CRM by role

CRM for Field Sales Teams

As a field agent, you open the app at the client's location to see their purchase history, current balance, available stock, and negotiated pricing. Orders are placed instantly on your mobile and sent straight for invoicing-no more manual data entry or late-night emails.

What blocks you today

  • Orders written on paper or WhatsApp that require manual re-keying
  • No visibility on client credit limits without calling the office
  • Promising stock that is already sold or unavailable
  • Visit reports compiled from memory at the end of the week

The KPIs you are measured on

  • Planned vs. completed visits
  • Order value per route
  • Active customers vs. total portfolio
  • Conversion rate per visit

What a normal week looks like

  • Morning: Review the daily route, target clients, and visit objectives
  • At the client: History, balance, stock, and pricing on a single screen
  • Instant order transmission; auto-syncs when connection is restored
  • Evening: Zero paperwork or manual synchronization required

Place orders directly at the client site

Select products while the app automatically applies client-specific price lists and checks credit limits. The order enters the same native workflow as portal or EDI orders.

  • Offline mode for areas with poor signal, featuring automatic sync
  • Full customer order history available at a single tap
  • Automatic blocks for customers with overdue balances based on company rules

Route planning and automated reporting

Plan and check off visits within the app, logging outcomes and next steps. Management reports are generated automatically from this real-time data, eliminating manual summaries.

Modules this role uses

Sales Team Management

Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.

360-Degree Customer Profile

Every customer detail-history, orders, communication, and documents-available in a single unified view.

Customer Contact Management

Get a 360° view of every customer: data, segmentation, and instant access to complete interaction history.

Inventory & Warehouse Management

Track products accurately with real-time updates, automated replenishment alerts, and full stock traceability.

Quoting & Negotiation

Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.

ERP/WMS API Integration

Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.

Frequently asked questions

Does it work without an internet connection?
Yes, orders can be completed offline and will automatically synchronize with the central system as soon as a connection is re-established.
Can agents see all sensitive customer data?
Agents only see data permitted by their user role-typically order history, balances, stock, and specific pricing, without seeing company margins or global data.

Equip your field team for success

Start your free trial, test a real route for a week, and see the difference in productivity. Pricing from 12 EUR per user.

CRM for other roles

See also the page dedicated to this function.