✦ Field Sales · New

Every rep's day, mapped and managed.

Give your sales team a route, not a to-do list. Crewzr plans each rep's client visits for the day, tracks them live on the map, and tells you the moment a call is missed — so nothing slips through the cracks.

🗺️
Smart route planning
The day's client visits are automatically ordered into the shortest driving route and drawn on the map. Reps just follow the pins — less time driving, more time selling.
📍
Live location tracking
See every rep on the road in real time from one dashboard — who's where, which visits are done, and how the day is progressing.
✅
Visits & check-ins with proof
Plan a call on any client, and reps check in and out on site with a GPS stamp — so you know each visit actually happened.
📋
Tasks that don't slip
Assign to-dos to reps, tied to a client where it counts — and tick them off from the office as they're done.
📈
Sales analytics, your way
Upload your sales figures any time — daily, weekly, monthly or ad-hoc, from CSV or Excel — then break them down by rep, client and product. See lifetime totals, averages and consistency, pick any custom date range, and click a bar to drill into the exact products behind it. Crewzr also projects month-end sales using your trading days, public holidays and seasonal pattern — with a likely range, not a guess. A declining line becomes a conversation, not a year-end surprise.
🎯
On-site GPS verification
Every check-in is matched to the client's location. If a rep checks in from more than 500 m away, it's flagged — so "I was there" actually means they were there.
✍️
Proof on every call
Capture a client signature, photos, voice notes and custom forms right on the visit — the whole call documented from the rep's phone.
📶
Works with no signal
A dead zone on a back road or in a basement won't stop the day. Visits keep working and the route keeps tracking — everything syncs the moment they're back online.
🚨
Never miss a client again. If a visit was scheduled for the day and wasn't completed, the manager is alerted instantly — with a live badge and a red flag on the dashboard.
Sales Team Admin · live
B
Bongani Khumalo
On the road · 2 of 4 visits done
Live · 30s ago
N
Naledi Sithole
Starting route · Rosebank
1 missed
Today's Route
2 / 4 done
1
Highveld Retailers
Completed · 09:14
✓
2
Northvale Distributors
Completed · 10:38
✓
3
Demo Market One
On site now
📍
4
Eastvale Supplies
Next stop
→
app.crewzr.net/sales
Sales analytics
Export ▾
Total sales
R15.9M
Avg / month
R1.2M
± Variance
R305k
By rep By client By product
Rooiberg Cola 2L
R134k22.5%
Heritage Lager 440ml
R120k20.1%
Summit Lager
R94k15.7%
From the manager's chair

Your whole team on one screen.

Watch reps move in real time, see who's ahead and who's behind, and get flagged the moment a client is missed — without a single phone call or status update.

app.crewzr.net/admin/sales
Sales Overview
🚨
1 scheduled visit not completed. Randburg Traders wasn't visited yesterday — flagged for follow-up.
2
Reps on the road
6 / 9
Visits done today
5
Open tasks
1
Missed visits
Live map
B
Bongani · live
N
Naledi
Bongani Khumalo
30s ago
2 of 4 visits · Fourways
Naledi Sithole
1m ago
1 of 3 visits · Rosebank
📍
Live team visibility
See every rep's position and progress in real time — no more "where are you?" calls. Know who can take an urgent call-in and who's already flat out.
🗓️
Plan the day in minutes
Assign clients and visits to each rep, set tasks, and let Crewzr build the route. Reassign or add a stop and it flows straight to the rep's phone.
🚨
Missed-visit alerts
A red flag and a live badge the moment a scheduled call goes uncompleted — so a slipped visit becomes a follow-up, not a lost customer.
Know your accounts · New

Spot a slipping account before you lose it.

Upload your sales figures weekly or monthly, and Crewzr shows you — for every client, product by product — what's growing and what's quietly dying. A declining line becomes a conversation this week, not a surprise at year-end.

app.crewzr.net/admin/sales/clients
Demo Food Group
Weekly
Monthly
Rep: Bongani Khumalo · 🏷 SPAR00142
Product movement · 3-month trend
Heritage Lager 440ml
R 18,400
▼ −32%
Citrus Spark Orange 2L
R 6,200
▼ −17%
Savanna Crisps 125g
R 11,100
— steady
Rooiberg Cola 2L
R 24,900
▲ +18%
Falcon Energy Drink 250ml
R 3,800
★ New
Biggest decliners first — so the account at risk is the first thing you see.
In the rep's pocket

Built for the road — as simple as it gets.

Reps sign in on their own phone, tap Start Day, and follow the route. Navigation, GPS check-in, notes, transcribed voice notes, photos and a signature at the door — all a couple of taps away, online or off.

