Sales Force Automation · Built for Building & Interior Brands
KaariWorks SFA connects salespeople, managers, customers, channel partners and project sites in one field-sales workspace — from attendance and route planning to leads, visits, orders, service tickets, targets and every piece of information needed at the point of action.
A Field System Built Around the Job
Field teams should not switch between attendance tools, CRM screens, spreadsheets, WhatsApp conversations and ERP lookups. KaariWorks brings the critical actions and information into one focused field workspace.
People arrive with partial information, update systems later, coordinate over calls, and spend time searching for order, invoice, delivery and payment status.
Each rep has the right route, the right context and the right next action — with customer, partner, project and transaction information available when the conversation happens.
Core Capabilities
Everything a field team needs — without turning the mobile experience into a crowded ERP.
Start the day with biometric/selfie verification, GPS and time capture. Give managers a reliable view of who is in the field, where and when.
Capture new customers, projects and sites with value, location, stage, product interest and next action — then carry the opportunity through the pipeline.
Keep end-customer relationships distinct from channel partners, with contacts, opportunities, interactions, orders, invoices, deliveries, payments and service history in one view.
See distributor and dealer relationship, sales, outstanding, stock, orders, returns, claims, deliveries, visits and action items before the next partner call.
Plan the day around geography, priority, appointment windows, opportunity value and visit frequency — reducing travel while increasing productive coverage.
Validate visits with location, time, duration and configurable geo-rules. Record what happened at the customer, partner, showroom or project site.
Capture B2B orders in the field with brand-specific pricing, discounts, schemes, approvals, SKU details and relevant stock information.
Open the information needed to sell and solve: orders, invoices, payment status, delivery status, returns, claims, stock, price lists and customer or partner history.
Create service or support tickets on behalf of channel partners, assign owners, track resolution and keep every follow-up connected to the relationship.
Field-to-Revenue Workflow
Keep the execution journey simple on mobile while the brand gets a complete picture of field activity and sales progress.
Biometric/selfie attendance, GPS presence, day plan and priorities.
Get a practical visit sequence based on location, priorities and planned calls.
Open Customer 360 or Partner 360 and capture the visit, lead or site activity.
Register opportunities, place orders, apply pricing/schemes and capture next actions.
Raise tickets, coordinate delivery issues and keep tasks from falling through the cracks.
Close the visit, record outcomes and see target, achievement and pipeline position instantly.
Built-World SFA Modules
The complexity stays behind the scenes; the mobile user sees only what is needed for the job.
Separate customer and partner records while linking people to opportunities, projects, sites and expected business. Lead capture · Site registration · Pipeline · Customer 360
Manage attendance, leave, daily plans, route optimisation, check-in/out, visit outcomes and activity capture. Biometric · GPS · Route plan · Geo rules
Put catalogue, SKU, pricing, schemes, availability and order capture into the context of the customer or partner visit. SKU catalogue · Pricing · Schemes · Orders
Give field teams a complete partner picture — sales, outstanding, stock, orders, invoices, deliveries, returns, claims and tasks. Distributor · Dealer · Retailer · Partner 360
Raise requests on behalf of channel partners, track commercial or operational issues, and capture collection activity where required. Tickets · Tasks · Claims · Collections
Show each rep and manager where they stand across sales, visits, orders, revenue, collections, pipeline and key product goals. Target · Achievement · Pipeline · Next best action
Designed for the Built World
Sales happen across channel partners, showrooms, fabricators, contractors, architects, designers, builders and project sites. The SFA must handle relationship-driven selling as well as SKU-driven order capture.
Sales happen across channel partners, showrooms, fabricators, contractors, architects, designers, builders and project sites. The SFA must handle relationship-driven selling as well as SKU-driven order capture.
Designed for the Built World
Large catalogues, technical products, channel sales and repeated partner visits.
Kitchens, wardrobes, surfaces, bath, lighting, flooring and specification-led demand.
Project/site registration, opportunity stages, site activity and expected value.
Separate relationship tracking for specifiers who influence product selection.
Partner visits, sales, outstanding, stock, orders, delivery and issue resolution.
One mobile workspace for attendance, route, visits, sales actions and achievement.
Every relationship, every action
Customer and channel-partner relationships stay distinct, while the field team can move between them without losing context. A visit can become a lead, an order, a service ticket or a project action — and the history stays connected.
Customer and channel-partner relationships stay distinct, while the field team can move between them without losing context. A visit can become a lead, an order, a service ticket or a project action — and the history stays connected.
✓ Customer 360 and Partner 360 with separate relationship views.
✓ See orders, invoices, deliveries, payments, returns and claims in context.
✓ Register project/site opportunities and carry them through the pipeline.
✓ Raise tickets on behalf of partners and track resolution without leaving the relationship.
Performance at Your Fingertips
Give reps and managers the same live view of what is planned, what happened and what remains — from visits and orders to revenue and target achievement.
Visits: 88% · Orders: 76% · Revenue: 68% · Collections: 59%
24 · Productive visits · 12 · Open leads · ₹18.6L · Active pipeline · 82% · Target achievement
Connected, Not Isolated
Connect SFA with the brand's CRM, ERP, DMS, HRMS, inventory, order, service and analytics systems so field information does not stop at the mobile app.
Questions
KaariWorks SFA is a field-sales operating layer for building-material, construction and interior-product brands. It connects attendance, journey planning, customer and partner management, visits, leads, site opportunities, orders, service actions and target visibility.
Yes. Customer and partner entities remain distinct, with separate relationship views, while activities and transactions can be connected wherever the business process requires.
Yes. Teams can create project/site opportunities with location, stage, value, product interest, contacts and follow-up actions, giving the brand visibility from early opportunity through commercial progress.
The field workspace can surface the operational information needed for the conversation, including order, invoice, delivery, payment, return, claim and stock context through connected business systems.
Yes. Check-in/out can capture location, time, duration and configurable geo-rules. Attendance and visit controls can be configured for the brand's operating policy.
Yes. Field users can create and track service or operational tickets on behalf of channel partners and keep them tied to the relevant customer, partner, order, delivery or issue.
The field experience can support offline-first capture for critical activities, with synchronisation when connectivity returns — useful for sites, warehouses and markets with inconsistent signal.
Yes. Role-based dashboards can show target, achievement, pipeline, visits, orders, revenue, collections and other configured KPIs so the field team knows where it stands during the day.
KaariWorks SFA
Give your people the route, relationship context, transaction visibility and next action they need — in one focused field experience.