Field Agent Tracking Software For Direct Selling Agencies

waste management tracking software
waste management tracking software
Fleet Management backed by Intelligent Telematics

Secure Bigger Loan Books & Better Portfolio

Why stress over manual tasks tracking? Automate field ops. and let your teams do what they do best—sell!

  • Track loan sales & collection agents.
  • Gain 95% visibility into operations.
  • Reduce errors by 70% using automation.
  • Use data to close deals & grow loan portfolios.
We’ve done that already! How? Find out
Boost Loan Disbursals & Collections

Keep DSA sales on track! Leverage field loan agent monitoring tools to meet sales goals.

Making DSAs & DRAs Team Management a Breeze

Get more features to simplify DSA and DRA team management—track progress, improve performance, and coordinate effortlessly, all in one place!

  • Live Task Updates

    Assign, monitor & track every loan sales/recovery agent’s tasks. Assign location-based or last-minute tasks on the go.

  • Create Custom Forms & Fields

    Customize forms by adding unlimited fields. Choose from 10+ field styles to modify existing or create new forms.

  • Loan Sales Management

    Manage loan sales volume, portfolio, and client database. Gain clarity on top-performing agents, territories and teams.

  • Offline Tracking

    TrackoField tracks locations, allows check-ins & task status update in no network areas via offline mode.

  • Client Visit Verification

    Review travel itinerary of every agent along with task timeline. Identify time took in tasks, visits, travel or breaks.

  • GPS Based Attendance

    Allow check-ins/outs only from assigned sites requiring geo-coordinates & timestamps to validate their field presence.

More Features for Next-Level Tracking

  • Battery & Network

    Monitor device battery and network status in real-time. Prevent sales agents from using technical issues as excuses.

  • Loan Target vs Achievement

    Set ambitious loan sales targets and receive detailed achievement reports of every agent—highlighting the top five performers driving growth.

  • Unreachable Reports

    Identify the exact reason for your sales & debt collection agents’ unreachability – switched off, out of network area or on flight mode.

  • Analytics Dashboard & Reports

    Review DSA loan executive performance using dashboards. Access 30+ smart reports detailing field team productivity.

  • Distance Travelled

    Get accurate distance travelled reports on beats and miles covered - including crow-fly routes, for per-mile payments.

  • Playback Route History

    Need to verify back-dated visits? Easily replay any agent's past routes with precise timelines, ensuring every visit is accurately recorded.

  • GPS Turn Off Alerts & More

    Receive instant alerts when GPS is turned off. 20+ notifications on task updates, geofence events, check-ins, and more.

  • Geofence Client Locations

    Mark unlimited geofences across client locations with custom colour code & names. Receive alerts when your agents enter/exit these zones.

No Admin Jobs for Direct Sales & Recovery Teams

Free your teams from puzzling workflows—streamline expense, leave & salary management.

  • Auto Timesheet Management

    Save your HR teams time with auto-generated timesheet data. Get accurate working hours by factoring in shifts, overtime, off days, and more.

  • Leave & Shift Management

    Effortlessly manage leave requests with holiday calendars and custom policies. Create shift schedules using intuitive, easy-to-use templates.

  • Field Expense Management

    Enabling DSAs & DRAs to track field expenses efficiently. Set spending limits and disburse only approved allowances for better cost control.

  • Payroll & Salary Slips

    Instantly generate accurate payroll data by compiling employees' working hours, leave records, and expense details. Ensure seamless and error-free payroll processing.

Automating Field Operations for
Growth-Focused Fincorp

Supporting Fincorps aiming to automate their field ops. and expand sales.

  • Non-Banking Financial Companies

    Monitor loan agents' activities and timelines across customer sites.

  • Microfinance Institutions (MFIs)

    Streamline loan approvals, collections, by assigned field agents.

  • Asset Finance Companies (AFC)

    Ensure timely repayments, track officers, and optimize lending.

  • Insurance Agencies & Brokers

    Monitor visits, policy sales, and every onboarded client data.

  • Loan Aggregators

    Improve conversions, track sales reps, and manage leads efficiently.

  • Gold Loan & Credit Companies

    Oversee advisors, track client visits, and grow investments.

Have More Use Cases? Let’s Connect!
Maximize loan disbursals and collections!

Leverage TrackoField for smart sales management, live field activity updates and geo-verified check-ins.

Get Started Today!
Rooted Locally, Impacting Globally with Numbers
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    Countries
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    DSA, NBFC
    & MFIs

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    Monthly
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    Accurate
    Geo Data

Why TrackoField is a Suitable Choice for Fincorp?

We understand you, which is why our field force tracking software for direct selling agencies provide targeted solutions and support.

