Best Field Sales Software for Windows of 2026

Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.

Now Commerce is a web-based B2B eCommerce portal seamlessly integrated with QuickBooks. It empowers wholesalers, manufacturers, and distributors to efficiently manage orders from their wholesale customers through a single, intuitive dashboard. As orders are received, they are automatically synchronized with QuickBooks, eliminating the burden of manual order entry. Compatible with both QuickBooks Desktop and QuickBooks Online. Now Commerce offers flexible modules that can be used independently or combined to craft a tailored B2B eCommerce solution. B2B CUSTOMER PORTAL - Allow your wholesale customers to conveniently place orders online. SALES REP PORTAL - Let your sales representatives enter orders online for their designated accounts and deliver exceptional customer service from any location. SHIPMENTS MANAGER - Efficiently dispatch shipment requests from QuickBooks to your 3PL provider or in-house shipping software, while also recording confirmations of completed shipments.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

Knockio, an innovative canvassing software and field sales management tool, empowers sales teams by allowing them to optimize their door-to–door sales operations. It offers a wide range of features that are designed to increase productivity and streamline workflows. Lead Management and Generation: Capture and organize leads easily, ensuring no opportunity is lost during outreach efforts. Route Optimization: Plan efficient routes to reduce travel time for field representatives and increase the number of leads they visit per day. Real-Time Data Tracking : Monitor sales performance in real-time and track customer interactions, allowing quick adjustments and data driven decision-making. Automated Follow Ups: Simplify your follow-up process by automating reminders and notifications. This will ensure timely communication with potential customers. Performance Analytics: Use insightful analytics to evaluate the performance of your sales team, identify trends and refine strategies.

Sales Buzz is a 360° Mobile Sales Force Automation System, that works via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to increase revenue, improve data insights and enhance customer service A technique of using software to automate the business tasks of salesmen, including journey planning, contact management, order processing & invoicing, inventory control, tracking and customer management. Sales Buzz objectives includes, increasing control on Sales Team, Merchandisers, Deliverymen and Collectors. It improves efficiency. It also automates repetitive tasks, there is scope for reducing errors significantly, creating better working schedules, and enabling faster access to information. It provides exclusive insights that can help the sales representatives and sales managers create a strategy that will increase their sales reach in the future. It optimizes use of current assets and resources. It automatically gathers and processes data to extract actionable insights to help businesses make informed decisions.

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

ForceManager’s CRM solution is specifically crafted for sales representatives, designed with their needs and priorities at the forefront. The primary objective of ForceManager is to streamline the tasks of sales reps, enabling them to concentrate on what truly matters: closing deals and nurturing client relationships. As a top-tier CRM, ForceManager offers a comprehensive WebApp that accommodates various work environments, whether at home, in the office, or out in the field. The effectiveness of this solution can be attributed to its intuitive design, integrated geolocation capabilities, and impressive user adoption levels. Based in Barcelona, Spain, ForceManager has expanded its reach with international offices in cities such as London, Berlin, Venice, Mexico City, Madrid, Bogota, and Boston. With a dedicated team of over 100 employees, we proudly support a diverse customer base of 1,500 clients around the globe, ensuring they have the tools needed for success.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

Onsight is an all-encompassing collection of mobile sales tools designed with the needs of manufacturers, wholesalers, and distributors in mind. With its adaptable interface and user-friendly design, Maxxor Business Solutions enhances sales efficiency by streamlining the ordering process. Accessible on iPads, Windows tablets, and Android devices, Onsight empowers sales representatives to efficiently handle client data, showcase the latest products to clients, and swiftly generate quotes and orders, all while being offline or traveling. This mobile solution not only supports sales reps in their daily tasks but also significantly boosts productivity and customer satisfaction.

allGeo is a cloud-based platform that allows mobile workforce management in a variety of industries, including construction, trade, healthcare, and facility management. The platform integrates with ERP, CRM, Payroll and Payroll systems and offers a range of tools that can all be customized to suit different use cases. allGeo's features include the following: -Complex Time Tracking -GPS Tracking -Field Data Collection - Electronic Visit Verification -Lone worker safety -Mileage tracking -Geofenced Time tracking

