Field sales CRM · Australia
The field sales CRM for
beverage and FMCG brands
One platform for the route, the visit, the order and the Xero invoice. Built in Australia for teams that sell on the road.
Working with Australian beverage brands
In the field
Take the order on the road.
The web is the hub, the field runs on the app. Confirm an order at the bar and it is in Xero and your accounts inbox before you are back in the van.
- Full CRM offline
- Line-item orders on mobile
- Pricing and deals evaluated on device
- Changes queue and sync on reconnect
- Pushed to Xero as the invoice
- Order email to your accounts team
One platform, the whole operation. CRM, planner, orders and reporting.
Planner
Learn moreIPA plans the week around cadence, priority and who is at risk.
Sales Orders
Learn moreLine-item orders priced with trading terms, pushed straight to your accounting.
Products & Pricing
Learn moreYour catalogue with price sheets, deals and case pricing built in.
Connections
Learn moreEvery venue with its cadence, trading terms and visit history.
Pipeline
Learn moreEvery account staged, valued and visible to the whole team.
Customer Map
Every account and prospect pinned by status. Your whole patch at a glance.
Scouting
Learn moreFind your next customers: venues mapped across Australia, NZ and the UK, ready for the pipeline.
Built-in AI
The daily brief, account summaries and the follow-up queue, on every seat.
Your visit to Maple & Co Grocers is overdue, start there. Two reorders are due in Richmond.
Reporting
Six dashboards on your full data set. No record caps.
Up and running in days. Not months.
Onboarding is done with you, not left to you. Real people bring your data across, configure your pricing, and train the team. Imports are free and unlimited, and there's nothing to install.
Back at the desk
IPA builds the week in the hub.
Review the planned routes with ETAs, drive time and efficiency, drag a stop to reorder, and save the plan. Everything the field does lands back here as it happens: coverage, visit cadence and pipeline, without chasing anyone for reports.
AI included
The admin does itself.
A brief each morning, a summary on every account, and suggested actions with a confidence score. Included for every paying user, not an add-on.
- Daily brief
- Connection summaries and insights
- Suggested action items
- AI data enrichment
Your visit to Maple & Co Grocers is overdue, they're 31 days quiet on a fortnightly cycle, so start there. BWS Bridge Rd ordered weekly for 8 months and has gone silent for 3 weeks, worth a call before you head out. Two reorders are due in Richmond, and The Copper Tap is ready for a first visit.
Lemmonade
XeroIntegrations
Plays well with your stack.
Xero syncs fully two-way, and HubSpot imports are live today. Unleashed, Ordermentum and CartonCloud are on the way, with guided migration from Salesforce, Pipedrive and Monday.
Keep your production software. Lemmonade runs everything customer-facing and hands the numbers to the rest of your stack.
- Two-way Xero sync
- Unleashed and Ordermentum on the way
- HubSpot imports; CartonCloud 3PL soon
- Webhook-driven sync
- Free AI-mapped imports
- Guided CRM migration
Freed per rep, every week.
More productive visits per rep, per year.
CRM, planner and orders work with no signal.
To import your customers. No per-record fees.
Leady is our free lead capture app for events and conventions. Scan a business card or badge, ask your qualifying questions, and walk out with a clean list instead of a pocket of cards.
Card and badge capture · custom questions · event leaderboards · completely free
Pricing
Every feature in every seat. AI included.
Small Team
- Every feature, including AI
- Unlimited records and dashboards
- Free AI-mapped imports
- Two-way Xero sync
Growing Team
- Everything in Small Team
- Volume seat pricing
- Guided data migration
- Priority support
Frequently asked questions. Straight answers.
See it on your
own accounts
Get in touch and we will walk through Lemmonade with your territory, your accounts, and your stack.