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TBM Sales Tracker β€” Field-Force Accountability

Field-force accountability

“I visited the client.” Did they, though?

TBM Sales Tracker proves it. A visit only counts when your rep’s phone is actually at the client’s location β€” with a time-stamped selfie to match. No more fake check-ins, no more guessing who really showed up.

βœ“ Geo-verified Mark Visit βœ“ Selfie check-in βœ“ Route planner + weather

Every day, field teams log visits that never happened. TBM makes that impossible.

You can’t manage what you can’t verify

If you run a field team, you already know the feeling β€” the reports look busy, but the results don’t add up.

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Fake & padded visits

Reps log client meetings from home or the highway. You pay for coverage you never got β€” and you can’t prove it.

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No line of sight

Where is the team right now? Which clients got covered today? By the time you find out, the day is gone.

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Missed follow-ups

Repeat clients slip through the cracks, routes are inefficient, and fuel and time leak out of every single day.

The Sales Tracker your managers will love

Everything you need to see your field team’s real day β€” and make every visit count.

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Geo-verified Mark Visit

A visit is only accepted when the phone is genuinely at the client’s location. Off-site check-ins are flagged automatically.

No more fake visits

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Selfie check-in

A time-stamped photo confirms who actually showed up β€” attendance and visits you can fully trust.

Proof, not promises

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Route planner + weather

Map the most efficient day for each rep, with route weather built in, so they cover more clients with less fuel.

More visits per day

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Repeat-visit tracking

Never lose a client to a forgotten follow-up. TBM keeps every relationship on schedule automatically.

Zero dropped clients

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Live team map

See every rep’s real-time location and today’s covered clients on one screen β€” the whole field, at a glance.

Full line of sight

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Reports that add up

Visits, distances, coverage and productivity per rep and per day β€” the numbers you can finally rely on.

Decisions on real data

How a real visit gets verified

Three checks happen the moment your rep marks a visit β€” so what lands in your dashboard is the truth, every time.

STEP 01

Rep reaches the client

They open TBM and tap Mark Visit at the client’s premises.

STEP 02

Location + selfie checked

GPS confirms they’re actually there; a selfie confirms who it is. Off by more than a few metres? Flagged.

STEP 03

You see the verified truth

The visit lands on your live map as verified β€” or flagged as a mismatch. No editing, no faking.

Trinity Business Manager

Start with sales. Run the whole company.

Sales Tracker is where most teams begin β€” because the pain is sharpest there. But it’s one module of TBM, a full ERP with 20+ modules. As you grow, switch on inventory, HR, accounts and the rest, all on one platform, with no new tools to bolt on.

One system that grows with your business.

Explore the full ERP

Sales Tracker
Inventory
Accounts
HR & Payroll
CRM
Purchase
Projects
Assets
Support
Manufacturing
Reports
+ more

For any team that works in the field

If your people leave the office to do their job, TBM keeps them accountable.

πŸ’Š Pharma & medical reps πŸ“¦ FMCG & distribution πŸ”§ Service & maintenance teams 🏦 Finance & collections agents πŸ—οΈ Sales teams of every kind

Questions field teams ask us

Everything you need to know before you start.

How does TBM know a visit really happened?
A visit is only accepted when the rep’s phone is genuinely at the client’s location (geo-verified Mark Visit), backed by a time-stamped selfie. Off-site or mismatched check-ins are flagged automatically β€” so the numbers in your dashboard are the truth.
What can managers see?
A live map of where every rep is, each visit marked verified or flagged, plus coverage, distances travelled and productivity per rep and per day β€” the reports you can finally rely on.
Is it only for sales teams?
No. Any team that works in the field benefits β€” pharma and medical reps, FMCG and distribution, service and maintenance crews, and collections agents.
Can we start with just the Sales Tracker?
Yes β€” that’s how most teams begin. Sales Tracker is one module of TBM, a full ERP with 20+ modules. Start there, then switch on inventory, HR, accounts and the rest as you scale, all on one platform.
Does it help with route planning too?
Yes. TBM’s route planner maps the most efficient day for each rep with route weather built in, and repeat-visit tracking makes sure no client is forgotten β€” more coverage, less fuel.
How do we try it?
Message us on WhatsApp to set up TBM Sales Tracker for your team β€” you’ll see your first verified visits on the map within a day.

Know exactly who showed up today.

Message us on WhatsApp to set up TBM Sales Tracker for your team. See your first verified visits on the map within a day.

Track my team free

+91 81795 08852 Β· contact@trinityholisticsolutions.com

TBM Sales Tracker β€” a Trinity Business Manager module Β· Field-force accountability, part of a 20+ module ERP.
Β© 2026 Trinity Holistic Solutions