What it does
Not a CRM with a mobile view bolted on. The catalogue, the beat and every shop balance are already on the phone, so the screens open instantly — and an order is on your system the moment the salesperson presses Save.
An order reaches your system before the salesperson leaves the counter, or they are told it did not — while the shopkeeper is still standing there. Nothing is held on a handset waiting for signal, so what the depot sees at 6pm is what was actually taken.
An order can only be taken within a set distance of the shop, and that distance is stored with it — an audit trail proving the visit happened.
What a shop owes shows on the beat list and again on the order screen — before the basket is built. Ageing buckets and per-shop credit limits make it actionable.
A daily drop list per person and vehicle. Mark delivered, failed or partial; collect split cash, UPI or credit at the door.
Expired stock, damage in transit, half a crate refused. Captured per line at the door; a manager approves before any credit note is raised.
Fixed weekly routes with shops in call order, an advisory push-list of SKUs to raise at each stop, and a movement map so a manager can see the day as it actually happened. Tracking is off until you switch it on, and you choose which people it applies to.
Your name, your icon, your colours on the app your team installs — one codebase and one release pipeline behind every brand, so nobody waits for their own fork to catch up.
The day
The device pulls the catalogue, prices, today's beat, every shop balance and every assigned drop in one round trip. That is what the screens read from all day, so none of them waits on the network to show you something.
Take orders inside the geofence, register new shops, deliver, collect, accept returns. Reading is instant because it is local; saving goes to your system there and then, so a rep is never told an order is in when it is not.
Every order, drop and receipt is on the board as it happens. Records carry a client-generated id, so a flaky connection costs a second attempt — never a duplicate order or a double-billed shop.
Who uses it
The tab set follows the role, so nobody scrolls past screens that aren't theirs.
Today's beat, register shops, take geofenced orders, see what each shop owes before quoting.
The day's drops, mark delivered or short, collect split payment, take returns at the door.
Build beats, assign vans, approve returns, chase outstanding by route or by person.
Catalogue and rates, staff and vehicles, payment configuration, tenant branding.
The field app
White-labelled per distributor — your name, your icon, your colours, one codebase and one release pipeline.
Sales Portal