Sales Automation

Sales Automation by OnceDive — the field-sales companion built for Sales Reps who live on the road.

Stop chasing paper plans and stale spreadsheets. Sales Automation puts your daily route, dealer
list, check-ins, follow-ups and attendance into one branded mobile app — so every visit is
verifiable, every reading lands in head office in real time, and every rep starts the day on
the same page as the manager.

WHAT YOU CAN DO

• Start & End your day
One-tap Start Day captures your GPS check-in. End Day shows a full recap — hours worked,
kilometres covered, customers visited.

• Plan your day (PJP)
See today’s permanent journey plan, add new visits on the fly, or bulk-plan the week ahead.
Past dates are read-only — no back-dating tricks.

• Visit customers with proof
Geo-fenced check-in / check-out, contact-person capture, photo evidence, voice-to-text
remarks, and a single workflow screen that resumes right where you left off.

• Register new dealers
Onboard a new customer in seconds. Submission goes straight to admin for approval — track
Approved vs Pending Registration vs Pending Assignment on the Customer tab.

• Follow-ups that don’t fall through
Schedule a follow-up at check-out, see the whole pending backlog by date, and never lose
another commitment to a dealer.

• Attendance you can audit
See your monthly attendance register — In time, Out time, hours worked, status (Present /
Late / Absent) — with quick filters for This month / Last month / Last 7 days, and custom
date-range queries.

• Missed visits surfaced
Past-dated planned visits that never happened roll up into a single missed list so you and
your manager are aligned.

• Built for the real world
Works in English, Hindi (हिंदी) and Bengali (বাংলা). Refuses to run if the device clock has
been tampered with — your check-in times stay trustworthy. Mandatory update screen ensures
every rep is on the same backend contract.

WHO IT’S FOR

Sales Representatives in the field. Distributors, dealers, FMCG, building materials, agri-
inputs — anywhere a rep walks a beat and needs to prove they were there.

WHO IT’S NOT FOR

Admins and managers should use the OnceDive Sales Automation web panel for approvals,
assignments, reports and analytics. This app is the rep’s window into their own day.

PERMISSIONS WE USE

• Location — to GPS-stamp your Start Day, check-ins and check-outs. Used only at those
events; not continuous tracking.
• Camera & photos — for visit-evidence photos at check-out.
• Microphone — for voice-to-text dictation on Products Discussed and Remarks fields.

YOUR PRIVACY

Sales Automation talks only to your company’s OnceDive backend. No third-party analytics,
no advertising SDKs. Your login session is encrypted in secure device storage and auto-
refreshes silently as long as your refresh token is valid.

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Built by OnceDive. Questions or rollout help? Talk to your tenant admin.