Field sales & merchandising

Every visit. Every shelf. Proven.

BizTrack gives your reps and merchandisers one app and gives you one live view of the field: GPS-verified visits, photo proof, smart surveys and orders, shared with your principals the same day.

30-day free trial Same-day activation Cancel any time
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Your team is out in the stores right now. Do you know where they are, what they found on the shelf and what they sold, before the day is over? With BizTrack, you do.

One platform

Everything your field team does,
in one place.

Pick the modules you need today and switch on more as you grow. Your team uses one app, and you manage everything from one web dashboard.

Sales reps & merchandisers

Plan the route, prove the visit and capture what happened in the store.

  • Geofenced clock-in and visit start
  • Call cycles with visit recommendations
  • Missed visits reassigned in a few clicks

Retail audits & compliance

Surveys that think: questions branch on answers, and every audit is scored.

  • Routing, scoring and signatures
  • Planogram images in the question
  • Targets per chain, rep or principal

Orders & returns

Capture orders and returns on the spot, with the full history at hand.

  • Orders and pickups on mobile
  • EDI and ERP links
  • Approvals before anything ships

Photo galleries

Every photo, filtered by store, date and person, and ready to share.

  • Dynamic galleries for your principals
  • Automatic posts to BizChat, our team chat app
  • Before-and-after proof per visit

Telesales & leads

Your office team and your field team, working from the same customers.

  • Telesales call lists
  • Lead pipeline with follow-ups
  • Every contact in the customer's history

Complaints & issues

Out-of-stocks, damaged displays and store complaints, flagged and followed up.

  • Flags raised from the store
  • Routed to the right person
  • Tracked until they're resolved
A day in the field

From the first visit to the
report on your desk.

01 · PLAN

The day is planned before it starts.

Call cycles tell each rep where to go. BizTrack recommends visits based on each customer's rating and when it was last visited, and a missed visit can be handed to someone else.

Call cyclesVisit recommendationsReassign missed visits
See example
02 · CHECK IN

Visits that really happened.

Clock-in and visit start are tied to a geofence around each store. No more "I was there" without proof, and no more guessing who covered what. No signal in the back of the store? BizTrack is offline-first: reps keep working, and everything syncs when they're back online.

Geofenced check-inTime in storeGPS trailOffline-first
See example
03 · CAPTURE

Proof from the shelf.

Photos of the shelf, the promotion and the competition. Surveys branch on the answers, score themselves and can show the planogram the shelf should match.

PhotosScored surveysPlanogram referenceSignatures
See example
04 · ORDER

The order, while they're standing there.

Orders and returns are captured in the store, approved where needed and sent on to your systems. The customer's history is one tap away.

OrdersReturns & pickupsApprovalsERP / EDI
See example
05 · REPORT

Reports that write themselves.

Galleries update as photos arrive, can be posted to BizChat automatically and shared with principals. Survey-completion reports go out by themselves, and every report exports to Excel.

Live galleriesBizChat postsAutomated reportsExcel export
See example Open a sample report (PDF, 560 KB, made‑up data) 
For agencies & brands

Show your principals the work, not just a report.

If you merchandise for several brands, each of them wants proof. BizTrack lets you share exactly what they need, the moment it's captured.

  • Dynamic galleries that a principal can open without logging in, filtered to their own stores and products.
  • Targets per principal, chain or rep, so everyone measures the same thing.
  • BizChat groups that fill themselves with the day's photos, so your team sees the work as it happens.
Integrations

Fits into the systems you already run.

Orders flow on to your ERP, photos go where your clients look, and reports land in the tools your office already uses.

  • Sage X3: orders from the app go straight into X3, with customers and products kept in sync.
  • EDI for orders and returns with distributors.
  • Another ERP? Tell us which one. We build and support our integrations ourselves.
Why BizTrack

Built in South Africa,
for how retail works here.

We know the chains, the distributors and the realities of a day in the field, and you talk to the people who build the product.

2014

Building field software in South Africa since 2014.

30days

Free trial, with your own stores and your own team.

1day*

From yes to your team in the app: same-day activation.

0lock-in

A monthly subscription you can cancel any time.

*Same-day activation applies when your store, product and team details are complete and ready to import.

Book a demo

See BizTrack with
your own stores.

Pick a day and a time that suit you. We'll walk you through BizTrack for your kind of team in about 30 minutes, online.

  • 1Choose a slotWeekdays, 09:00 to 16:00 South African time.
  • 2We confirm itWith a meeting link, within one working day.
  • 3Try it free for 30 daysIf it fits, we set your team up the same day.
Month
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Questions

Good to know

Who is BizTrack for?

Companies with people in the field: merchandising agencies, brands and distributors with their own reps, and sales teams that visit stores or customers. It works for a team of three and for teams of hundreds.

Can my principals or clients see the results?

Yes. You can share photo galleries and reports with third parties, filtered to their own stores and products, and have photos posted to BizChat automatically.

How does the free trial work?

You get 30 days with your own team, stores and products. We activate it the same day and help you set it up. There's no obligation to continue.

Does BizTrack connect to our ERP?

BizTrack sends orders straight into Sage X3 and supports EDI for orders and returns. If you run another system, tell us which one: we build and support our integrations ourselves.

What does it cost?

You pay per user per month, plus the modules you choose. Work it out for your own team, and download a quote as a PDF, with our pricing calculator.

How does my team learn to use it?

We set you up and walk your team through it, and every client gets our step-by-step guides with screenshots at training.biztrack.co.za.

Is there a contract?

No long contract. BizTrack is a monthly subscription that you can cancel at any time.

How do you look after our data?

We process your data on your behalf, as your operator under POPIA. Our Information Officer is registered with the Information Regulator, and our PAIA manual describes what we process and how.

Know what happens in
every store. Today.

Book a 30-minute demo and see BizTrack working with your kind of team.

Book a demo →