Accelerate Every Deal with OnthegO

The Leads and Opportunities Management Software built for speed.

Convert prospects into customers, close deals, and capture orders on a single, seamless platform, integrated with your application ecosystem.

Get the power of an enterprise pipeline without the enterprise price tag.

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Built for Growth, Cloud Native SaaS CRM, on Mobile and Web

Rapid Deployment

Go live in hours and days, not weeks and months. Easily configurable workflows designed for immediate field adoption.

Complete Automation

Deploy Smart Sales Force Automation that your team will actually use, with a field-first design that prioritizes speed.

Lead to Order Capture

Move from "New Lead" to "Closed-Won" to "Order Confirmed" seamlessly with the integrated B2B sales automation platform.

Pursue Leads Your Way

Prioritize prospects and ensure your sales team focuses on high-value actions from day one.

Automated Pipeline Building and Qualification

Enlist prospects from web forms, 3rd party integrations, or a lead generation team scouting in the field, with multi-level qualification, as needed, using the powerful Lead Management tool.

Smart Routing

Part of an Intelligent Sales Automation strategy: route leads instantly to the best suited sales reps. Enable smart assignment based on territory and other configurable rules..

Activities and Field-Visits

Perform high ROI activities and visits, collecting mandatory/ optional information, geo-tagging, and verification in one field sales management app. Track progress through multiple stages, including approvals, per your process..

Lead management dashboard for pursuing and qualifying sales leads
Product promotion interface for digital catalogs and purchase intent capture

Product Promotion and Intent Capture

Equip your traveling sales teams with samples, high-impact digital catalogs and presentation tools. Designed for reps meeting prospects in the field to promote new products, showcase variants, and drive interest through visual engagement and demos.

  • Digital product catalogs
  • Purchase Intent Identification
  • Samples distributed
  • In-meeting feedback capture

Close Deals, Exceed Your Targets

Systematic pursuit with our opportunity management software . Manage complex pipelines and rate structures with high-precision tracking.

  • Automated Pursuits: Streamlined workflow that turn this into your team's favorite field productivity tool.
  • Accurate Quotes: Use pricing rate cards or templatized Configure, Price, Quote functionality, applying schemes and discounts, and necessary approvals.
  • Order Booking: An integrated Order Capture system for sales enables reps to place orders on behalf of customers immediately upon closing an opportunity.
Opportunity management screen for quotes, pipeline tracking, and order capture
Dashboards and Reports for Sales Executives, Sales Managers and Management

Enable data-driven decision-making across all levels of your organization. Sales Executives benefit from real-time performance metrics, personalized insights, and actionable data to streamline their daily activities. Sales Managers gain deeper visibility into their team's performance. Key performance indicators and strategic insights facilitate well-informed decision-making by Management, for business success.

PJP/ Beat Planner & Scheduling

Optimize route planning and appointment scheduling. Minimize travel and execution time, while ensuring productive customer visits, guiding sales reps with all mandatory/ optional actions to perform during a customer visit.

Streamline your field operations with our advanced Pre/ Permanent Journey Planner (PJP) tailored to your business needs

Plan visits with ease, aligning with an optimal beat frequency or define a custom visit schedule to achieve specific objectives, with optional approval by manager, as desired. Read more

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Journey planner popup showing beat planning and scheduled field visits
Streamline your field operations with our advanced Pre/ Permanent Journey Planner (PJP) tailored to your business needs

Plan visits with ease, aligning with an optimal beat frequency or define a custom visit schedule to achieve specific objectives, with optional approval by manager, as desired.

Visits can be classified as planned or unplanned, with configurable rules to restrict visits from being completed before the scheduled date, or to prevent rescheduling or cancellations of planned visits. E.g., a metals manufacturer requires specific forms to be filled in by the sales executives depending on the type of meeting (distributor, influencer, project, etc.), along with tracking of objectives met. In another example, an IVD supplier’s rep keeps track of samples given and captures orders during the visit.

Effortlessly schedule one-time tasks for your field force, granting Admin, State, or Branch-level offices the power to efficiently schedule visits in bulk as well. A sleek calendar view provides insights into upcoming scheduled visits directly in the user app.

Beat planner interface for pre-journey planning and route scheduling
Manage On The Go/ Real-Time Tracking

Our comprehensive sales Force Automation software (SFA software) allows managers to assign tasks and view the status of those tasks. They approve beat or tour plan requests, get a real-time view of each salesperson's location during those visits, approve new customer locations/ outlets, keep tabs on targets, sales target performance, agent productivity, approve expense claims and more.

Near real-time tracking of field sales force users with map view in web for admin and employee tracking app for managers. Historical location tracking excel reports for later review. Read more
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Map view showing real-time field team location tracking
Near real-time tracking of field sales force users with map view in web for admin and employee tracking app for managers.

Download Historical location tracking excel reports for later review.

Know the accurate daily distance traveled by your Field Sales Force Executive and reimburse as per your policy. Module for capture of odometer reading at start and end of day available in our Sales Force Automation App (SFA App) for validation.

Real-time tracking dashboard for field sales and field force users
Attendance & Leave

Effortlessly manage your workforce's attendance and leave with our dedicated module designed for precision and flexibility.

Easily manage Attendance and Leave for your workforce
Travel & Expense

Get control over your organization's expenses with our highly configurable Travel and Expense Management module. With streamlined workflow for travel planning and reimbursement for travel/ accommodation/ TA/ DA and miscellaneous expense categories, with multi-level expense claim approval process that enables Approve/ Reject/ Partial Approve/ Refer-back functionality, while ensuring policy compliance.

Enhance control, transparency, and efficiency in managing your organization's expenditures.
Admin Console for Customising Workflows and Automation

The OnthegO Sales Automation Software is highly configurable, enabling complex workflows and features for your business, simplifying initial onboarding, and provides the ability to make ongoing modifications to support your business as it evolves.

The OnthegO Field Sales Management Software is highly configurable, enabling complex workflows and features for your business.
Admin console for customizing sales workflows and automation