Part of RPM VIP System · Canada

Cannabis CRM built around the store visit.

Give your Canadian cannabis sales team a clearer view of every retailer account. RPM connects store information, call objectives, visit notes and follow-up so territory managers can prepare for each conversation and commercial leaders can see what happened in the field.

Book a focused demo ↗Explore the complete call summary ↓

Inside the CRM · Territory Manager call summary

One complete store view. Clear next actions.

Two views of the same call summary bring store activity, objectives and follow-up together. Follow the numbered callouts to explore each capability.

01Prepare and follow through

Call summary · upper view
  1. Store

    Start with the store context

    Keep account details and store information in view before the next conversation.

  2. Calls

    Record all sales interactions

    Review recorded calls, activity against targets and the next scheduled call in one place.

  3. Objectives

    Track objectives and follow-through

    See recently completed objectives alongside pending actions for the store.

02Capture the detail that matters

Call summary · continued
  1. Samples delivered

    Track samples delivered

    Review the store’s sample history, including products, quantities and delivery dates.

  2. Contacts missing details

    Identify contact information gaps

    Spot retailer contacts with missing email or phone details so the team can follow up.

  3. Meeting notes quality

    Capture useful meeting context

    Review note-quality prompts that encourage clearer detail for the next conversation.

  4. Profit Planner

    Connect to commercial planning

    Open Profit Planner directly from the store’s call summary.

A client’s perspective on CRM

We reviewed several CRM products including the BIG one and determined that RPM420 was the obvious choice for seamlessly integrating into our Cannabis field sales model. We made the right choice!

Iian McKelvieDirector of Sales · SNDL

Built for the work behind retail performance.

Prepare every retailer conversation

A useful cannabis CRM starts with the realities of store coverage. Territory managers need account details, contact information, a clear call cadence and objectives they can act on. RPM brings those elements into a store view that supports preparation before a visit and follow-up afterwards.

Capture activity with context

Record objectives, samples delivered and meeting notes alongside the retailer account. Contact gaps and meeting-note quality help teams spot missing information. This gives managers more context than a simple count of completed calls when reviewing field activity.

Connect account management to execution

CRM is one module within RPM VIP System. The wider platform includes Route GPS, Content Hub, Profit Planner, inventory management and Opportunity Score. In a demonstration, we can walk through which capabilities fit your current process and where the team needs better visibility.

Evaluate it against your actual workflow

Bring a typical territory, store visit and reporting requirement to your demo. Review how your team prepares, records activity and decides on the next action. We will discuss the account information, users and operating model involved before defining an implementation scope.

Questions to help you evaluate the fit.

Who is this cannabis CRM designed for?

Cannabis brands and manufacturers whose sales teams manage retailer relationships and store visits. The focus is field-team preparation, accountability and commercial visibility.

Is this a dispensary point-of-sale system?

The CRM supports brand-side retailer account management and field sales. It is not a dispensary checkout or consumer transaction system.

Can we discuss our existing tools and data?

Yes. Bring your current tools and data requirements to the demo so we can assess fit. Any migration or integration requirements need to be reviewed before a scope is agreed.

Do we need the whole VIP System to improve activation?

The right starting point depends on your needs. VIP Execution offers a CRM-free approach to field execution, while VIP Launch Pad focuses on retail activation and education.

From your priorities to a practical demonstration

See how it fits your team.

Tell us about your stores, field workflow and current priorities. We’ll focus the conversation on the capabilities relevant to your business.

Book a private demo ↗

Explore the connected capabilities.