Best Field Sales Software for Cloud

The #1 B2B sales platform for medium, large and enterprise consumer goods manufacturers and distributors. Pepperi is a comprehensive, unified commerce platform to manage all aspects of your B2B sales. We combine a B2B eCommerce storefront, sales rep app for mobile order-taking (iOS/Android), Trade Promotions module, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE UNIFIED cloud-based platform that runs online and offline to maximize in-person and online B2B sales. Thanks to its proprietary IPaaS (Integration Platform as a Service), Pepperi syncs seamlessly to your existing tech stack such as ERPs, Accounting software, Payment and Shipping gateways. Pepperi is the ONLY purpose-built mobile solution on the market and currently serves over 1000 companies in 65 countries.

Transform your B2B sales strategy with the Now Commerce Sales Rep Portal. This innovative tool empowers your sales team—whether inside, outside, or rep agencies—to seamlessly enter orders for their designated accounts through your customized sales rep portal. With the Sales Rep Portal, your team can effortlessly input orders, access real-time inventory data, and deliver personalized customer service from any device, anywhere. The portal enhances the sales process by showcasing wholesale prices, enabling order tracking, and accommodating multiple pricing tiers, thereby strengthening client relationships. Orders placed online are automatically integrated into QuickBooks, reducing your order entry workload. Now Commerce is fully compatible with both QuickBooks Desktop and QuickBooks Online. Embrace a new era of B2B sales with the Now Commerce Sales Rep Portal—a state-of-the-art solution crafted to empower your sales team and boost your business performance.

Resco Field Sales+ is a no-code mobile solution designed to help sales teams manage customer data, track opportunities, and streamline order processing, all while on the move. Tailored for industries like retail, manufacturing, and professional services, it ensures your team can work efficiently both online and offline. With offline functionality and secure data synchronization, your team can access and update customer information, orders, and reports—even in remote or low-connectivity environments. Customizable dashboards, route planning, and automated reporting simplify workflows and help you stay focused on closing deals. For businesses and partners, Field Sales+ provides tools to optimize sales operations, extend CRM capabilities, and equip teams with reliable, mobile-first technology. Whether you’re processing orders, tracking leads, or analyzing sales performance, Resco Field Sales+ ensures your team has everything they need to succeed in the field.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

OctopusPro is a powerful field service management software designed to streamline scheduling, booking, invoicing, and workforce management for mobile and home service businesses. Whether you operate in cleaning, landscaping, pest control, healthcare, or automotive services, OctopusPro automates operations, improves efficiency, and enhances customer satisfaction. With online booking, real-time tracking, automated notifications, and secure payment processing, OctopusPro simplifies business management, reducing admin workload and increasing revenue. Its customizable features make it perfect for businesses of all sizes. Join thousands of service professionals who trust OctopusPro to optimize workflows, enhance client experience, and grow their businesses.

SimplyDepo is a B2B sales and retail execution platform built for CPG brands, distributors, and merchandisers. Designed for field teams, it simplifies order management, retail audits, and route planning in one mobile-first system. Reps can place orders, capture shelf data, and track inventory—even offline. Managers gain real-time insights into performance, sales, and delivery metrics. Key features include: • Centralized product and pricing control • Mobile app for reps with offline support • Smart route planning with map tools • CRM-style customer management • Real-time sales dashboards and reporting No more spreadsheets or disconnected tools—SimplyDepo keeps your wholesale operation aligned, efficient, and ready to grow.

Know what is happening in the field so you can manage the business. Enable sales teams and field service teams to gather exactly the data you need from the field. Badger can integrate with any CRM, giving your reps access to data in the field. Learn how your team can maximize sales routes & sell more with Badger Maps. With customized team pilots, see for yourself how Badger helps boost your team’s sales numbers. Your personal point of contact will ensure everything works the way you want. Our data specialists will create the best set-up for your data in Badger. Onboard your team quickly with specialized training tailored to your use-cases. Uncovering unutilized leads and undersold accounts is easy with map-based visualization. Managers can gain insights into rep activities and performance in the field, and more easily optimize territories for sales performance. Onboard your team quickly with specialized training tailored to your use-cases.

Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. See For Yourself, Mapping made simple – Real Simple. Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. Who is Geopointe for? SALES: Schedule trips and optimize routes; Check-in and log meetings notes; Fill in meeting cancellations. Features: Unlock the where in your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can locate any Salesforce data, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geopointe will give you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed.

At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.

Abaqus provides a software platform (allGeo) to help businesses take the complexity out of managing their field operations. The allGeo platform hosts solutions such as time tracking and EVV (Electronic Visit Verification) and seamlessly connects to ADP Workforce Now® to simplify payroll processing. In addition to Time & Attendance tracking with Geofencing & QR code, allGeo supports complex scenarios such as variable pay rate logging, job cost tracking, and exception alerts for compliance purposes. The allGeo EVV solution for home healthcare agencies provides proof of service reporting that helps them meet ACA-mandated compliance requirements. The allGeo platform spans all aspects of the field service workflow including Scheduling & Dispatch, Monitoring, Field Data Collection, and Reporting & Analytics. This configurable platform helps businesses create and deploy complex workflows with integrations to ERP, CRM, HCM systems, and payroll platforms. allGeo solutions are bein

Skynamo is the only all-in-1 Field Sales Software for manufacturers, wholesalers and distributors. It enables reps to accurately prioritize their account visits, plan their route and day in the most efficient and effective way possible, seamlessly recall and track all client communications, and streamline onsite information gathering and order submission. For management, they gain insight into where their reps are spending their time, what roadblocks are being faced in the field so they can coach around them, and what is leading to success in the field so they can spread that to the entire team. Skynamo sits on top of your accounting, inventory, or ERP solution to provide the sales team with a solution tailored to their day-to-day.

