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01 · Employee Connect

Employee Connect: field sales app for Indian distribution

Beat planning, geo-verified attendance, on-behalf ordering and collections in one field sales app. Reps run their best day on repeat; managers see coverage live.

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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.

FAQ · Employee Connect

Employee Connect by Nexxio: common questions

What is Employee Connect (EmployeeConnect)?

Employee Connect, also written EmployeeConnect, is Nexxio's field sales app for Indian distribution teams. It covers beat planning and PJP, geo-verified attendance, on-behalf dealer ordering, collections, expenses and an AI Rep Copilot.

Is Nexxio Employee Connect an HR or payroll app?

No. Nexxio Employee Connect is built for field sales teams: reps, ASMs and sales managers at brands that sell through dealers and distributors. It is not an HR, payroll or employee-engagement product.

Does Employee Connect work with Dealer Connect and Partner Connect?

Yes. All three run on the Nexxio platform. Orders a rep places for a dealer flow through Dealer Connect, and influencer rewards run in Partner Connect, on the same data.

How do we get started with Employee Connect?

Book a demo with the Nexxio team. Most brands go live in about 4 weeks, including ERP sync and field team onboarding.

Give every rep their best day, on repeat.

Book a demo → Talk to expert