Aura Business turns a rep's beat into something measurable: accounts grouped by territory, a call cycle for each, the day's route on the mobile app, and visits logged with GPS check-in so coverage can be compared with the plan.
A beat plan is a rep's standing route: which accounts they call on, in what order, and how often each one is due for a visit. Most small teams already have one, drawn on paper or held in the manager's head. What is usually missing is the check afterwards, so a plan and a week's actual work are never compared.
Aura Business supplies the pieces that make a beat plan operational. Accounts are grouped under a territory with an owner, each account carries its next planned visit, the rep sees the day's list and route on the mobile app, and the visit is logged with GPS check-in and notes.
Coverage then becomes a number rather than an impression: which accounts on the beat were visited this cycle, which were skipped, and which have not been seen for longer than the cycle allows.
Reps do not abandon their beat deliberately. It erodes, because nothing in the system notices.
The friendly customer who orders small quantities is visited weekly while a large account is not seen for two months.
A rep reports twelve calls in a week, and nobody can say how many distinct accounts that was.
The day zig-zags across the city because the order of calls was decided in the morning.
A beat drawn in a spreadsheet at head office never reaches the person expected to follow it.
A call reported by message cannot be distinguished from a call that did not happen.
A customer added in the middle of the quarter has no cycle, so nobody is responsible for calling on them.
Customers and prospects are assigned to a territory and an owning rep.
Each account is given a call frequency according to its value and buying pattern.
Accounts due in the cycle are arranged into day-wise beats so travel makes sense.
The day's accounts appear on the mobile app with contacts, history and outstanding visible before the door.
GPS check-in at the account, notes, samples left, and the next action dated before leaving.
The manager compares accounts due against accounts visited, by rep and by territory.
Cycles are raised or lowered for the next period based on what the accounts are actually worth.
Workflow: The coverage view lists accounts whose last visit is older than their call cycle, sorted by how much they have bought before.
Result: The biggest gap is visited next week instead of next quarter.
Workflow: Accounts due are arranged by area before the week starts, so the rep works one part of the city at a time.
Result: More calls fit into the same working day.
Workflow: Before entering, the rep sees the last order, the open quotation, the outstanding and the sample left on the previous call.
Result: The conversation starts where the last one ended.
Workflow: The territory, its accounts, cycles and visit history transfer to the new owner.
Result: Coverage survives the handover.
Hospitals, clinics and labs called on in cycles.
Repeat orders that depend on being present.
Plants and dealers across a district.
Counters and contractors visited weekly.
Two to twenty reps with no sales operations function.
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The beat is built from territory and target management, customer accounts and field visits with GPS check-in rather than from a separately named module. Everything a beat needs, from grouping to adherence, sits in the CRM and sales suite.
Yes. Each account carries its own cycle, so a large hospital can be due fortnightly while a small clinic is due once a quarter, and the coverage view respects both.
Visits are scheduled and grouped by area and the route for the day is shown on the app. Treat it as sensible sequencing rather than an optimisation engine, and confirm the detail you need on a call.
Visits are logged with GPS check-in at the account, and attendance is marked with location and selfie. See the attendance app for how verification works.
They use it when the app gives something back: account history before the door, samples already recorded, and no evening report to write. That is the test any field CRM has to pass.
Yes. Visit notes and check-ins are captured offline and sync when the phone reconnects, which matters in hospital basements and inside plants.
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Founder-led · Chennai, India · Built and supported by the person who wrote it