In production Field sales on iPhone and web
TOPO CRM: Your reps know who to call before nine.
Built for field sales in fresh food: this week against target, the customers who have gone quiet, and every customer down to the order line, on iPhone and on the web.
In daily use at the distributor we build for, on iPhone and on the web. Sales data is refreshed by about 7 am.
Built by Kevin Hui and the Top Supplier engineering team
A rep's morning
From the first look at the phone to the follow-up after a visit.
This week against target
The week so far against target. When a rep is behind pace, it says how far short, in dollars.
Who has gone quiet
The customers who should have ordered by now and haven't, each judged by its own ordering rhythm.
Open the customer
Last week's spend and recent orders, down to each line.
Ask in plain words
On the Brief tab, ask a question, and the answer comes back as a table that fits on a phone.
After the visit
Notes stay with the customer. A meeting recorded in the app becomes an AI summary, and the follow-up goes into Outlook.
What's in it
What reps and managers get, on iPhone and on the web.
This week against target
Each rep sees the week so far against target. Behind pace, it says how far short, in dollars.
In productionCustomers who have gone quiet
Customers who should have ordered by now and haven't. Each is judged by the gaps between its own orders over the last 13 complete weeks (longer for customers who order rarely), so a customer who orders every few weeks isn't flagged after one quiet week.
In productionEvery customer, down to the order line
On the phone: last week's spend, the last order and recent orders, down to each line.
In productionAll my reps, on the web
On the web Today page, a manager sees all their reps added together, with the week against target, and can drill from warehouse to rep, category, customer, order and line.
In productionAsk in the app
On the Brief tab, ask about sales the way you would ask a colleague. The answer comes back as a table that fits on a phone.
In productionVisit notes
Notes from each visit and call stay with the customer, next to the tasks still to do.
In productionMeeting summaries and follow-ups
Record the meeting in the iPhone app. AI turns the recording into a summary, and the follow-up goes into Outlook.
DeliveredWorks with TOPO Ask in WhatsApp
Each morning a business briefing arrives in the team's WhatsApp group, by region, counting orders not yet invoiced. TOPO Ask, the CRM's AI agent in WhatsApp, sends it, and answers questions in the groups it is set up for.
In production
FAQ
Does it replace our ERP?
No. TOPO CRM reads sales and customers from your data warehouse, which is loaded from your ERP, and adds what your sales team does: targets, notes, visits and meetings.
Where do the numbers come from?
From your data warehouse. At the distributor we build for, sales data is refreshed by about 7 am and the open-order book every hour.
Who sees what?
Reps work from their own book of customers. A manager can look at one rep's book, or at all their reps added together ('All my reps').
How does it decide a customer has gone quiet?
From that customer's own rhythm: the gaps between its orders over the last 13 complete weeks, or up to 26 weeks if it orders rarely. It is flagged when the time since its last order runs past the gap it normally stays within, and never before a week.
Is the meeting summary automatic?
It is made from a recording taken in the iPhone app during the meeting. Marking a meeting as done without a recording doesn't create a summary.
Does it work with WhatsApp?
Yes. The morning briefing arrives in your team's WhatsApp group, and TOPO Ask, the CRM's AI agent in WhatsApp, answers questions in the groups it is set up for.
Our data promise
Your servers or your cloud
By default we deploy on your servers or in your own cloud account; we can also host it for you.
Not used to train AI models
For your deployment we use paid AI services whose terms exclude training on your data. For documents that must stay in your building, the AI runs on a GPU server on your premises.
Separate, under NDA
Each client gets a separate database or project, under a confidentiality agreement.
Full handover
When the project ends, the code and data we built for you can be handed over in full.
More TOPO products
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TOPO OrderSnap
Order intake AI
AI reads customer orders in any format and enters them as complete orders, checked against your rules. Your team reviews each one and sends it with one click.
In production -
TOPO Ask
Ask in the team's WhatsApp group
An AI agent for questions in plain words: it queries your data warehouse and lays the answer out for a phone. A business briefing arrives at 10:00 each morning.
In production -
TOPO DataHub
Enterprise data hub
ERP and database sync, file sync and web data collection, gathered read-only into one data lake, with monitoring and KPI dashboards on top.
In production -
TOPO NEXT
Next-generation platform
One path from a customer's PO to the delivery at their door, with a new pricing engine underneath. Ready to demonstrate, tailored to your operation.
See it with your own sales data
Tell us how your reps work today, and we will show you what TOPO CRM would put in front of them each morning.