Product
Field execution HQ you can trust
Everything between a plan and a completed order — territory coverage, GPS discipline, order capture, approvals, and AI that tells you what to do next.
Territory & route planning
Plan coverage, not guesswork
Design beats that balance effort across your sales area, so reps visit the accounts that matter and managers see gaps before they cost revenue.
- Hierarchy-based territory and beat definitions
- Route optimisation that minimises travel and overlap
- Coverage plans with targets and approval workflows
- Live views of which areas are under-visited
GPS-enabled discipline
Proof of visit, not paper logs
Reps check in from the field with validated GPS, so every reported visit is a real visit — no call-sheet theatre.
- Time-stamped, GPS-validated check-ins
- Geofence alerts when visits happen off-plan
- Daily activity records for every rep and driver
- Complaint, leave, and expense handling in one flow
Order capture + sync
Orders captured at the shelf
Turn every call into a closed order with discounts, approvals, delivery tracking, and ERP-ready documents.
- Native order capture on mobile and web
- Discount and approval queues with reasons and audit trail
- Invoice-ready documents with NRS export
- ERP sync with automatic retry and reconciliation
Manager inbox
Approvals and escalations, on time
A single hierarchy inbox for discounts, orders, complaints, PV reports, leads, and leave — with every decision logged.
- One inbox across all review types
- Reason logging and full audit trail
- Escalation paths that match your org structure
- Task and notice publishing to the field team
AI insights & forecasting
Know what to do next
Coverage gaps, conversion drop-offs, and forecast narratives from your own field data — not generic dashboards.
- Next-best-action signals per rep and territory
- Coverage gap detection across your beat
- AI-written forecast narratives with fallback templates
- Conversion and divisional reporting you can share
Offline-ready execution
The field never goes offline
Capture visits, orders, and receipts in low-connectivity areas, then sync automatically when the network returns.
- Controlled offline queue for field actions
- Automatic sync on connectivity return
- Conflict-safe ordering for concurrent activity
- Works on the phones your team already uses
One workspace for every stage of the call cycle
Plan the beat, prove the visit, capture the order, escalate exceptions — then forecast what to do next.
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01
Plan
Build territories and routes that cover the area without gaps or overlap.
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02
Prove
GPS-validated check-ins make every reported call a verifiable visit.
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03
Order
Capture orders at the shelf with discounts, approvals, and ERP-ready documents.
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04
Review
Managers act on a single inbox while AI surfaces coverage gaps and forecasts.
See the product with your own data
Start a free trial and invite your first reps in minutes — or book a live walkthrough.