Field Activity Management Software for Complete Field Visibility
Replace paper forms and inconsistent data collection: custom questionnaires, role-based activity assignment, offline data collection, activity quality checks, and visit productivity tracking, all from one platform.
✨ See what AI actually does →| Activity ID | Field User | Store | Status |
|---|---|---|---|
| ACT-7701 | R. Suresh | Sri Ganesh Stores | Pending Review |
| ACT-7702 | M. Iyer | City Mart | Approved |
| ACT-7703 | K. Das | New Krishna Traders | Rejected |
Category → Sub Category → Questionnaire hierarchy with 7 question types: Open Ended, Radio Button, Checkbox, Dropdown, Rating, Rank Order, and Matrix.
| Questionnaire | Category | Question Type | Weightage |
|---|---|---|---|
| Store Hygiene Check | Audit | Rating | 15 |
| Brand Visibility Survey | Suggestions | Checkbox | 10 |
| POSM Availability | Survey | Radio Button | 5 |
Assign questionnaires to user groups with date range control and optional store-list targeting.
| Activity | User Group | Start Date | End Date | Status |
|---|---|---|---|---|
| Display Hygiene Audit | Field Executive | 01 Sep | 30 Sep | Active |
| Growth Survey | Promoter | 05 Sep | 20 Sep | Active |
| POSM Check | Team Leader | 01 Aug | 31 Aug | Expired |
Upload plans by store, user, distributor, or weekday, with Excel bulk upload and template download.
| User | Store | Weekday | Distributor |
|---|---|---|---|
| R. Suresh | Sri Ganesh Stores | Monday | Anand Distributors |
| M. Iyer | City Mart | Wednesday | Shreeji Traders |
| K. Das | New Krishna Traders | Friday | Kaveri Agencies |
Field audits validated against Valid Photo, Lanyard, Uniform, Dress Condition, and Grooming parameters.
| Employee | Role | City | Date | Status |
|---|---|---|---|---|
| R. Praveen | User | Chennai | 08 Jan | Compliant |
| S. Sakshi | ISP | Gurugram | 09 Jan | Pending Review |
| R. Kumar | Field Executive | Delhi | 14 Jan | Non-Compliant |
Managers review outlet details, visit date, and questionnaire responses before one-click approval.
| Outlet Code | Outlet Name | User | Activity | Status |
|---|---|---|---|---|
| ST-8821 | Sri Ganesh Stores | R. Suresh | Display Hygiene | Pending |
| ST-8822 | City Mart | M. Iyer | Growth Survey | Approved |
| ST-8823 | New Krishna Traders | K. Das | POSM Check | Rejected |
Global Activity Visit Report, Market Visit Report, and beat compliance tracking, downloadable in Excel/PDF.
Field Activity Data, Mapped as One Continuous Flow
From questionnaire creation to a quality-checked visit report, every stage stays connected and visible.
Questionnaire Creation
7 question typesActivity Assignment
By user group & date rangeField Data Collection
Online or offlineActivity Quality Check
Review before approvalVisit & Productivity Reports
Excel/PDF downloadsReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
1Channel
1Channel CRM
1Channel DMS
1View
Built for How Field Teams Actually Work
Key features & benefits: drag or use the arrows to see all 12.
Custom Field Questionnaire Builder
7 question types organized in Category → Sub Category → Questionnaire hierarchy.
Activity Assignment & Configuration
Assign questionnaires to user groups with date range control and store-level targeting.
Offline Field Data Collection
Fill questionnaires during store visits even without internet; data syncs automatically.
Activity Quality Check & Approval
Verification workflow with complete audit trail before final approval.
Market Visit Planning
Visit plans by store, user, distributor, and weekday for structured field coverage.
Visit Productivity Reports
Daily visit counts, detailed activity reports, and market visit gallery with photos.
Field Audit Management
People Hygiene Audit with photo, lanyard, uniform, dress, and grooming validation.
Global Activity Visit Report
Activity-wise performance tracking across all field teams, filterable by date and store.
Beat Compliance Tracking
Stores covered vs. stores planned for each employee, tracked automatically.
Mobile App for Field Teams
Android and iOS apps with offline mode for questionnaire filling and data collection.
Photo & GPS Documentation
Mandatory photo capture with location and time stamps on every submission.
Enterprise-Grade Scalability
200,000+ users across 40+ countries, with complete onboarding and support.
Where AI Actually Touches Field Activity Data, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, inside AI Assistant and Attendance & Time Tracking:
- 💬AI Assistant, conversational activity queriesType or browse: "Show pending quality checks for North Zone", "How many activities were submitted today?" Available on web and mobile.
- 🤳AI-validated attendance ties activity to a verified userFirst login photo becomes the reference; every check-in is matched against it, so activity submissions are tied to a verified, on-site field user, not a proxy.
- ⚙️Rule-based quality check routingMandatory questions block visit completion until answered, and sensitive questionnaires route automatically for manager approval before reaching analytics, not predictive guesswork.
