What it does
Visual Pipeline Board
Drag-and-drop kanban board giving sales teams full visibility of every deal by stage — from first contact to closed-won. Customisable columns and deal cards with status indicators.
AI Deal Scoring
Machine learning model analyses deal history, engagement patterns, and rep activity to assign win-probability scores — helping managers prioritise the right opportunities.
Field Visit Logging
Field reps can check in at customer locations, log visit notes, attach photo evidence, and record outcomes — all synced in real time so managers have full visibility of team activity.
Smart Route Planning
Optimised daily route generation for field reps based on scheduled visits, geography, and priority — reducing travel time and maximising face time with clients.
AI Copilot
Automated meeting summaries, next-action suggestions, and follow-up reminders generated by AI — so reps spend less time on admin and more time selling.
Real-Time Dashboards
Manager and rep-level dashboards with live KPIs — deals in pipeline, revenue forecast, visit completion rates, and team activity feeds updated without page refresh.
In the platform
