Employees

Every Rep, Measured Honestly

Shift status, call volume, leads held, follow-ups pending and conversion — per representative, from real activity rather than self-reported numbers.

How does Allota AI track field representatives?

The Employees module shows each representative with their territory, shift status, assigned lead sources and live counts of leads held, follow-ups pending, dead leads and AI-analysed calls. Because the call data comes from actual recordings rather than manual entry, the numbers reflect work done rather than work reported.

Leads · Calls · Follow-upsPer rep
Active or completedShift
By sourceAuto-assign
One clickTranscripts
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Live product, running today Hinglish-ready Your call audio stays on your Drive
Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel
app.allota.inReal screen · sample data
Employee Management screen with per-rep stats
Per-representative leads, follow-ups, dead leads and AI-summarised calls.
How it works

Watch Employees work.

1

Rep logs in

Login and logout times are recorded.

2

Calls tracked

Daily call duration and AI-summarised calls.

3

Outcomes counted

Leads, follow-ups and dead-lead ratio per rep.

4

Manager reviews

Open transcripts and summaries for any rep.

Who it is for

One module, three people who benefit.

For Sales heads

Track calls, hours and conversion per rep.

For Reps & telecallers

Show your effort with real numbers.

For Founders & admins

Run a field team without chasing updates.

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

Book a Demo See pricing

Measured from activity, not from a form

Traditional field reporting asks the representative to record their own day. Allota AI derives it: calls come from recordings, leads from the Lead Center, follow-ups from what was actually scheduled. Nobody fills in a timesheet, and nobody can inflate one.

What each representative card shows

  • Territory and contact — where they operate
  • Shift status — Active Shift or Shift Completed
  • Leads held, follow-ups pending and dead leads
  • AI-analysed call count with a direct link to their transcripts and summaries
  • Auto-assign sources — which lead sources route to them automatically

Routing leads to the right person

Each rep can own specific sources. IndiaMART enquiries to the rep who handles franchise conversations, Meta leads to another. Assignment happens at ingestion, so nobody triages a shared queue and leads do not sit unclaimed.

When the match is wrong, Leads Reassign moves them without losing history.

Under3 secfrom finished call to brief
Connects5lead sources, one pipeline
Imports5,000+records per upload
Stores0call audio on our servers

Last updated

More resources

Go deeper

Call Recording CRM in India: What to Look For

A practical guide to choosing a call recording CRM in India: storage, privacy, Hindi support, lead linking and what happens to missed calls.

Read the guide →

PCD Franchise Lead Follow-Up Checklist for Sales Teams

A checklist for following up PCD franchise enquiries: first response, qualifying questions, documents, reminders and when to mark a lead dead.

Read the guide →

How to Choose a Pharma CRM in India: 8 Questions to Ask

Eight practical questions for evaluating a pharma CRM in India, from Hinglish support and PCD territories to ERP fees and where your data lives.

Read the guide →
Questions

Frequently asked questions

Is this employee surveillance?
It measures work output — calls made, leads handled, follow-ups kept — not location or personal activity. The data comes from the CRM's own records rather than any monitoring of the individual.
Can a manager read a specific rep's calls?
Yes, each representative card links directly to their transcripts and AI summaries.
What does Active Shift mean?
It reflects whether the representative is currently within their logged working session, alongside their daily call duration.
Keep exploring

Where to next

RelatedAI Calls Summary →The call data behind the numbers. RelatedLeads Reassign →Act on what the numbers show. CommercialPricing →What the Core Suite includes.
Get a callback

Want this running for your team?

Tell us your business name and a number. We will call you back, usually the same working day, and show Allota AI on a real call brief.

  • 20-minute demo on your own scenario
  • Hinglish call summaries, lead classification, follow-ups
  • No obligation. Pricing is quoted only if you ask

Ready to see every call your team makes?

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

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Explore Allota AI

Features

Lead CenterAI Calls SummaryFollow UpsDead LeadsLeads ReassignEmployeesIntegrationsAsk Allota AIAds InsightsSocial Lead GuardMulti-Source CaptureBulk Excel Import

Solutions

PCD Pharma FranchiseThird-Party Manufacturing

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Guides

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