How your team works with Surtidy
- Step 1: Every visit starts with a plan.
- Step 2: Your rep talks. Surty logs it.
- Step 3: What to pitch, and why.
- Step 4: Every issue, to its owner.
- Step 5: Daily report, automatic.
- Step 6: And you decide with data.
Visibility into every visit, intelligence in every sale, and a chain of command that works.
Carla, sales repLeaving Greenway Market. The manager wants more Hillside and three products are missing on the shelf.
Done. Should I save the visit and let Janet know?
Yes, save itSample company
Every visit, account and rep, in real time, in one dashboard.
Every issue goes to whoever manages that account. Only what needs your decision reaches you.
Surty matches each account’s history with your promotions and tells your rep what to pitch, and how.
No forms: your reps log every visit by talking, in English or Spanish.
Only what needs your decision.
Their team and every issue.
Their route, plan and report.
Verified in-store photos.
88hours a month
Estimate with 22 workdays. Not a promise.
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.
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.
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.
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.
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.
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.
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.
It depends on the size of your team. Request access and the Surtidy team will go over it with you.
Explore the demo with a sample company, or request access.
Surty: Hi, I’m Surty, Surtidy’s AI assistant. What would you like to know about the app?
Surty is an AI and can make mistakes.