Table of Content

Why Clappia?

The easiest no-code platform enabling the creation of tailored business apps without the need for coding. Swift development, the flexibility to customize at any point, and the added benefit of offline mobile apps, makes Clappia the go-to platform for automating business processes.

clappia for fnb and consumer goods businesses

Four easy steps, and your apps are live on the web and mobile

Our Popular Customers

clappia for fnb and consumer goods businesses

Key Features 

clappia for fnb and consumer goods businesses
  • Capture Geo-Fenced GPS Locations: Ensure precise location data capture within defined virtual boundaries for enhanced context.
  • Camera-Enabled Photos: Allow only camera-enabled photos during visits, ensuring visual documentation for each entry.
  • Live Field Force Tracking: Track field force movements in real-time, optimizing travel routes and calculating travel costs.
  • Retailer and Product Data Capture: Seamlessly capture retailer and product details directly from master apps for streamlined processes.
  • Customized Order Receipts: Personalize order receipts and automate their delivery via Email or WhatsApp for a professional touch.
  • Automated Follow-Up Reminders: Set up automated reminders, ensuring timely follow-ups without manual intervention.
  • Multi-Level Approval Workflows: Implement multi-level approval workflows for seamless decision-making and process efficiency.
  • Analytics Dashboard with Excel Reports: Gain insights through an analytics dashboard and receive automated Excel reports for data-driven decisions.
  • Ready-to-Use Mobile Apps: Access ready-to-use mobile apps on Android and iOS platforms for convenient on-the-go functionality.
  • Open APIs for Integration: Leverage open APIs for seamless integration to and from Clappia, ensuring interoperability with other systems.

Assign user permissions via phone number or email address and go live…

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Use Case

A company that employs over 400 field sales employees is seeking an efficient way to manage the collection of orders from its retailers. The admins assign field workers to visit retailers at least once a week and allow the field team to record the orders. Any necessary follow-ups are automatically sent to the agents as reminders.

How did Clappia help streamline the business process?

Clappia has provided a solution by creating user-friendly mobile apps for field workers that function offline, making it simple to manage these visits. For the administrators, the web apps help them deep-dive into the MIS and have insights into the gathered information with the help of an analytics dashboard. Our live tracking feature helped track the movement of the field force and, at the same time, helped the company calculate their travel claims effortlessly.

App Layout 

We created two master apps, Retailer Master and Employee Directory, and connected them to the Store Visit app. 

The other two apps are for Attendance and Live Tracking.

clappia for fnb and consumer goods businesses
clappia for fnb and consumer goods businesses
clappia for fnb and consumer goods businesses

Automated workflows

Defined automated workflows for follow-up reminders and approvals in case the order is placed for a certain amount, and at the same time, on completion of the visit, notify the customers via Email/WhatsApp/SMS.

clappia for fnb and consumer goods businesses

Real-time MIS

It's easy to access data, apply filters on the web and mobile, and export it in Excel. Sync the data with your Google Drive and custom DBs in real time with a few clicks.

clappia for fnb and consumer goods businesses

Analytics Dashboard

Assisted admins to draw insights from the visits and accordingly plan to make the process efficient, leading to a better collection of orders within a short period and increasing the productivity of the field forces.

clappia for fnb and consumer goods businesses

Click here to learn more about the other use cases in which our customers have streamlined their business processes.


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