Why is TrackoField a Strong Operational Fit for MFIs?

  • Hit collection goals with location-based tasks.
  • Check travel claims with Expense tracking.
  • Offline mode for rural operations continuity.
  • Face AI attendance for agents and members.
  • Agent/team productivity with 20+ reports.
Your path to hitting every loan target. Find Out
Boost MFI Operations with Field Force Automation Software.

Ensure every JLG collection visit happens on time with real-time visibility powered by TrackoField.

Center to Member Operations Powered by
TrackoField’s Field Force Management App

Center

Center

Facial Attendance
Facial
Attendance
Geo-Verified Visits
Geo-Verified
Visits
Member Consent
Member
Consent
Group motivation
Group
Motivation

Center Operations

  • Attendance of agent and JLG members with face recognition app.
  • BEAT planning for route optimization leading to on-time and geo-verified center visits.
  • Conduct consent polling before adding a new member to a group.
  • Hold group prayers among MFI members for repayment motivation.
Group

Group

Group attendance
Group
Attendance
Repayment Collection
Repayment
Collection
Real-Time Recording
Real-Time
Recording

Group Operations

  • Mark group’s attendance at once by scanning across member faces.
  • Collect loan repayment/address missed payments and update on the app.
  • Record collection details and P2P in real-time for audit-ready records.
Member

Member

Verified Meetings
Verified
Meetings
Member Loan Details
Member
Loan Details
Usage Audit
Usage
Audit
Address Mapping
Address
Mapping

  • Time-stamped and verifiable meeting records.
  • Add member details like total loan amount & collected amount.
  • Loan accessibility audit to ensure the right loan usage.
  • Store up to 5 addresses of members on the app under address mapping.

TrackoField’s End-To-End Field Force Management for Microfinance

Possible with TrackoField.

TrackoField streamlines MFI field visits across the entire hierarchy - not just agents. From Circle Heads to Branch Managers, the field force management app brings structure and clarity to on-ground interactions with real-time visibility. For example, TrackoField can help track loan accessibility audit visits to help branch managers verify whether loans are being used for the intended purpose.

Our Clients

  • Seeds Empowering Dreams
  • Swara Fincare
  • Djt Corporation and Investment
  • Share India
Scale your MFI with
Location Intelligence.

Drive fast and scalable growth across branch, center, and field operations with a solution built for microfinance.

See TrackoField in action

The Core Operational Challenges in MFIs

  • Limited real-time visibility into field execution
  • grid icon2 Manual attendance, collections, and reporting
  • grid icon3 Risks of proxy or fraud attendance of field agents and JLG
  • grid icon4 Inconsistent compliance with planned center visits

TrackoField Capabilities Built for Field
Force Management for MFIs

Manager Bot

An industry-first, intelligent conversational AI assistant embedded in TrackoField field for force automation software. Treat it as your assistant that delivers answers around tasks, distance, hours, attendance, and expense – even with voice commands.

  • Instantly pulls data from employee database.
  • Delivers direct results and insights into chat.
  • Allows team-wise table-downloads.
  • Reduces hours of administrative efforts.

Manager Bot also saves hours of onboarding for a new manager. It reduces dependency since they simply have to ask a few questions to get team updates.

Manager Bot

Core Capabilities of an MFI Field Force
Automation Software

Features that are purpose-built for MFIs to bring control over field operations, empower field agents, and make every visit count.

  • Real-Time Location Tracking

    Real-Time Location Tracking

    Real-time live location and route tracking to ensure center meeting visit compliance.

  • Digitalized Process

    Digitalized Process

    Transition from manual to digital field operations for 100% control on attendance, visits, and collections.

  • Multilingual

    Multilingual

    Multilingual support to help field employees work comfortably in their preferred language ensuring faster adoption.

  • AI Facial Attendance

    AI Facial Attendance

    AI face attendance to verify the loan agent and JLG borrowers at group level.

  • Territory Management

    Territory Management

    Visualize zone-wise MFI branches and centers powered by real-time field insights.

  • BEAT Planning

    BEAT Planning

    Optimized BEAT plans by considering branch locations, center visit days, and assigned field agents. 

  • Region-Wise Public Holidays

    Region-Wise Public Holidays

    Region-wise mapping of public holidays for compliance and fair wage calculations.

  • Role-Based Permissions

    Role-Based Permissions

    Allows managers to set and reset authorities at different operational levels.

  • Task Management

    Task Management

    Geo-verified 1:1 task with members for audit, onboarding, and overdue processes.

More Features of MFI Field Force
Automation Software

  • Analytical Dashboards

    Analytical Dashboards

    Quick view of date-wise performance trends, attendance data, and visit logs.

  • 360° Reports

    360° Reports

    Ready-to-view unified report with multiple data points like attendance and visit outcomes.

  • Attendance & Leave

    Attendance & Leave

    Smooth attendance, leaves, and shift marking along with an analytical dashboard for complete visibility.

  • Compliance Reports

    Compliance Reports

    Reports for disabled network, GPS spoofing, or mobile switched off.

  • Travel History Playback

    Travel History Playback

    Clear journey visualization of distance/mileage with route history of field agents.

  • Custom Digital Forms

    Custom Digital Forms

    Multi-step and multi-entry forms to update customers' details easily.

Frequently Asked Questions

  • What is Field Force Management Software for MFIs?

    Field force management software for MFIs is a digital solution that helps microfinance institutions plan, monitor, and optimize the daily activities of their field teams. It enables MFIs to manage branch-to-center operations, assign beat plans, track center visits, record attendance, and capture collections in real time. Additionally, TrackoField offers AI face attendance, manager bot, territory planning, expense management, and custom forms for advanced field force management.

  • How Does Field Force Management Software Improve MFI Collections?

    Field force management software like TrackoField improves MFI collections by bringing structure, visibility, and accountability to every field visit. It helps with real-time visibility, expense management, planned center visits, and improved compliance for audit trails.

  • Is Field Force Management Suitable For Rural Microfinance Operations?

    Yes, absolutely! Field force management software is well suited for rural microfinance operations. Solutions like TrackoField is designed to support the on-ground realities of MFIs, where field staff travel across dispersed villages and conduct SHG meetings on fixed days. With features like AI face attendance, expense management, offline data capture, GPS-based visit verification, and beat planning the software ensures uninterrupted operations even in low-network areas.

  • How Does Field Force Automation Reduce Operational Costs for MFIs?

    Field force automation for MFIs reduces operational costs in several ways. For example, the best one like TrackoField streamlines daily field operations with beat planning, territory management, expense management, and AI face attendance.Expense management offers multi-level approval to avoid budget blowouts. Altogether, by digitizing the processes, MFIs cut down on manual paperwork, repetitive tasks, and administrative overhead.

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
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