The field, visible from the office
Reps capture a visit in seconds on their phone. Managers see coverage, orders and adherence without chasing anyone for a spreadsheet.
What you get
Attendance and visits with GPS
Check in and out with a location stamp, log a customer visit with a photo and note, and let the system cross-check the reported position against the device trail.
Beat plans and routes
A manager builds an ordered stop list against real contacts and assigns it to a day and a rep, who gets a notification and turn-by-turn navigation.
Orders from the field
Capture an order during a visit or on its own, with a product catalogue, trade price and live stock snapshot per line.
Approval chains
Route an order through as many approval steps as your business needs, each actioned by a role or a named person, with a full audit trail.
Also included
- Daily call reports with products detailed
- Sample and gift ledger with balances
- Geofences with enter and exit alerts
- Contact 360 timeline
- Primary and secondary order streams
Every one of these works alongside the rest of the platform — see the full product tour or compare what each plan includes.
Field Sales & Force Automation questions
Does field tracking work when the app is closed?
Positions are reported by a background task, so geofence crossings and the location trail keep updating with the app closed. Android schedules that task at roughly fifteen-minute intervals, so a crossing is detected at the next wake rather than instantly.
Can a rep record an order without a visit?
Yes. Orders can be created standalone or as part of a visit. Either way the line items snapshot the price and stock at the moment of capture.
How do you stop samples going missing?
The sample ledger tracks stock issued to a rep against what they hand out, so the balance is always visible and the system refuses a handout larger than the rep actually holds.
Is location tracking optional?
Yes. It is controlled centrally by an administrator and can be switched off entirely, in which case nothing is reported in the background.
Still deciding? Ask us directly — we answer within one business day.
Works well with
These modules share the same data, so using them together removes the handoffs entirely.
Put field sales & force automation to work
Start on the free plan and switch on the modules you need as your team grows into them.