Smart scheduling & control system for field visits
CRM platform for distributors to manage visits, track tasks, and monitor retail locations in real time.
Client’s Challenge
A nationwide distributor with tens of thousands of retail locations needed to streamline store visits, POSM tracking, and field operations.
But visits were inconsistent, checklists were done just for show, and reports came in too late to take action.
Challenges
Too many locations, not enough reps
Visits had to be planned so each store got attention at least once a week — despite limited field staff.
Lack of visibility on the ground
Lack of visibility on the ground
It was crucial to ensure tasks were actually completed and distributor-owned equipment was in good condition.
Plan. Track. Control.
Web + mobile solution for visit scheduling, POSM tracking, and smart checklists — with photo and geo-verification.
What We Built for Managers
Managers got a user-friendly dashboard with calendars and smart tools for planning field visits.
In the manager’s dashboard, you can see:
– which stores are assigned to each rep
– when and where visits are scheduled
The system also tracks POSM equipment —
what items were delivered, where they’re installed, and their current condition.
One of the key tools is the Checklist Constructor.
Managers create tasks for field reps:
check stock levels, take shelf photos, confirm demand, suggest new products, etc.
Each checklist is auto-linked to a specific store and appears in the rep’s app during their visit.
The App, Always at Hand
Field reps work through a mobile app — simple, fast, and on the go.
The Result
The system helped distributors bring order and clarity to field team management.
Balanced Visits
Visits are distributed evenly, and managers get a full picture in real time.
Control
Reports became transparent, and POSM equipment is now tracked and monitored.
Accuracy
Reps follow clear checklists — reducing errors and making it easier to onboard new team members.
From chaos to control.
A CRM that turns scattered field visits into a streamlined, data-driven operation.
Другие проекты, которые мы реализовали
Преобразуем идеи в успешные решения с проверенной экспертизой.
