How can we help?
In the field
- Log a visitRecord a visit, a call, a check or an activation at an account, with photos.
- Accounts, contacts and buyersAdd venues, the people who work there, and who can approve an order.
- Send a sell sheetBuild a branded sell sheet for an account, with prices and product details, and share it.
- Share decks and videosKeep your brand deck and promo videos in the Library, show them without signal, and send a buyer a link.
- Working offlineHow the app saves without signal, and what the sync status means.
- TasksCreate, assign and complete follow-ups.
- Add targets in the appSearch any bar, restaurant or shop and put it on your own target list, without making a second copy of an account the team already has.
- MessagesRead announcements from your managers, and post them to the team if you're a manager or admin.
- Plan your routePick today's stops on a map, put them in order, then get directions and log each visit.
- CommissionsReps claim commissions with photo proof in the app. Managers review them, and admins decide what can be claimed and for how much.
- Leaderboard and performanceYour own numbers for the month, where you stand on the team board, and the challenges and badges your admin sets up.
Managing your team
- Target lists and goalsFind accounts to win with AI or import your own, and set goals for people or territories.
- Import depletion reportsUpload distributor reports or email them in, then match accounts and products.
- TerritoriesMarkets, who works them, and who owns new accounts.
- Export your dataDownload accounts, contacts, visits, sales and more as Excel or CSV.
- Turn features on or offHide the parts of Field Ops CRM your team doesn't use, for your team only.
- Price lists by state and channelDifferent prices for a state, on- or off-premise, or how an account buys (direct or through the PLCB), with no account-by-account setup.