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Description
Beatplan is a licensed mobile application designed specifically for field sales teams in distribution. Sales representatives are able to follow scheduled dealer visits, check-in using GPS for verified and time-stamped records, and upload photos and notes to document their interactions. They can also log collections in relation to monthly goals and submit dealer orders for approval, dispatch, and payment processing. Additionally, the app monitors company vehicles by recording odometer readings, conducting inspections, and managing expense reports. Directors have the capability to analyze regional and representative performance against established targets, receiving notifications for dealers that may be at risk. The platform supports a variety of roles including field representative, team leader, administrator, director, accounts, and logistics personnel. Built utilizing Expo and React Native for both iPhone and Android devices, along with a web console, it is powered by Supabase (Postgres), includes row-level security, and features offline queueing. Users can easily set up the application on their own accounts by following the provided guide and leveraging an AI coding assistant such as ChatGPT, Claude, or Codex. The Standard license is available for a one-time fee of $2,900, with no additional charges per user, while database hosting services start at approximately $25 per month. Furthermore, a live demo can be accessed without the need for registration, allowing potential users to explore the app's features first-hand. This seamless integration of technology and user-friendly design makes Beatplan a valuable tool for sales teams looking to enhance their operational efficiency.
Description
Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
No
Pricing Details
$2,900 one-time
The Standard license is a one-time $2,900, with no per-user fees. Database hosting runs on your own account and starts at about $25/month. Sales tax or VAT is calculated at checkout. The license includes the full source code and setup guide.
Free Trial
No
Free Version
No
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Beatplan
Founded
2025
Website
beatplan.app
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Alternatives
No Alternatives
