Field Sales Management Software

Route your sales reps efficiently, capture orders on-site, and manage territories with zone-based optimization.

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The problem

Field sales teams waste hours driving inefficient routes between store visits. Territory assignments are drawn on paper maps with no connection to the routing system. Sales reps capture orders on paper or in disconnected apps, making it impossible to track visit frequency or analyze territory performance. When reps are sick or territories shift, replanning takes hours of manual work.

The solution

Formict turns territory management and route planning into a connected system. Draw jurisdiction polygons on the map to define territories, then use the MINIMIZE_OVERLAP goal to keep reps in their zones. Scheduled job templates with RRULE recurrence automate recurring store visits. Custom forms capture orders, stock counts, and merchandising checks on the mobile app. Analytics track visits per rep, coverage rates, and territory performance. When territories change, re-draw the polygon and re-optimize — the solver handles the rest.

Key features

Route Optimization

Solve multi-stop routes with time windows, capacities, skills, and cost goals in minutes.

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Scheduled Jobs

Automate recurring work with flexible recurrence rules and predictable execution windows.

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Custom Forms

Design mobile-ready forms for inspections, checklists, proof of service, and compliance.

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Geofencing

Define service zones, territory boundaries, and check-in areas with map-based controls.

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Analytics

Track operational performance with dashboards for jobs, routes, workforce, and service quality.

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Related solutions
Distribution & Field Sales SoftwareLogistics & Courier Management SoftwareRoute Optimization SoftwareField Service Management Software
Frequently asked questions
How does territory management work?
Territories are defined as jurisdiction polygons on locations. Draw polygon boundaries on the interactive Leaflet map, assign colors for visual clarity, and the system uses ray-casting point-in-polygon checks to determine which jobs fall within each territory. The MINIMIZE_OVERLAP optimization goal keeps vehicles (sales reps) within their assigned jurisdiction zones.
Can we schedule recurring store visits?
Yes. Job templates support iCalendar RRULE-inspired recurrence rules: daily, weekly, monthly, or yearly frequencies with BYDAY, BYMONTHDAY, BYSETPOS, interval, count, and until parameters. Templates copy all job properties including customer, location, forms, tags, and demands. You can preview next N occurrences and manually trigger generation.
How do reps capture orders in the field?
Custom forms with 17 field types enable order capture, stock checks, and merchandising audits. Number fields for quantities, select/multi-select for product SKUs, image capture for shelf photos, and signature for delivery confirmation. Forms work offline with draft persistence and auto-sync when connected.
What sales analytics are available?
Daily stats track jobs created, completed, and cancelled. KPIs include completion rate, on-time percentage, jobs per worker ratio, and optimization metrics. Filter by date range, worker, or location to compare territory performance. Data quality flags highlight jobs missing locations or deadlines.
Can we optimize routes for different days of the week?
Yes. Vehicles have shift schedules per weekday defining their availability windows. Job templates generate jobs on specific days via recurrence rules. The route optimizer respects shift windows when planning routes, so Monday's routes use Monday's shifts and job set, Tuesday uses Tuesday's, and so on.

Ready to optimize your field operations?

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