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Unify BFSI Field Operations with AI-Powered SFA Software

Route Planning for Field Agents

  • Design data-driven beat plans that maximise daily customer meetings and reduce travel time.
  • Assign territories based on customer density, agent expertise, and market potential.
  • Improve visit adherence and coverage efficiency while reducing operational costs across branches and zones.

Complete Field Activity Visibility

  • Track customer visits, lead follow-ups, and collection activities in real time
  • Monitor visit authenticity with GPS-based check-ins and time stamps
  • Get complete visibility into agent productivity, coverage, and daily outcomes

Smarter Lead Management and Follow-Ups

  • Assign leads automatically to field agents based on location or workload
  • Track follow-up status, visit outcomes, and next action dates
  • Ensure no lead goes cold due to missed or delayed visits

Real-Time Team Performance Monitoring

  • Access live dashboards showing agent productivity, application status, and conversion rates.
  • Daily reports on attendance, field movement, and productivity
  • Identify high performers and underperforming territories early

Core Capabilities of NBFC Field Force Management Software

Capabilities designed to bring discipline to collection visits, visibility to agent movement, and structure to large-scale NBFC operations.

AI Facial Attendance

AI Facial Attendance

Automated Beat Plans

Automated Beat Plans

Expense Module

Expense Module

Real-Time Location Tracking

Real-Time Location Tracking

Offline Mode

Offline Mode

Role-Based Permissions

Role-Based Permissions

What Makes PepUpSales Great?

Unified Sales Platform

  • One integrated platform bringing field sales, distribution, orders, payments, and reporting into a single system.

Intelligence Built In

  • AI-powered insights that help teams plan better, track execution, and act faster on what’s happening in the market.

BI & Reporting

  • Built-in BI dashboards with real-time performance tracking and automated reporting across sales and distribution.

Enterprise-Grade Support

  • Dedicated customer support, structured onboarding, continuous training, and a long-term partnership mindset.
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