List of the Top 25 Field Sales Software for Windows in 2025

Revamp your B2B sales approach with the Now Commerce Sales Rep Portal. This cutting-edge platform equips your salesforce—whether in-house, field-based, or representing agencies—with the ability to effortlessly process orders for their assigned accounts via your tailored sales rep portal. The Sales Rep Portal simplifies order entry, provides access to live inventory information, and facilitates customized customer interactions from any device, at any location. This tool streamlines the sales experience by displaying wholesale pricing, allowing for order tracking, and supporting various pricing structures, thus enhancing customer connections. Online orders are seamlessly linked to QuickBooks, minimizing the burden of order entry. Now Commerce is designed to work seamlessly with both QuickBooks Online and QuickBooks Desktop. Step into the future of B2B sales with the Now Commerce Sales Rep Portal—an advanced solution developed to empower your sales team and elevate your business outcomes.

Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement. Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial. The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking. By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.

VeloxyIO Inc. offers an advanced sales software solution powered by artificial intelligence, designed to enhance predictive forecasting and sales enablement specifically for Salesforce CRM users. Our goal is to equip Sales Representatives with the tools they need to effectively engage with Salesforce and maximize their productivity beyond their input. Additionally, we deliver improved forecasts and analytics to Sales Management, enabling them to identify the key actions that truly influence the sales pipeline. With the right data delivered at the precise moment it’s needed, tools like Inbox and Veloxy Mobile automatically log various activities, including calls, email interactions, and engagement metrics. This seamless integration allows for effortless information management on the go, seamlessly fitting into the sales workflow. Sales Representatives benefit from timely access to relevant data tailored to their context, location, and upcoming engagements, which helps them prioritize effectively without the hassle of searching for information. By leveraging this data, you can pinpoint which specific actions significantly contribute to pipeline expansion. Furthermore, Veloxy Analytics equips Sales Managers and Operations teams with precise forecasts derived from historical analysis of trends, along with analytical tools that allow for an exploration of how various sales activities correlate with pipeline growth, ultimately driving better decision-making and strategy formulation. This comprehensive approach ensures that every sales effort is strategically aligned for maximum impact.

Selling can often present challenges, but it doesn't have to be overwhelming. By implementing a well-defined strategy, fostering a positive environment, and utilizing sales CRM software, the process can become significantly smoother. Kylas is designed to help you pinpoint the most promising sales opportunities, bolstering your efforts to achieve greater success. It's crucial to monitor your prospects closely and engage with them regularly to transform leads into tangible deals, contacts, and companies. With Kylas, you can efficiently search and filter your data, providing a comprehensive overview of all your leads. The fundamental elements of your sales pipeline—deals, contacts, companies, and leads—are seamlessly integrated within the platform. Kylas also enables you to swiftly gather leads from various channels while assessing their potential for conversion into deals. Moreover, effective management of your sales pipeline is essential to prevent any setbacks in your transactions. You can design multiple, fully customizable lead and deal pipelines tailored to your specific requirements, ensuring that you effectively navigate every stage of the sales process. This flexibility empowers sales teams to adapt and thrive in a competitive landscape.

Sales Buzz is a comprehensive Mobile Sales Force Automation System designed for use on mobile and handheld devices, enabling users to effectively monitor and empower their sales teams, merchandisers, and distribution networks to drive revenue growth, enhance data insights, and elevate customer service levels. This innovative software streamlines various business tasks for sales personnel, encompassing journey planning, contact management, order processing, invoicing, inventory oversight, tracking, and customer relations management. Among its primary goals are enhancing control over the sales team, merchandisers, delivery personnel, and collectors, which in turn boosts overall efficiency. By automating mundane tasks, it significantly reduces the potential for errors, facilitates the creation of optimized work schedules, and provides quicker access to vital information. Additionally, it delivers unique insights that enable sales representatives and managers to formulate strategies aimed at expanding their sales reach in the future. Moreover, it optimizes the utilization of existing assets and resources while automatically collecting and analyzing data to generate actionable insights, empowering businesses to make well-informed decisions that align with their strategic goals. Ultimately, the integration of Sales Buzz not only enhances operational workflows but also fosters a culture of continuous improvement within sales organizations.

