How it works
From first call to selling.Four steps, not a project.
We set up the workspace and bring your data across, IPA plans the routes, and your team runs the day from the field. Here's each step in detail.
01 · Onboard your team
Onboarding done with you.
Real people get you live. We set up the workspace, configure roles and pricing with you, and train office and field so nobody is left to figure it out alone.
- Guided setup and team training
- Roles for managers and reps
- Office and field on the same book
02 · Import your data
Your accounts land mapped and deduped.
We bring your data across for you: free, unlimited, AI-mapped imports from CSV, Xero or the CRM you're leaving. Duplicates get merged on the way in.
- CSV and Excel import
- Direct CRM migration
- AI column mapping and cleaning
03 · Plan routes and territories
IPA builds each rep's week.
Put your accounts on the map, set visit cadence per connection, and let IPA solve the routes around priority and who is at risk, not just distance.
- Interactive customer map
- Visit cadence per account
- Multi-day route solver with ETAs
04 · Sell in the field
The day runs from the phone.
Log visits against objectives, take orders priced with your trading terms, and push them straight to accounting. Everything keeps working offline and syncs when you're back in range.
- Visit logging with objectives
- Orders priced on device
- Works offline, syncs in range
What changes once you're in.
Planning in seconds
IPA turns cadence, priority and location into a week of routes.
Context at the door
Order history, notes and objectives on the phone before every visit.
One source of truth
Office and field see the same connections, orders and pipeline.
Reporting built in
Coverage, activity and sales dashboards without exporting anything.
Built for your industry. Same four steps.
Start with your
own data
Get in touch and we will run the four steps with your accounts, your products, and your team.