01
Daily Call Report (DCR)
- One-tap logging with GPS verification
- Joint-working capture (manager + exec)
- Inputs, samples & gifts per visit
- Photo proof & outside-plan reasons
- End-of-day lock with audit trail
Built-in AI Copilot · Multi-tenant · Mobile-first
The AI-Native Field Staff Management Platform
Run your field force on autopilot. End-to-end FSM — from daily call reports to monthly tour plans, expenses, leave, and approvals — with a built-in AI Copilot that turns your field data into decisions.
No credit card · One-click demo personas · Talk to sales anytime
Trusted by field forces across pharma, FMCG, chemicals & more
Acme Pharma
Nova FMCG
Meridian Chem
Vertex Agri
Apex Lubricants
Zenith Build
Built for any distributed field sales force
Pharma & Life Sciences
Medical Reps, ABMs & RSMs — Rx tracking, joint working, samples.
Medical Devices & Diagnostics
Reps, clinical specialists & KAMs — demos, trials, tenders, AMC.
Consumer Goods / FMCG
Sales executives, distributors & retailers — secondary sales & coverage.
Dairy & Beverages
Route sales, outlets & cold-chain — beat plans and freshness.
Agriculture & Agri-inputs
Field officers, dealers & farmers — season-aware planning.
Building Materials
Dealers, projects & influencers — paints, cement, tiles, electricals.
Consumer Durables
In-shop promoters, dealers & service — sell-out & display.
Automotive & Lubricants
Dealers, workshops & mechanic influencers — width & loyalty.
Specialty Chemicals / Industrial
Field engineers & channel partners across industrial B2B.
BFSI · Insurance & NBFC
Advisors, agents & collections — lead funnels and recovery.
Telecom & Broadband
DSAs, retailers & distributors — activations, coverage & service.
Any field force
Per-tenant terminology adapts the product to your industry — no code.
Product Modules
One platform. Every field workflow.
Sixteen deeply-built modules covering the full field lifecycle — from the morning plan to the reimbursed expense, the secondary sale and the paid incentive.
02
Tour Plan (MTP + STP)
- Monthly (MTP) & Standard (STP) tour plans
- Multi-level approval workflows (SE → ABM → RBM)
- Submission deadlines & automated reminders
- Minimum-customer rules + deviation tracking
- MTP earnings & incentive reports
03
Order Booking (POB)
- Capture purchase orders during the visit
- Catalogue with PTR, schemes, discounts
- Repeat-order suggestions per customer
- Draft → submitted → fulfilled lifecycle
- Integrates with stockist & ERP feeds
04
Expense Management
- TA/DA auto-generated from tour plan
- Travel, food, lodging, fuel, toll & more
- Bill photos with policy validation
- Two-step approval with audit trail
- Per-role, per-grade policy matrices
05
Leave Management
- Configurable leave types & rules
- Carry-forward & max accumulation
- Multi-level approval with HR escalation
- Holiday calendar per state & HQ
- Live balance for exec & manager
06
Approvals (Universal)
- Configurable ABM → RSM → NSM → Admin chain
- Used across MTP, expenses, leave, masters
- Bulk approve with payload preview
- Withdraw, escalate, delegate, audit
- Full activity ledger for compliance
07
Master Data Management
- Doctors / Retailers / Chemists / Stockists
- Bulk Excel import + per-row validation
- Add/edit/delete gated by approval
- Bulk territory reassignment & splits
- Product catalogue with brands & SKUs
08
Field Operations
- GPS-gated start-day punch-in
- Live tracking with auto whole-day KM (GPS breadcrumbs)
- Multi-leg trip planner & distance matrix
- Reset punch / unlock a blocked SE
- Offline-resilient capture
09
Sample & Gift Distribution
- Allocate per role / territory / month
- Track consumption per executive
- Top-up requests with manager approval
- Stock audit & reconciliation
Sales & Revenue Intelligence
Not just activity. Outcomes.
Six revenue modules that turn field effort into primary & secondary sales, collections and incentives — with AI deciding where to push next.
