NITI SFA
Boost Sales. Empower Frontline
Free · Designed for iPad. Not verified for macOS.
Niti SFA – Powering Field Excellence Across Pharma & FMCG
Niti SFA is a next-generation Sales Force Automation solution designed to streamline and elevate field operations for pharmaceutical and FMCG companies. Built for scale and engineered for performance, Niti SFA empowers field representatives with everything they need to stay productive, compliant, and connected.
Whether you’re managing thousands of users across regions or piloting a single division, Niti SFA adapts seamlessly to your business needs.
Top Features:
• Real-Time Sales Tracking: Capture and sync field activities, orders, and call reports with full visibility into performance metrics.
• E-Detailing: Enable impactful, digital product presentations with tracking to measure rep effectiveness and customer engagement.
• Order Capture & Fulfillment: Streamline order entry, validate against stock, and sync instantly with your ERP for smoother supply chain flow.
• Expense Automation: Allow field reps to submit and track expenses digitally, integrated with finance workflows and approval hierarchies.
• Visit Planning & Reporting: Plan, execute, and record visits with geo-tagged data and custom workflows for different business units.
• Integrated Dashboards: Monitor KPIs, sales funnel, and team performance in real-time with powerful visual analytics.
• Seamless Integration: Connect effortlessly with your existing ERP, HRMS, CRM, and other enterprise systems to ensure data integrity and efficiency.
• Highly Scalable: Designed to handle deployments from 100 to 10,000+ users across multiple regions and business divisions, with role-based access and custom configurations.
• Superior User Experience: Intuitive, modern interface optimized for mobile users with offline access, fast sync, and minimal learning curve.
From daily field productivity to strategic decision-making, Niti SFA delivers a unified platform that aligns your frontline execution with business goals.
Digitize. Empower. Grow. – with Niti SFA.
more Bug Fixes & Improvements
2.3.2 Sep 5
What's New in NitiApp
E-Detailing – Brand Logo
Brand logos uploaded during eDetailing configuration will now be displayed within the eDetailing experience.
Data Privacy – Screenshot Restriction
Screenshot capture can now be restricted on both iOS and Android applications based on division-wise configuration.
Target vs Achievement – Stockist-wise Sales
Enhanced Target vs Achievement module with improved visibility of stockist-wise sales data for better performance tracking.
E-Detailing – Custom Playlist
Users can now create and save customized eDetailing playlists for individual doctors for a more personalized detailing experience.
STP – Revamped Planning & Approval Workflow
Standard Tour Plan (STP) has been revamped with an integrated approval workflow for streamlined planning and approval.
STP to MTP – Auto Creation
Based on configured rules, MTP can now be automatically generated from an approved STP, reducing manual planning efforts.
2.3.1 Sep 1
bug fix & improvement
2.3.0 Aug 26
What's New in NitiApp v2.2.0
This release introduces new features and enhancements to improve field productivity, compliance, and reporting.
Highlights:
New Outlet Onboarding with configurable approval workflow.
Outlet GPS update approval and geo-fencing enhancements.
Joint Field Work with GPS-based manager validation.
OCR-based Closing Stock Capture for faster reporting.
Brand Campaign management and promotional input acknowledgement.
Flexible attendance, Force Punch-Out, and productive call calculation.
Enhanced Day Planning with configurable Skip/Reschedule options and MTP validation.
Automated Expense Approval, Two-Level Leave Approval, and Optional Holiday support.
Compliance improvements for 194R, e-Detailing, and mandatory RCPA reporting.
Announcement Broadcasts, auto master synchronization, and additional customization options.
Some features are available based on your organization's enabled configurations and licensing. Update now to experience the latest improvements.
2.2.0 Aug 7
What’s New
Added closing stock workflow with approval and validation process
Introduced support activity management for improved field tracking
Enabled primary sales tracking for better business insights
Implemented target vs achievement tracking for performance evaluation
2.0.0 Apr 15
Bug fix & improvement
1.1.5 Mar 2
What’s New in NitiApp v1.1.4
We’ve enhanced NitiApp with new features and improvements to streamline daily activities and improve visibility for users and managers.
