuracy 8m
Visits0 / 8
Distance0 km
Leave balance12 days earned · 3 pending approval
9:00●●●
PJP · 11 Jun
Sharma TradersDealer · not visited 18d
New lead · Sector 4Lead entity
Check-in at Gupta HardwareEnter OTP or skip with manager approval
FlexiformShelf audit · 4 mandatory photos
10:00●●●
My beats
Lucknow West
48 dealers
Active
Lucknow East
32 dealers
Active
Barabanki Rural
21 dealers
Shared
Bulk beat transferManager reassigns territory without spreadsheet chaos
10:42●●●
Mapped dealers
Gupta HardwareBeat · Lucknow West
Sharma TradersCredit avail. ₹3.7L
🛒
Place order v12Schemes on cart · SKU check
✓
₹
Record collectionImage proof · comments
11:20●●●
Pipeline
New opportunitySector 4 retail · ₹8L potential
Quotation #Q-2841Sent · awaiting response
Follow-up · Sharma TradersDue today · order probability 72%
Dealer KYCDocuments captured from field
6:18●●●
Performance
Copilot insightSharma Traders — high churn risk, visit today
2
Zone leaderboard1,240 pts this week
June visit target · 84%
Expense claimPJP travel · DA · submit for approval
Attendance

Selfie capture at start & end of day.

Reps punch in with a live selfie URL stored on attendance_manager — not a checkbox on an honour system.

Start my daySelfie + lat-long + capture time on every SOD via start_my_day.
End my dayEOD checkout closes the day book — intime, last checkout and status synced to managers.
Mock GPS detectionhas_mock_location flagged on punch-in and every location ping — spoofed apps caught early.
8:02●●●
Start your day
📷
Capture selfieAlign face in frame · tap to verify
Location captured26.846° N · accuracy 8m
Start day
Attendance & visits

Geo fencing everywhere it matters.

From continuous location trail during the day to geo-fenced PJP check-in at the dealer — every visit is verifiable, replayable and manager-visible.

Live location trailtrack_my_location archives pings to Mongo location_tracker for manager replay.
Visit geo-fencePJP check-in validates dealer proximity — OTP confirm or manager-approved skip on checkin_v8.
Today's statusSOD time, selfie URL, attendance colour codes and leave type on one screen for reps and managers.
10:38●●●
Gupta Hardware
Inside geo-fence142m from outlet · check-in allowed
📍
Visit logged10:38 · lat-long stored
✓
Location trailLast ping 12s ago · 48 km today
Expenses

Expense management tied to the field day.

Travel, DA and ad-hoc bills linked to PJP transport type — fixed and variable expense types with distance/time calculation, media proof and multi-level approval.

Expense typesFixed ad-hoc bills or variable by-distance / by-time-interval — configured per role via get_all_expense_types.
PJP-linked claimsCreate v3 expense with line items, receipt upload to S3 and comments thread for finance review.
Approval workflowSubmit, process, approve or reject — managers see full report detail without chasing WhatsApp receipts.
6:22●●●
New expense claim
PJP · 11 Jun48 km · Bike · Lucknow West beat
Travel · by distance
48 km × ₹3.5
₹168
Daily allowance
Fixed · field day
₹350
Toll receipt
Ad-hoc · image attached
₹120
Total claim₹638
Submit for approval
Targets & incentives

Targets that reps chase every day.

Assigned targets

Monthly KPIs — visits, order value, collections, new outlets — pulled live from the target service per rep.

Slab progress

Each KPI tracks achievement vs target with slab tiers — reps see exactly how far to the next incentive band.

Incentive wallet

Earned balance from completed slabs — redeemable wallet visible before the month closes.

Leaderboard

Zone and module leaderboards gamify the same data — visits, orders and collections become points.

Jun●●●
My targets
Dealer visits
Target 120101 done
Order value
Target ₹40L₹33.2L
Collections
Target ₹8L₹6.4L
Jun●●●
Slab progress
Visit slab · Tier 2
101 / 110 visits₹2,000 bonus
Order slab · Tier 3
₹33.2L / ₹38LNext tier
9 visits to go6 days left in June
Jun●●●
Incentive wallet
Available balance₹0Earned from June slabs
🎯
Visit slab+ ₹2,000
✓
🛒
Order slab+ ₹2,800
✓
Redeem
This week●●●
Zone leaderboard
1
Amit S.North zone
1,380
2
Rajesh K.You · North zone
1,240
3
Priya M.North zone
1,180
140 pts behind #12 more orders closes the gap
84%

of June visit target complete — wallet credits and leaderboard points run on the same KPIs.

₹4.8kWallet balance
#2Zone rank
3Active slabs
6dLeft in month
Production features

Everything in Employee Connect today.

Attendance

Geo punch-in with selfie

Start/end day with lat-long, selfie URL and mock-location flag — not honor-system check-ins.

Attendance

Live location tracking

Continuous location trail archived for manager replay and journey timeline playback.

PJP

Pre-journey plans

Evening-before PJPs with dealer, lead and contact entities — calendar and frequency views.

PJP

Geo-fenced visit check-in

Multi-version check-in with OTP verify/skip, visit logs and companion visits.

Beats

Beat management

Hierarchical beat types, rep assignment, dealer-by-beat lookup and bulk transfer.

AI

Copilot: dealers to visit

AI ranks beat dealers by visit gap and order probability — top 15 for today.

Ordering

On-behalf dealer orders

Rep orders for mapped dealers — schemes, SKU availability, edit, returns and PDF.

Finance

Field collections

Create collection with comments, image upload and history — cash at counter.

Finance

Expense claims

PJP-linked travel modes, multi-version create/submit and approval workflow.

Pipeline

Sales leads & KYC

Dynamic lead/opportunity creation, tags and dealer KYC forms from field.

Performance

Targets & leaderboard

Assigned targets, wallet balance and module-based leaderboard data.

Governance

Manager command centre

Timelines for attendance, activities, PJP reports and live audit — see the field live.

Field finance

Collections at the counter in the field.

Reps record cash at the dealer with image proof — synced to books without WhatsApp receipt chasing. Targets and expenses have dedicated sections above.

Counter collections — create with comments, image upload and full history via create_collection_v2.
On-behalf ordering — rep places dealer orders via Dealer Connect bridge, schemes included.
Dealer credit context — outstanding and available credit visible during visit for smarter collection conversations.
Targets & incentives → · Expense claims →

Today’s collections · Rajesh K.

Collections recorded₹2,10,000
Dealers paid4 outlets
Image proofs4 attached
Orders placed6 dealers
Pending sync0
How it works

From punch-in to leaderboard in four moves.

01

Punch in, see the plan

Geo-verified start with AI-prioritised dealers and today’s PJP.

02

Drive the optimized route

Beat-mapped outlets in sequence — managers see the journey live.

03

Execute at the counter

Check-in, flexiform, on-behalf order and collection in one visit.

04

Climb the leaderboard

Visits, orders and collections feed targets, expenses and rankings.

What changes
2×

field sales productivity with beats and gamification together.

0 ghost

visits — every check-in geo-fenced and verified.

100%

of field activity visible live, not 30 days later.

56%

business efficiency gain across the field-to-order cycle.

Give every rep their best day, on repeat.

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