Field Force Automation Software for Retail Brands

Segment your customers with smart profiling

Segment your customers with smart profiling so reps know exactly who to visit, what to push, and how to engage based on outlet potential and behaviour.

Build smart beat plans that boost field productivity

Build smart beat plans that align rep routes with territory potential, so every visit moves a real sales goal forward and field productivity goes up.

Use route optimization to align reps with territory plans

Use route optimization to align reps with territory plans, cut travel time between outlets, and squeeze more productive visits out of every working day.

Assign ad-hoc tasks to reps using field force app

Assign ad-hoc tasks to reps directly from the field force app — audits, follow-ups, or activations — without disrupting the planned beat.

Prioritize high-impact stores with Scheduling AI Agent

Let the Scheduling AI Agent surface the highest-impact stores for each rep, so daily plans focus on outlets most likely to drive revenue this cycle.

Set tailored KPIs with team and rep-level targets

Set tailored KPIs and cascade team and rep-level targets so every territory has a clear scorecard tied to the brand's commercial goals.

Mark attendance with geo-tag logs

Mark attendance with geo-tagged time logs so managers know reps are where they should be, when they should be, without manual check-ins.

Track field activity using GPS

Track field activity using GPS to see live rep movement, visit durations, and beat adherence — and step in fast when execution drifts.

Recommend ideal order baskets using Order AI Agent

Let the Order AI Agent recommend ideal SKU baskets per outlet, so reps walk in with a data-backed pitch and walk out with bigger orders.

Drive cross-sell and upsell with targeted promotions

Drive cross-sell and upsell with targeted promotions surfaced right inside the order flow, so the right offer reaches the right outlet every visit.

Capture stock and manage returns

Capture stock counts and manage returns in-app to keep inventory visibility tight and dispute resolution fast across the channel.

Use AI to guide visual shelf setup

Use AI-guided visual merchandising to check planogram compliance, share corrective actions, and protect brand presence at the shelf.

Equip managers and admins with smart dashboards

Equip managers and admins with smart dashboards that turn raw field data into the few decisions worth making this week.

Monitor rep performance real-time with KPI scorecards

Monitor rep performance real-time with KPI scorecards that show who's hitting targets, who's slipping, and where coaching pays off.

Measure uplift linked to every AI-led move

Measure the sales uplift tied to every AI-led recommendation, so investment in goal-driven AI is grounded in observed revenue impact.

Notify managers instantly on field deviations

Notify managers instantly on field deviations — missed visits, skipped tasks, or KPI dips — so corrective action happens in hours, not weeks.

Create tailored dashboards using Report Builder

Create tailored dashboards using the Insights AI Agent and Report Builder, so every leader sees the cut of the data that drives their decision.

Leverage Copilot chat for deeper insights

Leverage BeatRoute Copilot's chat interface to interrogate field data in plain language and surface the why behind every number.