Gesit

For distributors and field sales teams

Know what's happening in the field without waiting for the end-of-day report.

Reps log visits, orders, and surveys right on their phones, whether the signal is good or not. Supervisors see everything from the office as it happens, and orders flow into your ERP, from D365 FO and D365 BC to SAP, without anyone retyping them.

  • Works without signal
  • Sign in with your work Microsoft account
  • Works with multiple ERPs: D365 FO, D365 BC, SAP, and more
Sample of the Today's monitor screen
No signal, no problemData is saved on the phone and sent on its own once it's back online.
Works with multiple ERPsD365 FO, D365 BC, SAP, and more. Outlets, products, and prices come from your ERP. Orders go back to it.
Just a Microsoft accountYour team signs in with the work account they already use every day.
Views that fit each roleSupervisors see their region, management sees everything.

Features

What used to live in spreadsheets, chat groups, and notebooks, now in one place

From the morning visit plan to the month-end report.

Today's monitor

See who is where, which outlets have been visited, and how many orders came in today. Missed visits stand out right away.

Visit details

Every visit comes with proof: the GPS point checked against the outlet radius, time-stamped photos, the activity timeline, and what was sold. Download it as a PDF.

Visit planning

Reps plan which outlets to visit, and in what order, right from their phone. The office sees every rep's week and visit order at a glance.

Outlets

Outlet data comes from your ERP, so names and addresses on reps' phones always match the office. New outlets that reps sign up in the field go straight into your ERP.

Products and pricing

Catalog, stock, prices, and sales units stay in sync, so what reps see on their phones matches the office.

Trade promotions

Build bundles with a special price, or free goods for buying specific items, and check the outcome before the promotion goes live.

Field surveys

Ask multiple-choice, number, text, or photo questions, pick the target outlets, and download the answers whenever you need them.

Reports

Rep productivity, outlet coverage, missed visits, orders, surveys, and sync status. Export to Excel or PDF, or schedule them by email.

Multi-ERP integration

Connects to D365 FO, D365 BC, SAP, and other ERPs. Watch sync status, spot failed transfers, and resend them. A full sync runs automatically every day.

Users and roles

Set each person's role and region. A rep account is tied to a single phone, so accounts can't be shared.

System settings

Check-in radius, GPS accuracy, working hours, and order limits can be changed from the office without an app update.

App for reps

Today's plan, check-in, photos, orders, and surveys in one app, with or without signal.

How it works

The same three steps, every day

  1. Plan

    Reps plan their own visits from their phone. Outlets and routes follow your customer data in your ERP.

  2. Visit

    Reps check in on site, take photos, fill in surveys, and place orders, even when there's no signal.

  3. Track

    The office sees the results as they happen. Orders are sent to your ERP and every transfer is logged.

Who it's for

Everyone sees what they actually need

Sales reps

Plan their own visits, then handle visits, orders, and surveys, all on their phone.

Regional supervisors

Keep an eye on their team and its visit plans, and flag visits that need a second look.

Master data admins

Look after outlets, products, trade promotions, and surveys.

Management

See performance across every region and get regular reports.

System administrators

Manage users, the ERP connection, and system settings.

Security

Secure, without getting in the way

Access is checked on the server, not just hidden from the menu.

  • Sign in with your work Microsoft account, on the web and on the phone
  • Permissions and regions are checked on every data request
  • Each rep account works on one phone only
  • Visit photo links expire on their own
  • Important changes are logged with who made them and when
  • Encrypted connections, and accounts lock for a while after repeated wrong passwords

Thinking about Gesit for your team?

Tell us a bit about your sales team and how you work today. We'll put together a walkthrough that fits.