
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.
Built for retail brands, BeatRoute's field force automation software delivers real-time visibility, consistent execution, and measurable results through a smart field force app and management software.

Built for all retail & distribution scenarios

Tracks field performance across territories

Supports complex multi-channel sales operations
Plan

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 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, cut travel time between outlets, and squeeze more productive visits out of every working day.

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

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

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 to see live rep movement, visit durations, and beat adherence — and step in fast when execution drifts.

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 surfaced right inside the order flow, so the right offer reaches the right outlet every visit.

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

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

Manage pipeline and leads on the go — capture new prospects, update stages, and convert opportunities without switching apps.

Capture tertiary off-take from retail points to measure true secondary sales movement and reward channel partners on real consumption.

Collect payments and track outstanding dues real-time, so credit risk stays visible and collections stop slipping through the cracks.

Capture competitor pricing, presence, and promotions during visits so brand and sales teams can respond before share is lost.

Run structured surveys at outlets to gather in-store feedback, validate launches, and feed the voice of the trade back to HQ.

Log complaints in-app, route them to the right owner, and track resolution end-to-end so trade issues don't fester into churn.

Handle van stock, on-the-spot billing, and sales on the go — purpose-built for van sales and direct-to-trade distribution models.

Launch and run loyalty programs right from the SFA app — enrol partners, track points, and redeem rewards without parallel systems.

Equip reps with digital demos and multimedia content they can play on the spot, sharpening pitches and shortening the path to a yes.

Motivate teams with gamified leaderboards that surface daily wins, healthy competition, and a clear line of sight to the top performers.
Analyze

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 that show who's hitting targets, who's slipping, and where coaching pays off.

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 — missed visits, skipped tasks, or KPI dips — so corrective action happens in hours, not weeks.

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 BeatRoute Copilot's chat interface to interrogate field data in plain language and surface the why behind every number.
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See how BeatRoute's Field Force Automation Software helps retail brands plan smarter, sell better, and track field performance in real time — with a free demo tailored to your business.