10
Secondary Sales
- Primary (to stockist) vs secondary sell-through
- Stockist feeds & ERP staging
- Territory & product break-downs
- Visit-frequency & engagement tiers
11
Collections & Outstanding
- Receivables aging across distributors
- 0–30 / 31–60 / 61–90 / 90+ buckets
- Overdue alerts in the morning brief
- Collection vs target by territory
12
Stock & Near-Expiry
- Batch-level stock value at risk
- Near-expiry & return tracking
- Stockist-wise inventory health
- Liquidation nudges before write-off
13
Incentive Calculator
- Rep standings vs scheme slabs
- Live payout & gap-to-next-slab
- Transparent, auditable computation
- Motivates the right behaviour
14
RCPA Audit
- Our brands vs competitors at the chemist
- Prescription-audit capture in the field
- Share-of-counter by molecule
- Switch & competitor-conversion signals
15
AI Detailing Assistant
- Which products to detail to which doctor
- ML-ranked from Rx, RCPA & CRM signals
- "Why this" reasoning per recommendation
- Updates as new field data lands
Command center & foresight
See the whole field — and what's coming next.
Beyond dashboards: a consolidated command center plus an AI layer that forecasts, simulates and recommends the next move.
War Room
A consolidated command-center view — KPIs, coverage and risks on one screen.
Forecast & Simulator
AI sales forecasting with what-if simulation to pressure-test targets and scenarios.
External Signals
Ingest market and competitor signals to enrich every field decision.
AI Advisor
Data-driven next-best-action recommendations for reps and managers.
See it in action
In their pocket — and on your big screen.
A native mobile app for reps and managers, a full web console for HQ. Same data, role-scoped, real-time.
Illustrative screens with sample data. Your tenant shows your branding, your terminology and your own numbers.
Native mobile app
The whole platform, in your team's pocket
A native app for every field role — offline-capable DCR, GPS-aware, push-notified. The same screens on iOS and Android.
HomeStart the day
Day PlanGPS-verified calls
DashboardMTD achievement
Tour PlanMTP calendar
ExpensesAuto from MTP
LeaveBalances & approvals
MasterCustomers & roster
AI CopilotAsk anything
Swipe or use the arrows · switch between iOS and Android above.
Flagship · AI Copilot
Ask anything. Get answers, insights, and the next action.
A built-in Copilot that understands your business. Natural-language questions in, role-scoped answers out — with the "why it matters" and what to do next.
Natural-language queries
"Top 5 doctors by Rx this month", "why is North zone down?"
Smart entity resolution
Understands "my team", "last quarter", "the new brand".
25-step pipeline
Pattern match → SQL gen → role-scoped run → insights.
Forecasting built-in
Linear + seasonal, weather-adjusted, MAPE-tracked.
Role-aware & PII-safe
Scoped to your hierarchy via RLS; masks sensitive names.
Learns over time
Successful queries become reusable patterns.
Show me top 5 doctors by Rx this month
Here are the top prescribers in your region this month:
1. Dr. A•••• — 142 Rx · 2. Dr. R•••• — 128 · 3. Dr. M•••• — 119 · 4. Dr. S•••• — 104 · 5. Dr. K•••• — 97
▸ Why it matters: 3 of 5 are below last month — CardioMax slipped 11%.
▸ Next action: Schedule joint-working calls with Dr. R & Dr. M this week.
Why is North down?
Forecast Q3
⚖ vs last quarter
Not-met list
Dashboards & Reporting
Role-aware dashboards. Reports that respect who can see what.
-
Sales Executive view
My plan, my KPIs, today's customers, last 3 visits, pending POBs.
-
Manager scorecards
Team leaderboard, focus products, customers-not-met, weekly call pattern.
-
Admin & Finance
System health, approval queues, policy audit, leave utilisation.
-
Drag-and-drop report builder
Pick columns, filters, group-by. One-click Excel export. Save & share.
+18%
YoY growth
92%
Achievement
86%
Call coverage
-4%
Focus mix
Platform Capabilities
Multi-tenant by design. Configurable, not custom.
White-label multi-tenancy
Same product, your brand — and your words.
