CRM field routes
CRM with route mapping & geofencing
Plan sales routes on a map, verify GPS check-ins within a geofence, capture photo evidence, track live trails, and auto-create CRM leads from verified visits.
CRM & sales · Kenya
Field sales in Kenya still runs on WhatsApp location pins and honour-system visit reports. Biashara ERP CRM field routes change that: reps plan routes on an interactive map, check in only when GPS confirms they are within a configurable geofence (default ~150 m), attach mandatory site photos, and managers see the live trail on the planned route.
biasharaerp.com
Updated June 2026
Kenya-native ERP
Capabilities
What you get with CRM field routes & geofencing
Shipped inside your Biashara ERP tenant — not a bolt-on integration or spreadsheet bridge.
Route planning & GPS verification
- Tap-to-drop destinations on a map — like ride-hailing route planning
- Haversine distance check within configurable radius (~150 m default)
- Poor GPS accuracy rejection — no fake check-ins from bad signals
- Required site photo on check-in (configurable per organisation)
- Blue planned route line + purple dashed live trail (up to 500 points)
CRM integration from the field
- Verified check-ins with contact info auto-spawn CRM leads
- Product interest tracking per stop (cement, paint, hardware, etc.)
- Marketing notes — company, contact, phone at each visit
- Leads pipeline with convert-to-customer workflow
- Mass SMS to customer groups from the same CRM tenant
- Customer ledgers, quotes, invoices & statement PDFs
Premises geofence for staff (related)
- Optional GPS geofence at staff sign-in via Access Schedule settings
- Same geofence engine as field route check-ins
- Sunday/holiday rules and login window enforcement
Comparison
Biashara ERP vs typical alternatives
Honest capability comparison for Kenyan buyers evaluating enterprise software.
Visit verification
Biashara ERP
GPS geofence + photo evidence
Typical alternative
Self-reported "visited" checkbox
Route trail
Biashara ERP
Live GPS path on map
Typical alternative
No trail or manual log
Lead capture
Biashara ERP
Auto-create from verified check-in
Typical alternative
Separate CRM data entry
ERP link
Biashara ERP
Same tenant as POS & invoices
Typical alternative
Standalone field app
FAQ
CRM field routes: FAQs
Does Biashara ERP have GPS geofencing for field sales?
Yes. CRM field routes use GPS geofenced check-ins with configurable radius, photo evidence, live trail recording, and auto-lead creation when contact details are captured at verified stops.
Can field reps plan routes on a map?
Yes. Reps tap destinations on an interactive map to build routes. Managers see the planned route and the rep's live GPS trail during active visits.
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