Alternatives to FieldMax

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.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Aleran’s Connected Commerce Platform is a cloud-based and fully composable platform that delivers seamless and flexible commerce and order management solutions for manufacturers, wholesalers/distributors, and sales organizations. It provides solutions for B2B/B2C E-Commerce, Marketplaces, Headless Commerce, Sales Order Management, and Catalog Management.

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.

Spring serves as a centralized hub for sales representatives, allowing them to view their daily tasks all in one place. Our platform empowers sales agents to effectively connect with clients by offering comprehensive insights into customer accounts, the latest promotions, and real-time performance metrics. Sales reps can easily track their daily agendas, communicate with their internal teams, and access essential customer information while they are in the field. During store visits, they are equipped with everything necessary to address customer needs, including details about ongoing promotions and key sales priorities that must be addressed. Furthermore, they have access to historical account interactions, current initiatives, and a variety of sales resources to enhance their engagement and productivity. This comprehensive approach ensures that sales representatives are well-prepared and informed during each client interaction.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

We empower small retail brands and manufacturers in Bharat to transition to the digital landscape with our completely FREE all-in-one business software. Receive real-time notifications when orders come in from your sales team or directly from stores, and manage these orders effortlessly from your mobile device. You can accept and oversee deliveries right through the app, and even delegate tasks to delivery personnel while generating automated van loading summaries. After an order is fulfilled, share professional GST invoices with buyers, either manually or automatically. Maintain centralized control over your product data and pricing strategies, allowing for varied pricing arrangements for different partners. Build a comprehensive directory of retailers, distributors, and wholesalers, complete with tailored profiles to assist in sales planning. Keep an eye on your product visibility and shelf presence, while remotely managing visual merchandising and brand signage to ensure effective retail execution. Equip your field teams with tools to gather competitor insights, market data, product feedback, and conduct surveys using custom forms tailored to your needs, enhancing overall operational efficiency. This comprehensive approach not only streamlines your processes but also strengthens your market position.

Inzant Sales is a mobile platform that allows wholesalers to sell. Inzant Sales offers a range of services, including the ability to present stock, place orders and manage their CRM. It also allows sales reps to map clients geographically. Inzant is based in NSW (Australia) and works closely with clients to ensure a smooth rollout. The platform can integrate with any major ERP and accounting software, which streamlines the entire sales process. Reps can easily present your entire product line at the touch of one button. The integration between the platform with your back-office programs reduces administrative time and minimizes paperwork. Automating the repetitive aspects of wholesale sales allows you to concentrate on what's important to your business, instead of being bogged down in paperwork and reporting.

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.

SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams. It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system. Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders. Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories. Core features: - B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows - Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet access - Native QuickBooks Online sync — field orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo, Pepperi and multi-tool stacks.

Boost your sales by enhancing the efficiency of your order management and expediting how products are showcased. Our web-based platform allows seamless oversight of customers, products, and orders, with customizable filters tailored for each sales representative. Additionally, our nVision Mobile app for iPad offers flexibility for use anytime and anywhere, even without an internet connection. We provide support for various file formats including XLS, CSV, and XML, and offer integrations with partners such as Microsoft and QuickBooks. Handling your data is straightforward on our open platform, allowing you to easily import and export information about customers, products, and orders. Product information like inventory levels, pricing, and images are consistently updated, and you can introduce new items daily. Products can be showcased quickly and effectively, organized by attributes like color, size, and model number for enhanced visibility. Each customer profile includes a comprehensive history of orders and visits, providing valuable insights before customer meetings. Furthermore, you can utilize the app's camera feature to upload images of store displays or damaged items, facilitating better communication and record-keeping. This all-encompassing approach ensures that your sales team is always equipped with the latest information and tools to succeed.

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.

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.

Enable your customers or sales representatives to place orders directly from their personal devices with OrderShark, a user-friendly white-labeled app available in major app stores tailored for your business needs. This efficient interface, compatible with both iOS and Android, allows for swift order placements in the field. Featuring a powerful scanning engine and solid core logic, it handles any type of barcode, product line, or pricing strategy seamlessly. By integrating OrderShark, you can streamline the ordering process, enhance overall operations, and boost customer satisfaction, paving the way for future buyers and employees alike. This innovation expands your organization's sales reach both regionally and nationally, empowering customers to order at their convenience while saving thousands of hours and significant investments by utilizing a proven technology. Furthermore, it minimizes errors and promotes operational excellence, ensuring a smoother experience for everyone involved. Your business can thrive by adopting this cutting-edge solution that meets the evolving demands of modern commerce.

