Case Study CRM / Field Force Management

SalesTrack

One Platform. Complete Sales & Field Workforce Visibility. From lead capture to the final payslip — everything stays connected.

app.salestrack.io/dashboard

12+

Core Product Modules

Multi-Tenant

SaaS Architecture

Web + Mobile

Platforms

Illustrative representation — not an actual product screenshot

Company Snapshot

Product Type
Multi-Tenant SaaS Platform
Category
CRM / Field Force Management / Workforce Management
Primary Users
Business Owners, Sales Managers, Field Executives, HR & Admin Teams
Platforms
Web + Mobile
Architecture
Multi-Tenant, Modular SaaS
Core Capabilities
CRM, Live Tracking, Field Visits, Attendance, Targets, Expenses, Payroll & Analytics

The Industry Challenge

Managing a field sales organization becomes increasingly difficult as teams grow across multiple locations. Sales managers need to know:

  • Where their field executives are currently working
  • Which customers have been visited, and whether planned visits were completed
  • How many leads were generated, and which opportunities require follow-up
  • Whether sales representatives are meeting their targets
  • How much time employees spend in the field, and how attendance should be calculated
  • What expenses and travel claims need approval
  • How monthly performance should impact payroll

In traditional workflows, these activities are spread across spreadsheets, messaging apps, attendance systems, CRM tools and payroll software — creating fragmented data and manual administrative work. SalesTrack was designed to connect the entire workflow into a single platform.

The Platform

What SalesTrack's product suite is built to solve, end to end.

Multi-Tenant SaaS Architecture

Multiple organizations operate independently on shared infrastructure with full tenant-level data isolation.

Sales CRM

Leads, prospects, customers, contacts, opportunities and follow-ups managed through a configurable sales pipeline.

Field Force Management

Daily schedules, customer visits, assigned tasks and route activity, managed from a mobile-first app.

Live Location Tracking

Real-time and historical location visibility into field employees' current status, routes and visits.

Geo-Verified Attendance

GPS-based attendance with geo-fencing, working-hour calculation and leave integration.

Customer Visit Management

Structured visit records — customer, location, purpose, discussion and outcome — instead of informal updates.

Sales Targets & Performance

Targets configured by lead generation, revenue, orders or activity, tracked live against actuals.

Expense & Travel Management

Field employees submit travel, fuel and other expenses with receipts; managers approve or reject with a full audit trail.

Payroll Management

Salary structures, attendance-based calculations, incentives, deductions and payslip generation in one workflow.

Role-Based Access Control

Granular permissions across Super Admin, Organization Admin, Sales Manager, Field Executive and HR/Payroll roles.

Analytics & Management Dashboard

Consolidated visibility into sales, field operations, workforce and performance without combining data manually.

Mobile-First Field Experience

A fast, simple mobile flow — attendance, visits, activity and expenses — so employees spend more time selling.

What We Delivered

The pieces that came together to build SalesTrack's solution.

Multi-Tenant SaaS Architecture

Each organization operates in its own isolated workspace, with a centralized super-admin layer managing subscriptions, modules and platform configuration.

Live Location Tracking

Real-time visibility into field operations through a live map — current location, route history and working status.

Geo-Verified Attendance

GPS-based check-in/check-out with geo-fencing, connecting attendance directly to real field activity.

Payroll Management

Attendance, leave, incentives and deductions feed directly into payroll — not treated as an isolated HR function.

Inside the Build

A closer look at how the pieces fit together—shown as illustrative screens, not real product captures.

overview
records
details

Illustrative screens — not actual product captures

Our Approach

How we moved from first conversation to delivered results.

🔍

Discover

Understood the goals, constraints and people involved.

🛠️

Build & Integrate

Designed and built the solution, connecting every moving piece.

🚀

Launch

Shipped to real users with quality and transparency.

📈

Support & Grow

Stayed on to support, refine and scale what we built.

Why It Matters

SalesTrack connects the digital sales pipeline with the physical field operation — Lead → Assignment → Employee → Location → Visit → Activity → Follow-up → Sale → Performance → Payroll. Instead of asking where the team is, whether a visit happened, or how the sales team is performing, management can see the full operational picture in one connected platform, from the first lead to the final payslip.

12+ Core Product Modules
Multi-Tenant SaaS Architecture
Web + Mobile Platforms

The Challenge

Field sales teams often run on fragmented spreadsheets, messaging apps, separate attendance systems and disconnected payroll tools — creating manual work and zero real-time visibility for managers.

Our Solution

SalesTrack combines CRM, field-force management, workforce management, payroll and analytics into one connected, multi-tenant SaaS platform — from lead capture to the final payslip.

The Results

Managers get real-time visibility into field activity, attendance and performance instead of asking where the team is. Organizations manage sales, field operations and payroll through one connected platform instead of several disconnected systems.

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