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OZZO SFA · Sales Force Automation

Know what your field team is doing — without chasing updates.

See where your reps are, which visits happened and which were skipped, and how orders and collections are flowing — live. Then take the order, collect the cash, and watch outstanding and stock keep themselves. One field product, from starter tracking to full sales & distribution.

Selfie + GPS attendanceRoute complianceOffline ordersAuto outstanding
OZZO · Field force · Live
3 reps live

Live feed

Ravi K.

On route · 6 of 9

Neha S.

At Ganesh Stores

Arjun M.

Punched in · 07:40

Attendance

14 present · 1 late

Orders today

₹3.4L · 22 orders

Collected today

1,28,500

↓ outstanding updated live

A day in the field

The daily life of a sales rep — on record.

Six moments make up a field day. SFA turns each one into something you can see, instead of something you're told about at night.

07:40
STEP 1

Attendance

The rep punches in from the app with a selfie and GPS (and the odometer, if you require it). The day is on the clock — and on record — from the first minute.

09:15
STEP 2

Route

One tap opens today's beat. The rep works down the planned list of outlets, and the app knows which are covered and which are still to go.

10:30
STEP 3

Visit

Check in at the shop — GPS-stamped — so a visit on the record is one the phone was actually standing in, not a message that says “reached”.

11:00
STEP 4

Order

Build the order at the counter from your catalogue and discounts, even with no signal. It queues and syncs itself, then runs through dispatch.

12:00
STEP 5

Collection

Record the payment on the spot, with proof. The customer's outstanding drops immediately and the credit limit is there before the next order.

19:00
STEP 6

End day

Attendance, visits, orders and collections have rolled into the Daily Sales Report all day. No memory-based WhatsApp round-up at night.

Route compliance

Never lose a planned customer visit again.

Plan the beat once. On the ground the rep works it in order, and the app records every stop as visited or skipped — a skip needs a reason. Your web monitor shows exactly who covered what.

  • Planned sequence vs what actually happened, per rep
  • Skipping is gated — a reason is logged, not a silent miss
  • Coverage, completed and skipped stops on the manager monitor
  • The outlet that kept getting missed finally stops getting missed
Ravi K. · today's beat

Route progress

0/ 6 visited
Visited0
Skipped0
Reps work the beat in order — no outlet quietly dropped.

Manager visibility

Watch the day. Don't reconstruct it.

Four real-time screens put the whole field force in front of you — and a live activity stream shows the moves as they happen.

Live Feed

Current positions of the whole field force on one screen — see who's out, who's where, right now.

All Locations

Every point for a chosen rep and day, mapped — the day's movement, not a single check-in.

Track Report

The full location history per rep, on demand — where they went and when, kept on the record.

Tracking Health

Device battery, GPS and permission state — so you catch a phone that isn't really reporting before it costs you a day of data.

Live activity

Real-time

Ravi K. collected a payment

₹9,000 · proof attached

Neha S. booked order #1042

₹18,400 · offline → synced

Neha S. checked in at Ganesh Stores

GPS verified · 09:41

Ravi K. started today's route

9 outlets planned

Suresh P. punched in

selfie + GPS · 08:12

New order · Meera Traders

₹12,000

Credit check

Outstanding ₹45,000 · limit ₹30,000

Stock check

Ordered 20 · available 5

Order held for approval

Each guardrail is per-account — set to ignore, warn, or hard-block. Overdue days can block too.

Order control

Every order is checked before it's booked.

This is where money leaks close. An order can be checked against the customer's credit limit, their overdue days, and real available stock — and set to warn or hard-block. No more selling deeper to a shop that already owes you.

  • Credit-limit control: warn or block when an order crosses the limit
  • Overdue control: block new orders while a customer is past due
  • Stock control: flag or block when a line exceeds what's on hand
  • Each guardrail is per-account — ignore, warn, or block

Trade schemes

Complex trade schemes, calculated automatically.

Nobody should work out free-goods maths by hand at the counter. Define the scheme once — quantity slabs, order-value slabs, or buy-X-get-Y-free — and the pricing engine detects and applies it on the order, invoice and PDF.

  • Free goods (buy 100 → get 10 free), with a per-order cap
  • Quantity slabs — % off, amount off, or a special price
  • Order-value slabs for whole-order incentives
  • Applied automatically — no manual maths, no missed claim

Order · Sunrise Distributors

Primary

Parle Marie · 200g

100 boxes × ₹200

₹20,000

Scheme applied: Buy 100 → get 10 free

+ 10 boxes free

auto-added · capped per order

₹0

Billed

100

Free

10

Value given

₹2,000

On the invoice & order PDF — no manual maths, no missed claim.

Distribution & secondary sales

See what happens after you sell to the distributor.

