Features
Everything your field team needs
Plan the week, log the visit, take the order, price it with your trading terms, and push it straight to your accounting and warehouse.
01 · In the field
Take the order on the road.
The web is the hub, the field runs on the app. Confirm an order at the bar and it is in Xero and your accounts inbox before you are back in the van.
- Full CRM offline
- Line-item orders on mobile
- Pricing and deals evaluated on device
- Changes queue and sync on reconnect
- Pushed to Xero as the invoice
- Order email to your accounts team
02 · Planning & routing
Routes that plan themselves.
AI route planning by IPA, our Intelligent Planning Algorithm (yes, we know). It builds each rep's day around visit cadence, priority and who is at risk, not just driving distance.
- 7-step planner wizard
- IPA multi-day solver
- Cadence and priority aware
- Break windows and constraints
- Google Calendar pinning
- On-device offline solve
03 · Orders & pricing
Take the order, price it right.
Trading terms and tax are built into every line. Confirm the order in the field and it is ready for your accounting, no re-keying.
- Line-item order entry
- Tax-inclusive pricing engine
- Price sheets and trading terms
- Deal evaluator
- Credit-hold gating
- Order emails and invoice mirror
04 · CRM & prospecting
Know every account cold.
Cadence, trading terms and the full visit history on every venue. And when you want to grow the run, Scouting maps your next customers across Australia, New Zealand and the UK.
- Accounts and contacts
- Visit cadence and trading terms
- Interaction logging with objectives
- Tasks and reminders
- Scouting map with bulk convert
- Venue coverage across AU, NZ and the UK
- Global search
05 · AI
The admin does itself.
A daily brief, a summary on every account, and suggested actions with a confidence score. Included for every paying user.
- Daily brief
- Connection summaries and insights
- Suggested action items
- AI-suggested objectives
- Weekly recap
- AI data enrichment
Your visit to Maple & Co Grocers is overdue, they're 31 days quiet on a fortnightly cycle, so start there. BWS Bridge Rd ordered weekly for 8 months and has gone silent for 3 weeks, worth a call before you head out. Two reorders are due in Richmond, and The Copper Tap is ready for a first visit.
06 · Reporting
See the whole operation.
Six dashboards, territory heatmaps and exports that run on your full data set. No record caps, and no separate BI licence to buy.
- Six dashboards
- KPI and chart widgets
- Coverage heatmaps
- Sales-by-zone views
- Lead-funnel view
- CSV and Excel export
Lemmonade
Xero07 · Integrations
Plays well with your stack.
Xero syncs fully two-way, and HubSpot imports are live today. Unleashed and CartonCloud are on the way, with guided migration from Salesforce, Pipedrive and Monday.
Keep your production software. Lemmonade runs everything customer-facing and hands the numbers to the rest of your stack.
- Two-way Xero sync
- Unleashed on the way
- HubSpot imports; CartonCloud 3PL soon
- Webhook-driven sync
- Free AI-mapped imports
- Guided CRM migration
Freed per rep, every week.
More productive visits per rep, per year.
CRM, planner and orders work with no signal.
To import your customers. No per-record fees.
Go deeper. Every feature has its own page.
Frequently asked questions. Straight answers.
See it on your
own accounts
Get in touch and we will walk through Lemmonade with your territory, your accounts, and your stack.