Everything you need to
close more deals

Lemmonade combines powerful CRM features with AI-powered route optimization to help field sales teams visit more customers and close more deals.

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Intelligent Route Planning

IPA, our AI route planner, builds multi-stop routes that respect your territory rules, visit priorities, and break windows. Optimises time and distance, not just stop count. Frees up 8-10 hours per rep per week on admin.

  • Multi-stop route optimisation
  • Territory boundary management
  • Break windows and visit constraints
  • Multi-day trip planning

AI Briefs and Connection Insights

Daily AI briefs of what needs your attention. Per-connection AI summaries that pull together order history, last visit, recent activity, and overdue follow-ups into one paragraph you can read before walking into a meeting.

  • Daily AI briefs per rep
  • AI summaries on every connection
  • Overdue visit reminders
  • Complete order history per account

Sales Pipeline & Orders

Visual kanban pipeline so you see which deals close this week. Sales orders push to Xero as invoices or to Unleashed as sales orders, whichever your stack runs on.

  • Drag-and-drop kanban pipeline
  • Sales orders push to Xero or Unleashed
  • Low-stock and stockout alerts
  • Full order history per account

Mobile-First Design

Update deals from the parking lot. Access your full CRM offline. Your entire business in your pocket, always synced when you're back online.

  • Works offline
  • iOS and Android apps
  • Real-time sync
  • Push notifications

Activity Planning

Plan your day, week, and month with visit reminders, follow-up scheduling, and team calendars. Never miss a touchpoint with an account that matters.

  • Visit reminders
  • Follow-up scheduling
  • Team calendars
  • Activity tracking

AI Data Enrichment

Automatically enrich customer data with business information, social profiles, and industry insights. Spend less time researching and more time selling.

  • Auto-fill company data
  • Industry classification
  • Contact verification

AI-Powered Route Optimisation

IPA, our route planner, takes your accounts, territory rules, and break windows and builds an optimised multi-stop day in seconds. Reduce drive time, fit more visits in the same hours, and stop building your route on a paper map.

  • 8-10hrs freed per rep per week on admin
  • 110+ additional productive visits per year
  • Multi-stop and multi-day trip planning
  • Respects territory rules and break windows
Route Planning Interface
Dashboard Interface

Real-Time Performance Insights

See your entire sales operation at a glance. Track KPIs, monitor team performance, and identify opportunities with beautiful, actionable dashboards.

  • Customisable KPI widgets
  • Team leaderboards
  • Activity, lead funnel, and sales-by-zone widgets
  • Export reports to CSV or Excel

And Much More

Every feature you need to run your field sales operation

Territory Management

Define and manage sales territories with visual mapping tools

KPI Dashboards

Track team performance with customizable real-time dashboards

Configurable Alerts

Low-stock, stockout, and team-activity alerts you can tune per user

Currency Settings

Set your org's working currency; respected across sales orders and Xero invoices

Data Security

Encrypted at rest and in transit. Admin and team-member roles for access control.

Integrations

Connect with Xero, Unleashed, and more

Ready to Supercharge Your Sales?

Get in touch to see how Lemmonade can transform your field sales operation.