Our innovative door-to-door sales tracking software is designed to help you achieve your targets. Whether your aim is to enhance the productivity of your field service representatives or boost the sales performance of your door-to-door teams, Door To Door CRM™ provides essential tools that empower your field reps to excel. Management-Ware's Door To Door CRM™ is a user-friendly application tailored for organizations with mobile sales teams and technicians, enabling effective monitoring of their activities. By utilizing the right sales tracking software, representatives can optimize their time focusing on their primary strength: closing deals! This software not only offers a competitive advantage but also prevents the common issue of losing potential leads due to a lack of tracking tools. It’s important to understand that missed opportunities are not a result of negligence but stem from insufficient resources. Equip your sales reps with the necessary tools for success! With features that allow real-time tracking of their locations on maps, you'll never lose sight of your sales representatives in the field again. Ultimately, investing in this software can lead to greater sales efficiency and overall organizational success.

Dynamics Mobile offers a versatile range of mobile business applications that can either integrate seamlessly with Microsoft Dynamics or function independently, thereby enhancing ERP features for mobile devices in both offline and online environments, which allows field teams to gather and manage data from any location. This platform provides both pre-built and tailored mobile solutions catering to various needs such as field sales, service operations, warehouse logistics, fleet management, approvals, route optimization, and customer interaction portals, with specific functionalities designed for managing sales orders, deliveries, inventory control, payment processing, task organization, and asset management that are synchronized with back-end systems. Furthermore, administrators have the capability to register and oversee mobile users and IoT devices, organize them by division or channel, and track real-time transactions and fleet performance, utilizing comprehensive reporting and analytics features that include heat maps and insights into route compliance, thereby enhancing operational efficiency. The adaptability and extensive features of Dynamics Mobile make it an essential tool for businesses looking to optimize field operations and improve overall productivity.

The proven Solid Route Accounting transforms popular ERP systems into a fully automated route accounting system designed specifically for the distribution industry. Solid Route Accounting provides mobile invoicing, customer order entry and inventory control. In use by field sales, direct store distribution and van sales, it streamlines the mobile portion of your business into one seamless system with your ERP system. By operating from today’s Android and iOS devices, your business gains in these areas: - Mobile sales staff move through customer sites up to twice as fast because of accurately priced and professionally printed customer orders and optional barcode scanning. - Accounting time is reduced by up to 90% because accounting staff no longer re-enter transactions while accounts receivable statements are up to date. - Mobile inventory is tracked accurately and automatically so that fill rates are higher and shrinkage is much smaller. - Managers can easily understand where mobile sales staff has stopped, who has produced sales, and what products have been sold. In short, management reporting is significantly improved. Solid Route Accounting takes care of your business so you can take care of your customers.

Enhance your healthcare professional (HCP) engagements and streamline your commercial processes using a comprehensive Super App designed for edetailing and closed-loop marketing, covering everything from content distribution and sample management to compliant, multi-channel communication. By closing the feedback loop in both marketing and sales efforts, you can significantly boost operational effectiveness. This all-encompassing solution empowers you to implement your strategic initiatives. Improve your interactions with HCPs and foster deeper customer connections through customized, targeted content. With cutting-edge technology available at your fingertips—whether you’re at home, in the office, or on the move—you can seamlessly integrate your commercial operations. Pitcher provides various pathways and functionalities, specifically tailored to meet the unique needs and demands of commercial representatives, medical science liaisons (MSLs), or key account managers (KAMs), ensuring that each role is supported effectively. The flexibility offered by this Super App positions you to adapt and thrive in an ever-evolving market landscape.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

Monitor and oversee your workforce through real-time location tracking capabilities. Manage product stock levels and gain detailed insights based on sales performance. Facilitate communication and collaboration among team members for effective project completion. Track and add expense reimbursements instantly, ensuring efficient financial management. Users have the flexibility to fill out forms once or multiple times, with the ability to capture the location of each submission. The Field Force Connect application empowers you to oversee employee check-ins, checkouts, and attendance from any location at any time. Leads refer to the information collected about individuals or representatives of organizations. Additionally, Field Force Connect enables the creation of a structured roster plan for employees, allowing for task assignments and alignment of workflows. This application is particularly suited for the manufacturing sector, as it supports Field Officers, delivery personnel, and managers, optimizing processes such as sales order placements, delivery confirmations, and product movement while benefiting the entire organization. With these features, businesses can enhance productivity and streamline operations.