• Automatic account unlock once MTP is submitted and approved
• View approved leave details directly on the Attendance calendar
• Dashboard now shows last master data sync timestamp
• Configurable Sandwich Leave policy (enable/disable as per business need)
• Improved Closing Stock capture with OCR support and manager approval flow
• Update profile picture directly from the Profile screen
• Monthly expense summary with column-wise totals
• Managers can download MTP summary reports from Manager Hub
• Daily Activity Report updated with Outlet Classification and DCR time
• POD now displays value along with quantity in user and manager views
• Detailed leave status log with approval history
This update focuses on better automation, reporting, and user experience across the app.
1.1.4 Feb 13
What’s New
• Agenda title now updates based on the selected attendance date.
• Outlet codes added across Day Agenda, MTP, and MSL views.
• App label can now be renamed at the organization level.
• Admin-controlled custom tab added for in-app or web navigation.
• Survey reporting enabled for non-call activities.
• POD module improvements and fixes.
• Expense module fixes and new distance-based expense calculation.
• Onboarding updated with outlet creation via app.
• Outlet 360 scrolling issues fixed.
• POB order status with media attachments added.
• Admin controls added for modules, permissions, and geo-location usage.
1.1.3 12/18/2025
This update brings improved MTP planning with overload/underload indicators, day-swap support, and daily outlet count visibility. Announcements now support text/image broadcasts with Read/Skip tracking. Line managers can download monthly MTP reports, and admins can reorder dashboard widgets from the web panel. POD now supports PDF uploads and better zooming with high-quality viewing.
1.1.2 12/06/2025
Bug fixes and stability improvements
1.1.1 10/09/2025
This update focuses on stability, accuracy, and usability improvements across all modules.
Bug Fixes :
1. Fixed Expense Approved issue.
2. Resolved POD Quantity discrepancy.
3. Fixed Download Report errors.
Enhancements :
1. Configurable ordering for all Dashboard Widgets.
2. Improved Outlet Visit Frequency vs Actual Outlet Visit.
3. Enhanced User Profile View for better usability.
New Features :
1. Added Expense and Leave document upload functionality.
1.1.0 10/05/2025
What’s New
POB vs POD: POD on captured POBs, manager approval/rejection, month format DDMMYYYY, UI improvements.
STP: Auto-copy in MTP, historical avg-based planning, admin control.
MTP: Day name visibility, leave-day submission, past month validation.
DCR: SGPI toggle, undo rescheduled calls.
Manager App: Improved leave & MTP approval views, team leave details.
Dashboard & Widgets: Label updates, date validation removed, admin widget control.
Expense: Day in detail view, list rename, expense status, manager add expense, UI fixes.
1.0.10 08/13/2025
What’s New in This Release
We’ve packed this update with new features, smarter tools, and a smoother experience across the NitiApp — designed to make your daily workflow faster, easier, and more productive!
POB vs POD
Perform POD on already captured POBs for selected months
Line managers can approve or reject submitted PODs
Month format in POD updated to DDMMYYYY
Improved UI in Sales > POB for outlets with long names
Standard Tour Plan (STP)
New STP functionality — auto-copies during MTP planning for enabled users
Plan MTP using historical averages from the past 1, 2, or 3 months
STP & MTP planning can be controlled from the admin panel and position-wise
MTP Improvements
Day name visibility added while planning individual MTPs
Emoji icon fix in the day section
MTP submission allowed with raised leave days
Validation to prevent planning for past months; date fields frozen for previous months
Daily Call Report
SGPI toggle switch added next to brand title
Rescheduled calls can be undone until the end of the day
Manager App Enhancements
Leave approvals show only requested leaves + real-time balance
Leave view redesigned in a card format
View team members’ leave transitions and balances in real time
MTP approvals now include approved MTPs and WIP table views with status tracking
Dashboard & Widgets
Label in RCPA Compliance widget changed from “Total RCPA” to “Total Doctor”
Removed date validation for certain widgets
OVP reports viewable without marking/selecting a working day
Admin-level control to enable/disable widgets division-wise in real time
Expense Module Updates
Expense detail view now shows day name + navigation to next/previous days
Expense list view label changed from “Total FW’s” to “Total Calls”
Added section for total requested, approved, and audited expenses
Managers can add other expenses on behalf of MRs
Additional Fixes & UI Enhancements
Fixed column swap issue in web-based OVP reports
Outlet 360: label changed from “Top 5 Brands” to “Top Brands”, sorted highest to lowest
Update now to enjoy a more powerful, intuitive, and efficient NitiApp experience!
1.0.9 08/13/2025
New Features & Improvements
Redesigned RCPA Capture screen for a more intuitive and informative experience.