Tuesday, 12 August
Good morning,
Bongani
Day active · sharing location
Today's route
2 / 4 done
🗺️
View Route
Your mapped visits
›
✅
My Tasks
3 to do
›
🏁
End Day
Stop & sign off
›
One tap to start the day
Start Day loads the route and begins live location sharing automatically.
Today's Route
1
2
3
4
1
Highveld Retailers
Completed · 09:14
✓
2
Northvale Distributors
Completed · 10:38
✓
3
Demo Market One
On site now
📍
4
Eastvale Supplies
Next stop
→
A route, not a list
Stops are auto-ordered into the shortest drive and drawn on the map. Just follow the pins.
Demo Market One
Maple Junction · Lindiwe Zulu
Call
Navigate
Status
On site
📍 Checked in on-site · 34 m
Visit notes
Restock order placed. Interested in the new range — follow up next week.
Voice note · transcribed
▶ 0:12
"They want an extra pallet of boerewors for the weekend — quote pork ribs by Friday."
Photos
+
📄signed-order.pdf
Signature
Signed by Lindiwe Zulu · on site
Proof on every call
GPS check-in, notes, transcribed voice notes, photos, documents and a signature at the door — all saved to the visit.
🕒
Less admin, more selling
No end-of-day paperwork. Routes, visit logs and reports build themselves as the rep works — so they spend the day in front of customers, not filling in forms.
🔒
Accountability you can trust
GPS-stamped check-ins, timestamped notes and on-site photos mean every visit is verifiable — no more guessing whether a client was actually seen.
🚨
Nothing slips
If a scheduled visit isn't completed, the manager is alerted instantly. Overdue clients surface before they become lost accounts.
Month-end forecast · New

Know where the month will land

Crewzr projects month-end sales from the trading days that are actually left, allowing for weekends, South African public holidays and your usual month-end push. It checks itself against your own history, so you see how far to trust the number.

  • Actual sales so far beside the estimated month-end total
  • A likely range, not a single hopeful number
  • A trading-day runway, like “13 of 21 trading days measured”
  • The same forecast for the whole company, one rep or one client
app.crewzr.net/admin/sales/data
Crewzr current-month sales forecast card showing actual sales so far, the estimated month-end total with its likely range, and a runway of 13 of 21 trading days measured
app.crewzr.net/admin/sales/data · Insights
Where sales are heading: a monthly sales chart with completed months, a dashed forecast through December inside a shaded likely range, a dotted line for the same months last year, and a legend with key numbers and forecast accuracy
Where sales are heading: completed months, the forecast and its likely range, and the same months last year, right through the December peak.
Sales insights · New

See the reasons behind the number

When sales move, Crewzr shows why. Last month's total becomes this month's in plain steps: new clients and growth add, decline and lost clients take away.

  • New clients, growth, decline and lost clients, each with a client count
  • Hover any bar to see the biggest movers behind it
  • Insights stay folded into one-line headlines until you open them
app.crewzr.net/admin/sales/data · Insights
What changed this month: a waterfall chart stepping from July's total through new clients, growth, decline and lost clients to August's total, with a legend and key numbers
Client records · New

Keep every client record sales-ready

Accurate client details mean the right rep turns up at the right door. Managers edit or archive a client from its own page, and reps fix the details they see in the field.

  • Edit and archive controls right on the client page
  • Reps update contacts, phone numbers and locations on the spot
  • Only people allowed to manage clients see the controls
app.crewzr.net/admin/sales/clients
Client detail page for a manager, with the client's name, address, account code, contact and assigned rep, and edit and delete buttons in the header
app.crewzr.net/sales/client
A sales rep's client screen with a pencil button to edit the client, plus Call, Navigate, Plan visit and Set a reminder actions and the client's contacts
Never lose an account quietly · New

The accounts going quiet — flagged before they're gone.

Crewzr watches every client's sales for you. A month with no order flags them Quiet; three months and they're Inactive — a likely-lost account that still sits on your books, clearly marked. Dismiss a flag once you've actioned it and it stays on the client's page.

app.crewzr.net/admin/sales
⚠ 2 inactive clients — no sales in 3+ months
Willow Health Centre last sale 02 Jul · 420d ago  ✕
Trailfire Grill last sale 03 Jul · 419d ago  ✕
📉 3 clients with no sales this month
Parkview Grocer last sale 28 Jul · 30d ago  ✕
Moonshot Café last sale 26 Jul · 32d ago  ✕
Protect the revenue you have · New

See where you're losing money — biggest first.

Every client's sales over the last 90 days are compared with the 90 before. The ones sliding are ranked by the rand you're losing each month — so a big account down 32% sits above a tiny one down 100%. The badge beside it is the drop versus the previous 90 days.

app.crewzr.net/admin/sales
↘ 252 clients with declining sales
Rand/mo lost% vs prev 90 days
Demo Food Group −R 48 200/mo▼ -32%
Pineveld Wholesalers −R 31 500/mo▼ -100%
Demo Caterer One −R 22 800/mo▼ -19%
Demo Foods Two −R 14 600/mo▼ -50%
Sorted by biggest revenue loss · load more to see the rest
Every year, on tap · New

A year at a glance — and every year before it.

