Field sales software with GPS check-in
For field sales and service teams
Unnati gives Indian field teams visit plans, GPS-verified check-in and check-out inside a 100 metre geofence, a location log a supervisor can verify, and the ability to raise an order from the market on the mobile app. Because it sits inside the ERP, the visit, the order and the outstanding are one record.
The argument ends with evidence, not effort.
Field sales arguments are almost never about effort. They are about evidence: whether the visit happened, what was discussed, and what the customer actually owes.
Unnati records the visit where it happens. Check-in and check-out are verified against a 100 metre geofence around the customer location, the location log is available to the supervisor, and the order raised during the visit lands in the same sales pipeline the office works from.
See the CRM moduleThree arguments this ends
"I was there" cannot be checked, so nobody trusts the visit report.
Check-in and check-out are GPS-verified inside a 100 metre geofence around the customer’s location. My Visit, Visit Plan and Location Log are screens in the product, and a supervisor verifies rather than believes.
For example: An executive checks in at Meridian Care at 11.20 and out at 11.55. The supervisor sees both stamps and the route on the tracking dashboard.
Orders taken in the market arrive as photographs of paper.
The mobile app covers stock, purchase, sales and production, so the order is raised on the spot against real stock and the customer’s own price list. Nothing is retyped in the office.
For example: Orbit Medical orders during a visit; the office sees the sales order the moment it is saved, with the correct dealer rate applied.
The team does not know what a customer owes before walking in.
Leads, deals, companies, contacts, the communication log and outstanding are in the same system, so the visit screen shows the relationship, not just the address. Push notifications tell the executive when something changes.
For example: A visit plan for the week lists five customers, two of them with an overdue balance flagged before the executive leaves the depot.
Every company, person and item code above is invented for illustration. We do not publish customer names or figures without written permission.
A week in the field
The plan, the proof and the outcome all live on the same records.
- Step 1 of 7
Build the visit plan
The supervisor plans the week by customer and day. Executives see their own plan on the mobile app.
Starts the chainHands on to Check in
- Step 2 of 7
Travel and check in
Check-in is accepted only inside the 100 metre geofence around the customer location, so the stamp means something.
Opens with Visit planHands on to Record
- Step 3 of 7
Meet and record
The communication log captures what was discussed, and a CRM task carries the follow-up with a date and an owner.
Opens with Check inHands on to Order
- Step 4 of 7
Raise the order
Stock and the customer price list are on the phone, so a quotation or sales order is raised during the meeting.
Opens with RecordHands on to Collection
- Step 5 of 7
Collect or commit
Outstanding is visible on the customer, so the collection conversation happens at the visit rather than by phone later.
Opens with OrderHands on to Check out
- Step 6 of 7
Check out
Check-out closes the visit with a second GPS stamp and the time actually spent.
Opens with CollectionHands on to Verification
- Step 7 of 7
Supervisor verification
The supervisor reviews visits, the location log and the tracking dashboard, then verifies or queries them.
Opens with Check outCloses it
What you switch on for this
Every module is included in the subscription, so these are simply the ones this kind of business switches on first. Follow a link to read what each module does in detail.
What Unnati does not do here yet
Location is recorded at check-in and check-out and through the location log while the app is in use. Tell your team what is recorded and why before you switch it on; a tracking policy that people have read works better than one they discover.
Frequently asked
More questions are answered on the FAQ page, and the security page sets out how your data is handled.
Book a field sales demo
Bring one real document from last week. We will run it through Unnati on the call and tell you where it does not fit.
Prefer to read first? The comparisons with Tally, Odoo, ERPNext and Zoho are written to be checked, not believed — each one names what the other product does better.