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Field SFA
Bangalore, India
What it is
Field SFA is a sales force automation platform for FMCG and distribution companies, with a web dashboard for managers and the Field Pro mobile app for representatives. Managers can map territories, assign representatives to beats, define outlet sequences and coverage, and set targets by period and SKU. Representatives can record visits, orders, payments, and photos offline, then sync when connectivity returns. Orders use a live catalog and pricing, with free-carton schemes and totals handled in the order process. Visits, orders, and payments are GPS-tagged, and outlet photos can be taken with the live camera. The dashboard displays visits, orders, and payments in real time, with territory scoping and role-based access. The platform also includes sales hierarchies, attendance, leave, and expenses. It is built on Frappe/ERPNext, where catalog, customer, order, and inventory information sits in an exportable system. Pricing is available on request, with fees and terms set by commercial agreement. Field Pro runs on Android and iPhone, and users must ask the company for access.
For and against
For
- Offline capture covers visits, orders, payments, and photos.
- Managers can track targets by period and SKU.
- Dashboard shows activity in real time.
- Built on an exportable Frappe/ERPNext system.
Against
- Pricing is available only on request.
- Users must ask the company for mobile app access.
- Background location collection runs during active work shifts.
The verdict
Field SFA combines field activity capture with territory, beat, and target management. Access to the mobile app and commercial pricing require contacting the company.
Who it suits
It suits FMCG and distribution companies coordinating field representatives, outlet coverage, orders, and targets. Managers can use the web dashboard while reps work through Field Pro on Android or iPhone.
On the record
- Beat planning
- Managers can assign reps to beats with defined outlets, sequence, and coverage.fieldsfa.com · read 4 Oct 2026
- Data handling
- The maker says it does not sell personal information and does not share personal data for advertising.fieldsfa.com · read 4 Oct 2026
- ERPNext
- Field SFA is built on Frappe/ERPNext, where its catalog, customers, orders and inventory live in a standard, exportable system.fieldsfa.com · read 4 Oct 2026
- Integration and data
- Field SFA is built on Frappe/ERPNext, where the maker says customers, orders, and inventory remain in an exportable system.fieldsfa.com · read 4 Oct 2026
- Management console
- The web dashboard shows visits, orders and payments in real time, with territory scoping and role-based access.fieldsfa.com · read 4 Oct 2026
- Mobile devices
- Field Pro runs on Android and iPhone devices, and users are asked to contact the company for access.fieldsfa.com · read 4 Oct 2026
- Mobile platforms
- The maker says Field Pro runs on reps’ Android and iPhone devices; users must ask for access.fieldsfa.com · read 4 Oct 2026
- Offline work
- Reps can capture visits, orders, payments and photos offline, then sync when connectivity returns.fieldsfa.com · read 4 Oct 2026
- Order capture
- Reps can take outlet orders against a live catalog and pricing, with free-carton schemes and totals computed for them.fieldsfa.com · read 4 Oct 2026
- Performance tracking
- Managers can set targets by period and SKU and track attainment by rep, beat, and territory.fieldsfa.com · read 4 Oct 2026
- Platform
- The product includes a web dashboard for managers and the Field Pro mobile app for reps.fieldsfa.com · read 4 Oct 2026
- Pricing
- Fees, billing and subscription terms are set out in a commercial agreement between the maker and the customer.fieldsfa.com · read 4 Oct 2026
- Privacy
- The privacy policy says background location collection runs only while a work shift is active and stops when the shift ends or the user signs out.fieldsfa.com · read 4 Oct 2026
- Product
- Field SFA is a sales force automation platform for FMCG and distribution companies.fieldsfa.com · read 4 Oct 2026
- Purpose
- Field SFA is a sales force automation platform for FMCG and distribution teams.fieldsfa.com · read 4 Oct 2026
- Routes
- Managers can map territories, assign reps and set each beat’s outlets and sequence from the admin console.fieldsfa.com · read 4 Oct 2026
- Support
- The support page says the team usually replies within one business day.fieldsfa.com · read 4 Oct 2026
- Targets
- Managers can set targets by period and SKU and track attainment by rep, beat and territory.fieldsfa.com · read 4 Oct 2026
