Field Sales CRM
Equip your on-ground team to sell more per day — mobile CRM, GPS check-ins, beat plans and orders captured right at the customer, working offline and syncing back the moment there is signal.
The whole CRM in the rep's pocket, at the customer's door
Field sales reps spend the day on the road: a planned beat of visits, meetings at the customer's premises, orders taken on the spot. A desktop CRM they update that evening — if at all — means managers are always a day behind.
Here the full CRM runs on the rep's phone. Check-ins are geo-stamped at the customer, the day's beat is planned in the app, orders are captured on site, and everything syncs back the moment there is signal — so the office sees the field as it happens.
Explore Customer Relationship Management →- ✓ Full mobile CRM on the rep's phone
- ✓ GPS check-in stamped at the customer
- ✓ Beat and route plans for each day
- ✓ Orders captured on site, at the visit
- ✓ Works offline and syncs when back online
- ✓ Managers see field activity live
Everything a field rep gets
Mobile CRM
The accounts, contacts and deals a rep needs, in a mobile app built for one-handed use on the move.
Geo check-in
Visits are stamped with location and time at the customer, so activity is verifiable, not claimed.
Beat planning
Plan the day's route and visit list in the app, so reps cover the territory efficiently.
On-site orders
Capture the order at the customer, priced from the catalogue, without a trip back to the office.
Offline mode
Keep working with no signal; everything syncs back automatically when the rep reconnects.
Live field visibility
Managers see check-ins, visits and orders as they happen, not a day later.
What a field rep runs their day on
Visits planned
The beat for the day — which customers to see and in what order.
Check-ins done
Geo-stamped visits completed, so coverage is tracked against the plan.
Orders booked
Orders captured on site today, priced and synced to the office.
Next visit
Where to go next and the history of the account before the rep walks in.
How the agent works with field activity
The Flow-Cognition Agent runs a real loop on your field activity data — grounded in your records, governed and logged.
Sense
Reads the beat plan, check-ins, visit history and orders from the field.
Decide
Decides which accounts to prioritise and the best route for the day.
Act
Suggests the next visit and logs the activity — grounded and governed.
Field-level permissions · every AI action logged in the audit trail. See the AI layer →
How a field rep works a day
Plan the beat
Lay out the day's visits and route in the app.
Travel & check in
Arrive and check in — stamped with location and time.
Pitch & take the order
Sell and capture the order on site, priced from the catalogue.
Sync to the office
Everything syncs back the moment there is signal.
Where field teams put it to work
Distribution & FMCG beats
Reps cover a planned route of outlets, taking orders on the spot each visit.
Dealer & channel visits
Field teams manage dealers and partners with check-ins and history on the move.
Field sales & service
Combined sell-and-service teams log visits and orders against the account on site.
The payoff
More visits per day
Beat planning and mobile capture cut the dead time between stops.
Verified activity
Geo-stamped check-ins mean visits are confirmed, not just reported.
No evening data entry
Orders and visits are captured on site, so nothing waits for the office.
Managers in the loop
Live field visibility replaces a day-late picture of the territory.
Questions, answered
Yes. The full field workflow — accounts, visits, check-ins and orders — runs in a mobile app built for use on the move.
Check-ins are stamped with location and time at the customer, so managers see confirmed activity rather than self-reported visits.
Yes. Offline mode lets reps keep working with no connection, and everything syncs back automatically once they reconnect.
Yes. Orders are captured at the visit, priced from the product catalogue, and synced to the office without a trip back.
Check-ins, visits and orders appear live, so managers see the state of the territory as it happens rather than a day later.
Related capabilities
See Field Sales in your workflow
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