Field sales CRM software

Field and door-to-door sales representatives remain integral to many industries, from real estate and insurance to home services and retail. Their ability to build customer relationships, provide hands-on demonstrations, and close deals face-to-face continues to be invaluable for businesses.

Yet, to be truly effective, these sales professionals need more than just charm and a firm handshake—they need the right tools. This is where field sales software comes into play. In this guide, we’ll explore field CRM solutions for sales reps working outside the office and review some of the best solutions for field sales.

More in this guide:

• What is a field sales CRM?
• Why is field sales software important?
• Features of field sales CRM software
• Benefits of field sales CRM software
• The 10 best field sales software
• How to choose the right field sales software
• Frequently asked questions
• Use Zendesk Sell to enhance your field sales team

Field sales CRM software is a customer relationship management system designed for sellers who work out in the field—also called outside sales reps. It differs from traditional CRM software in that it can provide contact details, scheduling, territory mapping, real-time reporting, mobile access, and inventory management.

Field sales software is important because it enhances the efficiency and effectiveness of sales teams working in the field by providing them with real-time access to critical customer information, sales data, and task management tools. It enables sales representatives to optimise their routes, manage appointments, and track leads, ensuring they can focus on building strong relationships with customers while reducing administrative tasks.

Sales tools also allow managers to monitor field operations, analyse performance metrics, and allocate resources effectively. Ultimately, field sales software improves productivity, reduces costs, and leads to better sales outcomes by streamlining processes and enhancing communication between sales teams and management.

There are dozens of field sales CRM solutions out there, and they all come with different strengths. Consider the following features that the best field sales CRMs should include:

• Mapping and outside sales tracking: An in-app GPS feature helps reps find the fastest routes to their next location, taking into account time-wasting obstacles such as traffic and roadworks. Plus, reps can use in-app navigation without switching to their own navigation app. Managers can track where team members are and provide assistance if reps need a sudden reroute or change of assignment. The app can also track the time spent at each location so managers can monitor and improve time management in the field.
• Segmentation tools: Letting reps dynamically filter their leads, customers, and deals based on location or stage in the sales process can significantly enhance their efficiency. These features become particularly powerful for field sales when integrated with geolocation capabilities. As reps move through their territory, they can quickly generate lists of nearby prospects or customers due for a follow-up, ensuring they make the most of their time in a specific area.
• Workflow automation: These sales productivity tools typically include features for creating automated task sequences that trigger actions based on specific events or timelines. For example, when a lead reaches a certain stage in the pipeline, the system can automatically assign follow-up tasks to the appropriate sales representative. Other common automations include email sequences, calendar syncing, scheduling, and inventory tracking.
• Omnichannel communication: Keeping all communication on a single sales engagement platform simplifies everyone's workflow and allows your reps to reach out to customers on their favourite platforms. Omnichannel support allows reps to communicate across various platforms, including email, phone, SMS, and social media.
• Reporting and analytics: To make the most out of your field CRM, it needs to record data and generate CRM reports for your sales team. These reports identify areas of the sales funnel where typical buying signals occur and track the key metrics that indicate customer satisfaction. Then, the CRM analyses those reports and offers feedback and solutions on how to improve sales and customer relationships. Features like this help you track your field sales KPIs in real time and with greater efficiency.

Field sales software offers a streamlined solution to help you stay organised, efficient, and focused on closing deals. Check out how these tools offer door-to-door teams the following unique benefits:

• Helps sales reps focus on selling: Dynamic routing keeps sellers moving from lead to lead efficiently, while automatic scheduling helps managers distribute workloads quickly and evenly. Digitally managed orders, estimates, invoices, and payments cut through the red tape that might otherwise slow your team down.
• Improves the customer experience: Outside sales tracking software gives outside sales teams access to their entire CRM database, with an up-to-date, 360-degree customer view, which helps them craft a positive buying experience as leads move through the funnel.
• Closes deals faster: With sales force automation tools, you can process deals as soon as they close. For physical goods that require shipment, the order could be on its way to fulfilment before the rep has even left the meeting location. These quick transactions are better for cash flow and are impressive to customers, who usually prefer to see their purchases sooner rather than later.
• Keeps teams aligned: From in-app communication among team members and real-time data sharing to automatic data updates from the field, your field sales system keeps everyone on the same page. Inventory is automatically updated, avoiding unnecessary delays. Reps can see their sales KPIs and adjust their tactics or workload as needed. Meanwhile, managers track performance in real time and offer insight and mentorship.

