Field Sales Module

Field sales tracking software for visits, routes, area plans and mobile updates

Field sales gets difficult when managers cannot see who visited which customer, what happened during the meeting, or whether the day plan was actually covered. Zeyora Field Sales connects mobile visit updates with CRM leads, customer records, attendance and manager dashboards.

Book a Demo View Pricing
Mobile visit app GPS trail Area assignments Photo proof
Field sales tracking software with mobile CRM app GPS route and visit proof workflow

Daily field plans

Managers can assign a clear day plan for each salesperson, including planned visits, route expectations and customer context.

Area assignments

Send a staff member to cover a whole territory or marketing area with a time window, target visit count and field instructions.

Start and complete visits

Sales staff can start a visit, add notes, close it with an outcome and schedule the next follow-up from the mobile workflow.

GPS route trail

Location pings update current staff location and build a daily route trail for manager review, based on configured interval and distance settings.

Photo and file proof

Attach visit photos, shelf images, documents or other proof so the visit record carries more than a short text note.

Offline sync

Bulk location sync helps teams recover field activity when the mobile device was offline during part of the route.

Where it fits best

  • FMCG, distribution and wholesale teams visiting customers every day
  • Marketing teams covering assigned areas and retail routes
  • Managers who need live staff location and daily visit visibility
  • Sales teams replacing WhatsApp updates and end-of-day spreadsheets
  • Businesses connecting field visits with CRM leads, customers and attendance

Usually connected with

Mobile CRM Timesheets & Attendance Reports Sales

FAQs

Can managers see current field staff location?

Yes. The field sales dashboard is designed to show current staff location, idle status, visits, daily trails and selected staff route history where tracking is enabled.

Does the mobile app work with CRM leads and customers?

Yes. Field users can access assigned leads and assigned customers, then record visits and follow-up notes against that sales context.

Can Zeyora track area coverage?

Yes. Area assignments include area name, date, start and end time, target visit count and manager instructions, with progress visible from the dashboard.