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Field Sales + Business Intelligence — One System

The CRM that
already knows
your numbers.

Field sales and business intelligence in one system, driven by your live system data and built around your operation. Most CRMs only know what your reps type in — QuoVio starts with every invoice you've ever raised. Reps log visits, and the money side takes care of itself.

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The Difference

Business intelligence and customer management in one system.

No other product we've found combines a field-rep daily workflow on your full invoice history, BI and forecasting on the same data, prospect-to-accounts auto-reconciliation, Australian data residency, and a build shaped to your operation.

01
No double entry. Ever.
Your accounts and your CRM are the same system. Your accounting data syncs in nightly, so reps log visits and the money side takes care of itself. Win a prospect and it reconciles onto its customer record in your accounts automatically. Nothing keyed twice, nothing drifting out of date.
02
Decisions from real data.
Visit prep, account health, and pipeline value come from your full invoice history, not what a rep remembered to type in. Ask a question in plain English and get an answer from the actual numbers, with forecasting and automated reports underneath. Your reps walk into every visit knowing exactly what that customer buys, and what they've stopped buying.
03
Built around your business.
This is not off-the-shelf software with a settings page. We audit your data, build your reports, shape the workflows to how your team actually operates, and train them on site. If your data lives outside your accounting system, in retailer paperwork or a bespoke system, we build the ingestion too.
Field Sales CRM

Built for the rep on the road. Fed by every invoice you've raised.

Every visit captured, every prospect tracked, every account's history on hand — in production and in daily use at our first customer, a regional food producer. New reps inherit the full history of every account, not a handover chat.

My Day
A rep opens one screen in the morning and knows their numbers, their focus, their overdue actions, and which customers are quietly declining. The day starts with a plan, not a spreadsheet dig.
My Day rep dashboard — KPI tiles for visits, prospects and sales, a daily focus card listing at-risk accounts, the planned route, and an open-actions list.
Customer 360
One screen per customer: 12-month trend, order pattern, visit cadence, account rank, top lines, open actions. Replaces the pre-visit spreadsheet dig — every number computed from real invoice history, not manual entry.
Customer 360 single-account view — sales year-to-date, year-on-year trend, average order, days since last order and visit, plus an automated visit-prep summary.
Prospect Pipeline Board
See every deal, its stage, its dollar value, and who owns it on one board. Nothing lives in a rep's head or a lost notebook — and when a prospect becomes a customer, their pipeline history and invoice history become one record automatically. No re-keying, no duplicate accounts.
New → Contacted → Sampled → Quoted → Won — with count and dollar rollups at every stage.
Manage Prospects pipeline board — prospects arranged in New, Contacted, Sampled, Quoted and Won columns, each with estimated annual value and a header showing active prospects, total pipeline value and average days to win.
Trip Planner
Plan the week on a Monday-to-Friday board. Overdue visits surface themselves, whole days reschedule in one move, and the plan exports to Excel. Addresses geocode themselves the moment they're entered.
Visit Prep
Walk in knowing what moved: talking points plus every product up or down more than 10% in the last four weeks, per customer. Every visit is logged with follow-up actions and due dates, so nothing slips.
The Engine Underneath

QuoVio knows everything your accounts know, delivering business intelligence that's normally only accessible to large companies.

The same data that preps your reps powers a full intelligence layer — plain-English answers, automated reporting, profitability, and forecasting. One system, one set of numbers, no analyst required.

Never out of date, never uploaded
Every answer, report, and forecast runs on your full invoice history, synced from your accounting system every night and reconciled to the cent. Nobody exports anything, nobody uploads anything, and nothing drifts.
Invoices
Synced
Credit notes
Synced
Contacts
Synced
Ask in plain English
No analyst, no pivot tables. Ask a question the way you'd ask a person, and get an answer from your actual invoices — the same numbers your reps work from.
"Who stopped ordering in the last 60 days?" — answered from your real invoice history, in seconds.
Product & Customer Profitability
Drill from total revenue down to contribution margin per product, per customer, per channel — without a single spreadsheet formula or pivot table.
Reports that write themselves
The monthly reporting an analyst would do, delivered without hiring one — customer insights, top 10s, profitability, and rep KPIs, in role-appropriate variants. Board-ready PowerPoint in your own branding, one click.
Trend & Anomaly Detection
QuoVio flags when something has changed — a customer buying less, a margin shifting, a cost creeping up — before it shows up in your end-of-quarter numbers.
The Process

Connect your accounts once. The rest takes care of itself.

No exports, no uploads, no data team. Your CRM and your accounts become the same system — kept in step every night, automatically.