Investing in field sales software can empower your team to work smarter, position your business for growth, and achieve long-term success.

Learn about the tools, prices, and use cases of these field sales software providers.

• Zendesk: Best for integration with CX software
• SPOTIO: Best for lead generation
• SalesRabbit: Best for weather maps
• Badger Maps: Best for route planning
• Veloxy: Best for email marketing integration
• Pepperi: Best for merchandise management
• Repsly: Best for retail operations
• Geo Rep: Best for time tracking
• Pitcher: Best for coaching tools
• Map My Customers: Best for visual account mapping

1. Zendesk Sell

Best for integration with CX software

Zendesk Sell is a comprehensive CRM software that streamlines sales processes and enhances productivity for both in-office and field sales teams. Zendesk Sell has a user-friendly interface and robust functionality, making it a popular choice for businesses of various sizes across different industries.

The mobile sales app provides full access to customer data, contact information, and sales pipelines while on the go. Geolocation features within the app enable reps to quickly identify nearby leads and customers, optimising their routes and maximising face-to-face interactions. The software also offers advanced sales tracking tools, allowing managers to monitor team performance, individual rep activities, and real-time deal progress.

Zendesk Sell incorporates powerful workflow automation tools to streamline repetitive tasks and ensure consistent follow-up processes. These include customisable email sequences, automated task creation, and smart notifications to keep sales reps on track. Smart list and segmentation features allow users to create dynamic, filterable lists of leads, customers, and deals.

Additionally, Zendesk Sell offers native integration with Zendesk customer service software, providing a seamless connection between sales and support teams. You’ll also have access to over 1,700 apps and integrations in the Zendesk Marketplace, enabling a holistic view of all customer data.

Pricing: Plans start at $19 per agent/month, billed annually. A 14-day free trial is available.

Explore more Zendesk pricing plans.

2. SPOTIO

Best for lead generation

SPOTIO is a field sales engagement platform. Its lead generation tool enables sales teams to identify and target new potential customers by accessing lead data directly from the platform. SPOTIO also offers territory management capabilities, allowing sales managers to create, assign, and balance sales territories.

The platform includes tools for canvassing neighbourhoods and capturing lead information directly in the field. It can also automatically create pins on a map for each potential customer. Additionally, SPOTIO provides a "Leaderboards " feature that gamifies sales activities.

Pricing: Contact SPOTIO for pricing.

3. SalesRabbit

Best for weather maps

SalesRabbit is a field sales software built for outside sales teams to manage their leads, proposals, and appointments. The software provides a canvassing tool designed for door-to-door sales, enabling teams to map out territories, track interactions with potential customers, and monitor progress.

Restoration companies can use map overlays to identify which areas were impacted by hail or heavy storms. The Storm Finder shows where storms have occurred in a specific radius and what weather was present.

Pricing: Paid plans start at $195 per month for five seats, billed annually. A free plan is available.

4. Badger Maps

Best for route planning

Badger Maps is a field sales software solution with route planning and customer management tools for outside sales representatives. The platform combines mapping technology with CRM functionality, allowing sales teams to visualise their accounts geographically when planning routes. The software uses algorithms to suggest travel routes based on multiple factors such as appointment times, customer locations, and traffic conditions.

Its lead generation tool allows users to find potential customers within their territory directly through the app. Badger Maps also offers a check-in feature that automatically logs visit details and updates CRM records. Additionally, the platform provides data visualisation options, enabling sales managers to create territory heat maps and other graphical representations of sales data to inform strategic decisions.

Pricing: Plans start at $58 per user/month, billed annually. A seven-day free trial is available.

5. Veloxy

Best for email marketing integration

Veloxy field sales management software lets teams control sales, marketing, and engagement from one system. Its mobile app includes geolocation services, an automatic dialler, guided selling, and a lead finder. The Veloxy sales assistant provides contextual insights and recommendations during meetings based on user behaviour and historical data. It is integrated in the mobile app and can suggest the next best actions, predict deal outcomes, and automate data entry tasks.