Knockio is an innovative canvassing and field sales management software that empowers sales teams to optimize their door-to-door sales operations. It provides a comprehensive suite of features designed to enhance productivity and streamline workflows, including: Lead Generation and Management: Easily capture and organize leads, ensuring that no opportunity is missed during outreach efforts. Route Optimization: Plan efficient routes for field representatives, reducing travel time and increasing the number of leads visited per day. Real-Time Data Tracking: Monitor sales performance and track customer interactions in real-time, allowing for quick adjustments and data-driven decision-making. Automated Follow-ups: Simplify the follow-up process with automated reminders and notifications, ensuring timely communication with potential clients. Performance Analytics: Access insightful analytics to evaluate sales team performance, identify trends, and refine strategies for better.

Need a turnkey mobile sales, delivery and route accounting solution? jLAN Mobile has a solution you’ll swear we built just for you. Our software makes pre-sales, route accounting and direct store delivery models easy to manage. Thanks to seamless integration with most ERP platforms, there won’t be any major adoption hurdles. Industry-specific customizations let you build out your software to suit your specific needs. jLAN Mobile provides route accounting, mobile sales, direct store delivery and full-service sales software for field agents. Our first and only mission is to empower businesses and their field sales teams so they can remain agile, productive and, maybe most importantly, satisfied with the work they do. Pre-sales reps are always busy! They potentially make dozens of customer stops on a daily basis. jLAN Mobile lets your reps quickly meet customer demand and make more sales calls with real-time inventory visibility plus access to customer data and historical order info.

All you need is a web browser to get started. Create your account, upload addresses, and start driving on your optimized sales-route today. You don't have to install anything, no need for extra software. Are you spending more time in the car and planning than with the customer? Is it hard to put together a meaningful route plan with all of your customers, ranked by priority, honoring call frequencies as well as scheduled appointments, using a road map? Our route planner creates your trips within seconds at the push of a button, providing you more valuable time which would otherwise just be spent on the road. Visit more customers, drive fewer miles.

Crush Your Quota. Takes the pain out of sales. LeadPlotter contains all the tools you need to run a smarter business in a streamlined, easy-to-use package. Keep reading to learn why it’s the better option for your organization. LeadPlotter is your Personal CRM and ABM that easily manages all your leads and clients, quickly plans and maps your day based on your destinations, improves customer satisfaction: all from any of your devices, anytime anywhere. Use LeadMapper to search, locate and uncover leads in your industry and turn them into clients: medical and dental offices, firms, organizations and more. Close more deals and minimize busy work throughout the sales process. LeadMapper helps sales reps and techs be more efficient and effective in the field by tracking your potential leads and paying customers on a visual map.

TaskEye, the best task management system which is the best part to enhance your company environment and productivity than ever. Actually, work productivity is the key to success in any business. TaskEye gives the opportunity to access task and a to-do list at any time, from anywhere. In short, it becomes your task manager and helps to manage work in real-time. Task management software includes project management, field staff real-time tracking, task status, task summary with notes, images and recordings. TaskEye is a complete Task Management Software that will keep an eye on the employer’s daily allotted tasks. It works as an employee monitoring system which is supported with all GPS tracker.

Spring provides one place for sales reps to see everything that’s on their plate for the day. Our tool equips sales reps to successfully engage with customers by providing details into customer accounts, current promotions, and up-to-date performance tracking. Give sales reps visibility into their daily schedules, with internal team messaging, and pertinent customer data while in the field. Give sales reps access to everything they need during a store visit. They can have visibility into all the needs of the customer, including information about current promotions and sales priorities that need to be attended to during the visit. In addition, they can also see all historical account activity, current activities, and access sales materials.

xkzero Mobile Commerce, the complete platform specially designed to automate Direct Store Delivery (DSD), Mobile Route Sales and Proof of Delivery. Expertly engineered to leverage the power and flexibility of Sage X3, Sage 100, and Acumatica. Distribution technology for fast moving B2B brands. xkzero also offers an ideal mobile sales app for outside sales reps, show room floors, parts counters and more, exclusively for Sage 100. Be top-of-mind with your customers through your insight and by completing in-store transactions quickly and conveniently. Unified ERP and DSD processes reinforce your culture of quality and growth. Everyone automatically informs and assists each others' efficiency simply by doing their job. As your business grows and evolves, xkzero and XMC are right there with you. Unify your entire team from delivery to sales, operations, logistics, accounting and compliance.

With StayinFront PitchBook®, reps engage store managers with store-specific data and strategies and sell more in every store visit, giving field reps sales tools that enable them to deliver powerful, data-driven sales pitches in-store. StayinFront offers mobile field force solutions that support traditional and modern trade, from big box stores to small independents. Your field teams will be able to complete work more efficiently with guided workflows & instant access to information from across the organization. Companies, from small FMCG independents to multi-national organizations are generating results with StayinFront retail execution, field force management, van sales/direct store delivery (DSD), retail distributor management and in-store selling solutions.

Outfield makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices. Here's how an Inc 500 company uses Outfield to manage visits & increase sales. Too many enterprises make sales decisions with little information about their market. You don't have to be one of them. Outfield helps you unlock crucial trends that are taking place in your market domains, ensuring that you’re making smarter business decisions...from shelf compliance to sales tactics to regional pricing. Anything. With your team's geo-tagged visits, meetings, pictures, notes and reports all in your pocket, now you can have peace of mind knowing how your field reps are executing. Additionally, provide feedback instantly and effectively to increase the chances that set goals are reached.