Lystloc is an application that uses location intelligence to locate and assign employees. It can be used to manage sales teams, field support teams, and office staff. Track, assign and locate employees. Reduce travel time for your field team and reduce paperwork. Lystloc allows you to save time and manage your sales team efficiently, giving you an edge to generate more business. Spend your time efficiently to client acquisition. Lystloc offers advanced GPS tracking solutions for your workforce, vehicles, or API integrations.

BreezeFSM is an innovative software solution powered by artificial intelligence that aims to optimize and boost the efficiency of field sales teams. With features like real-time GPS tracking, automated reporting, and performance analytics, it allows businesses to keep a close eye on daily sales activities, manage leads effectively, and create valuable performance reports. The platform’s Market Assistance feature evaluates clients' past order patterns to recommend product options for cross-selling and upselling, which enhances the likelihood of closing deals successfully. Furthermore, BreezeFSM includes tools for optimizing routes, managing attendance, and assigning tasks, which streamlines scheduling and resource allocation. By automating mundane tasks and delivering actionable insights, BreezeFSM equips sales teams with the tools they need to prioritize customer relationship building and accelerate revenue growth. Ultimately, this software represents a significant advancement in how field sales operations can be conducted more effectively.

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.

Quickr Biz software was created to streamline business operations and enhance workflow accuracy. This innovative platform was conceived by a team of talented IIT and IIM graduates who collectively bring three decades of expertise in ERP software development. The Quickr Team provides an overview of employees' locations in real-time through a unified dashboard, allowing companies to see critical statistics such as attendance, punctuality, and instances of absence. Given that many sales personnel operate in the field, they often do not need to report to the office daily or during morning hours. Companies frequently lack insights into the start and end times of their sales staff's workdays. However, sales representatives are able to log their attendance for both morning and evening shifts using a mobile app. This feature enables companies to monitor the exact locations from which sales personnel check in while they are out in the field. Consequently, the attendance data not only provides visibility into the total hours worked by sales representatives but also measures their overall productivity effectively. This comprehensive approach fosters a more efficient management of workforce dynamics.

Outfield simplifies the process of gaining valuable insights into your market, monitoring and validating team performance, and facilitating seamless communication across all your devices. For instance, an Inc 500 company effectively utilizes Outfield to oversee visits and boost sales. Many businesses often make sales decisions without adequate market information; however, you don't need to be part of that trend. Outfield empowers you to identify essential trends within your market sectors, allowing for more informed business choices—ranging from shelf compliance and sales strategies to regional pricing. With all your team's geo-tagged visits, meetings, images, notes, and reports readily accessible, you can confidently ensure that your field representatives are performing effectively. Moreover, the platform allows for immediate and efficient feedback, significantly enhancing the likelihood of achieving set objectives for your team. By leveraging these tools, you can create a more data-driven approach to sales and team management.

Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.

Ekmob is an innovative mobile application designed specifically for sales teams to enhance their efficiency. Equip your field team with a Mobile CRM to access and analyze real-time data while in the field. Streamline your potential sales pipeline, effectively manage leads, and boost your closing rate significantly. Gain immediate insights into your team’s activities and monitor visits using a map feature. Confirm visits were conducted right on-site and create customized forms tailored for data collection needs. Capture and upload photos directly from the field for comprehensive documentation. Develop unique workflows that align with your processes and plan, manage, and oversee your route and schedule effortlessly online. Simplify the management of routine visits and stay organized with ease. Founded in 2015, Ekmob is a cloud-based service that seeks to optimize the performance of sales teams. Instantly analyze and refine your sales channels to enhance overall productivity. With Ekmob, field teams can significantly improve customer engagement and operational productivity. Centralize all your field activities and campaigns on a single, dynamic, and trustworthy platform, ensuring seamless management and execution. This comprehensive tool is essential for any sales team looking to gain a competitive edge.