Revenue-over-time lands on the last twelve months, so it opens fast. Step back a year at a time to walk the whole history, and click any bar to see exactly which products sold that month.

app.crewzr.net/admin/sales
Revenue over time
Monthly · 12 mo
← Earlier Aug 2024 – Jul 2025 Later →
Tip: click a bar to see the products sold that month.
Your whole book, sorted · New

Filter your book by who's actually buying.

One dropdown splits your clients into active, quiet, inactive or not-yet-selling — with a live count — so a rep's follow-up list writes itself.

app.crewzr.net/admin/sales/clients
Clients
248
Inactive (no sales 3+ months) ▾
Willow Health Centre INACTIVE last sale 02 Jul
Copperfield Steakhouse INACTIVE last sale 10 Jul
Falcon Steaks INACTIVE last sale 11 Jul
In the rep's pocket

Every visit, provably real.

Check-in uses GPS to confirm the rep was actually at the client — and flags it when they weren't. It works with no signal, syncing the moment they're back online, and a rep can leave a voice note instead of typing.

Check in
Demo Food Group
✓ Checked in · on-site
12 m from the client's pin
Earlier today
Demo Market One OFF-SITE · 480 m
Today's route
3 / 6 done
📶 You're offline — saved, syncs when you're back
Goodfield Hyper — visit logged ⏳
Photo attached ⏳
Visit note
Demo Foods Two
Voice note
▶ 0:14
"Ordered two extra pallets for the long weekend — follow up Friday."
Know the account · New

See what they buy — and what to sell them next.

Every client shows its current basket — the products they've actually bought over the last three months. Snap a photo of the restaurant's menu and build a potential basket of what they should be buying but aren't. Crewzr even suggests the products from your range that this client isn't ordering yet.

app.crewzr.net/admin/sales/clients
Demo Food Group
📷 menu.jpg
Current basket · last 3 mo
Beef rump (per kg)R 42 180
BoereworsR 28 640
Chicken portionsR 19 900
Lamb chopsR 11 500
Potential basket
Pork ribsCATALOGUE
Beef pattiesCATALOGUE
Biltong — "asked at last visit"
No toes stepped on · New

Two reps, never the same account.

The moment a rep logs a prospect in the field, Crewzr checks your whole book — by phone, name and location — and warns them if someone's already chasing it, and who. No double-work, no awkward turf clashes.

app.crewzr.net/sales/prospect
Demo Butchery One, Example Lane…
⚠ Possibly already listed
Demo Market Two CLIENT
Chased by Bongani · 80 m away · same phone
Plan smarter · New

Plan a full day, not just one stop.

When a rep plans a client visit, Crewzr surfaces nearby accounts and clients close to their existing planned stops. A clear map preview makes it easy to see the day before adding anything.

app.crewzr.net/sales/visits
Plan a visit
Cindy Hay⌄
Aerosud⌄
Good nearby stops
Optional — add convenient clients without leaving this form.
Demo Cafe One1.2 km away
Demo Cafe Two1.5 km away
▸ View clients on map
app.crewzr.net/admin/sales/live
Clients on map
★ 1 + +
SelectedPlannedSuggested
Live session visibility
Started today, 08:17 · 3/4 visits completed
Hands-free · New

Talk instead of type — and read it back.

Out in the field, reps just tap record and talk. Crewzr transcribes every voice note automatically, so managers can read — and search — exactly what was said on each call, without playing back a single clip.

app.crewzr.net/admin/sales/visits
Demo Foods Two
Voice note · Bongani · 14 Aug
▶ 0:14
Transcript
"Ordered two extra pallets of boerewors for the long weekend — they also asked about pork ribs, so follow up on Friday."
Credit control · New

Chase the debt before it's a write-off.