Wingmate stands out as the premier provider of frontline intelligence software in North America. Our application-based approach encourages field personnel to report opportunities instantly, eliminating the need for paper and effectively linking the frontline workforce with the office. This integration simplifies the process of sharing leads, allowing everyone involved to earn rewards and contribute to business growth. Designed with a mobile-first mindset, our solution caters specifically to those constantly on the move. Users can effortlessly share leads in mere seconds, leading to increased revenue, enhanced teamwork, and improved customer service. Additionally, the app allows users to monitor the progress of their contributions in real-time, fostering consistent communication across teams and providing rewards for successful leads. Ultimately, Wingmate cultivates a highly engaged workforce, promoting positive habits, motivating incentives, and improved employee retention. As a result, businesses can experience not just growth but also a more cohesive working environment.

GeoOp is a comprehensive job management tool designed for small businesses, enabling them to optimize their daily operations. With this software, companies can save an impressive 14 hours each week on administrative tasks, secure more jobs, and accelerate their payment processes. GeoOp streamlines various functions, including job assignments, invoice and quote generation, timesheet management, and accounting software integration. By replacing outdated and cumbersome paper-based methods, GeoOp empowers businesses to enhance efficiency significantly. It stands out as a cutting-edge application tailored for Trade and Home/Field Service sectors, allowing users to oversee quotes, schedule jobs, monitor job progress, issue invoices, and receive payments more promptly. Notably, GeoOp simplifies the management of manual processes by facilitating the entry of client and job details just once, enabling seamless tracking from quotation to payment, thus cutting down on paperwork and administration by as much as 14 hours weekly. Furthermore, this innovative platform not only aids in operational efficiency but also enhances overall business productivity and customer satisfaction.

ForceManager’s CRM platform is meticulously designed for sales professionals, prioritizing their specific requirements and challenges. The key aim of ForceManager is to simplify the daily operations of sales representatives, allowing them to focus on what matters most: securing deals and building strong client relationships. As a leading CRM solution, ForceManager provides a robust WebApp that is adaptable to various work settings, whether at home, in the office, or on the go. The success of this platform is largely due to its user-friendly interface, built-in geolocation features, and high levels of user engagement. Headquartered in Barcelona, Spain, ForceManager has broadened its presence with international offices located in cities like London, Berlin, Venice, Mexico City, Madrid, Bogota, and Boston. With a committed workforce of over 100 staff members, we proudly serve a diverse clientele of 1,500 customers worldwide, equipping them with the essential resources for achieving their goals. Additionally, our ongoing commitment to innovation ensures that we continuously adapt our solutions to meet evolving market demands.

Repsly's retail execution platform empowers consumer packaged goods (CPG) field teams to enhance their sales performance, ensure adherence to promotional standards, and optimize merchandising execution by providing access to essential data and tools that facilitate smarter work practices within their accounts. The adaptable nature of Repsly's platform equips these teams with various solutions, including ordering, scheduling, data collection, time and mileage tracking, and sales performance reporting, all of which contribute to its distinctive market position. By consolidating data on shelf-level execution and team activities, the Repsly platform aids field teams in making informed decisions that amplify their effectiveness. With over ten years of experience supporting CPG teams, Repsly has facilitated more than 5 million in-store activities each month across 80 countries, showcasing the platform's global impact and reach. This extensive track record highlights the commitment of Repsly to driving success for its users in the competitive retail landscape.

