Mizantra Field Sales Management
Plan the visit. Progress the sale.
Mizantra Field Sales Management combines Active Planner, routes, mobile and offline visit capture, WhatsApp, commercial drafts and connected CRM and ERP records for accountable field execution.
Active Planner for daily and recurring visits
Prioritise visits using opportunity value, lead score, overdue follow-up and customer coverage. Plan around appointments, working hours, breaks, visit duration and travel time; review conflicts and suggested changes while preserving fixed or completed visits.
Customer sites, territories and route planning
Maintain multiple account locations, site contacts, opening hours, visit preferences and reviewed map pins. Assign representatives to territories, explore nearby customers, calculate practical routes and open navigation while keeping the representative in control of the sequence.
Mobile sales workspace
Use My Day on a phone to see the visit sequence, due work, active visit and pending synchronisation. Review contacts, requirements, interaction history, quotations, orders and permitted balances before recording the discussion and next action.
Location-based visits and accountable outcomes
Record check-in and check-out time, device-reported location, visit duration, contacts met, requirements, notes, attachments and outcomes. Location exceptions remain visible with their reasons and original evidence for manager review.
Offline field capture and synchronisation
Download planned work and permitted customer information, then save visit events, notes, outcomes, attachments, follow-ups, quotation drafts and order drafts when connectivity drops. Pending, synced, failed and conflicting states remain distinct, with visible retries and review.
Field quotations, orders and approvals
Search products and customer pricing, prepare linked quotation or order drafts and preserve the lead and visit references. Current pricing, tax, stock, credit and approval checks run online before submission, with any required changes shown for acceptance.
Customer 360, receivables and collection follow-up
Connect contacts, opportunities, visits, quotations, orders, invoices, communications, service records and installed assets. Authorised representatives can review balances and ageing, record collection promises and submit receipt drafts for finance review and reconciliation.
WhatsApp and omnichannel enquiries
Capture WhatsApp, email, website and API enquiries, classify their purpose and route uncertain decisions for human review. Link conversations to the account or lead and coordinate visit confirmations, quotation follow-ups and post-visit messaging through approved workflows.
Connected Mizantra CRM and pipeline
Share leads, accounts, contacts, ownership, history, pipeline stages, opportunity values and scoring with the office team. Qualified leads can become customer accounts and draft quotations without losing the field activity history.
Sales automation, campaigns and targets
Coordinate assignment rules, round-robin distribution, calls, meetings, visits, email, WhatsApp and internal-task cadences. Track campaign contribution and monthly targets for revenue, wins, leads, calls, visits, quotations and collections.
Mizantra AI Assistant in English and Arabic
Ask about daily visits, overdue coverage, quotations, receivables and high-value opportunities in conversational English or Arabic. Prepare visit plans and follow-up actions while publishing, sensitive changes and customer messages remain subject to permissions and approvals.
Management dashboard and field performance
Compare planned, completed, missed, cancelled and added visits; review coverage, productive outcomes, location exceptions, linked quotations, orders and collection commitments. Filter by period, representative, team, territory or customer and open the records behind each total.
Governance and operational control
Control access by role, account, team and territory, with tenant-level separation and permissions for financial data, reports, attachments and AI actions. Audit plan revisions, assignments, visit changes, approvals and exceptions while configuring calendars, location rules, offline access and notifications.
Deployment and mobile-readiness discovery
The deployment approach is agreed after reviewing territories, devices, connectivity, location permissions, offline data limits, security, CRM and ERP interfaces and administration ownership. The proposal records the agreed environments, access model, mobile prerequisites, responsibilities and data protections.
What implementation involves
Expect field-process mapping, territory and calendar preparation, role and permission configuration, data and integration readiness, representative online and offline test journeys, mobile-user training, manager training and a controlled go-live. Scope and timing depend on coverage complexity, data condition, interfaces, device readiness and client decision availability.
Support after go-live
The agreed support plan identifies business and technical contacts, issue triage, response and escalation expectations, mobile-user assistance, synchronisation troubleshooting, defect handling and the route for enhancement requests. Coverage and service levels are defined in the proposal and contract.
How pricing is scoped
Mizantra Field Sales Management is quoted against the confirmed operating scope. The commercial proposal considers users, territories, selected capabilities, mobile and location requirements, offline needs, CRM or ERP integrations, data preparation, configuration, training, deployment responsibilities and the agreed support model.
Real product screens
See Mizantra Field Sales in use
These privacy-reviewed screens were captured from the working Mizantra application. Demonstration records are labelled; no private customer conversations are published.
Frequently asked questions
What kind of field work does this product manage?
It manages field-sales activity: customer visits, sales coverage and follow-up. Technician dispatch and after-sales service operations are outside the stated scope.
Does it work when connectivity drops?
Yes. Representatives can use downloaded plans and permitted customer information, save essential visit activity and prepare follow-up, quotation and order drafts offline. Live AI, messaging, route calculations and final commercial checks require connectivity.
How is location used?
Location is recorded at configured visit actions such as check-in and check-out. The system retains time, device-reported location and exception reasons; permissions, distance rules and retention are configured for the organisation.
Can salespeople capture quotations and orders?
Yes. Representatives can prepare linked quotation and order drafts using available product and customer context. Current pricing, tax, stock, credit and approval checks take place online before submission.
Does it connect with CRM and ERP?
Yes. Field activity shares customer, opportunity and commercial context with Mizantra CRM and connected ERP records, subject to role permissions and configured integrations.
Does the AI Assistant support Arabic?
Yes. It supports conversational English and Arabic for questions and controlled preparation of field-sales and CRM actions, subject to connectivity, access and approval rules.