Give Your Field Sales Reps a Superpower. And Your Managers a Clear View.
Optick helps sales leaders track field reps, verify customer visits, manage leads through the funnel, and arm their teams with AI-powered product knowledge.
The problem
What breaks without the right tools
No reliable data on actual customer visits
Managers receive EOD call reports assembled from memory hours after the fact. The actual visit cadence and coverage gaps remain unknown.
Expense claims disconnected from field activity
Travel reimbursement without location verification creates a control gap and hurts team trust.
Reps spend too much time on admin
Manual expense forms, daily call reports, and CRM updates consume enormous amounts of selling time.
Product knowledge gaps in the field
Field reps often face questions about specifications, pricing, schemes, or competitive comparisons they cannot answer confidently on the spot.
How Optick solves it
Every challenge. A direct answer.
Unverified customer visits
GPS-verified visit check-in + geofencing at customer site
Real, location-stamped visit data — not self-reported memory
Expense fraud
Location-linked expense submission with GPS trace
Only verified travel claims get processed — zero leakage
Admin overhead
Auto-generated daily reports + 1-tap mobile logging
Less time on admin, more time in front of customers
On-field knowledge gaps
AI knowledge bot trained on your product catalogue & pricing
Instant, accurate answers to any customer query — in the field
How it works
A day in the field — with Optick
- 1
Rep starts day, checks assigned visits on Optick mobile
- 2
Visits distributor; geofence triggers check-in at outlet
- 3
Customer asks about a new product scheme
- 4
Rep queries AI knowledge bot, receives an instant answer
- 5
Order noted in app
- 6
Travel expenses auto-logged against visit location
- 7
Daily call report auto-generated
- 8
Sales manager reviews visit map, outlet coverage, and conversion metrics by territory.
“Since implementing Optick, our team has experienced a noticeable increase in efficiency. The user-friendly interface and seamless integration make it incredibly easy to use. It's been a game-changer for us.”
Mr. Vineet Shah, General Manager — SuRe Lines
See how Optick transforms field sales productivity
Available in Hindi and other Indic languages. 30-day money-back guarantee. No hardware required.