Tall Emu recognizes the challenges that business owners and managers face in maintaining organization, tracking customer interactions, following up on leads, monitoring project statuses, and overseeing employee activities. This understanding led to the development of Tall Emu CRM software, which serves as a cost-effective alternative to high-priced ERP systems while offering top-notch inventory management capabilities typically found in more expensive solutions. Furthermore, this software equips your sales team with the tools needed to generate quotes swiftly, thereby increasing the likelihood of closing deals. Effective management of your sales pipeline is crucial for converting leads into loyal customers, and this user-friendly yet powerful software simplifies the process. Our online quote generator facilitates the creation of professional quotes, allowing the inclusion of images, videos, links, and groups. These quotes can easily be sent to clients through email or SMS, giving them the convenience of viewing them online. Additionally, a map feature enables users to visualize customer locations, leads, and projects, making it easier to identify promising opportunities. You can also filter prospects based on your geographical area and personal schedule, ensuring that you focus on the most relevant leads. Overall, Tall Emu CRM is designed to enhance visibility and productivity for businesses of all sizes.

Onsight serves as a comprehensive suite of mobile sales tools tailored specifically for the requirements of manufacturers, wholesalers, and distributors. By offering a flexible interface combined with an intuitive design, Maxxor Business Solutions significantly improves sales efficiency by simplifying the ordering process for users. Compatible with iPads, Windows tablets, and Android devices, Onsight enables sales representatives to manage client information effectively, present the newest products, and quickly create quotes and orders, regardless of their internet connectivity or if they are on the move. This innovative mobile solution not only assists sales reps in their everyday activities but also enhances overall productivity and elevates customer satisfaction levels. Additionally, the ability to operate offline ensures that sales teams remain functional and effective in varied environments.

allGeo is a cloud-centric solution designed to facilitate mobile workforce management across multiple sectors such as construction, healthcare, trade, and facility management. This platform seamlessly connects with various ERP, CRM, and payroll systems while providing a suite of customizable tools tailored for diverse applications. Among the notable features of allGeo are: - Advanced Time Tracking - GPS Monitoring - Data Collection in the Field - Verification of Electronic Visits - Safety Measures for Lone Workers - Mileage Monitoring - Time Tracking with Geofencing In addition to these, allGeo's adaptability ensures it can meet the specific needs of different businesses.

Our cutting-edge door-to-door sales tracking software is crafted to assist you in reaching your sales objectives. Whether your goal is to improve the efficiency of your field service representatives or to elevate the performance of your door-to-door teams, Door To Door CRM™ offers vital tools that enable your field reps to thrive. Management-Ware’s Door To Door CRM™ is an intuitive application specifically designed for companies with mobile sales teams and technicians, facilitating effective oversight of their activities. By leveraging the appropriate sales tracking software, your representatives can concentrate their efforts on what they do best: closing deals! This software not only provides a strategic edge but also addresses the frequent challenge of losing potential leads caused by inadequate tracking capabilities. It is crucial to recognize that missed opportunities often arise not from carelessness, but from a lack of proper resources. Equip your sales team with the tools they need to succeed! With functionalities that allow for real-time location tracking on maps, you can ensure that you always know where your sales representatives are in the field. Furthermore, the implementation of this software can significantly enhance sales productivity and contribute to the overall success of your organization. In the competitive landscape of sales, having the right tools is essential for maintaining an edge over rivals.

The innovative Solid Route Accounting system revolutionizes well-known ERP platforms into a completely automated solution tailored for the distribution sector. This system facilitates mobile invoicing, customer order processing, and inventory management. Employed by field sales teams, direct store delivery, and van sales operations, Solid Route Accounting integrates the mobile aspects of your business into a cohesive system with your ERP. With support for modern Android and iOS devices, your organization experiences substantial advantages, such as: - Enhanced efficiency for mobile sales personnel, allowing them to navigate customer locations up to twice as quickly due to precise pricing and professionally generated customer orders, along with optional barcode scanning. - A remarkable reduction in accounting workload by as much as 90%, as accounting personnel no longer need to manually re-enter transactions, while accounts receivable reports remain current. - Accurate and automatic tracking of mobile inventory, leading to improved fill rates and minimized shrinkage. - Clear insights for managers regarding the locations visited by mobile sales teams, individual sales performance, and the products sold, thereby significantly enhancing management reporting capabilities. In essence, Solid Route Accounting manages operational details, enabling you to focus on delivering exceptional service to your customers. As a result, your business efficiency and customer satisfaction levels can reach new heights.

