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Atman Field360 – Visit & Expense Automation

Simplifying Field Planning & Expense Control

Overview

  • Plan monthly customer visits easily.

  • Record visit-related expenses with ease.

  • Track completed and pending visits.

  • Customize visit types and expense categories.

  • Perfect for small and medium businesses.

Atman Field360 – Visit & Expense Automation is an easy-to-use Salesforce-native solution tailored for small and medium enterprises to efficiently plan, schedule, and manage field visits. It enables users to create monthly visit plans, track visit completion, and log key outcomes with ease. The app also simplifies expense management by allowing users to record and categorize their visit-related expenses. With its intuitive interface and end-to-end functionality, users can manage their field activities and spending in one place. Atman Field360 helps boost productivity, transparency, and better organization of field operations.

Categories

Business Needs
Sales
Productivity
Industries
Engineering, Construction, & Real Estate
Manufacturing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Managed Package
Lightning App Builder

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  • by Atman Cloud Consultants Pvt Ltd
    A Salesforce expert for 17+ years, Atman is trusted to deliver world-class Salesforce solutions. Our Salesforce experience includes over 200+ Engagements, 400+ Certifications and Multi Cloud, Complex Implementation expertise.