  • Seamless Integration

    Leverage secure APIs to integrate TrackoField with 200+ apps; CRM, HRMS, ERP. Enjoy seamless & time-saving data transfers.

  • Multi-device Compatability

    Bring office to your mobile with TrackoField app. Review & manage on-the-go updates, requests & field data shared by agents.

  • Subject Matter Experts

    Meet our subject experts who guide you to maximize TrackoField's potential for effective loan agent location tracking and sales management.

  • Customised Workflows

    TrackoField offers limitless customization to suit your needs. Leverage your company profile to add fields, refine approvals, adjust hierarchies, and more.

  • 24/7 Customer Support

    Rely on our dedicated support team to ensure hassle-free onboarding, and easy adoption, and seek continuous assistance.

  • 30+ Alerts & Notifications

    Get instant notifications on every check-in, completed tasks, delayed meetings, sales or locational breaches.

Frequently Asked Questions

Still, have doubts about opting for our field agent tracking software for direct selling agencies? Sort them all here!

  • What is field agent tracking software for direct selling agencies, DRAs, NBFCs?

    Field agent tracking software for DSAs is a platform to automate field operations for DSAs, DRAs, and NBFCs. The software offers scalable features to streamline agent tracking, loan sales management, and debt collections.

    Moreover, the software automates routine tasks, provides real-time performance insights, and enhances operational efficiency. It empowers DSA, DRA & NBFC teams to achieve sales targets, grow customer database and focus on growing loan book and portfolio with mobile app for Loan Sales Agents.

  • How does geospatial technology help with recovery agent tracking?

    Geospatial technology enables live location tracking, geo-fencing, and route optimization, ensuring agents reach customers on time while preventing false visit claims.

  • Does debt collection field employee tracking helps prevent fraud?

    Yes, by enabling real-time field tracking, geo-verified check-ins, and automated visit logs, it eliminates the chances of false claims and unauthorized activities.

  • How does Loan Executive GPS Tracking software help in DSA loan sales?

    It provides real-time location tracking, lead management, automated follow-ups, and performance analytics, ensuring sales agents are productive and customer interactions are effectively managed.

  • How DSA & DRAs benefits from choosing field force automation software?

    Field force automation software empowers Direct Selling Agencies (DSAs) or Direct Recovery Agencies (DRAs) by streamlining daily tasks, offering real-time tracking and analytics, reducing manual errors, and boosting productivity.

    With automated processes and instant performance insights, DSAs & DRAs can enhance sales, optimize field operations, and focus on building stronger customer relationships to achieve truly remarkable results.

  • Can TrackoField help with Loan Sales Agents Productivity Monitoring?

    Yes, it monitors working hours, number of customer visits, meeting outcomes, and pending tasks to provide a clear picture of agent performance.

  • How can my organization implement Sales & Recovery Agent Tracking Software?

    You can start by booking a demo with TrackoField, integrating the Loan Collection Agent Tracking software with your existing systems, and training your team for seamless adoption.

  • What visible results your DSA, NBFCs Teams can see with TrackoField?

    With TrackoField, DSA and NBFC teams can expect measurable results, including:

    - 30% increase in field agent productivity through real-time tracking and performance insights.

    - 50% reduction in administrative tasks with automated workflows.

    - 15% boost in sales success by streamlining processes and improving agent efficiency.

    - Up to 40% faster response times with streamlined field data and reporting. 

    These tangible improvements drive better business outcomes and enhanced team performance.

Get In Touch

TrackoField has been our knight in shining armour, revolutionizing our field operations. We had a clear vision of where we headed but the challenge was to make it happen at a desirable pace. That’s where team TF stepped in along with TrackoBit to automate the entire field management including our fleet of vehicles. Today, we are operating in 6 regions and 14 cities with their software support.

What Client Say About us
Rajeshwar Wadhera
CEO

Managing a diverse workforce across numerous sites is no small feat. TrackoField simplified our operations with intuitive attendance tracking, task allocation, and remote productivity monitoring. The app’s user-friendly interface made adoption seamless. No wonder our team has gotten addicted to TF.

What Client Say About us
Vikas Sinha
System Analyst

In the challenging terrain of remote UP, TrackoField’s custom forms, real-time tracking, and expense management proved invaluable. It streamlined our survey projects, offering a solution that was not just effective but tailored to our specific needs.

What Client Say About us
Ram Jee Singh
Head HR

TrackoField became our ally in simplifying the complex task of mapping field agents. From remote task delegation to real-time location monitoring and insightful distance traveled reports, their collaboration has been instrumental in enhancing our operational efficiency.

What Client Say About us
Saera electric auto ltd
Head HR