Maximize the performance of your sales team effortlessly with Twib, where tasks can be accomplished with a single click. To learn more about boosting your revenue, check out the video. You can effectively monitor time spent at various locations and track employee whereabouts using GPS features, including check-ins accompanied by images. Gain complete visibility and management over sales expenses, while efficiently recording representatives' journeys and the distances they cover. Employees can simply enable location services within the app, allowing their movements to be logged automatically. Twib, a GPS sales tracking application, helps the organization calculate the total kilometers driven by each employee, in addition to mapping their routes and marking starting and ending points. Remember, both internet access and device location must be enabled for optimal functionality. This GPS-enabled app will not only display all routes taken by employees but also enhance operational efficiency across the board. With these insights, companies can make informed decisions to streamline their sales processes.

Regardless of the sector you operate in, the success of personnel in that area hinges on their ability to swiftly and seamlessly access comprehensive customer and product data. This vital information must be available on all mobile platforms, such as smartphones, tablets, and laptops. Nomalys provides a ready-to-use mobile application designed to enhance the utilization of customer and prospect information. Our goal is to empower your workforce to work more effectively by ensuring they can communicate relevant insights to both management and team members in real time. The Nomalys mobile app is not only straightforward to set up and use but also integrates your business applications, including CRM, ERP, and EDM, with mobile devices in just a few clicks. With its distinct and user-friendly interface, customer and prospect data can be accessed freely and updated instantly by field employees. The ultimate aim is to deepen customer understanding and streamline the prospecting process, thereby driving overall business growth and efficiency. By embracing this technology, organizations can significantly enhance their operational capabilities and responsiveness in a competitive market.

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

Kothay provides an all-in-one solution for managing and optimizing sales teams, particularly for delivery companies, distributors, and field service organizations. The software allows businesses to monitor staff performance through GPS tracking and detailed analytics, boosting productivity and delivery efficiency. Kothay also simplifies sales processes with tools for managing orders, tracking sales returns, and collecting offline orders, all within a customizable zone and territory management system. With its easy-to-use mobile app and comprehensive reporting features, Kothay helps businesses drive growth and improve overall sales performance.

NomoHub serves as a comprehensive field sales platform that consolidates the functionality of as many as ten separate tools, enabling solar and roofing enterprises to simplify their operations, enhance deal closures, and unlock their maximum revenue capabilities. By utilizing NomoHub, your business is positioned to elevate its goals, secure additional contracts, and optimize its income streams. This platform provides an array of sales functionalities, including Storm data, Canvassing, Team Tracking, Rapid Estimates, Measurements, Appointments, Photos with Annotations, Proposals, and Signatures, thereby centralizing all essential tools in a single location for greater efficiency and productivity. Additionally, the unified approach of NomoHub ensures that teams can collaborate seamlessly, driving overall success in a competitive market.

Looking for a comprehensive mobile solution for sales, delivery, and route accounting? jLAN Mobile offers a tailored system that feels custom-built for your business. Our software simplifies the processes of pre-sales, route accounting, and direct store delivery, making them easier to oversee. With effortless integration into most ERP systems, you won't face significant challenges in adopting our platform. Customizations designed for specific industries allow you to adapt the software to fit your unique requirements. jLAN Mobile delivers solutions for route accounting, mobile sales, direct store delivery, and full-service sales for field agents. Our primary goal is to empower businesses and their field sales teams, ensuring they stay agile, productive, and, importantly, fulfilled in their roles. Pre-sales representatives are often on the move, making numerous customer visits each day. With jLAN Mobile, your representatives can efficiently respond to customer needs and increase sales calls, benefiting from real-time inventory insights, customer information, and historical order details. This efficiency not only enhances sales performance but also fosters stronger customer relationships.