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Field sales

Sales Suite

Your field team. One connected view.

Bring daily field work and team oversight into one system. Salespeople record customer visits, capture photos, manage business accounts and create orders, while managers plan visits and review reported locations, routes and performance.

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BUILT FOR
Sales teams visiting shops, industries and projects
PLATFORM
Android app + web dashboard
Field salesSales Suite

Your field team. One connected view.

01Plan visits02Capture field activity03Track routes04Review performance

WHAT’S INSIDE

The details, when you need them.

Open a feature group to explore what Sales Suite can do for your team.

01

A workspace for every salesperson

  • Shop, industry and project visit workspaces based on assigned roles and visit types.
  • Daily visit, order, distance and stop summaries, upcoming visits and quick actions.
  • Search and maintain shops and firms, register business accounts and review visit history.
  • Log onsite, office or call visits with remarks, responses, dates and business-specific fields.
  • Attach visit photos, including multiple photos for industry and project visits, with coordinates and capture time when available.
  • Review profile details, tracking status and personal activity totals; share device diagnostics for troubleshooting.
02

Routes, planning & communication

  • Start or stop GPS tracking in the app and review the day’s tracked route, distance and detected stops.
  • View manager-planned visits, return visits and project phase reminders.
  • Receive announcements, push notifications, imminent visit and due-phase reminders, with unread counts and read status.
  • Managers assign shop visits, review updates and manage planned-visit status.
  • Review reported locations on a map or select a salesperson and date for route history, timing, stops and visits.
03

Orders, inventory & collections

  • Create shop-linked orders with product quantities and review order history and status.
  • Browse products and stock; search folder-based price lists, prices, notes and downloadable brochures.
  • View assigned payment collection items, amounts, due dates, notes and attachments.
  • Manage inventory, bulk product uploads and stock-change logs from the dashboard.
  • Review orders, check stock, confirm orders and maintain collection status.
  • Organize published and upcoming price-list items and brochures.
04

Management & reporting

  • Review team or salesperson visits, orders, confirmed-order revenue, distance, stops and shop activity over selectable dates.
  • Manage salesperson accounts, managers, visit types and account status.
  • Assign dashboard permissions to managers with team-scoped access.
  • Maintain and bulk-import shops, export reports and review industry and project records.
  • Send announcements organization-wide or to selected recipients; manager announcements stay within their teams.
  • Review device status and uploaded diagnostics subject to role permissions.
05

Offline field work

  • Queue GPS points on the device and synchronize when connectivity returns.
  • Save visits to existing shops, industries and projects offline, including captured photos, for automatic upload after reconnection.
  • Duplicate-submission guards protect offline visit retries.

PRODUCT SCOPE

Plan your setup

  • Registering a new shop requires internet access. Order creation is online; offline order queuing is not included.
  • Location, route and stop views depend on tracking being enabled and the device reporting data. Mobile and dashboard access require authentication.

LET’S WALK THROUGH IT

See how Sales Suite
fits your business.

Tell us about your team and workflow. We’ll discuss the product, setup and the right next steps.

Request a demo