Geo Rep Product Features
Dashboard
The live operational cockpit for every sales and field team.
Managers land on a real-time view of rep activity, visits, submissions and sales performance. Active user tracking highlights who is working in the field, what has been completed and where attention is needed.
Dashboards are configured during setup to reflect each client’s structure, targets and KPIs. Every widget serves a purpose, giving managers clarity, not clutter, and turning live field data into informed action.
Customers
Reps 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 keep data accurate for the whole team.
Schedules
Reps follow structured call cycles in the app with customer data already in place.
Each visit is mapped with times and locations, and reps can reschedule or re-optimise their day when needed.
Managers plan and adjust call cycles in the web portal to spread workloads fairly, close coverage gaps, and keep field execution consistent.
Route Optimisation
Geo Rep’s route optimisation tool plans the most efficient paths for daily call cycles, cutting wasted travel and unnecessary kilometres.
Reps view their full route in the app and launch navigation through Waze or Google Maps to get to each customer.
Managers design and adjust routes in the web portal to improve coverage, reduce costs, and keep execution consistent.
Sales Pipeline
Reps add leads, update deal stages, and track progress in the app as they work.Â
Managers see the full pipeline in the web portal, with every update from the field reflected instantly.
Get a clear view of deals moving forward, stalled or lost, making revenue tracking accurate and simple.
Workflows
Standardise complex processes with clear, stage-based workflows.
Managers create step-by-step sequences with due dates, dependencies, and responsible users. Each stage tracks progress automatically as reps complete assigned actions or forms in the field.
From onboarding to audits, every workflow runs with clarity and accountability, giving teams a shared structure and management real-time visibility.
Forms & Contracts
Build custom forms and contracts in the web portal with your own fields, rules, and workflows.
Reps complete them in the app with compulsory questions, conditional logic, photo proof, and speech-to-text.
All submissions sync instantly to the web, giving managers accurate, time-stamped records they can export or report on immediately.
Tasks
Create and manage field tasks that stay visible, accountable, and on schedule.
Managers assign customer, audit, or service tasks in the web portal. Each task is linked to the right customer and due date, appearing instantly in the mobile app for completion.
Status updates sync live, giving management real-time visibility into progress, missed actions, and overall productivity.
Content Library
Reps open the app to find catalogues, product lists, pricing sheets, and stock files ready to use in the field.
Managers control and update content from the web portal, so the entire team always works off the same information.
No lost files, no outdated versions, just one reliable source for everything reps need on a call.
Notifications
Send instant updates from the web portal to the app to keep field teams aligned.
Managers choose whether messages can be dismissed or require acknowledgment, ensuring critical information is seen in the field.
Web Links
Give reps instant access to the online tools and resources they need in the field.
Managers add approved links in the web portal to external systems, forms, or reference sites.
Reps open them directly in the app without leaving Geo Rep, keeping workflows secure and consistent.
Telesales
Bring phone-based sales into the same live environment as your field teams.
Agents log calls, capture orders, and update customer records directly in Geo Rep. 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.
B2B Sales Portal
Customers can log in to a secure portal to place their own orders.
The portal uses the same product lists and pricing set up in Geo Rep, so orders flow in accurately without extra admin.
Management controls who has access and what they see, keeping data clean and consistent across the system.
Sales
Run your sales process directly from the field. Fast, structured, and accurate.
Reps create quotes or orders in the app using live product and pricing data.
Every submission syncs back to the web portal in real time, giving managers immediate visibility of what’s sold, where, and by whom.
Reports
Every activity captured in the app, including visits, orders, forms, photos, GPS data and tasks, is instantly available in the web portal.
Managers track performance, coverage and compliance in real time without waiting for spreadsheets or manual updates. Download reports in Excel or PDF.
Create and automate custom reports, giving leadership accurate data they can trust for decision-making, coaching and growth.
Learning
Reps complete training modules and refreshers directly in the app, even while offline.
Managers track progress in the web portal, seeing who has completed courses and where gaps remain.
With adaptive learning powered by Digemy, content can be tailored to each rep so teams keep improving while they work.
Settings
Shape Geo Rep around your business, not the other way round.
Admins control all key system settings in one place. Create your own field names, dropdowns, and labels to match your business language. Configure presets to standardise how data is entered and viewed across teams.
Every change updates instantly, keeping the system dynamic, accurate and aligned with your way of working.
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 like role, region and team. Each record supports custom identifiers such as employee codes or zone bases for accurate reporting and territory alignment.
Built-in hierarchy settings define who reports to which manager, ensuring clear visibility, accurate oversight and secure access at every level.
Chat (coming 2026)
A built-in communication layer designed to connect teams directly within Geo Rep.
This module will enable faster interaction between managers and reps without leaving the platform. More detail will be released closer to launch.
Stock Module (coming 2026)
Control every stock item and asset from one connected system.
Reps scan barcodes, capture photos and record quantities in the app during stock-takes or asset checks. Managers review live variance reports in the web portal to monitor accuracy and movement across locations.
Stock data stays current, verified and linked to the right user and site, giving full accountability from warehouse to field.
ePOD (coming 2026)
Confirm every delivery or service job with live digital proof.
Reps capture signatures, photos and timestamps in the app as soon as the job is done.
Managers view verified records in the web portal with full visibility of delivery status, location and responsible rep.
Each ePOD links automatically to the correct customer and job record, keeping proof secure, traceable and audit-ready.
Job Cards (coming 2026)
Record and manage all service jobs and field work in Geo Rep.
Reps complete job cards in the app with key details, photos and client confirmation.
Managers track each job in the web portal for visibility, accountability and accurate service history.
