/ CASI+
The field platform that never loses a record.
Store visits, sales, inventory, coverage plans, requests and chat — one app your reps carry into every store, every day.
/01Modules12 total
Everything your field team does, in one place.
Every part of the visit is saved on the phone first, so nothing is ever lost — then one tap in Sync Manager uploads it all when you’re back online.
01Store VisitsSchedules, geo-verified selfie check-in and check-out, breaks.
02SalesOffline sales with receipt photos, returns, voids, serial tracking.
03InventoryBeginning counts, deliveries, pull-outs and stock reconciliation.
04SKUs & PricingCarried and competitor SKUs, product images, price surveys.
05Suggested OrdersReplenishment proposals from what’s moving and what’s low.
06Required TasksPer-visit checklists with skip reasons — checkout is gated.
07Coverage PlansBuild the month, submit for approval, get real schedules.
08RequestsLeaves, overtime, deviations, timesheet corrections, supervisor changes.
09ApprovalsA queue per request type — review the context, approve, notify.
10Sales PerformanceTeam dashboards with filters, Excel export, drill to transaction.
11TimesheetsAttendance, punctuality, breaks and PDF timesheet export.
12Chat & FormsTeam messaging with media, plus custom forms with signatures.
/02In the appReal screens
Straight from the field.
01
The visit, unlockedCheck in and every tool for that store opens up.
02
Add a saleRecorded at the shelf, receipt photo and all.
03
Coverage planThe whole month, reviewed and submitted in-app.
04
Approval queuesReview the full context, approve or reject.
05
Live team statusWho’s in, who’s late, who’s on rest day.
06
Data on your termsPush, pull or refresh everything on the device.
/03Custom Form Builder19 field types
Any report your ops can dream up.
Sales, inventory and attendance come standard — but every operation runs on reports of its own. Merchandising checklist, competitor audit, compliance report: build it once in the admin panel and it appears on every rep’s phone, offline-ready. Every field carries its own rules — required, placeholder, help text, validation, even conditional visibility. No developers, no app update.
Enter
Text inputNumberLong text
Choose
DropdownRadio buttonsCheckboxes
Capture
File uploadImage uploadCamera captureE-signature
Dates & times
DateDate & timeTime
Pick from your data
StoreProductCarried SKU *Team memberAssigned user *
Computed
Calculation — sum, subtract or multiply other fields
* Appears on reports tied to a store visit.
01Store-visit or standaloneTie a report to the visited store, or file it from a dashboard tile with its own icon and label.
02Pickers filled with your dataStores, products, carried SKUs and teammates — scoped to where the rep is standing.
03Live computed fieldsSum, subtract or multiply other number fields — reps see the result, not the math.
04Required before checkoutEvery visit, daily, weekly or monthly — even targeted to specific people. Skips need a reason.
05Who submits, who seesSubmitting and viewing are separate permissions, set per role.
06Results shaped your wayChoose the columns and filters coordinators see, and where the report sits in the admin menu.
07Offline first, Excel lastFilled with zero signal, pushed up from Sync Manager, exported to CSV or Excel.
/04Works anywhere
Signal optional.
Data mandatory.
Reps check in, record sales, count stock and fill out forms with zero bars of signal. CASI+ safely holds every change on the device until your rep pushes it up in Sync Manager — so the numbers everyone sees always match what really happened on the ground.
01Works fully offline — no signal required
02Upload changes with one tap in Sync Manager
03Check-in with GPS and a selfie you can trust
04Never lose a record to a bad connection
