When a sales network needs dedicated software
Running a network of agents or field sales reps means coordinating visits, orders, signature collection, document checks, reporting and, increasingly, anti-money-laundering or GDPR obligations. Once the network grows past 10 to 15 agents, spreadsheets and email start showing their limits.
Sales network software centralises each agent's activity, territory trends, order statuses and collected paperwork in one system. The sales director gets real-time visibility of what's happening; the agent gets a tool that makes life easier instead of slowing them down.
Docura is built for sales leadership that wants to go from "calling agents to find out what they did" to "seeing on a dashboard what every agent is doing right now".
Visit planning and agent activities
Every agent opens the app in the morning and sees their planned day: customers to visit, the optimal route order, visit objectives, materials to bring, documents to collect.
Plans can be created by the agent or assigned by the area manager. The system suggests route optimisations, avoids overlaps and remembers the periodic visits owed to key accounts.
Orders, contracts and digital signatures
During the visit, the agent fills in the order directly in the app, checks warehouse availability in real time, and collects the customer's signature on a tablet or smartphone. The order lands straight in your management system, with no more paper forms and no manual retyping at the office.
The same flow applies to contracts, mandates, privacy forms and quote acceptances. All signed paperwork is automatically filed in the customer record, with legal validity.
Real-time sales KPIs
Leadership sees an always-up-to-date dashboard: visits done vs planned per agent, orders by territory, average ticket, conversion rate, customer coverage, performance vs budget. All the numbers you need for fast, focused decisions.
Compare performance per agent, identify best practices worth spreading, catch early dips. Your sales network becomes measurable, optimisable, scalable.
