BeatRoute benefits for the BFSI industry

100% More


30% More


40% Fast


Product features for Banking, Financial services and Insurance

  • Lead aggregation & customer profiling

    On the go lead creation, API Integration for Inbound leads, Intelligent lead allocation, KYC and Profile Doc Upload, Customer de-duplication engine.

  • GPS based field Coverage

    Territory Planning, Field visit planning, Assured adherence, Coverage norm tracking, Presence assurance for In-store promoters

  • Lead Management & Tracking

    Lead Funnel Tracking, Stage wise automated triggers, GPS tagged Field visit logs.

  • In-Store promotion effectiveness

    GPS and Time-stamped presence, Case Reporting, In-Store Promotion and Visual Merchandising reporting, Customer Feedback.

  • Learn and Demo

    Training and Assessment setup, Role-based targeting, Training consumption report, Multimedia content setup & delivery, Offline viewing, Infield sharing.

  • Real-time Alerts & Notification

    Product Policy & HR Notifications, Role-based notification delivery, Scheduled and Event-based alerts.

  • Configurable scorecard

    On the move visibility, Target vs. Actual, Real-time team performance, Configurable KPIs.

Why BeatRoute?

  • Complete Field CRM Mobile App

    Field team never spend time on web portal, thus we brought all action, cues, and reports on our mobile, that too with offline capabilities in case of bad internet

  • GPS Adherence of Customer Visits

    If you want your team to be where the customers are, BeatRoute makes that happen

  • Territorial Team Hierarchy Setup

    Setup your entire zonal and territorial hierarchy, the way you actually operate

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