CRM’s a mess? Reps are lost?
There’s an app for that.

Field sales software (also known as field sales management software) is designed to help outside sales teams manage customer relationships, track sales activities, and close deals more effectively while working in the field. Modern field sales management software combines CRM capabilities, mobile functionality, and AI features to help sales representatives work more efficiently during customer visits and helps managers track team performance in real-time.

Our AI-powered field sales management software increases revenue by automating routine tasks, providing real-time customer insights, and optimizing the sales process. Before every meeting, it automatically researches customers by analyzing company news and industry trends to provide sales reps with relevant talking points and opportunities. The AI also analyzes historical customer data to predict buying patterns, suggests the next best actions for sales reps, automates follow-ups, and helps prioritize leads most likely to convert.

Yes, our modern field sales software is designed to integrate with popular CRM platforms like Salesforce, HubSpot, and Microsoft Dynamics. These integrations allow for seamless data flow between systems, ensuring that customer information, sales activities, and analytics are always synchronized and up-to-date across platforms.

Essential features for field sales software include:

• Mobile-first design for easy field access
• Real-time synchronization of data
• Customer interaction tracking
• Route optimization for field visits
• Integration with major CRM platforms
• Automated reporting and analytics
• Offline functionality
• Quote generation tools
• Meeting scheduling capabilities
• GPS tracking and territory management
• Document management system
• Mobile payment processing

Field sales automation is a key component of modern field sales management software that streamlines and digitizes manual sales processes. It uses AI and smart workflows to automate repetitive tasks such as data entry, meeting scheduling, route planning, and follow-up communications. Field sales automation software helps outside sales teams focus on high-value activities by automatically capturing customer interactions, generating quotes, synchronizing data across platforms, and providing real-time updates to CRM systems. The automation capabilities in field sales software are particularly valuable for large sales teams managing multiple territories and complex customer relationships.

While traditional CRM systems focus on managing customer relationships from a desktop environment, field sales software is specifically designed for mobile use by outside sales teams. Field sales software includes features like GPS tracking, route optimization, offline access, and mobile-optimized interfaces that traditional CRMs may lack. Many organizations use field sales software as a mobile-friendly extension of their existing CRM.