Field Activity Management Insights, Straight from the Field
Go Deeper Into Every Module
How a field activity actually moves through the system, from questionnaire design to an approved visit report.
Custom Questionnaire Builder & Activity Assignment
Admin creates custom questionnaires with 7 question types, Open Ended, Radio Button, Checkbox, Dropdown, Rating, Rank Order, and Matrix, organized in a Category → Sub Category → Questionnaire hierarchy. Created questionnaires are then assigned to specific user groups (promoters, team leaders, supervisors) with date range control and optional store-level targeting through the Manage Activities module.
How It Works
- Create category, sub-category, then questionnaire with a selected question type
- Enter Questionnaire Title, Question text, Reporting Question, and Weightage
- Bulk upload questions via Excel using the Upload Questions feature
- Create an activity, select the questionnaire, user group, and optional store list
- Set Start Date and End Date for activity visibility in Current Activities
Why It Matters
- Organized question management across hundreds of questions
- Targeted field data collection, only relevant teams see each activity
- Full visibility into which questionnaires are live for which groups
| Questionnaire | Question Type | Status |
|---|---|---|
| Store Hygiene Check | Rating | Live |
| Brand Visibility Survey | Checkbox | Live |
Click a row: every field here is a real column from the actual questionnaire builder.
Mobile Data Collection & Activity Quality Check
Field teams fill assigned questionnaires on the mobile app during store visits, with offline capability: answers save locally and sync automatically once the device reconnects, so nothing is lost in poor-network areas. Submitted activities go to the Activity Quality Check queue, where managers review outlet details, responses, and photo evidence before approving or rejecting.
How It Works
- Field user checks in to store, assigned questionnaires appear by role and store
- Fills questionnaire with text, single/multi-select, rating, photo, and GPS responses
- Offline answers sync to the portal automatically once connectivity returns
- Manager reviews the submitted activity wizard: responses, photos, GPS location
- One-click approve or reject with optional comments from People Management
Why It Matters
- No data loss in areas with poor network connectivity
- Data accuracy verified before activities become permanent records
- Complete audit trail of who approved which activity, and when
| Outlet | Activity | Status |
|---|---|---|
| Sri Ganesh Stores | Display Hygiene | Pending |
| City Mart | Growth Survey | Approved |
Click a row: approvals here mirror the real Activity Quality Check screen.
Visit Planning, Field Audits & Productivity Analytics
Market visit plans can be uploaded by store, by store and user, with distributor mapping, or by client user code, plus recurring weekday plans for structured beat coverage. Field audits use a standardized People Hygiene Audit with fixed compliance parameters, while Visit Productivity and Global Activity Visit Reports turn daily field activity into downloadable, decision-ready output.
How It Works
- Upload market visit plans via 4 Excel templates, or create a Weekday Market Visit Plan
- Conduct People Hygiene Audits: Valid Photo, Lanyard, Uniform, Dress Condition, Grooming
- Pull Visit Productivity, Store Visit, Market Visit, and Market Visit Gallery Reports
- Review the Global Activity Visit Report, filterable by activity, user, store, city, date
Why It Matters
- Systematic store coverage with trackable beat compliance
- Standardized compliance checks across every field location
- Actionable insights for coaching and performance decisions
| User | Stores Visited | Activities Done |
|---|---|---|
| R. Suresh | 9 | 14 |
| M. Iyer | 7 | 11 |
Click a row: daily counts like these roll up into the Visit Productivity Report.
Loved by Customers, Recognized by the Industry
"With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements."
"1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox."
"Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region."
"1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements."
"Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click."
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Field Activity Management Software?
Track daily field activities and sales calls with custom questionnaires across multiple territories.
Monitor POSM deployment, planogram compliance, and store audits with photo documentation.
Conduct standardized store compliance audits with People Hygiene checks and offline data collection.
Review and approve field team activities through Activity Quality Check, with complete audit trails.
Verify field operations with custom inspection checklists and rating-based questionnaires.
Monitor visit compliance through Beat Compliance Reports and Visit Productivity tracking.
Assess field team performance using rating questions and structured feedback collection.
Track market coverage with Market Visit Reports, activity logs, and visit gallery documentation.
Pricing
We understand that every organization has unique field activity management requirements. Our Field Activity Management Software offers flexible pricing based on your selected features, user count, and deployment model.
Every plan includes secure cloud hosting, mobile apps for Android & iOS, and complete training & support at no additional cost.
Frequently Asked Questions
What Is Field Activity Management Software?▾
Why Is It Essential for Field Operations?▾
What Types of Questions Can Be Created in the Questionnaire Builder?▾
Can Field Teams Fill Questionnaires Without Internet?▾
How Does Activity Assignment Work?▾
What Is the Activity Quality Check Process?▾
How Does Market Visit Planning Work?▾
Other 1Channel Solutions for Sales Teams
Field activity doesn't work in isolation, here's what it connects to.