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AI Prospecting & Territories
Tell DSD ROS what businesses you want and where. AI researches, scores and prioritizes the highest-value prospects before the rep gets in the vehicle.
AI-native field sales platform
Turn every route into revenue.
Every visit into intelligence.
DSD ROS is the AI-powered Revenue Operating System for Direct Store Delivery and field sales. Find the right prospects, optimize routes, guide every rep, manage orders and inventory, build relationships with the people who influence sales, and learn from every interaction.
✓White-label ready✓Multi-state & multi-route✓Built around sales, not admin
Management Intelligence
● LIVE
Revenue today
$8,420
▲ 18.4% vs. target
28 visits completed
7 new relationships · 5 orders
AI opportunity
Gym accounts converting 2.1× faster
One operating system
Everything a field sales operation needs. Nothing it doesn't.
DSD ROS connects prospecting, routing, relationships, sales, inventory, merchandising, reorders, incentives and management intelligence in one simple workflow.
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Intelligent Routes & Live GPS
Optimize for travel time, traffic, appointments, customer value and decision-maker availability — then monitor route execution in real time.
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Relationship CRM
Manage the people behind every account: owners, managers and staff who can recommend your product — with every interaction, preference and next action in one place.
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Orders, Payments & Reorders
Take orders in the field, apply territory-specific pricing, collect payment, issue receipts and make repeat ordering frictionless.
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Mobile Inventory & Sampling
Know exactly what is in every vehicle. Track samples, products, returns, displays and POP materials as they move through the route.
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Market Intelligence
Turn conversations, objections, samples and sales into structured insight that improves positioning, product, pricing and the next sales call.
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Contests & Incentives
Run store, employee or territory competitions with leaderboards, rewards and sales goals designed to turn retail partners into active promoters.
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Merchandising & Displays
Photograph every display, track placement and condition, compare visits and use AI vision to flag low stock or execution problems.
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Connected by API
Integrate maps, accounting, payments, messaging and other business systems while keeping the core experience intentionally simple.
Built around influence
Accounts don't recommend products. People do.
DSD ROS treats every owner, manager, trainer, clerk and employee as an individual relationship. Capture what they tried, what they liked, what they objected to and how likely they are to become an advocate.
See relationship selling in actionPF
PowerFit Gym — North HoustonActive account · 2 locations · reorder due in 5 days
John · OwnerDecision maker · High influence
Susan · ManagerProduct advocate · High engagement
David · TrainerSampled product · Follow-up Friday
Ana · Front DeskNew contact · Needs education
AI everywhere it matters
AI should remove friction — and improve the sale.
DSD ROS is AI-native by design. Intelligence is embedded in the workflow instead of isolated in a chatbot nobody uses.
01
Find
Discover and score prospects that resemble your best customers.
02
Plan
Build routes using value, timing, traffic, appointments and territory logic.
03
Coach
Brief reps before each stop and recommend products, questions and next steps.
04
Capture
Turn spoken visit notes into structured CRM and market-intelligence data.
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Improve
Detect patterns, predict reorders and tell managers what action to take next.
Simple in the field
A complete operating cycle in six steps.
The rep sees only what matters now. The platform handles the complexity behind the scenes.
1. Build the route
AI researches, prioritizes and schedules prospects, customers and reorders.
2. Start the day
Vehicle safety, mileage, fuel, samples and inventory are confirmed.
3. Visit & connect
Geofenced check-in, people capture, AI briefing and guided conversation.
4. Sample & learn
Record exactly who received what and capture objections and feedback by voice.
5. Sell & deliver
Orders, payments, discounts, inventory, displays and photos update together.
6. Reorder & grow
AI predicts follow-ups, supports the account and keeps the relationship active.
Management that tells you what matters
From dashboards to decisions.
Managers don't need more charts. They need useful answers: what is happening, why it matters and what to do next.
✓
Live operating picture
Sales, collections, visits, routes, inventory and vehicle locations in real time.
✓
Sales funnel & relationship health
Know which samples, people and account types actually become repeat revenue.
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Automated market research
Aggregate objections, pricing feedback, competitor mentions and product preferences from every interaction.
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AI recommendations
Get practical actions instead of passive analytics: who to call, where to sample and what to change.
Measure what drives revenue
Know what works — then scale it.
DSD ROS links field activity to commercial outcomes so teams can stop guessing and invest in the routes, people, products and messages that perform.
Sample → OrderConversion by product, account type, territory and rep.
Order → ReorderRepeat rate, average reorder cycle and account retention.
Cost → RevenueCost per visit, account acquired, route and revenue dollar.
People → InfluenceWhich owners and employees become true brand advocates.
Retail partner growth
Make selling your product rewarding.
Launch configurable contests and incentive programs for stores or individual advocates. Give partners visibility into rankings, goals and rewards — from product bonuses to cash, gifts or travel.
#1 PowerFit182 units · 126% of goal
#2 Well House164 units · 114% of goal
#3 Yoga North151 units · 109% of goal
RewardTop account wins a 3-day destination trip
White-label from day one
Your operation. Your brand. Your rules.
DSD ROS is multi-tenant and fully configurable. Apply your colors, logo, products, pricing, territories, forms, permissions, AI knowledge base and customer experience without rebuilding the platform.
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Custom brand experience
Logo, colors, domains, terminology and customer-facing portals.
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Industry-agnostic core
Built for supplements, beverages, food, beauty, pet, specialty retail and other field-sales categories.
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Configurable AI knowledge
Give each company its own products, sales playbooks, policies and approved messaging.
Launch pricing
Start with one route. Scale to an entire field organization.
Simple pricing designed around active field teams. All plans include the core DSD ROS workflow and AI assistance.
Pilot
For testing one market or launching your first DSD route.
$249/month
- Up to 3 field users / vehicles
- 1 manager
- AI prospecting & route optimization
- Relationship CRM
- Orders, samples & mobile inventory
- Live GPS & basic management dashboard
- 1,000 AI prospect records / month
Growth
For teams building repeatable field-sales growth.
$599/month
- Up to 10 field users / vehicles
- 3 managers
- Everything in Pilot
- QuickBooks integration
- Retail partner portal
- Contests & incentive leaderboards
- Advanced market intelligence
- 5,000 AI prospect records / month
Scale
For multi-city and multi-state field organizations.
$1,299/month
- Up to 30 field users / vehicles
- Unlimited managers
- Everything in Growth
- Multi-state territory management
- API access & custom integrations
- Advanced AI recommendations
- White-label customer portal/domain
- 20,000 AI prospect records / month
Enterprise
For large route networks, distributors and complex deployments.
Custom
- 30+ field users / vehicles
- Custom AI usage & data volume
- Custom security / SSO
- Dedicated onboarding
- Custom workflows & integrations
- Priority support & SLA options
- Enterprise analytics
Launch pricing shown for planning and early customers. Third-party payment processing, SMS, map and extraordinary AI/API usage may be billed separately. Annual prices are displayed as equivalent monthly cost when annual billing is selected.
Build a field-sales operation that learns every day.
See how DSD ROS can turn routes, relationships and market feedback into measurable revenue.
Let's talk
See DSD ROS with your own sales model.
Tell us how your team sells in the field. We'll show how DSD ROS can fit your routes, products, customers and growth strategy.
Request a demo
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