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buyasoft

Field sales CRM Manage your field sales team from visit to payment in one system

Your reps plan their visits, check what each customer owes, order for dealers and record payments. Orders and payments flow to your ERP, and targets and commissions are calculated from actual sales and collections.

Request a free demo How it works
  • 100+ customers
  • 15+ ERP integrations
  • 5 payment types

A rep’s day Today

  1. VisitSample Building Supplies 9:30 · Outcome loggedDone
  2. OrderSample Hardware For a dealer · ₺48,900.00In ERP
  3. PaymentSample Electric Cheque · ₺45,000.00Saved
  4. QuoteSample Builders Special discount · Revision 2In approval

A dealer ordered in the portal Their rep got an email

How it works

A rep’s day, from plan to commission

  1. Plan

    Reps plan their week, and managers can assign them visits too.

  2. Visit

    Balance, open invoices and recent purchases are ready on the customer card.

  3. Order

    Placed in the B2B portal for the dealer, at the dealer’s own prices and discounts.

  4. Payment

    Cash, cheque, promissory note, card or transfer, showing which invoices it covers.

  5. Targets & commissions

    Visits count toward targets; sales and collections count toward targets and commissions.

Features

Visits, orders and payments on the same customer card

Each rep sees only their own customers, and managers see their whole team’s.

Visits & activities

Planned visits, recorded outcomes

Reps plan each visit and log the outcome afterwards. You design the visit and outcome forms to fit the way you work.

  • Customer visits, calls, meetings or daily reports, each activity type with its own form
  • Outcome fields such as a summary, next step and expected order value, plus attachments like presentations and signed documents
  • Managers can assign visits to their team, with pending, completed and postponed visits in one list
  • Activity reports by rep, customer, city and status, by day or by month

Visit outcome · Sample Building Supplies

  • PurposeProduct demo
  • Next stepSend a quote
  • Expected order₺50,000.00

Visit done, and the manager sees it in the report.

Customer card

Reps know the customer before they walk in

Balances, open invoices and recent purchases are on the customer card, so reps arrive prepared and discuss payments and orders with the right numbers.

  • Total and overdue balance, the amount not yet due and the weighted average term
  • Invoices and product history from your ERP: what they bought, when, how many and at what price
  • Contacts, phone and WhatsApp numbers, addresses and documents
  • The customer’s activities and own dashboard, one click away
Sample Building Supplies Account code C-2087
Open balance
₺96,400.00
Overdue
₺8,750.00
Average term
41 days

Recent purchases

  • Tile adhesive · 40 bags₺6,800.00Oct 14
  • Clear silicone · 120 pcs₺10,320.00Oct 2
  • Waterproofing membrane · 25 rolls₺21,250.00Sep 18

Orders for dealers

Reps order in the dealer’s portal, by your rules

Reps sign in to your B2B portal with their own CRM login, pick a dealer and place the order on the dealer’s behalf. Prices, discounts and promotions follow that dealer’s own terms.

  • A list of their dealers with basket totals and payment terms, searchable by name, code or tax number
  • Price and discount changes within limits you set, with a minimum margin over the last purchase price
  • Credit limit and overdue balance are checked in your ERP at order time, and orders that break a rule go for approval
  • Quotes from the CRM for customers who ask: priced on the dealer’s terms, sent for approval by your rules, and turned into an order once accepted

Sales rep mode · Sample Hardware

  • Prices and discountsDealer’s terms
  • Remaining credit limitOK
  • Rep discount 8%Limit 10%

In the CRM, marked as placed by the rep

Payment

Reps record payments on the spot and see which invoices they cover

Cash, cheque, promissory note, credit card or bank transfer. As the rep types the amount, the open invoices it covers are highlighted.

  • Due dates and endorsements for cheques and promissory notes, and if you choose, cheques can’t be dated past the customer’s average term
  • Attach the cheque or receipt as a file, then print the payment or send it by email
  • Approved payments go to your ERP, and the transfer status shows in the list
  • Card payments can also be taken in the B2B portal for the dealer, with virtual POS, installments and 3D Secure

Online payments in detail

Sample Electric Payment · Cheque
Amount
₺45,000.00
Cheque due
Dec 10
Average term
41 days

Invoices covered

  • INV-2026-1104₺28,600.00Fully covered
  • INV-2026-1131₺31,200.00₺16,400.00 covered

Targets & commissions

Every rep sees their own targets and points

Set targets on anything from visits and revenue to collections and unique customers. Points and commissions are calculated from actual sales and collections in your ERP.

  • Targets for activities, revenue, units sold, collections, unique customers and unique products
  • By user, department or customer, yearly, quarterly or monthly
  • Reps see which sales and collections their points came from, plus team points and competitions
  • KPI reports and order breakdowns by rep, and dealer targets in the B2B portal if you like

November targets

  • Visits38 / 50
  • Revenue81%
  • Collections64%
  • Unique customers14 / 20

Your points this month

960

Sales 640 · Collections 320

B2B integration

A CRM integrated with your B2B portal

The B2B portal and Buyasoft CRM run on one platform, sharing customers, rep assignments, pricing terms and orders. From there, orders and payments go to your ERP.

From the B2B portal to the CRM

  • Orders from dealers and reps, marked with who placed them
  • Card payments and return requests
  • Dealer searches: products not found, and dealers who search but don’t order
  • Email alerts to the rep on new orders and card payments

From the CRM to the B2B portal

  • Customer cards, with the people on each card as the dealer’s portal users
  • Pricing and discount terms, and promotions
  • Rep assignments, so reps only pick their own dealers in the portal
  • Order status and ERP transfer, plus dealer targets, reports and forms

Explore the B2B eCommerce platform

FAQ

About field sales CRM

Have another question? Call us: +90 216 277 70 80

Can reps use it on their phones in the field?

Yes. The Buyasoft CRM app is on the App Store and Google Play: reps look up their customers and products and log visit outcomes on their phones. The B2B portal fits any screen too, so orders for dealers can be placed from a phone or tablet.

Do reps only see their own customers?

Yes. Each rep sees the customers assigned to them, with their orders and payments, and department managers see their whole team’s. The same assignments apply when reps pick a dealer in the B2B portal.

What happens to a rep’s customers when they’re on leave or leave the company?

With rep delegation, you share one rep’s customers, orders, quotes and payments with another user. When a rep leaves, you deactivate their user and assign their customers to a new rep, and the history stays in place.

How does Buyasoft CRM work with the B2B portal?

They run on the same platform, so there’s no separate integration to set up. Customer cards, rep assignments, and pricing and discount terms are shared. An order placed in the portal by a dealer or a rep lands in the CRM’s order list, where you manage approval and the transfer to your ERP, while the dealer follows its status in the portal.

How do orders and payments from the field reach our ERP?

Approved orders and payments are transferred to your ERP. The transfer status and any errors show in the list, and a record that failed can be sent again. We work with Logo, Netsis, Mikro, SAP, Nebim and many other ERPs.

What is MeerChat, and can reps use it?

MeerChat is the AI support assistant on every page of the Buyasoft CRM panel. Reps can ask it things like “How do I record a cheque payment?”, and because MeerChat knows which page they’re on, it answers for that screen. You decide who can use it through permissions.

Free demo

Let’s set up your field sales process together

Tell us how your reps work today, from visits to orders and payments, and we’ll prepare a demo tailored to you.