MERCHANDISING & FIELD MARKETING SOFTWARE
Recurring store visits planned across thousands of retail locations, zone-based territory balancing, a mobile rep app with offline sync, photo capture and barcode scan for planogram compliance, and a class-leading REST API to push every visit back into your CRM or retail management platform.
Merchandising and retail execution is one of the most visit-intensive field workflows in the world. A single operation might run thousands of store visits per week across hundreds of reps, mixing recurring cycles (weekly, bi-weekly, monthly) with one-off promotional activations, new-product launches and reactive planogram fixes. Reps need to hit as many stores as possible per day, execute the planogram correctly, capture photo and barcode evidence that stands up to client audit, and sync visit data back to a retail management system or CRM that account teams and brand clients rely on for reporting. Spreadsheets and static territory plans collapse under that load.
eLogii replaces manual territory plans with automated, optimized scheduling - zone-based rep allocation, skill and capability matching, recurring and date-range visit generation, and a mobile rep app with offline sync, photos, barcode scanning, configurable forms and electronic signatures. Visit evidence pushes back to your CRM, retail management or field marketing platform via a class-leading REST API. Operations running eLogii typically drive 25-35% fewer kilometres, fit 25-30% more store visits per rep per day, and free up multiple FTEs in planning - J-Club drives 400,000 km less annually and freed 3 planner FTEs across 9,000+ stores in 25 EU countries.
These are the problems we hear from every merchandising and field marketing team before they switch to eLogii.
eLogii's optimization engine clusters stores geographically, respects the Zones each rep is assigned to and balances workloads automatically - hitting more stores per rep with less driving between each stop. Drivers can be assigned to multiple zones for coverage flexibility and skills can gate which reps are eligible for brand-specific or client-specific visits.
Reps complete configurable Forms and POD workflows on the eLogii mobile app - photos of shelves and displays, barcode scans of SKUs, Yes/No planogram checks, stock counts, competitor observations and a tenant or manager signature. Geofence auto-updates task state on arrival and departure, so start and finish timestamps are unambiguous. Everything pushes back to the dashboard and your CRM via API.
Set up weekly and monthly visit cycles per store with Recurring Tasks and Task Templates, and use Date Range Tasks plus Multiday Routes to let the optimizer pick the best day for each visit within a window. The result: every store stays on its required cycle and the reps who visit them do it in a single efficient pass, not five separate drives to the same street.
Branded multi-brand tracking pages, Email/SMS/Push lifecycle notifications and self-service rescheduling keep store managers and brand account teams in the loop without calling operations. Every page is white-labeled to the merchandising agency brand or the brand client's brand, so a single operation can serve multiple clients with distinct customer-facing experiences.
Verified numbers from eLogii deployments at merchandising and field marketing operations running hundreds of reps across thousands of retail locations.
J-Club is one of Europe's largest B2B merchandising and field marketing operations, running merchandisers across 9,000+ retail stores in 25 EU countries. Before eLogii, planning was spread across multiple regional planners building weekly schedules by hand. As the network grew, the planning effort grew with it - without the headroom for growth that new client wins demanded.
"eLogii is the backbone as well as the brain of our planning operations, translating actively to our bottom line."Jord van Dijk, IT Director, J-Club
With eLogii, recurring merchandiser visits are generated automatically from each store's cycle, optimized across multi-day windows and clustered geographically. Zone-based rep allocation keeps merchandisers in coherent territories, and workload balancing stops any one rep being overloaded. Visit evidence - photos, barcode scans, forms - syncs back to J-Club's systems via the REST API. The result is a planning operation that scales with the business, not against it.
"With eLogii we drive 400,000 kilometres less every year, freed 3 FTEs in planning and built 4x headroom for growth - on the same team."Jord van Dijk, IT Director, J-Club
Shelf and display photos with geo-tagging.
Verify stock and planogram compliance instantly.
Auto-generate routes for repeat store visits.
Define and manage territories for each rep.
Distribute visits evenly across your team.
Group nearby stores by area automatically.
Optimize for visits, cost, or a custom blend.
Custom forms for stock counts and compliance.
Auditable location and timestamp on every visit.
Your brand on every retail partner touchpoint.
SMS and email at every visit stage.
Add urgent store visits to live routes instantly.
Real-time traffic in every calculation.
Retail partners see visit history and evidence.
Custom proof workflows for each visit type.