Numerik stands at the forefront of sales performance management software, specifically crafted for today's dynamic sales environments. Our platform is a comprehensive solution designed to empower sales leaders and teams with real-time data and actionable insights, all accessible through a user-friendly, mobile-first interface. Real-time analytics: Numerik specializes in providing instantaneous data analysis, ensuring sales leaders and their teams are always equipped with the most current information. Predictive sales forecasting: Utilizing advanced algorithms, Numerik not only tracks but also predicts sales performance, helping teams to proactively adjust strategies. Mobile-first design: Recognizing the on-the-go nature of modern sales, our platform is optimized for mobile use, delivering a seamless experience on smartphones and tablets. CRM integration: Numerik integrates effortlessly with popular CRM systems, enhancing data coherence and minimizing manual data entry. Data visualization: With an emphasis on crisp, clear visuals, Numerik transforms complex data into easily digestible charts and graphs. Custom reporting: Tailor-made reporting features allow sales teams to generate specific reports that meet their

Mobile workers can be managed using project KPIs. They can also collect data from field activities and create powerful data and photo reports that can be shared with clients or internally. TeamHaven has over 28 years of field sales experience and can provide a customized, affordable solution for any campaign or field force need, no matter how simple or complex. Get a 30-day free trial to get started with TeamHaven. There are no setup fees or monthly subscriptions. TeamHaven's flexible and cost-effective solution makes it easy to assign jobs to field teams in minutes. TeamHaven allows you to manage your staff and projects from one place, whether you have your own field team or use an agency. The intuitive TeamHaven Mobile app is available for Android and iOS. It allows you to collect data and brief your teams. Field staff can quickly get up and running in their native language in minutes. They can also complete activities without the need for internet access.

This versatile CRM solution is designed to ensure that your field sales team operates efficiently and effectively. It guarantees that essential information reaches the appropriate team members precisely when they need it. In a fast-paced and competitive market, safeguarding your sales objectives is crucial. With this intuitive and fully mobile sales force automation tool, you can expertly guide customers through the buying process. Purveyance empowers you to take charge of your customer information. While meeting clients on-site, you can quickly access product details, navigate through customer accounts, and effortlessly present promotions with a simple finger swipe. You’ll never overlook a promotional opportunity, thanks to timely pop-up notifications on customer profiles. The pricing structure is transparent, and the ordering feature ensures that inventory is restocked swiftly, helping you achieve your sales goals more efficiently. Additionally, managing on-shelf product availability becomes a streamlined process that requires minimal effort. This CRM ultimately transforms your sales operations into a well-oiled machine.

The Sales App by Aphix Software offers ERP accessibility and allows users to place orders directly into the ERP system from virtually anywhere, at any time. Equip your sales team with the powerful Sales App, which is perfect for field sales, van sales, and in-store assistance. This comprehensive mobile application enhances the sales capabilities of your entire team, enabling them to operate more intelligently. Designed specifically for the wholesale sales process, Sales App is optimized for rapid performance. Users can effortlessly display their product catalog with images and descriptions, swiftly add or remove items from their orders, and submit them in real-time to back office systems—all with just a few taps on their devices. The adoption of Sales App by remote sales teams is aiding in the optimization of the sales process, while also contributing to cost reduction and enhanced productivity. With real-time ERP integration, sales representatives have constant access to the latest information, allowing them to take orders without needing an internet connection, and seamlessly place orders into the back office system. This ensures that your sales operations run smoothly and efficiently, regardless of location or connectivity.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

Sales Tracker is a cloud-based mobile application designed to assist field sales teams in efficiently increasing their sales and delivering products to a wider range of locations. It streamlines the movement of fast-moving consumer goods from warehouses to points of sale with exceptional ease. This innovative app provides features such as optimal route planning, business performance assessment, and more. As a Software as a Service (SaaS) solution, Sales Tracker web is securely hosted in the cloud and tailored to meet the specific needs of customers, accessible via the internet. Additionally, the Sales Tracker app for Android is seamlessly integrated with the Sales Tracker web platform, ensuring that all field sales activities are updated to the backend in almost real time. Our dedicated technical support team continuously monitors the hosted web application to maintain its reliability and performance. Furthermore, our customer support is readily available to address any inquiries via telephone or email, ensuring users have the assistance they need at any time. This commitment to support and reliability helps our users focus on what they do best: selling.

