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The outside sales system your team needs.

Visibility into every visit, intelligence in every sale, and a chain of command that works.

2:40

Sample company

What’s costing you sales today.

  • You find out what happens in the field too late.
  • Everything escalates to you, even when it’s not yours to solve.
  • Your team sells on instinct, not on data.

Take control.

  • Full control of your operation.

    Every visit, account and rep, in real time, in one dashboard.

    Sample company
    Visits today
    46
    Stores up to date
    38
    Open issues
    3
  • Your chain of command, respected.

    Every issue goes to whoever manages that account. Only what needs your decision reaches you.

  • Intelligence behind every sale.

    Surty matches each account’s history with your promotions and tells your rep what to pitch, and how.

How your team works with Surtidy

  1. Step 1: Every visit starts with a plan.
  2. Step 2: Your rep talks. Surty logs it.
  3. Step 3: What to pitch, and why.
  4. Step 4: Every issue, to its owner.
  5. Step 5: Daily report, automatic.
  6. Step 6: And you decide with data.

Built so your team actually uses it.

No forms: your reps log every visit by talking, in English or Spanish.

  • Just finished at Greenway Market
  • Two items out of stock on aisle 5
  • The manager wants a display next week
  • We lost the endcap at FreshWay
  • Route done for today
  • Faltan dos productos en el estante
  • El gerente quiere más espacio
  • Vuelvo el martes con la promoción
  • Ya terminé la ruta de hoy
  • El cliente pidió el producto nuevo

Each role sees its part.

Only what needs your decision.

Their team and every issue.

Their route, plan and report.

Verified in-store photos.

Surtidy sets it up with you.

  1. We learn your operation in one call.
  2. We load accounts, catalog and team.
  3. Your team starts talking.

How much time goes to reports?

88hours a month

Estimate with 22 workdays. Not a promise.

Frequently asked questions

Does it work in English and Spanish?

Yes. The app follows the phone’s language or the one chosen in Settings, and Surty answers in the language it’s spoken to, including a mix of both.

Who is Surtidy for?

Any company with outside sales reps who visit stores or accounts: distributors, wholesalers and brands. It works with chains and independent stores, and each account keeps its own contacts, history and issues.

Do my reps need to type?

No. They talk to Surty, it proposes what to save, and they confirm with one tap. Nothing is saved without their confirmation. They can still type if they prefer.

Does it track my reps’ location?

No. Arrival alerts are off by default. If a rep turns them on, the detection happens on the phone: the location isn’t sent to the server and the company can’t see it. The only exception is the merchandiser’s finished-shelf photo, which reads the location once to confirm it was taken at the store.

How long does it take to get started?

Surtidy sets it up with you: stores, catalog and team. Then you get your activation code and invite your team from the app. We agree on the dates in the first call, based on the size of your team.

What happens with our data?

Each company sees only its own data, isolated in the database. Each person sees what their role allows, and prices only the owner and administrators. We don’t sell data or use it for ads. Voice recordings and transcripts are deleted from the voice provider when the conversation ends.

Does it replace our ordering system?

It can. With the Sales module, your reps take orders with each chain’s price list, the office approves and invoices, and Surtidy tracks credits, balances and collections. Everything exports to your accounting. If you prefer to keep your current system, Surtidy still covers what happens in the store.

How much does it cost?

It depends on the size of your team. Request access and the Surtidy team will go over it with you.

See Surtidy in action.

Explore the demo with a sample company, or request access.

connect@aloiaworks.com

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