Enhance your engagement with healthcare professionals (HCPs) and optimize your commercial workflows by utilizing an all-inclusive Super App specifically tailored for edetailing and closed-loop marketing, which encompasses a wide range of functions from content distribution and sample management to multi-channel communication that complies with regulations. By effectively closing the feedback loop in your marketing and sales strategies, you can greatly improve your operational efficiency. This robust solution equips you to execute your strategic objectives with confidence. Elevate your interactions with HCPs and cultivate stronger customer relationships through personalized, targeted content that resonates. With advanced technology accessible wherever you are—be it at home, in the office, or traveling—you can integratively streamline your commercial activities. Pitcher offers diverse pathways and features designed to address the specific requirements of commercial representatives, medical science liaisons (MSLs), and key account managers (KAMs), ensuring that all roles receive adequate support. The adaptability provided by this Super App empowers you to navigate and succeed in a constantly changing market environment, making it an essential tool for modern healthcare engagement. Ultimately, leveraging such technology not only enhances productivity but also fosters innovation in your approach to HCP relations.

Boost your field sales by 20% while simultaneously cutting down on administrative tasks with our comprehensive sales automation solution. Perenso Field Sales equips businesses with advanced technology designed to enhance their selling capabilities in the field. The platform boasts a wide range of features aimed at connecting with the right audience and delivering accurate information to facilitate optimal deals, thereby improving efficiency and maximizing revenue. This versatile sales execution platform caters to wholesalers, manufacturers, and distributors of all sizes, especially those targeting retail businesses. It includes capabilities for bulk data import and export as well as bulk content upload and automatic matching features. The user-friendly interface allows for easy content searches, and users can send emails directly from the application. Multiple diary entries for calls can be created simultaneously, and the intuitive management system simplifies scheduling. You can also repeat bulk scheduled calls and access product information directly within an order screen tailored to your business needs. Additionally, the platform allows you to capture photos and make notes, which can be consolidated into comprehensive reports on competitors. Progress tracking and goal setting are available at any time within the application, enabling users to establish targets across a diverse range of metrics for enhanced performance. Overall, this solution positions your sales team for greater success in a competitive market.

Keep a close watch on your workforce using real-time tracking features that provide insights into their locations. Effectively manage your inventory and analyze sales performance to make informed decisions. Enhance team communication and collaboration to ensure projects are completed successfully. Instantly track and process expense reimbursements for improved financial oversight. Users can conveniently submit forms once or multiple times while capturing the location of each entry. The Field Force Connect app allows you to manage employee check-ins, checkouts, and attendance seamlessly from anywhere at any time. Leads encompass the data gathered about individuals or representatives from companies. Furthermore, this application facilitates the development of a detailed roster for employees, promoting effective task distribution and workflow synchronization. Ideal for the manufacturing industry, Field Force Connect aids Field Officers, delivery staff, and supervisors by streamlining activities such as order placements, delivery confirmations, and product logistics, ultimately enhancing overall organizational efficiency. By utilizing these capabilities, companies can significantly boost productivity and refine their operational processes. Moreover, the application is designed to adapt to various business needs, ensuring flexibility and scalability in workforce management.