Plug-and-play integrations via a class-leading REST API and real-time webhooks. No middleware, no bespoke build - direct API-to-API connections with bi-directional data sync.
eLogii's API-first architecture means every entity and action available in the dashboard is available through the API. Connect to any retail management system, CRM, ERP, field marketing platform or bespoke internal tool.
Push visit outcomes, proof of service, form data and optimization results to your systems the moment they happen. Configure which entities and which fields fire on each event.
Bring in store lists, client-supplied schedules and weekly visit plans via CSV or SFTP. Flexible data mapping covers any format, so client feeds in different shapes all land in the same planning engine.
Route planning and scheduling software for merchandising automates how field marketing and retail execution teams assign store visits to reps, sequence visits by geography and territory, and capture proof of visit back into their CRM or retail management platform. It replaces spreadsheets and manual territory plans with a modern optimization engine, a mobile driver app for reps with offline sync, photo capture, barcode scanning and configurable digital forms, branded customer tracking for retail partners, and a REST API for integrations with retail and field marketing systems.
Yes. Every store visit is captured in the rep's driver app with timestamps, driver-app location updates, photos of shelf and display execution, barcode scans, configurable digital forms and an electronic signature. Proof of Service data is surfaced in the dashboard and can be pushed to any CRM, retail execution or field marketing platform via REST API. Geofence can auto-update task state when the rep arrives at the store, giving unambiguous arrival and departure timestamps.
eLogii supports Recurring Tasks and Task Templates with weekly and monthly cycles (and longer intervals via the monthly pattern), plus Date Range Tasks and Multiday Routes for planning across multiple days and weeks at once. You define how often each store should be visited, and eLogii generates optimized routes that cluster nearby stores on the same day while maintaining visit frequency - minimizing drive time without missing cycle commitments.
Yes. Zones limit the area of operation so only reps assigned to a zone are eligible for visits in that zone, and drivers can be assigned to multiple zones for coverage flexibility. Driver skills and vehicle capabilities further limit which visits route to which reps. The optimizer then balances workloads across the eligible reps, preventing one rep being overloaded while another has gaps.
Planogram compliance is captured through eLogii's configurable Forms and POD workflow: reps complete Yes/No checks, custom fields and free-text observations, capture photos of shelves and displays, scan product barcodes to verify stock and placement, and sign off the visit. The evidence bundle is timestamped and available via the dashboard or API, with customizable POD so you can match the exact data retail partners want.
Yes. Multiday Routes optimize across several days so a rep's route can span a full week, while Date Range Tasks let you schedule visits across windows and let the optimizer pick the best day within the window. This is essential for merchandising, where visit windows are often "this week" or "this month" rather than a specific day.
Reactive visits slot into live routes with same-day re-optimization and can use Task Priority plus Task Rules to escalate urgency. The Task Lateness panel and Earliness/Lateness/Overtime Tolerances give planners control over time discipline, with Force assignment for top-priority visits so the highest-urgency work always assigns.
Yes. The eLogii Driver App runs on Android and iOS, supports offline working with manual sync, captures photos, barcode scans, digital forms and signatures, and uses Geofence to auto-update task state based on the rep's location. Reps see their route, task details and customer instructions, and can self-assign tasks or capture new items on the fly.
Yes. eLogii has a class-leading REST API and event-driven webhooks for real-time sync with any retail management, CRM, ERP or field marketing platform. Visit outcomes, photos, form data and signatures push back automatically. Data transformers and CSV/SFTP import cover legacy systems and client-supplied store lists.
Yes. Branded multi-brand tracking pages show live ETA and visit status, and Email/SMS/Push lifecycle notifications fire at booking, en-route, arriving and completed. Store managers and retail account teams can reschedule from the tracking page if allowed, without calling operations.
Merchandising operations using eLogii typically see 25-30% more store visits per rep per day, 25-35% reduction in drive time, and significant planner time savings. J-Club, a leading European B2B merchandising operation running 9,000+ stores across 25 EU countries, drives 400,000 km less annually with eLogii, saved 3 FTEs in planning and built 4x headroom for growth. Exact savings depend on store density, territory size and visit frequency - we build a custom simulation from your real data before you commit.
Most merchandising and field marketing operations are live in weeks, with phased rollouts by region or by client. The REST API and CSV/SFTP import workflow remove the need for middleware or a bespoke integration project, so the integration with your CRM or retail management system is handled alongside configuration rather than blocking go-live.
Ready to optimize your merchandising routes?
We'll run your actual store lists, recurring visit cycles and rep data through a custom simulation - real numbers from your territories, your reps, your retail partners. Not estimates.
