Every Employee, Measured Honestly
Shift status, call volume, leads held, follow-ups pending and conversion — per employee, from real activity rather than self-reported numbers.
How does Allota AI track field employees?
The Employees module shows each employee 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.
Watch Employees work.
Employee logs in
Login and logout times are recorded.
Calls tracked
Daily call duration and AI-summarised calls.
Outcomes counted
Leads, follow-ups and dead-lead ratio per employee.
Manager reviews
Open transcripts and summaries for any employee.
One module, three people who benefit.
Track calls, hours and conversion per employee.
Show your effort with real numbers.
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.
Measured from activity, not from a form
Traditional field reporting asks the employee 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 employee 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 employee can own specific sources. IndiaMART enquiries to the employee 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.
Last updated
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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 →Frequently asked questions
Is this employee surveillance?
Can a manager read a specific employee's calls?
What does Active Shift mean?
Where to next
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