Introduced quick access to Leave Balance in the Leave module.
Joint Field Work Survey simplified with a single streamlined question.
Enhanced alert message when submitting MTP on a leave-marked day.
Updated “In & Out Time” label to “In & Out” for better clarity.
Renamed “Town” to “Patch” in the Planned Patch detail view.
UI labels in Planned vs Actual Patch now follow consistent capitalization.
“My Team” list under Hub is now sorted alphabetically.
Display of Wholesale Base Rate (WBR) and margin added in the POB Order screen.
POB Calculation revised to show total WBR and margin separately.
MSL outlet list now sorted alphabetically by default.
Bug Fixes
Resolved UI issue in MTP Approvals where long names caused button overlap.
Improved layout in Joint Working Request cards and fixed feedback button placement.
Fixed Outlet 360 > Competent intermittent loading issue.
Displayed ‘No Data’ image in Outlet 360 > Sales & Order when no POB is recorded.
Fixed page refresh issue after input transfer in Input Inventory.
Refined UI of Full Sync popup dialogue for better readability.
Addressed overlap of submit button with the last customer in Adhoc Planning.
Removed restriction on rescheduling/skipping doctors during adhoc RCPA capture.
Fixed login error when attempting to re-login after logout.
Removed branding logo from the footer and shifted app version display to its position.
Resolved UI display issues on Visit History cards specifically for iPhone devices.
1.0.8 07/12/2025
The following features, enhancements, and fixes have been included in this release:
1. Updated NCA label and changed the associated button icon.
2. Introduced functionality for users to skip/unskip visits for specific outlets.
3. Enabled managers to approve bulk JFW requests submitted by their team members.
4. Allowed files in the Files & Materials section to open in web view.
5. Improved RCPA flow — if RCPA has already been submitted for an outlet, the visit is now shown as disabled with a lock icon on revisiting the same day.
6. Resolved UI issues on the Input card.
7. Fixed layout and content issues on the Visit History card.
8. Enhanced Monthly Tour Plan (MTP) screen with improved statistics display.
9. Refined the Attendance alert dialog with updated icons.
10. Fixed dropdown issue in the RCPA Bifurcation widget.
11. Added Daily Activity Report visibility for managers under the Team View section in the Hub.
12. Updated time format to 12-hour format in the “My Team” section for manager users.
13. Resolved data gap in Planned vs Actual Patch under manager’s view of team members.
14. Added a page refresh button in the “My Team” section.
15. Disabled future date selection in the “My Team” page for better accuracy.
16. Implemented OTP auto-read functionality for iOS users.
17. Fixed DAR report visibility issue on the Attendance page.
18. Corrected the 'Add Expense' button UI on the Expense Detail View screen.
19. Introduced Chanakya AI features, enabled dynamically based on user role and permissions.
20. Introduces MTP submissions with leave raised status too.
1.0.7 06/27/2025
We've released several enhancements to improve usability and performance: UI improvements on DCR and Leave screens for a cleaner interface, updated Leave Policy aligned with the latest guidelines, introduced a new manager interface to easily monitor team members’ daily activities, improved user experience in Monthly Tour Plan (MTP) planning, and boosted overall app performance through optimized screens and processes.
1.0.6 06/18/2025
In this update, we've added new masters to the Field User functionality, making it easier to manage and access relevant data on the go. We've also made several user interface improvements to enhance the overall experience, ensuring the app feels more intuitive and responsive. Additionally, various bugs have been fixed to improve stability and performance.
1.0.4 06/08/2025
We’ve made several improvements to enhance your overall app experience:
Resolved known bugs to ensure smoother performance
Improved app stability and reliability
Refined user interface for a more seamless experience
Enhanced functionality in the "Add Town" feature for improved usability
1.0.3 04/30/2025
This update brings faster performance, improved data sync, and a smoother user experience. We’ve also fixed bugs and enhanced security to keep everything running seamlessly.
1.02 04/27/2025
This release focuses on enhancing system stability and improving performance across core modules. Several critical bugs have been resolved to ensure a smoother and more reliable user experience.
Key areas of improvement include login flow, data synchronization, and dashboard metrics. Users can expect faster load times, cleaner UI interactions, and better overall functionality.
1.0.1 04/19/2025
Bug Fixes & Improvements
more Version 2.3.2 Sep 5
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