Pipeline
4 visits left today · 1 order to confirm
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Fieldline CRM
CRM DashboardA sales CRM for teams that sell on the road. Managers see every rep's daily route on a live map, visits and signed orders sync from the phone in real time, and the leaderboard shows who is closing and where the territory needs attention.
Try it: in Desktop, press Start and End visit, click a stop or a visit, switch the map view, or open the app full screen. On Tablet, drag deals between pipeline stages. On Phone, use the + button to log a visit.
- Live route map for every rep in the field
- Pipeline board with filters per rep
- Mobile app for logging visits and orders on the road
- Revenue, targets and leaderboards updated in real time
- Role-based access for managers, reps and admins
