Field sales software for sales reps on the road

The problem with managing a field team

Paper route sheets and orders sent by chat message do not prove that a visit took place. Orders reach the office late, and a customer's outstanding debt only comes to light after the order has been accepted. Field sales software captures this information at the moment of the visit.

Sales rep visit tracking: plan, GPS check-in and outcome

• The day's visits appear as cards with the address, debt and credit limit, and your distance from the customer.
• Check-in is accepted only within a set radius of the customer's GPS location, 200 metres by default.
• With automatic check-in turned on, check-in happens by itself as you approach the customer while the app is open.
• Add photos of shelves, product placement or defects.
• If a next visit date is set in the outcome, the next visit is scheduled automatically.
• Completing a visit without check-in requires a reason.

Orders from the field with debt control

The rep creates an order directly from the visit card: picks items, quantity, price and discount, and marks bonus items. Free stock and credit warnings appear under each line. Without internet, the order is saved on the phone and sent automatically once the connection is back, and re-sending never creates duplicates.

Works on the phone like an app

SBT CRM can be added to the home screen as an app without going through an app store, and there is also a separate app file for Android. Push notifications let reps know about tasks, meetings and orders. Before heading out, it is enough to open the Visits page once with internet: customers, products and a 7-day plan are stored on the phone.

Oversight and KPIs for sales managers

Each employee sees their own visits, and a manager sees their team's visits and can schedule visits for them. On the map, checked-in and pending visits are shown in different colours. In Analytics you set monthly targets for sales, orders, visits and new customers for each rep, and the KPI view counts completed and GPS-confirmed visits separately.

Who it is for and how to start

It is designed for distributors, manufacturers' sales teams and companies that supply retail outlets. Upload your customer base from Excel and record each customer's GPS location with one tap on site or by pasting a Google Maps link. Your 7-day free trial starts when you sign up, with no bank card required. The plans that include Visits are listed on the Pricing page.

Frequently asked questions

Does it work where there is no internet?

Yes. In offline mode the visit plan, check-ins, outcomes, photos and orders are stored on the phone and sent automatically when the connection returns. Offline mode covers field work only; other sections need internet.

Can reps use it on an iPhone?

Yes. In Safari, open the Share menu and choose “Add to Home Screen”. Push notifications work in the home-screen app on iOS 16.4 and later.

What if check-in says the rep is too far away?

The rep is outside the radius around the customer's location. Move closer, or if the location is wrong, correct the coordinates on the customer card.

Is the credit limit checked for offline orders?

Yes, against the debt and limit data stored on the phone. The definitive check runs on the server once the connection is back.

Do reps need to reinstall the app after updates?

No. The app opens the CRM itself, so new sections and fixes arrive automatically. Data is stored in your account, not on the phone.