01
Connect your accounts once
A secure connection, set up in minutes during your build. Nothing to export, nothing to install, and nobody in your team ever uploads a file.
02
Your data flows in nightly
Invoices, credit notes, and contacts sync automatically every night — reconciled to the cent against your own reports. What your accounts know, QuoVio knows, every morning.
03
Your team works from real numbers
Reps open My Day and go. Visit prep, account health, and pipeline value come from your full invoice history — not what someone remembered to type in.
04
Win a prospect, and it reconciles itself
When a prospect becomes a customer, their pipeline history and their invoice history become one record automatically. No re-keying, no duplicate accounts, nothing drifting out of date.
My Day — this morning
Overnight sync complete — invoices, credit notes, and contacts up to date as of 1:00am. Reconciled to the cent.
Account quietly declining — orders down 32% over 8 weeks at a top-20 customer. Flagged for this week's trip plan.
Reorder overdue — usual gap 21 days, last order 34 days ago. Visit Prep updated with 4-week product movers.
Prospect won yesterday — matched to its new customer record in your accounts automatically. One account, full history, zero re-keying.
Which accounting system?
Xero, MYOB, QuickBooks, and other systems come in integrated as part of our onboarding process. And if your data lives in retailer paperwork or a bespoke system, we build the ingestion as part of your build. See how we build around your business.
Implementation & Consulting

Built around your business. Not the other way round.

This is not off-the-shelf software with a settings page. We audit your data, build your reports, shape the workflows to how your team actually operates, and train them on site. If your data lives outside your accounting system, in retailer paperwork or a bespoke system, we build the ingestion too.

01
Custom Data Ingestion
Your data doesn't have to live in your accounting system. Retailer purchase orders, bespoke systems, non-standard exports — we build the pipe, and it lands in the same platform your reps and reports run on.
Any source, one system
02
Custom Reports & Dashboards
Reports built to your workflow and your questions, not a template gallery. Every report at our first customer was configured to their products, their stockists, and their reporting needs.
Your questions, answered
03
Workflow Automation
The system fits how your team actually operates, not the other way round. The entire CRM stage at our first customer was scoped from ride-alongs with their rep — then built.
Scoped from the field
04
On-Site Training & Iteration
We train your team in person, then keep shaping the system after go-live. Not a help centre and a wish of good luck — a build that keeps fitting as your operation changes.
In person, then ongoing
A bespoke build, in practice
For one customer we turned a major national retailer's own purchase-order paperwork into store-level volume intelligence.

Store-by-store, product-by-product volume the retailer's own portal never showed them — built as part of their implementation, running inside the same platform as their CRM and reports. That's what "built around your business" means.

Measured Outcomes

What changes when your CRM runs on real numbers.

0
Invoices your reps key in twice. Ever.
0
Nights a year your data syncs itself — reconciled to the cent
0mo
Of sales history behind every customer screen and visit prep
0
System your whole team works from — reps, managers, owner
Intelligence Engine

A forecasting model built for the way real businesses operate.

The same engine that preps your reps plans your ordering. QuoVio doesn't use simple year-on-year comparisons — the forecasting engine layers trend analysis, seasonality, and statistical confidence into every projection, so you know exactly which numbers to act on.

01
Data Evaluation
A rolling 12-month history is divided into up to 26 equal time buckets, matching your forecast window length. This gives the model a rich and proportionate view of how demand has evolved over time — far more signal than a simple snapshot.
Up to 26 time buckets
02
Linear Regression
Linear regression is run across all time buckets to identify the true underlying trend rate for each product — smoothing out one-off spikes and delivering far more predictive power than a simple year-on-year comparison.
Trend rate per product
03
Seasonality Layer
Seasonality is layered on top by comparing the same forecast window across prior years. A blending mechanism prevents the seasonal factor from over-amplifying or suppressing the trend when the two signals conflict.
Prior-year blending
04
R² Confidence Score
Each product carries an R² confidence score — a statistical measure of how consistently the trend fits the historical data. Planners instantly know which numbers to act on and which warrant a closer look before committing.
Statistical confidence per SKU
Data Residency & Security

Your data stays in Australia.

We're an Australian company, and every piece of your data lives on infrastructure in Sydney. Not routed offshore, not "region-flexible" — in Australia, full stop.

Australian data residency
All infrastructure is hosted in Sydney. Your invoices, your customers, and your pipeline never leave the country.
Australian Privacy Act alignment
We work aligned with the Australian Privacy Act. Your data is separated from every other customer's, it's yours, and if you ever leave, it goes with you.
Modern security practice
HTTPS-only, encrypted connections, role-based access — reps see a rep's view, the owner sees everything.
Get Started

Know where you stand.
See where you're going.

Book a 30-minute call. We'll connect to your data and show you your own customers, your own pipeline, and your own numbers inside QuoVio — before you commit to anything.

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