- Logo, product name, colours & email templates
- Configurable terminology — rename any label (customer → doctor / retailer / dealer)
- Per-tenant policies & approval chains, no code
- Row-Level Security on every table
Roles & hierarchy
Model your org exactly as it is.
- Configurable role tree (SE → ABM → RBM → admin)
- Role-scoped data at the query level
- Staff transitions & territory reassignment
- "Who can see what" enforced everywhere
Mobile-first & enterprise-secure
Native Expo app for iOS & Android.
- Biometric (Face / Fingerprint) login
- Push for approvals, reminders & deadlines
- Force-update gate — min-version enforcement
- Offline-capable DCR + low-bandwidth uploads
Outcomes
Results you can measure
What changes when the field runs on SynovaFieldIQ instead of spreadsheets and WhatsApp.
+23%
Territory coverage
vs pre-rollout baseline
−70%
Expense-approval time
days → hours
92%
On-time plan submission
with deadline reminders
6.8%
Forecast error (MAPE)
seasonal AI model
+18%
YoY sales growth
focus-product led
40%
Less time on reporting
one-tap DCR & auto TA/DA
Illustrative outcomes from typical rollouts — actual results vary by team and configuration.
What teams say
Loved by the field and the front office
★★★★★
Our MTP submission went from a monthly scramble to a non-event. The reminders and one-click approvals alone paid for the platform.
RD
Rahul DesaiNational Sales Head · Acme Pharma
★★★★★
I stopped chasing reports. I ask the Copilot "why is West down?" and get the answer, the reason, and what to do — in seconds.
PM
Priya MenonVP Sales · Nova FMCG
★★★★★
GPS-verified calls and auto day-KM ended the "was he really there?" debates. Coverage is real now, not reported.
SR
Sandeep RaoRegional Manager · Meridian Chem
Why SynovaFieldIQ
AI built-in, not bolted on
01
AI built-in
Every workflow is Copilot-aware. Ask a question, get an answer scoped to your role.
02
Configurable, not custom
Terminology, branding, policies, hierarchies & chains — all editable, no code changes.
03
Pharma-grade depth
Born from a pharma Copilot; works equally well for FMCG, industrial & consumer brands.
04
End-to-end
One platform from morning brief to expense reimbursement. No point-solutions to stitch.
Why switch
SynovaFieldIQ vs the usual setup
Most field teams run on spreadsheets, WhatsApp and a patchwork of tools. Here's the difference.
| Capability | Spreadsheets + WhatsApp | Generic SFA | SynovaFieldIQ |
|---|---|---|---|
| GPS-verified DCR & real coverage | ✕ | Partial | ✓ |
| MTP/STP planning + approvals + deadlines | ✕ | Basic | ✓ |
| Auto whole-day KM from GPS breadcrumbs | ✕ | ✕ | ✓ |
| Built-in AI Copilot (natural-language) | ✕ | ✕ | ✓ |
| Forecast & what-if simulator | ✕ | ✕ | ✓ |
| Offline native app (iOS + Android) | ✕ | Varies | ✓ |
| White-label terminology per tenant | ✕ | ✕ | ✓ |
| Row-Level Security & full audit trail | ✕ | Varies | ✓ |
FAQ
Questions, answered
A sandbox tenant with your terminology and sample data is ready in days. A full production rollout is typically 2–4 weeks, depending on data migration, hierarchy and integrations.
Yes. Daily call reports and field capture work offline and sync automatically the moment connectivity returns — an offline banner keeps reps informed.
Absolutely. Per-tenant configurable terminology lets you rename any label — customer → doctor / retailer / dealer — along with your logo, colours and email templates, with no code changes.
Yes — native Expo apps for both iOS and Android for the field team, plus a full web console for managers, admins and super-admins.
Row-Level Security isolates every tenant at the database layer, with tenant-scoped audit trails and JWT auth. On-prem and data-residency options are available for regulated deployments.
A fixed platform fee per tenant plus a per-active-seat charge for field and manager users; admin-only logins aren't charged as seats. See pricing or book a demo for a tailored quote.
Run your field force on autopilot
Book a 30-minute demo and see your own data answer questions in plain English.