- Empowers field sales teams to sell smarter and act faster with real-time insights
- Mobile CRM with in-app store visit tools, photo capture, order entry, and customer data tracking
- Transforms disconnected field activity into centralized, actionable reporting for better sales performance and team collaboration.
Trusted by hundreds of field service companies across multiple industries
All-in-One Mobile Field Sales Tool for Distributors
Drive field team success with Opmetrix, an award-winning mobile sales and merchandising software platform that puts sales, service, and reporting tools in one place. Give your field reps everything they need to stay productive, sell smarter, and satisfy customers anytime, anywhere.
+ Route Optimization
Minimize wasted travel time and maximize productivity with smart route planning. Opmetrix Smart Route reviews and optimizes daily visits based on drive time and live traffic conditions, helping reps spend more time with customers and less time on the road. Management gains full visibility into routes traveled, customers visited, and overall performance.
Key Features:
- Static routes managed by head office for full territory coverage
- Dynamic routes planned visually with map-based scheduling
- Live GPS tracking to monitor team location and store visits
- Call coverage visibility to identify gaps or opportunities
- Performance dashboards for both field reps and managers
- Up to 20% reduction in drive time, lowering fuel costs and CO₂ emissions
+ Specialized CRM
Build strong customer relationships by having the right information at the right time. Opmetrix gives your field teams complete access to customer data (even without Wi-Fi) so every call is informed, professional, and focused on selling.
Key Features:
- Call notes and contact history
- Photo capture and review
- Escalate requests and assign actions
- Built-in task lists and auditing tools
- Flexible customer surveys
- Objectives and sales goals tracking
- Document sharing (brochures, planograms, videos)
- Offline access to all customer data
+ Sales Automation
Speed up transactions and reduce errors with 30+ ERP integrations. Reps can process orders, invoices, quotes, credits, and returns directly from the app with or without an internet connection. Your team has real-time access to pricing, stock levels, and sales history to sell more on every visit.
Key Features:
- 30+ ERP integrations for seamless data and transactions
- Barcode scanning for faster order entry
- Sign-on-glass signature capture
- Integrated online payments with credit card and cash support
- Cash-only and stop-credit customer flags
- Product image catalogues with multi-image support
- Presentation mode to highlight new products
- Sales templates and kitsets to promote key ranges
- Automated workflows to reduce delivery times
+ Retail Execution
Capture, measure, and analyze in-store data to ensure your brand wins on the shelf. Opmetrix enables field teams to track key metrics like product range, share of shelf, facings, pricing, promotions, and compliance, giving managers the insights needed to grow market share.
Key Features:
- Real-time range and distribution visibility
- Share of shelf and facings measurement
- Shelf position tracking for stronger placement
- Promotion and trade display compliance with photo proof
- Co-op spend reporting and analysis
- Brand and banner performance dashboard
+ B2B Self-Service eCommerce
Enable customers to place their own online orders anytime, from any device. The Opmetrix B2B eCommerce module integrates directly with your ERP to provide account-specific pricing, stock visibility, and order history in a streamlined self-service portal.
Key Features:
- Custom-branded self-service portal
- Multi-device access on phone, tablet, or desktop
- 24/7 ordering convenience
- Direct ERP integration for order syncing
- Stock and pricing visibility per account
- Freight and minimum order controls
- eCommerce dashboards with KPI reporting
+ Dashboards and Power BI
Turn data into a competitive advantage with configurable dashboards and Power BI integration. Opmetrix combines field activity with ERP data to deliver real-time insights for reps, managers, and brand principals.
Key Features:
- Rep dashboards to track KPIs and performance
- Management dashboards for sales, merchandising, and field activity
- Report sharing with stakeholders and brand principals
- Power BI integration for deeper analysis and reporting
- OData feed for flexible external analytics connections
- Combine ERP, sales, and external data sources
- Interactive reporting tools for drill-down insights
+ Multi-Brand Management
Manage and report on multiple brands with ease. Opmetrix gives brokerage and sales agencies the tools to separate tasks, allocate time, and deliver transparent reporting that strengthens partnerships with brand principals.
Key Features:
- Field team views separated by vendor for focused servicing
- Tasks targeted by vendor, outlet, or device
- Time allocation and tracking by brand
- Vendor call cycles with split time by brand and promotional activity
- Temporary call coverage for holidays or leave
- Custom reporting decks and automated report delivery
- Full activity reporting for brand accountability and decision-making
+ Accounting and ERP Integration
Save time and eliminate double handling by linking Opmetrix directly to your ERP. Master data, pricing, and inventory stay up to date in the field, while sales transactions flow automatically into your accounting system.
Key Features:
- Ready-to-go integrations with leading ERP systems
- Automatic syncing of master data, pricing, and inventory
- Sales transactions imported directly into your ERP
- Faster invoicing and reduced manual data entry
- Support for custom integrations when needed
- Option to run Opmetrix stand-alone for CRM and merchandising
Opmetrix is more than just a powerful field sales tool. It is your long-term partner in driving growth. As part of the Advantive family, you gain access to ongoing enhancements, expert support, and training resources that keep your business moving forward. Our commitment is to ensure your platform delivers lasting value well beyond go-live, helping your teams stay productive, connected, and ready for what’s next.
Opmetrix is more than just a powerful field sales tool. It is your long-term partner in driving growth. As part of the Advantive family, you gain access to ongoing enhancements, expert support, and training resources that keep your business moving forward. Our commitment is to ensure your platform delivers lasting value well beyond go-live, helping your teams stay productive, connected, and ready for what’s next.
Training Resources
Equip your team with on-demand resources and tailored training sessions that make it easy to adopt new functionality and get the most from your investment.
Ongoing Enhancements
Receive continuous product improvements and new features designed to help you adapt to market changes and keep your sales operations competitive.
Dedicated Support
Access responsive, knowledgeable specialists who can quickly resolve day-to-day issues and keep your field teams operating without disruption.
Opmetrix connects seamlessly with your ERP and delivers the tools your team needs to sell smarter, service better, and report in real time.
Key capabilities include:
- Route Optimization
- Sales Automation
- Specialized CRM
- Retail Execution & In-Store Audits
- B2B eCommerce Portal
- Dashboards & Power BI Insights
- Multi-Brand Management
- ERP Integration
Maximize Productivity Beyond the Office
Expand your sales opportunities with connected software solutions designed to cover every channel. Opmetrix empowers your teams in the field, CV eCommerce drives your online storefront, and Lucy automates email and PDF orders.
All three integrate with your ERP, removing double entry, keeping your data accurate, and creating a seamless experience for customers across every touchpoint.
CV eCommerce
Power your online sales with CV eCommerce, a fully integrated eCommerce platform built for both B2B and B2C—delivering advanced functionality straight out of the box.
Highlights:
- Configure to match your unique business workflows
- Sync inventory, pricing, and customer data with ERP integration
- Enable tiered pricing, bulk ordering, and punch-out catalogs
- Provide secure hosting and self-service ordering
Lucy Sales Order Automation
Automate manual order entries with Lucy, an AI-powered solution that captures, validates, and processes email and PDF purchase orders directly into your ERP.
Highlights:
- Eliminate rekeying with automated order capture
- Process email and PDF orders with speed and accuracy
- Sync instantly with your ERP for real-time data updates
- Cut costs and free up staff for higher-value work