Classify your customers into trade levels, and every order tags itself Primary or Secondary automatically — with outstanding tracked at each level of the chain.

You

Company

origin

Distributor

Primary order

Outstanding ₹4.2L

Dealer

Secondary

Outstanding ₹1.1L

Retailer

Secondary

Outstanding ₹32k

Classify customers into up to five trade levels. Orders tag themselves Primary or Secondaryfrom the customer's level — and outstanding is tracked at every node.

Everything else that ships

The field basics, done properly

The day-to-day capabilities your team leans on — verified, in production, on web and the Android app.

Field activity tracking

The whole field day, on record

  • Background GPS at a set interval while punched in
  • Location history stored per rep, viewable any time
  • Geo-tagged customer and lead visits with custom fields
Order booking

Capture the order anywhere — even offline

  • Order line items with discounts and a status workflow
  • Offline capture that syncs the moment a bar of signal returns
  • Dispatch, a pending-dispatch queue and a branded order PDF
Collection tracking

Outstanding keeps itself — no accounting bolt-on

  • Record collections in the field, with proof, approval and a backdating window
  • Customer financials — opening balance, outstanding and credit limit
  • Outstanding recalculates itself against every order and payment
Attendance management

The day starts on record

  • Selfie + GPS (and optional odometer) capture at punch-in
  • Present, Late Start, Early Leaving, Short Present, Absent — classified automatically
  • Leave requests and holiday lists roll into attendance
GPS & visit verification

“Reached the customer” means the phone was there

  • Selfie + GPS at punch-in ties the day to a face and a place
  • Every visit check-in is GPS-stamped onto the map and Track Report
  • Tracking Health flags a drifting or dead device before the report is wrong

Reporting & analytics

The field day adds itself up.

Attendance, visits, orders and collections roll into reports as they happen — and every rep gets a Daily Sales Report on a single line.

  • Order Report — every order, by status, rep and period
  • Sales Report — fully-dispatched (closed) sales
  • Payment Report — collections by approval status
  • Ageing Report — customers and products that have gone quiet
  • Visit Report — coverage, and which visits were productive
  • Expense Report — claims by approval status
  • DSR — one line per rep: visits, orders, collections and distance

Visits

312

Orders

₹18.6L

Collected

₹11.2L

Daily Sales Report · this week

DSR
My route · 6 of 9

Punched in · 07:40

Selfie + GPS verified

Order #1042

Captured offline · synced

₹18,400

Collection

9,000

Proof attached

The rep's app

Built for one hand, on the road, off the grid.

Everything a rep needs on the ground, in a rugged Android app that keeps working when the network doesn't — then syncs itself the moment a bar of signal returns.

  • Punch in with selfie, GPS and optional odometer
  • See today's route and work it outlet by outlet
  • Check in at customers and leads, GPS-stamped
  • Build and dispatch orders — fully offline
  • Record payment collections with photo proof
  • Submit expenses; travel distance becomes the claim
  • Everything queues offline and syncs itself

Android today · iOS on the way

Industry use cases

Made for teams that live on the road

If your people sell, service or deliver in the field, SFA fits the way they already work.

Distribution & FMCG
Manufacturing
Building materials
Pharma & healthcare
Real estate & agencies
Retail & wholesale
Agri-inputs
Field services

Pricing

One product, three tiers

Start with field visibility and move up as you grow — WFA Starter and SFA Professional are tiers of the same product, not different tools.

WFA Starter

Field visibility & attendance

150/user/mo

billed yearly · lowest rate

Get a quote
  • Selfie + GPS attendance, auto-classified
  • Live location, All-Locations map & Track Report
  • Geo-tagged customer & lead visits
  • Beat / route planning & territory management
  • Expense claims with approval
  • Tracking Health + full offline capture
Most popular

SFA Professional

Sell, collect & distribute

350/user/mo

billed yearly · lowest rate

Get a quote
  • Everything in WFA Starter
  • Offline order capture, dispatch & order PDF
  • Field payment collection with proof & approval
  • Customer financials, credit limits & auto outstanding
  • Closing stock derived from movement — no inventory tool
  • Distributor / dealer / retailer levels, discounts & sales analytics

Enterprise

The complete platform + CRM

Custom

Tailored to your team

Talk to sales
  • Everything in SFA Professional
  • Add the CRM line — shared WhatsApp inbox & pipelines
  • AI knowledge-base assistant & branded quotations
  • Custom fields across 12 record types
  • Roles & permissions with data-scoping
  • Guided onboarding mapped to your workflow

Per user, per month · minimum 3 users. Annual is the base rate — 6-monthly adds 20%, quarterly adds 30%. 10-day & 30-day refundable trials.

In every tier

CustomersProductsTasksAttendanceLeaveHolidayAnnouncements

FAQ

Frequently asked questions

Everything a business owner asks before getting on a call.

