Module Detail
Add-onTerritory, route, visit and order for your field sales team in one module. The rep runs the day from a phone: open the route plan, check in at the customer with GPS, and capture the order and shelf audit inside the visit. Entries made without connectivity queue on the device and sync automatically once back online. Sold as a per-seat monthly add-on.
Define sales territories hierarchically (parent territory, code, owning team) and assign customers to each. Per customer you set visit frequency (weekly / biweekly / monthly), preferred day and sequence — this is what drives overdue-visit alerts. A customer belongs to exactly one territory.
Build template routes: name, territory, rep, route day and ordered stops (customer, planned time and duration). "Optimize" reorders stops by distance. The rep opens the day's plan from the Field Board with one click after picking a date and route.
Check-in at a stop creates the visit record and verifies location — you're warned if you're far from the customer. Check-out closes the visit and computes its duration. The same flow works in the mobile app; offline check-ins are queued and synced without creating duplicates.
Open an order straight from the visit — account, address and visit link are pre-filled. Shelf audits (merchandising) capture per product: in stock or not, shelf price, facings, competitor brand/price and whether a promotion is running; customer and visit are linked automatically.
Set non-revenue field targets too: by year/month and scope (organization / team / rep / territory) for visit count, effective visits, new customers, collections and drop size. The dashboard shows check-ins, effective visits and orders generated from visits for the period, against target.
The system generates suggestions for customers assigned to a territory: overdue visits based on visit frequency, churn-risk customers who haven't ordered in a long time, and per-customer cross-sell opportunities (products bought together but missing from this customer). Each suggestion schedules a visit in one click.
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
Service requests, on-site/workshop/remote work orders, installed base, warranty and preventive maintenance tracking.
Satisfaction, NPS and profiling surveys; linked to company/lead/deal records, filled via QR code or a no-login link.
Job postings, careers page, candidate pool, AI CV parsing, interview tracking and onboarding.