By offering an easy-to-use mobile application tailored for sales professionals in the field, we can transform each interaction with customers into a valuable corporate asset, thereby facilitating digital transformation in the sales sector. This approach allows us to convert customer interactions into data that can be analyzed and leveraged as corporate assets. Identifying successful patterns enables the establishment of a sales organization that can replicate its success. By integrating location data with customer insights and minimizing administrative burdens, we optimize the time available for direct customer engagement. The seamless connection in a secure cloud environment will enable a flexible work style that can be adapted to various locations. Numerous businesses, particularly larger enterprises, are achieving digital transformation within their sales teams across multiple sectors, including manufacturing, wholesale, finance, information services, construction, real estate, and local government. We firmly believe that the ease of operation is paramount for a system that is genuinely effective on the sales floor, as it encourages user adoption and enhances productivity. Ultimately, a user-friendly system can significantly impact sales efficiency and overall business growth.

Introducing a comprehensive suite of sales solutions tailored for your enterprise, featuring award-winning interactive video technology. Verb Technology Company, Inc. is swiftly establishing itself as a frontrunner in the realm of interactive video webinars, CRM, and sales and marketing tools aimed at businesses. With locations in California and Utah, this innovative firm delivers next-generation CRM lead generation and video marketing software to sales-oriented organizations across over 60 countries and in 20 different languages. The proprietary and patent-pending technology platform developed by the Company yields real-time, quantifiable outcomes, with clients reporting remarkable increases of over 600% in conversion rates. Their software-as-a-service (SaaS) offerings are cloud-based and compatible with all mobile and desktop devices, available through subscription plans for both individual and enterprise clients. Furthermore, the Company’s technology seamlessly integrates with widely-used ERP, CRM, and marketing platforms, enhancing its versatility and effectiveness in diverse business environments. As a result, organizations leveraging VERB's solutions are better positioned to thrive in today’s competitive market.

Delta Sales App is a B2B GPS-based field sales monitoring and sales management mobile application that is used by hundreds manufacturers, distributors and retailers to track field salespeople in real-time. It also automates reports, performance measurement and beat planning. The productivity-focused features of Delta Sales App give you a unique view of your field employees' GPS location, daily activities, performance, and other details. This app can increase your business productivity by 60% and improve the efficiency of your field employees by almost 30%. Delta Sales App is a field tracking app that allows sales managers, distributors, and brands to monitor their field sales activities. This location tracking app can be installed on the phones of field sales reps, field workers, or field employees to monitor your sales team and provide accurate data without relying on manual records.

SalesQ is designed to assist businesses in monitoring the activities of their field sales representatives, including their daily movements, tasks, visit information, and sales orders. This cutting-edge application not only enhances employee engagement but also boosts accountability among team members. With the use of geo-fencing technology, managers are granted the ability to view check-in data from sales reps in real-time, which helps to eliminate any discrepancies in reporting. Furthermore, SalesQ allows users to access vital field data while promoting immediate knowledge sharing between representatives and managers. By optimizing the sales process, it encourages users to complete their tasks promptly, thereby improving both accountability and productivity. The app can be effortlessly customized without the need for any coding skills; users simply select a template, drag and drop the necessary modules, perform tests, and then publish their changes. These updates are instantly reflected in both the web and mobile versions of the application, ensuring that all users have access to the latest functionalities. Additionally, SalesQ’s user-friendly interface makes the customization process accessible for everyone, regardless of their technical expertise.

RepCard is a door-to-door sales platform and sales enablement tool designed for home services companies running outside sales teams. Instead of managing reps across separate canvassing software, standalone CRMs, recruiting platforms, and marketing tools, field sales organizations consolidate everything into RepCard's Sales Operating System. The platform covers four pillars of field sales operations. Recruit: source and onboard new reps with built-in recruiting workflows and team-building tools. Train: get reps field-ready with structured onboarding, training content, and performance benchmarks. Sell: manage territories, track rep activity in real time, capture leads at the door, and move deals through the pipeline with full visibility into every stage. Market: automate customer follow-up with digital business cards, personalized video introductions, and smart engagement notifications that alert reps the moment prospects interact with their content. Sales managers get performance analytics, rep leaderboards, pipeline reporting, and real-time dashboards across their entire field sales team. Reps get mobile-first tools that match how outside sales actually works, not a desktop CRM forced onto a phone. Everything is accessible from one login with zero double entry between systems. Roofing, solar, pest control, HVAC, and fiber companies use RepCard to run their entire door-to-door sales operation from a single platform. Built by a team that has recruited, managed, and sold door-to-door across multiple home services verticals, every feature exists because the team hit that wall with existing field sales tools first. RepCard is the all-in-one alternative to stitching together disconnected apps that were never designed for outside sales teams.