What is OZZO Sales Force Automation (SFA)?

OZZO SFA is one product that runs your entire field-sales operation. It shows you what your team is doing — selfie + GPS attendance, live location and geo-tagged visits — and lets reps capture orders offline, collect payments in the field, and keep outstanding and stock calculated automatically. It's a web dashboard for managers and an Android app for reps.

What's the difference between WFA and SFA?

They aren't separate products. WFA Starter is the entry tier of Sales Force Automation — field visibility: attendance, GPS, visits, routes and expenses. SFA Professional is the full product, adding order booking, payment collection, customer financials, stock and distributor/dealer management on top. You move up a tier, not across to another product.

Who is OZZO SFA for?

Businesses with a team on the road — distributors and FMCG, manufacturers with field sales, building materials, pharma, agri-inputs, and field-service teams. If you have reps visiting customers and you're chasing them for updates at night, SFA is built for you.

How do I know where my field team is?

Four screens: a Live Feed of current positions, an All-Locations map for any rep and day, a per-rep Track Report of full history, and a Tracking Health screen showing device battery, GPS and permission state. You watch the day instead of asking about it.

How does attendance work?

Reps punch in and out from the mobile app with a selfie and GPS capture — and an odometer reading if you require it. Punches queue offline and sync later, and the day is classified automatically as Present, Late Start, Early Leaving, Short Present or Absent.

Does it stop fake attendance and fake reporting?

It makes the day verifiable. Punch-in captures a selfie and GPS, visits are geo-stamped, and the Tracking Health screen shows when a phone genuinely wasn't reporting — battery, GPS and permission state. “Reached the customer” means the phone was actually at the customer.

Can reps skip customers on their route?

The beat is a planned list of outlets the rep works through, and the app shows which are covered and which are left — so the shop that keeps getting missed stops getting missed. You plan the route once and assign it for the period.

Can reps take orders in the field?

Yes. Reps build orders at the counter from your product catalogue and discount rules, with line items and a status workflow. Orders run through dispatch and a pending-dispatch queue, and print as a branded PDF on your letterhead.

Does order capture work without internet?

Yes. Orders — along with quotations, payments and expenses — capture fully offline on the Android app and sync automatically the moment signal returns. Reps in low-network markets never wait for a connection.

How is payment collection tracked?

Reps record a collection in the field with photo proof and a payment type. Collections go through approval (with a backdating window you control), and each one immediately reduces the customer's outstanding balance.

How is outstanding calculated?

Automatically. Every order raises the balance and every collection reduces it, per customer, against the credit limit you set — so the number on the counter is always current. There's nothing to reconcile by hand.

Do I need Tally or accounting software to use SFA?

No — that's the point. Outstanding and stock are calculated inside OZZO from your orders, dispatch and collections. There's no accounting integration to buy or maintain, and nobody re-keys an order at month-end.

Does OZZO track stock or inventory?

Yes, at the level field sales needs: closing stock is derived automatically from order and dispatch movement, so you get a running balance without a separate inventory system or a stock-take from memory.

Does SFA handle distributors and dealers?

Yes. Classify customers into up to five named trade levels (for example Distributor, Dealer, Retailer). Orders are auto-tagged primary or secondary from the customer's level, and discounts follow your rules with a price floor reps can't cross.

Does tracking run all the time and drain the battery?

Location is recorded on an interval you set, in the background, only while the rep is punched in. Shift times classify attendance — they don't switch tracking off — so punched in always means tracked, and off-duty means off.

What reports do I get?

A report engine plus ready reports: Order, Sales, Payment, Ageing, Visit, Expense and Task — and a Daily Sales Report that puts each rep's visits, orders, collections and distance on a single line. Choose your dimensions and filters, save a default view, and export.

Is there a mobile app, and does it support iOS?

Reps work on a full Android field app; managers use the web dashboard in any modern browser. An iOS version is on the way. Everything the rep captures works offline and syncs automatically.

Can I organise the team by geography?

Yes. The Territory Master models country → state → city → area, and you can assign employees to areas and route customers and leads area-wise instead of one by one.

How much does OZZO SFA cost?

Per user, per month, minimum 3 users: WFA Starter (field visibility) ₹150, SFA Professional (the full sell-collect-distribute flow) ₹350. Enterprise adds the CRM line for the complete platform and is quoted to your team (the full CRM + SFA platform is ₹450). Annual is the base rate; half-yearly adds 20%, quarterly adds 30%.

Is there a free trial, and how do I get started?

Yes — a refundable trial (10-day and 30-day options). Share a few details to book a free demo; our team will call you, map SFA to how your field team works, and set up the trial with your own data before you commit.

Stop chasing updates. Start watching the day.

Book a free, no-pressure demo. We'll map SFA to how your field team works and set up a refundable trial with your own data.