Field force tracking, geo-tagged task workflows, collection CRM, SLA monitoring, and KPI dashboards — all connected in one operational intelligence platform.
Field force, task automation, collection CRM, and KPI monitoring — all in one operational intelligence platform.
Geo-tagged field tracking, attendance, real-time location visibility, route optimization, and daily activity reporting.
Configurable task assignment, escalation rules, SLA tracking, closure verification, and workflow automation.
Digitize customer collections — call logs, visit tracking, promise-to-pay monitoring, recovery management, and ageing analytics.
Real-time KPI monitoring, SLA visibility, team performance analytics, and executive operational intelligence dashboards.
Field agent mobile app for task management, attendance, geo-check-in, document uploads, and real-time communication.
Configurable alert rules, automated escalation workflows, real-time notifications, and exception management.
What operations heads, collections managers and field teams ask before digitizing field work.
It is a platform for field and workflow operations: geo-tagged field force tracking, configurable task workflows with SLA escalation, a collection CRM, KPI and SLA dashboards, and a mobile app for field agents. It connects supervisors, back-office teams and field staff on the same live data.
It serves three groups with different needs: field force teams that need attendance, route and visit tracking; collections and recovery teams that need call, visit and promise-to-pay tracking; and operations managers who need SLA and KPI visibility. You can adopt one capability first and add others later.
Agents check in through the mobile app, which records geo-tagged attendance, visits and daily activity. Supervisors see real-time location and activity, plan routes and visits, and get daily activity reports without waiting for agents to report in by phone or spreadsheet.
It digitizes call logs, field visits, promise-to-pay tracking, recovery management and ageing analytics. Managers can see which accounts have an open promise, which are overdue, and how each agent is performing, instead of reconciling follow-ups from notebooks and WhatsApp threads.
Tasks are assigned by rules you configure, with SLA timers and escalation to the next owner when a deadline is at risk. Closure can require verification, and cross-team routing lets a task move between departments without being re-entered. Alerts go out by email, WhatsApp or SMS depending on how you configure them.
Yes, for iOS and Android. Agents manage tasks, check in with geo-tagging, upload documents and photos, and receive push notifications. Because the app writes straight into the same system supervisors use, there is no end-of-day data entry.
Real-time KPI monitoring, SLA performance, team productivity and executive operational dashboards. You can see task closure rates, overdue work, collection performance and field activity by team, region or agent, built from live data rather than weekly exports.
AR Automation works on invoices and receivables: reminders, dunning and reconciliation. Operations Automation works on the people and field activity behind collections: who visited, who called, what was promised. The two can sit side by side. Request a demo to see which fits your process.
Related reading
Connect field teams, task workflows, collection CRM, and KPI monitoring into one operational intelligence platform.