Description
CASI is a comprehensive multi-tenant field operations management platform designed for companies with distributed teams such as merchandisers, promoters, and coordinators who visit retail stores to perform sales reporting, inventory checks, price surveys, and other essential field tasks. The system offers a powerful admin panel, flexible user and role management, advanced store and product handling features, and precise geo-attendance tracking with photo validation to ensure accurate and transparent field monitoring. It also includes smart scheduling, digital timekeeping, performance metrics, and a robust offline sync engine that allows mobile users to work reliably even without an active internet connection. With capabilities such as custom form creation, real-time notifications, streamlined import/export tools, and structured reporting, CASI enables organizations to optimize workflows across supervisors, coordinators, merchandisers, analysts, and client users—ensuring smooth operations, clear visibility, and improved productivity across all levels of the field organization.
Get a Quote
✨ Key Features
🏢 Multi-Tenancy
- Client-based tenancy with complete data isolation
- Users can belong to multiple clients
- Slug-based routing for clean URLs
- Super admin access across all tenants
👥 User & Role Management
- Hierarchical user structure (Supervisors → Coordinators → Merchandisers)
- Role-based access control with Filament Shield
- User profiles with avatars
- Multi-device token management
🏪 Store Management
- Store profiles with geo-coordinates
- Region-based organization
- Dealer grouping
- Store-specific product assignments (Carried SKUs)
- Distance-based attendance validation
📦 Product Catalog
- Products with client/competitor designation
- Product Categories (with import/export)
- Product Brands (with import/export)
- Product Classifications (with import/export)
- Serial number tracking
- Barcode support
- Carried SKUs per store
📍 Geo-Attendance Tracking
- GPS-based check-in/check-out
- Photo verification (clock-in/clock-out images)
- Distance validation (configurable radius)
- Break time tracking
- Active check-in detection
- Offline support with sync
📅 Schedule Management
- Recurring weekly schedule patterns
- Auto-generation of daily schedules
- Multiple store assignments per schedule
- Schedule change requests with approval workflow
- Cancellation requests
- Deviation tracking
- REST days configuration
⏰ Time & Attendance
- Digital timesheets
- Leave management with approval workflow
- Multiple leave types (Sick, Vacation, Emergency, etc.)
- Overtime requests with approval workflow
- Holiday calendar
- Supervisor approval system
💰 Sales & Performance
- Sales recording with receipt proof
- Sales targets (monthly/weekly goals)
- Product serial number capture
- Real-time performance metrics
- Sales dashboard with charts
- Export to Excel/CSV
📊 Inventory Management
- Real-time inventory counts
- Stock level tracking per store
- Inventory transaction history
- Current stock updates
- Max capacity tracking
📋 Custom Forms Builder
- Dynamic form creation
- 15+ field types:
- Text, Number, Date, Time
- Select (single/multiple)
- File uploads
- Camera capture
- Store selector
- Product selector
- SKU selector (store-specific)
- Signature
- Location
- Role-based report access
- JSON-based submission storage
- Export capabilities
- Mobile app integration
📤 Import/Export
- Bulk import via CSV/Excel
- Smart duplicate detection
- Tenant-aware imports
- Export with filters
- Available for:
- Product Categories
- Product Brands
- Product Classifications
- Dealers
- Regions
- Custom report submissions
🔄 Offline Sync System
- Complete data sync for offline mobile apps (27 tables)
- Incremental updates with timestamps
- Optimized for mobile bandwidth
- Schema API for mobile database setup
- Supports:
- Master data (clients, users, roles, stores)
- Product catalog (categories, brands, products, SKUs)
- Transactions (sales, inventory, price surveys)
- Schedules and assignments
- Attendance records
- Custom forms and submissions
- Announcements
💵 Price Surveys
- Competitor price tracking
- Store-specific pricing
- Historical price data
- Comparison analytics
🔔 Push Notifications
- Firebase Cloud Messaging (FCM) integration
- Real-time notifications for:
- Leave approvals/rejections
- Overtime approvals/rejections
- Schedule changes
- Announcements
- Badge count management (iOS)
- High-priority notifications
- Multi-device support
🗺️ Geographic Organization
- Regions (geographic territories)
- Dealers (store ownership/management)
- Store location mapping with Leaflet.js
- Distance calculations
- Location-based filtering