Enhance the effectiveness of your sales team with Twib, where you can perform tasks with just one click. If you're interested in elevating your revenue, be sure to watch the informative video. The app allows for efficient monitoring of time spent at different locations and tracking of employee movements using GPS, which includes check-ins that are supplemented by images. You will have total oversight and control over sales expenses while accurately documenting the journeys of your representatives and the distances they travel. By simply activating location services in the app, employees can have their movements recorded automatically, streamlining the process. Twib, a GPS sales tracking tool, aids organizations in calculating the total kilometers driven by each team member, in addition to providing route mapping and identifying starting and ending points. It's essential to keep both internet connectivity and device location enabled for the app to work optimally. This GPS-driven application not only showcases all the routes taken by employees but also boosts overall operational efficiency. With the valuable data provided, businesses can make strategic decisions to refine their sales strategies and improve performance. Overall, Twib empowers organizations to optimize their sales operations with precision and ease.

No matter the industry, personnel's effectiveness relies heavily on their capacity to quickly and effortlessly obtain thorough customer and product information. This essential data should be accessible across all mobile devices, including smartphones, tablets, and laptops. Nomalys offers an out-of-the-box mobile application aimed at optimizing the use of customer and prospect details. Our mission is to enable your team to operate more efficiently by allowing them to share pertinent insights with both management and colleagues in real time. The Nomalys mobile application is designed to be easy to set up and navigate, seamlessly connecting your business applications like CRM, ERP, and EDM with mobile technology in just a few clicks. With its unique and intuitive interface, field employees can freely access and promptly update customer and prospect data. The overarching goal is to enhance customer comprehension and refine the prospecting process, ultimately fostering business growth and operational efficiency. By adopting this innovative solution, organizations can markedly improve their agility and effectiveness in a competitive landscape, leading to better decision-making and a stronger market position. This shift not only benefits the present workflow but also lays the foundation for future advancements and scalability.

SmartSales is an all-in-one CRM tailored for field sales, designed to simplify operations by minimizing paperwork and allowing sales representatives to boost their productivity, potentially reclaiming up to 90 minutes each day. Its robust territory management system facilitates geolocation and segmentation of potential clients and prospects, ensuring that inventory, pricing, and documentation information are always accurate and current. Users can effortlessly track their activities, personalize their experience, and generate comprehensive visit reports with concise notes. The app emphasizes action, enabling instant order placements and removing unnecessary delays. Traditionally, sales representatives have faced the challenge of managing extensive paper documents and product catalogs, lacking real-time visibility into inventory levels during client interactions, which often results in the tedious task of manually entering signed orders into the CRM later. Furthermore, the risk of presenting outdated marketing materials can result in lost opportunities. SmartSales effectively tackles these issues, allowing sales teams to concentrate on selling rather than getting bogged down with administrative duties. By implementing this innovative solution, organizations can enhance their sales processes and achieve better results in a competitive market.

Are you in search of a holistic mobile solution that streamlines sales, delivery, and route accounting? jLAN Mobile presents a customized system that is designed to meet the specific needs of your business. Our software facilitates the management of pre-sales, route accounting, and direct store delivery processes, making them simpler to handle. It seamlessly integrates with most ERP systems, ensuring a smooth transition to our platform without facing major obstacles. Additionally, our tailored customizations cater to various industries, allowing you to modify the software to meet your distinct requirements. jLAN Mobile specializes in route accounting, mobile sales, direct store delivery, and comprehensive sales support for field agents. Our main objective is to empower businesses and their field sales personnel, enabling them to remain agile, productive, and truly satisfied in their positions. Pre-sales agents frequently travel and engage in multiple customer interactions daily. With jLAN Mobile, your team can swiftly address customer inquiries and boost sales calls, leveraging real-time access to inventory data, customer profiles, and past order histories. This operational efficiency not only elevates sales outcomes but also helps build stronger connections with customers, ultimately driving business growth. Furthermore, by utilizing our platform, your team can focus more on strategic selling rather than administrative tasks, resulting in a more dynamic and responsive sales environment.

