Field Sales Software That Shows Which Customers Your Reps Actually Visited
Plan each rep's customer visits, confirm every arrival and departure automatically, and get a structured visit report with photos from site. Sales managers see the day as it happens instead of rebuilding it from CRM notes on Friday.
Challenges We Solve for Field Sales Teams
Was the Visit Actually Made?
A CRM entry typed in the car at six in the evening proves nothing. Each customer visit is a task with the customer's address, and a configurable arrival radius timestamps when the rep got there and when they left.
Key Accounts Go Quiet
Visit cadence slips one busy week at a time until a good customer is buying from someone else. Recurring series put every account's visits on the schedule up to three years ahead, so a missed one shows as missed.
Visit Notes Nobody Can Use
Free-text notes cannot be totalled or compared. Visit forms built from 19 custom field types capture the order, the shelf photo, the stock count and the competitor seen, in the same shape every time.
Too Much Driving, Too Few Visits
Utilization analytics split each rep's day into work, travel and idle time and show average visits per day, so you can see who spends the morning in traffic and fix the route rather than guess.
A New Rep Inherits a Territory Blind
When a rep leaves, their customer knowledge usually leaves too. With the CRM add-on every visit is kept on the customer and the site, so whoever goes next starts from the last visit.
Promotions and Price Lists Do Not Land
A new price list sent by email is read by some reps and not others. Publish it as an acknowledgement and see who has seen it, who has confirmed it and who has not opened it yet.
Features Built for Field Sales Teams
Verified Customer Visits
A per-visit arrival radius detects when a rep reaches and leaves the customer, with both times stamped. No button to forget and no address to fake.
Recurring Visit Plans
Weekly for key accounts, monthly for the long tail. Define the cadence once and the visits are generated up to three years ahead.
Visit Report Forms
19 custom field types, photos, signatures and barcode or QR scanning on the phone. Each visit type gets its own form and its own workflow states.
Live Board & Map
Reps on a timeline beside a live map, with a check-in badge per person. See who is out, where, and which visits are still open today.
Rep Activity Analytics
Work, travel and idle time per rep, average visits per day and time between visits, plus scheduled email reports and XLSX/CSV export.
Route Optimization (Pro)
Order a rep's visits for the shortest drive. The optimizer proposes the route; the rep or the manager decides.
Customer History (CRM add-on)
Customers, their sites and contracts, with every visit on record. Add Warehouse to reserve samples and van stock, and Learning for product training with certificates that expire on time.
Briefs Reps Must Acknowledge
Publish a promotion, a price change or a policy and track who has seen, acknowledged or declined it.
Works With Your CRM
Webhooks and CSV/XLSX import and export out of the box, and connectors to Salesforce, SAP or another system scoped and built with you. Company cars can run on FleetKo, on the same platform.
Frequently Asked Questions
Still unsure? Talk to our team — we answer within one business day.
Related solutions
Route Optimization
Shorter drives between visits, proposed by the optimizer and approved by people.
Learn moreCRM, Warehouse & Learning
Customer history, samples and van stock, and product training on the same task.
Learn moreIntegrations
Webhooks, imports and exports, and connectors to Salesforce or SAP.
Learn moreReady to streamline your field sales teams workforce?
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