Employee Task Management App & Software
Task management is simple with Unolo.
Ensure field team is visiting their clients.
Generate PJP/Beat plans automatically.
Collect data via custom photos & forms.
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Confirm Client Visits by your Field Executives
Unolo ensures your field team is at the client location before allowing them to start the task.
Create & Assign Beat Plans
Design & assign routes to your field executives on Unolo, then track their progress & verify completion via the dashboard.
Collect Geo-tagged Photos
Unolo generates geo-tagged photos directly with time and location embedded into them.
Collect Custom Data
Design your own forms in Unolo and collect data in the way you want.
Want to make sure your field executives are actually visiting clients?
Unolo uses geo-verification to ensure they are at the client location.
Geo-tag your clients
With multiple ways to geo-tag your clients, Unolo makes it easy to make sure you know the right location of your client.
Start Task only at client location
Unolo automatically makes sure that the field executive is in range of the client before allowing them to start the task.
Beat/route planning
Unolo helps plan the most optimal day for your field executive. Simplify your operations.
Geo-tag your clients
With multiple ways to geo-tag your clients, Unolo make it easy to make sure you know the right location of your client.
Plan and upload beat plans
Unolo makes is simple to see where your clients are and plan out your optimal beat plan.
Monitor results
Monitor adherence to beat plan through our dashboards and reports.
Make on field data collection and assessment a breeze
Create customisable forms and quizzes, making on field data collection a breeze.
Design forms
Multiple question types, sections, validation and even customisable sections, you've got 99% the functionality of Google Sheets.
Make informed decisions
See or download data from our admin panel.
Even design assessments
Want to check if they have been properly trained or remembered critical business objectives? Turn a quiz into an assessment with one click.
Intuitive dashboards
Experience seamless task management with Unolo - effortlessly view and manage your field force.
- Easily monitor delayed, not started, in progress, and completed tasks.
- Identify top performers in task completion on a weekly and monthly basis.
- Design & assign routes to your field executives in a few clicks.
- Track average time spent per task by your field force.
Your Mini CRM - Generate, Nurture and Close Leads
Unolo simplifies lead generation, nurturing, and conversion for your business. Our intuitive platform streamlines the following key features:
- Create new clients and leads on the go.
- Capture important data using customizable forms.
- Schedule meetings, follow-ups, and tasks.
- Create Permanent Journey Plans or BEAT plans.
- Ensure field staff meets clients with geo-tagged photos.
- Restrict task starting to a specified location.
- Monitor real-time task status and check for delays.
- Bulk assign tasks to your field force.
Ready to simplify your lead generation and conversion process? Try Unolo today and empower your team with our powerful platform.
FAQS ABOUT Task Management Software
If you don't see an answer to your question, you can send us an email from our contact form.
Beat planning, or permanent journey planning, is an important aspect of sales and marketing for businesses that rely on field employees to visit clients and sell their products or services.
It involves creating a day-level route plan that determines which clients to visit and when to visit them. In short, beat planning helps field staff maximise their efficiency and productivity.
However, manually creating beat plans can be a daunting task, particularly when dealing with multiple locations and hundreds of clients. That's where Unolo comes in.
Unolo is a field force management software that simplifies the process of generating beat plans. By automatically mapping out your clients' locations, Unolo allows you to create an optimal beat plan quickly and easily.
Moreover, Unolo's dashboards and reports enable you to monitor adherence to the beat plan and make any necessary adjustments, ensuring that your field team is always on top of their game. With Unolo, you can streamline your sales and marketing operations and stay ahead of the competition.
A task management software like Unolo helps businesses in organising, automation and prioritising tasks to grow. With Unolo, you can:
- Assign tasks, meetings, and visits to field employees easily.
- Monitor real-time task status and identify any delays promptly.
- Capture important data using customizable forms, enabling you to make data-driven decisions.
- Schedule meetings, follow-ups, and tasks in advance to ensure your team is always on top of their to-do list.
- Check for trends in task completion, delayed tasks, and average time spent per task, allowing you to optimise your operations.
- Easily see who the top performers are, both individually and as a team, using our performance tracking feature.
By using Unolo, you can streamline your task management process, identify inefficiencies, and achieve more in less time.
At Unolo, we've got you covered when it comes to capturing all the data you need. Our customizable forms make it easy for you to get the exact information you're after - whether that's a bunch of multiple-choice questions, or a more unique validation section.
Once your field team has gathered all the data you need, you'll find it all neatly organised in the forms section of our user-friendly dashboard. From there, you can easily analyse the data and make informed decisions about your business. We even give you the option to download the reports in Excel format, so you can work with the data however you like.
With Unolo's intuitive tools at your fingertips, you can rest assured that you're always getting the data you need to stay ahead of the game. So why not give us a try and see how we can help your business grow?