Geo Rep Product Features
Dashboard
The live operational cockpit for every sales and field team.
Managers land on a real-time view of field activity: visits, submissions, sales performance and strike rate, with active user tracking showing who’s working, what’s been completed, and where attention is needed right now.
Every dashboard is configured during setup around each client’s structure, targets and KPIs, from daily activity and mileage widgets to ad-hoc views. Nothing generic, every widget earns its place, turning live field data into a decision, not just a report.
Customers
One record, every interaction, always up to date.
Field users see every customer pinned on the map and linked to full CRM details in the app. From contact info and location history to sales records and forms, everything is stored in one profile.
Managers use the web portal to manage the customer master, assign territories, and group customers by criteria like region, size or type, so different accounts get the right visit frequency, pricing, or service level instead of one-size-fits-all treatment.
Schedules
Structured call cycles that flex when the day doesn’t go to plan.
Field users follow their call cycle in the app, with customer data already in place for every visit, times, locations and context, and can reschedule or re-optimise on the go when priorities shift.
Managers plan and adjust call cycles in the web portal, balancing workloads, closing coverage gaps, and keeping every territory covered. Leave requests and approvals run through the same calendar, so managers always know who’s available before they plan the week ahead.
Route Optimisation
The shortest path to more face time with customers.
Geo Rep plans the most efficient route for each call cycle in one click, accounting for territory boundaries, visit frequency and travel time, cutting wasted kilometres and unnecessary admin.
Field users see their full route in the app and launch navigation straight through Waze or Google Maps. When priorities shift mid-day, routes re-optimise instantly to match.
Managers define territories and priorities in the web portal, letting the system handle the routing itself, so coverage stays consistent and costs stay down without manual planning.
Sales Pipeline
Every opportunity, tracked from first contact to close.
Field users add opportunities, update stages, and track progress directly in the app as deals move, each with a personalised view of their own pipeline.
Managers see the full pipeline in the web portal, with every update from the field reflected instantly. Stages are configured to match your sales process, and win percentage feeds directly into forecasting, so revenue projections are based on what’s actually happening, not guesswork.
Workflows
Complex processes, running themselves.
Managers build step-by-step workflows in the web portal, with due dates, dependencies and a responsible user assigned to each stage. As field users complete assigned actions or forms, each stage updates automatically, no manual chasing required.
From new customer onboarding to multi-step audits, every workflow runs with the same structure and accountability, and managers get real-time visibility into exactly where each one stands.
Forms & Contracts
Any form. Any contract. Built once, used everywhere.
Managers build custom forms and contracts in the web portal, your own fields, rules, conditional logic and workflows, no developer required.
Field users complete them in the app with compulsory questions, photo proof, digital signatures and speech-to-text, online or off. Contracts are signed and finalised on the device, no printing, no scanning, no delay.
Every submission syncs instantly to the web, giving managers accurate, time-stamped records they can export or report on immediately.
Tasks
The to-do list that keeps nothing from slipping through.
Managers assign customer, audit or service tasks directly from the web portal. Each task is linked to the right customer and due date, and appears instantly in the field user’s app for action.
Status updates sync live, giving managers real-time visibility into what’s done, what’s overdue, and where productivity is slipping, without waiting for a workflow to complete or a report to run.
Content Library
One source of truth, always current.
Field users open the app to find catalogues, product lists, pricing sheets and stock files, ready to use the moment they’re needed in the field.
Managers control and update content from the web portal, so the entire team works from the same information at all times. No lost files, no outdated versions, just one reliable source for everything a field user needs on a call.
Notifications
Real-time updates, straight to the field.
Managers send instant updates from the web portal to the app, schedule changes, product launches, urgent alerts, keeping every field user aligned without a phone call or a missed email.
Messages can be dismissed or require acknowledgement, so managers know critical information has actually been seen, not just sent.
Web Links
Every tool your team needs, one tap away.
Managers add approved links in the web portal, external systems, forms, or reference sites, so field users always have the right resources on hand.
Field users open them directly in the app without leaving Geo Rep, keeping workflows secure, consistent, and free of app-switching.
Telesales
Phone-based sales, running in the same system as the field.
Agents log calls, capture orders, complete tailored forms and update customer records directly in Geo Rep, with call lists prioritising who to reach next.
Managers see real-time activity, order values and call outcomes alongside field performance. Every interaction counts toward the same targets and reports, keeping visibility unified and control centralised.
Sales
The full sales process, run from the field.
Field users create quotes, orders, invoices and returns in the app using live product and pricing data, across multiple price lists and warehouses, with discounting applied on the spot when a deal calls for it.
Every submission syncs back to the web portal in real time, giving managers immediate visibility of what’s sold, invoiced, and returned, where, and by whom.
Reports
Every action in the field, reportable the moment it happens.
Every activity captured in the app, visits, orders, forms, photos, GPS data and tasks, is instantly available in the web portal. A full library of ready-made reports covers everything from field activity and strike rate to form submissions, Perfect Store scoring and learning progress, so managers track performance, coverage and compliance without waiting on spreadsheets.
Reports export to Excel or PDF, and custom or automated reports can be built and scheduled to run on their own, giving leadership accurate data they can trust for decision-making, coaching and growth.
Learning
Training that goes where the team goes.
Field users complete assigned courses and refreshers directly in the app, even offline, with quizzes and progress tracking built into every module.
Managers build courses in the web portal using a dynamic course builder, with a live preview showing exactly what field users will see before it goes live. Managers can then track who’s completed what and where the gaps are, so no one falls behind.
Settings
Shape Geo Rep around your business, not the other way round.
Admins manage general configuration, custom fields, business profile and presets, all from one place. Custom field names, dropdowns and labels match your own business language, while presets standardise how data is entered across teams.
This level of control sits in your hands, not ours, so changes that matter to your business happen the moment you need them, keeping Geo Rep dynamic, accurate and aligned with the way your teams actually work.
Users
Control who uses Geo Rep, and how your organisation is structured.
Add and manage users in the web portal with configurable fields that reflect real business data, role, region, team, employee codes and zone bases, supporting accurate reporting and territory alignment.
Built-in hierarchy settings define who reports to which manager, giving clear visibility, accurate oversight and secure access at every level of the business.
Stock Module
Every unit accounted for, wherever it sits.
Field users see stock on hand in real time, run stock takes, and transfer stock between users or warehouses directly from the app, scanning barcodes and capturing photos to keep every count accurate and verified.
Whether it’s boot stock carried in a vehicle, consignment stock placed with a customer, or assets tracked on-site, every movement is logged against the right user and location, so nothing goes unaccounted for between warehouse and field.
Managers review live variance reports in the web portal, spotting discrepancies the moment they happen instead of discovering them at month-end.
Coming Soon
Built next, based on what your team has asked for.
- B2B Sales Portal: a direct line to your customers, no sales visit required.
- Chat: direct communication, without leaving the platform.
- Model Stock: know exactly what to order, before you run out.
- Job Cards: work captured at the point it’s done, not from memory.
- ePOD: proof of delivery, captured the moment the job is done.