Additionally, Veloxy offers integrated marketing tools that allow sales reps to create and send drip email campaigns, track engagement metrics, and align their outreach efforts with marketing initiatives. The tool includes an email template library and template builder.

Pricing: Plans start at $49 per user/month. A 14-day free trial is available.

6. Pepperi

Best for merchandise management

Pepperi is a field sales software platform for consumer goods companies and their B2B sales representatives. It offers online and offline order taking, so it works in spotty connections. DIY configuration allows businesses to design the interface so that the app operates in line with their workflows.

The order management system allows for real-time stock checks and customisable pricing rules. Its merchandising module allows field reps to conduct store audits, scan barcodes, and track in-store promotions directly through the mobile app. The e-commerce feature allows customers to purchase online as well. And e-catalogues provide customers and sales teams with a full view of available products.

Pricing: Plans start at $500 per month.

7. Repsly

Best for retail operations

Repsly is a field sales software platform for retail environments. It combines CRM functionality with field activity tracking and reporting capabilities. The software provides real-time data access, task management, and performance analytics, all accessible through mobile devices. The platform includes tools for managing in-store activities such as merchandising, product placement, and compliance checks.

The software also includes advanced photo capture and processing capabilities, allowing field reps to document store conditions and share them instantly with the home office. Additionally, Repsly provides geo-tracking features, allowing managers to monitor team movements and optimise territory coverage.

Pricing: Contact Repsly for pricing.

8. Geo Rep

Best for time tracking

Geo Rep is a field sales management software that combines CRM functionality with geolocation features and reporting tools. Its automated timesheet system tracks field representatives' working hours and activities using geolocation data.

The call cycle calendar helps sales reps plan and optimise customer visit schedules over extended periods. The software also includes a team notification system that facilitates real-time communication among team members. Additionally, Geo Rep offers customisable reports that enable managers to track key performance indicators and gain insights into field activities, sales trends, and territory coverage.

Pricing: Plans start at $29 per user/month.

9. Pitcher

Best for rep coaching tools

The field sales CRM from Pitcher is designed for entire organisations, including outside sales teams. Its eDetailing capability allows sales reps to create and deliver interactive multimedia presentations crafted to each customer's specific needs and interests.

The guided selling feature uses AI to provide real-time recommendations and next-best-action suggestions to sales reps during customer interactions. Additionally, Pitcher offers coaching and training tools that enable managers to provide their teams with targeted feedback and learning opportunities. These tools include video coaching, performance analytics, and personalised learning paths.

Pricing: Contact Pitcher for pricing.

10. Map My Customers

Best for visual account mapping

Map My Customers is a field sales software designed for territory and customer management. The platform integrates mapping technology with customer relationship management (CRM) functionality, allowing sales representatives to visualise their accounts geographically. The mapping tool shows customer locations and provides traffic updates and routing suggestions.

Its mobile design caters to field sales teams who spend most of their time on the road. The software includes offline functionality, allowing reps to access customer data and input information without an internet connection. Additionally, the platform offers customisable data fields and reporting tools to match specific sales processes and metrics.

Pricing: Plans start at $50 per month, billed annually.

As with any business-wide decision, you need to do your due diligence when choosing a field CRM solution. Take the following actions to find the right software:

• Prioritise a solution that integrates with your CX software: Integration with existing CX software is crucial for maintaining a seamless flow of information across different business processes. This integration ensures that all customer interactions and data are centralised, providing a unified customer view. It also helps avoid data silos and reduces the need for manual data entry, which can lead to errors and inefficiencies.
• Ensure it’s fast to set up and easy to use: The chosen software should have a straightforward setup process and an intuitive user interface. A complex or time-consuming implementation can delay adoption and require costly development to customise. Similarly, if the software is difficult to use, sales representatives may resist using it or not use it to its full potential. Look for solutions that offer quick onboarding processes, comprehensive training resources, and responsive customer support.
• Try it first: Before committing to a particular sales technology, testing it in real-world conditions is essential. Most reputable vendors offer free trials or demo versions of their software. Use these opportunities to evaluate the software's features and functionality in the context of your specific business needs. You can also test its integrations and gather feedback from your team to identify potential benefits or limitations it has over other options.

By thoroughly testing the software before purchase, you can make a more informed decision and ensure that the chosen solution aligns with your team's needs and workflows.