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.
For distributors and field sales teams
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.
Features
From the morning visit plan to the month-end report.
See who is where, which outlets have been visited, and how many orders came in today. Missed visits stand out right away.
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.
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.
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.
Catalog, stock, prices, and sales units stay in sync, so what reps see on their phones matches the office.
Build bundles with a special price, or free goods for buying specific items, and check the outcome before the promotion goes live.
Ask multiple-choice, number, text, or photo questions, pick the target outlets, and download the answers whenever you need them.
Rep productivity, outlet coverage, missed visits, orders, surveys, and sync status. Export to Excel or PDF, or schedule them by email.
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.
Set each person's role and region. A rep account is tied to a single phone, so accounts can't be shared.
Check-in radius, GPS accuracy, working hours, and order limits can be changed from the office without an app update.
Today's plan, check-in, photos, orders, and surveys in one app, with or without signal.
How it works
Reps plan their own visits from their phone. Outlets and routes follow your customer data in your ERP.
Reps check in on site, take photos, fill in surveys, and place orders, even when there's no signal.
The office sees the results as they happen. Orders are sent to your ERP and every transfer is logged.
Who it's for
Plan their own visits, then handle visits, orders, and surveys, all on their phone.
Keep an eye on their team and its visit plans, and flag visits that need a second look.
Look after outlets, products, trade promotions, and surveys.
See performance across every region and get regular reports.
Manage users, the ERP connection, and system settings.
Security
Access is checked on the server, not just hidden from the menu.
Tell us a bit about your sales team and how you work today. We'll put together a walkthrough that fits.