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Solutions

Shaped around how your team actually works.

Every team is different. EDGE Sword flexes — from the single seller with a field route to the multi-entity enterprise spanning continents — without forcing you into someone else's process.

Field sales teams

Route plans, offline mode, QR check-ins and clustered maps — purpose-built for reps who sell on the road.

  • Daily route planner with distance-optimised sequencing
  • Offline-first data capture synced when back on signal
  • Live map of reps, visits, and customer coverage
  • Stacked cart for fast multi-line orders on mobile

FMCG & distribution

From SKU catalogs with thousands of products to rep performance, EDGE Sword keeps distribution teams tight.

  • Catalog with categories, images and portal sync
  • Stacked carts capped per route for high-velocity days
  • Commissions, invoicing and payment tracking built-in
  • Sage 200 sync for orders, invoices and payments

Services & agencies

Proposals, deliverables, retainers and invoices in one place — with automations to keep projects on the rails.

  • Deal stages tailored to retainer and project work
  • Invoice templates with approvals and e-sign
  • Client portals with branded forms and documents
  • Capacity planning via department and assignment views

Enterprise

Multi-entity groups that need clean tenant boundaries, strong access control, and audit-grade logs.

  • Shared-database or database-per-tenant deployment
  • Tenant resolution via subdomain or x-tenant-id header
  • SSO, passkeys, 2FA and granular RBAC roles
  • Comprehensive audit logs exportable on demand
Customer story

Meridian Foods unified 142 reps onto EDGE in six weeks.

Replacing a patchwork of spreadsheets and one-off mobile tools, Meridian moved its entire field force — across three countries — to a single EDGE Sword workspace. Visit frequency grew 28% and order accuracy crossed 99%.