Flag a client's outstanding debt, tag how serious it is, and have your managers review it together — with notes and auto-transcribed voice notes. Every account is colour-coded by urgency and filterable by tag, status or invoice date; edit or re-tag as things change, and every action is kept as a full audit trail.

app.crewzr.net/admin/debt-reviews
Pending review ▾ All tags ▾ Last invoice: before 1 Jul ▾
Demo Butchery One
Urgent Intervention Pending review
Last invoice 12 Apr · 79 days ago
R 148 200
Demo Food Group
Under Management Pending review
Last invoice 3 Jun · 27 days ago · payment plan agreed
R 62 400
Demo Market One
Monitoring / Follow-Up Pending review
Last invoice 21 Jun · 9 days ago
R 18 950
app.crewzr.net/admin/debt-reviews
Demo Butchery One
Urgent Intervention Pending review
R 148 200
Review history
🟢 Opened debt review
Thandi Nkosi · 2 Jul, 09:14
Called accounts payable — promised payment by month-end.
Sipho Dlamini · 2 Jul, 11:40
🎙️ Voice note
▶ 0:18
Transcript
"Spoke to the owner on site — he's disputing two March invoices and will send proof tomorrow. Hold collections until we've seen it."
Thandi Nkosi · 3 Jul, 16:05
✏️ Tag: Monitoring / Follow-Up → Urgent Intervention
Thandi Nkosi · 3 Jul, 16:06
Reviewed together, on the record
Notes, transcribed voice notes, edits and status changes — every action captured with who and when.
Built for multi-branch teams · New

One rep. Every branch. One login.

Run more than one branch? A rep who covers two picks which one they're working in when they sign in, and switches between them in a tap on the road. Their clients, route and sales follow the branch they choose — and each branch's data, reporting and billing stay completely separate.

Welcome back,
Bongani 👋
Choose a company for today
N Demo Foods Three ›
S Demo Meats One ›
Demo Foods Three ⌄
Tap the company name to switch
Switch company
Demo Foods Three ✓
Demo Meats One
Everything included

One app for the whole sales operation.

From the rep's first tap of "Start Day" to the manager's month-end numbers — it's all in one place.

app.crewzr.net/owner
Organizations · New
Several depots. One ownership view.
Owners open any depot in their organization, without another login.
KCOpen →
Horizon Cuts
Sales, clients & team
KFOpen →
Demo Foods Four
Sales, clients & team
Give one or more owners access to every depot, while each depot's operational data stays separate.
RPT
Reporting that works on mobile
Browse sales by rep, client or product in a touch-friendly view, then export the same filtered data whenever you need it.
GO
Drill down without losing your place
Open an alert, rep, client or visit directly from a dashboard list. Back returns to the exact expanded list and scroll position you came from.
DAY
Working-day session history
Open any rep's session to see the visits completed that day, then tap straight into the full visit record and proof of activity.
YOU
Your brand, your workspace
Run Crewzr with your own company name, logo and colours while every team's data remains isolated from every other customer.
ORG
Organization owner portal
Give one or more owners a single, secure view of every depot in their organization — without combining each depot's teams, clients, sales or reporting.
🗺️
Planned routes
Each rep gets an ordered list of client visits for the day, with turn-by-turn navigation to every stop.
📍
Live GPS tracking
Watch the team move across the map in real time, and see who's on site right now.
🎯
GPS check-in
Check-in confirms the rep was actually at the client — and flags it when they weren't.
🚨
Missed-visit alerts
If a planned call doesn't happen, the manager knows instantly. Overdue clients surface before they're lost.
📶
Works offline
Notes, photos and check-ins are saved with no signal and sync the moment the rep's back online.
🎙️
Voice notes, transcribed
Reps talk instead of typing — every voice note is transcribed automatically. Plus proof-of-visit photos and a signature at the door.
🧾
Custom visit forms
Build your own on-site checklists and surveys — reps fill them in on every call.
🛒
Current & potential basket
See what each client buys now, and build a list of what to upsell them next.
📉
Slipping-account alerts
Declining, quiet and lost clients are flagged automatically and ranked by the rand you're losing — so a slide becomes a conversation this week.
📈
Sales trends & drill-down
Upload your figures and see revenue per client, per product, per rep — click any month to go deeper.
FCST
A month-end forecast you can explain
See actual sales so far, a likely month-end range and the trading days still ahead. Forecasts account for public holidays, seasonal buying patterns and your usual month-end push.
💡
Turn sales data into next actions
See where sales are heading, which clients are growing or cooling, and where imports have gaps — then focus the team on the conversations that can change the month.
✏️
Client records that stay useful in the field
Keep contact details, account codes, visit cadence, notes and map locations current. Managers and authorized reps update the information they need, while roles keep sensitive controls protected.
👤
Fair rep attribution
Sales are credited to the rep who actually held the client at the time — reassigning never rewrites history.
🔀
Reps across branches
A rep who covers more than one branch switches between them in a tap — each branch's clients, sales and reporting stay separate.
🧮
Credit control & debt review
Flag overdue accounts, tag them by urgency, and review them as a team — colour-coded, filterable, with notes, transcribed voice notes and a full audit trail.
📥
Bring your book in
Import your clients and sales history from any spreadsheet or accounting export in minutes.
Get Started

Ready when you are.

🏢

Run a field sales team?

Get your reps on Crewzr — plan their routes, track visits live, and grow every account. We'll review your details and help you get set up.