Field sales tools · Australian liquor trade

Design the territory. Plan the cycle. Work the trade.

Two purpose-built tools for supplier field sales teams: Territory Builder for redrawing territories and generating call cycles, and Call Card for running them in the field — from your phone.

No signup needed — the Call Card demo opens with sample accounts, and Territory Builder loads sample data ready to explore.

Map → Field
One CSV carries the plan from Territory Builder into Call Card
12 weeks
Journey plans, built and approved on a Mon–Fri grid
5 roles
Rep to national manager — everyone sees exactly what they need
Field sales CRM · Mobile-first

Call Card

The rep's whole day in one app — built for the phone in their pocket, with the structure managers need behind it.

  • Timed visits with objectives, surveys, photo capture and notes — all from the Customer Card.
  • 12-week journey planning with manager submission, review and approval built in.
  • Territory coverage tracking by Australian FY quarter, with calls per day adjusted for days out of trade.
  • Scored surveys & Perfect Store checklists with live points, locked sections and photo questions.
  • Five points of view — rep, manager, national manager, KAM and admin each get their own app, from coaching sessions to promo publishing.
  • Tasks, messaging and promotions keeping head office and the field on the same page.
Explore the live demo demo.callcard.app
Territory design · Desktop

Territory Builder

Map your full outlet universe, redraw the boundaries, and walk out with balanced territories and a ready-made call cycle — all in the browser, nothing uploaded anywhere.

  • Load any outlet CSV — common column names recognised automatically, geocoding from postcode or suburb where coordinates are missing.
  • Draw-to-reassign — sketch a polygon over the map to move outlets between BDEs or create a brand-new territory, with undo at every step.
  • Live before/after BDE summary — outlets, volume and the deltas per rep, updating as you redraw.
  • Configurable journey planner — grade rules built from your own segments and volumes, any call cadence, time off the road, and capacity vs utilisation per BDE.
  • Comparison & plan exports — outlet-level change files, rep summaries, and journey plan CSVs in the Call Card-ready shape.
  • Everything stays in the browser — your outlet data never leaves the machine.
Open Territory Builder planner.callcard.app
Built to work together

From the map to the field in one file

Territory Builder's journey plan exports in the shape Call Card expects — redraw the map, generate the cycle, and put it in your reps' hands.

1Territory Builder
Realign territories and generate a graded call cycle for every BDE — balanced against real capacity.
2Plan CSV
Export the journey plan — rep, week, day, visit order, outlet, grade — in the Call Card-ready shape.
3Call Card
Reps work the plan in the field: visits, surveys, coverage and coaching, all visible to the team.
Take a look

See a working day inside both tools

The demos are the real apps. Call Card opens with sample outlets and accounts; Territory Builder loads a sample outlet universe you can redraw straight away.