A cloud-based tool designed to enhance vehicle routing in real-time and streamline smart appointment scheduling is now available. This versatile service caters to various applications such as on-demand delivery, taxi operations, and field workforce management, allowing businesses to offer their clients appointment times that optimize route efficiency. It plays a crucial role in effectively managing home-delivery network capacities and can be accessed through a RESTful JSON web service. In addition, there is a desktop application that provides non-real-time vehicle routing, territory mapping, and management capabilities. Users can generate daily delivery routes, assess them, and print reports for convenient reference. The application also visualizes customer locations on a map, aiding in the strategic design and management of sales territories. Furthermore, all data is stored in an easy-to-use Excel spreadsheet format and is compatible across Windows, Mac, and Linux operating systems. For users who prefer a more technical setup, a command line interface for ODL Studio is available, allowing for seamless integration with existing backend systems. You can automate daily route generation (for instance, using Linux Cron) and facilitate data transfers between ODL Studio and your order processing system through simple text or Excel files. Notably, the entire system functions smoothly on both Linux and Windows servers, providing flexible deployment options. This all-encompassing platform significantly boosts operational efficiency while enhancing customer satisfaction through timely and organized deliveries, ultimately leading to improved service quality and reliability.

This adaptable CRM platform is crafted to enhance the efficiency and effectiveness of your field sales team. It ensures that crucial information is delivered to the right team members exactly when they need it. In a dynamic and competitive market, protecting your sales targets is essential. With this user-friendly and fully mobile sales force automation tool, you can skillfully navigate customers through the purchasing journey. Purveyance gives you control over your customer data, allowing you to easily access product information and customer accounts while meeting clients in person. You can also showcase promotions with just a simple touch, ensuring that no promotional opportunity is missed, thanks to timely alerts on customer profiles. The pricing is straightforward, and the ordering feature facilitates quick inventory replenishment, aiding you in reaching your sales objectives more effectively. Additionally, managing product availability on shelves becomes an effortless task requiring little time or effort. Ultimately, this CRM revolutionizes your sales operations, turning them into a seamless and highly efficient system. Its comprehensive features not only improve productivity but also enhance customer satisfaction, making it an indispensable tool for any sales team.

Zoom SFA provides advanced solutions for managing field forces and automating processes, allowing for instantaneous job tracking while improving task execution efficiency. Its feature for route optimization effectively determines the most cost-effective routes for task completion, ensuring resources are utilized wisely. The platform is equipped with robust reporting tools, delivering real-time status updates alongside critical feedback. In addition, the integrated smart analytics powered by data-driven insights facilitate a thorough evaluation and interpretation of workforce performance. Users will find this field service management software particularly advantageous for handling tasks like invoicing, billing, document management, and attendance tracking. Moreover, it offers synchronization with various applications and includes numerous add-ons, broadening its capabilities to meet diverse operational requirements. This all-encompassing software suite guarantees that teams can work more productively and adapt swiftly to evolving demands, ultimately enhancing overall service delivery.

Sphinx offers a specialized CRM solution called SCRMpro, which caters to the varied needs of small, medium, and large multinational enterprises. This platform enables organizations to effectively manage crucial customer-focused operations such as acquisition, retention, insights into customer behaviors, and loyalty enhancement. By implementing a range of customer-centric strategies, SCRMpro adeptly meets the specific requirements of clients by facilitating essential functions like sales management, lead tracking, and channel coordination. Our solutions prioritize customer engagement, aiding businesses in driving growth, maintaining a competitive advantage, and optimizing operational efficiency. This adaptable CRM software is designed to grow alongside each client's unique requirements, overseeing multiple aspects of business such as lead capture, data management, sales tracking, asset management, and generating detailed reports. Additionally, our customized CRM solutions have demonstrated a significant improvement in the responsiveness of customer service for our clients, leading to enhanced satisfaction and stronger engagement levels. Furthermore, the flexible nature of SCRMpro ensures it remains an indispensable resource as businesses progress and their needs evolve, making it a crucial tool for sustained success.