The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are. Visualize Sales Opportunities: Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping Target More of the Right Prospects Our mobile lead generator allows you to find sales opportunities in your area while on the move. - Search for customers by product, salesperson, or territory. Personalize the prospecting of your sales team with sales funnel visualization. Automate Everyday Sales Tasks Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.

StayinFront RDI Field View® enhances field operations by utilizing a versatile application that guides sales teams to identify and capitalize on the most significant opportunities within each store they visit. This platform produces daily alerts at the store level, complete with root-cause analysis, empowering teams to concentrate on maximizing on-shelf availability and executing promotions effectively. Our dedicated team of data scientists and software developers collaborates intimately with experts from the Consumer Packaged Goods (CPG) sector. We pride ourselves on being more than just skilled generalists; we possess a deep understanding of the challenges brands encounter in their often complex relationships with retailers, which is reflected in our innovative solutions. Our insights can be acted upon by various departments within the organization, including Field Sales teams, Key Account Managers, and Customer Marketing teams. Recognizing the significance of partnering with a solution provider, we provide a brief 'Proof of Concept' phase, enabling businesses to develop a solid case for engaging our team of specialists. By implementing this approach, we aim to foster a collaborative environment that drives results and strengthens partnerships.

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.

DMSpro Solution is a cloud-driven distribution management system designed to revolutionize distribution management while boosting profitability. Tailored specifically for large enterprises with intricate and unique distribution and sales frameworks, this solution package meets diverse business needs. Built upon the robust SAP ERP platform, DMSpro provides a fully integrated distribution and sales management system that can be customized to align with individual client requirements. It encompasses a complete suite of features that allows for comprehensive oversight of all sales activities, performance assessment of sales teams, and real-time evaluation of trade marketing initiatives and distributor operations. Furthermore, DMSpro Solution empowers top management to oversee 100% of the data within the supply chain, facilitating timely and informed business decisions based on precise and dependable information. This capability ensures that organizations can quickly adapt to market changes while maintaining operational efficiency.

CallProof Mobile CRM streamlines repetitive tasks, allowing your sales team to concentrate on building client relationships. This advanced Customer Relationship Management (CRM) solution, accessible via both web and mobile platforms, encompasses a wide range of features designed to manage every aspect of the sales process, including lead tracking and reporting. With CallProof, sales managers and representatives gain access to essential tracking and management resources that enhance their effectiveness. The call tracking functionality automatically logs calls made to clients and prospects, eliminating the need for tedious manual entry. Ultimately, CallProof Mobile CRM serves as an invaluable tool to reduce the time spent on data entry and reporting, thus empowering your sales team to prioritize what truly matters: their clients. By utilizing this comprehensive system, organizations can boost sales efficiency and improve overall performance.

Crescendo is a mobile sales tool and presentation tool that can be used by sales teams, marketing and sales managers, and anyone else who needs reliable access to up-to-date content on their mobile devices, offline or online. Crescendo can directly access content on Sharepoint and Google Drive, Salesforce.com Box.com and OneDrive. This ensures that you never need to migrate documents from other security-approved platforms. Anyone can create stunning visual customizations without any technical background. Crescendo transforms files and folders into branded, elegant presentation resources for iPad, iPhone, or any other Web device. You can start your teams of 10 to 500 people in minutes.

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.

Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

Donna transforms field sales by acting as a smart, always-on assistant that keeps reps prepared, organized, and in motion. The platform deeply integrates with CRM systems, calendars, and email platforms to ensure every task, update, and follow-up is handled accurately and on time. Sales teams benefit from automatic syncing of meeting data, route planning, and activity tracking without needing to enter information manually. Donna’s advanced workflow intelligence helps reps stay ahead of appointments and ensures that no opportunity slips through the cracks. Organizations can rely on Donna’s strong security posture, backed by leading compliance frameworks and ISO 27001 certification. With endorsements from major partners like PwC, Deloitte, and Plaud, Donna has proven its value across enterprise ecosystems. Teams using Donna report faster sales cycles, less administrative overhead, and a smoother end-to-end customer engagement process. As the only AI assistant purpose-built for field sales, it stands out as a practical and high-impact tool for modern sales organizations.

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.