Optilive is a robust software-as-a-service (SaaS) platform designed to streamline operations for businesses that depend on field services, including sales forces, business development personnel, medical diagnostics, and consumer goods sectors. This application offers a comprehensive management tool that schedules tasks, tracks statuses, and provides live updates of all field executives, including their location and route in real-time.
Key features of this platform include Lead Management System, Sales Force Management, and Customer Appointment Scheduling, all equipped with live tracking and route capture capabilities. This functionality not only enhances operational efficiency but also reduces costs. Businesses have the flexibility to arrange visits or orders immediately or for a later time, with options for automatic scheduling, including clustering for optimized route planning. Additionally, the platform allows businesses to go paperless by enabling the collection of custom data, imagery directly from field operations, and feedback from customers directly through the app.
One of the standout capabilities of this system is the transparency it offers to customers. They can view live updates of their service status through real-time tracking of field executives on their phones—without needing to download an app. This feature adds a layer of convenience and assurance, eliminating the need for customers to contact businesses about their appointment or order status.
Moreover, this platform supports OTP-based cash payment confirmations, which adds a layer of security and accountability to transactions. It also integrates tools to record odometer readings to facilitate third-party vehicle payments, further demonstrating its utility in managing detailed operational tasks.
Optilive enriches the connection between businesses, their field teams, and customers by delivering a customizable, efficient, and comprehensive field service management solution. Tailored for business use, account provisioning by Optilive is required to access its full suite of features.
