Accounts with context
Customer accounts, contacts and sales stages. Open the account history before your next conversation.
THE CONNECTED FIELD WORKSPACE
Less searching.
More context.
From the first stop to the next commitment, keep the account and the work together.
01 / THE REP'S DAY
A clear next step.
At every stop.
Core tools for the daily fieldwork, without requiring AI reviews.
Capture the conversation
Visit notes, check-ins and photos keep the details of each customer stop with the account.
Follow through
Track follow-ups with due dates and completion outcomes, so the next commitment stays in view.
Work your territory
Use the territory map, lasso selection, current-location discovery and navigation to choose the next stop.
Connect the day's stops
Save routes, order stops and work through the route with account context close at hand.
Make the work visible
Review stop scores with buying signals and missing details, plus daily activity reports with Excel and CSV exports.
02 / PRO AND AI PRO
The team activity.
The story behind it.
See recent activity, open commitments and the accounts that need attention. Open the history to understand the conversation behind the numbers.
Compare team plansSupport the whole territory.
Review visits by rep, open and overdue follow-ups, account ownership and accounts without recent visits.
Priorities with reasons.
Account summaries, buying signals, missing information and suggested next actions. AI Pro includes a shared company credit allowance.
03 / CONNECTED INTELLIGENCE
Work with the tools
your team relies on.
Secure API access for approved AI assistants and business software.
Supported workflows
Authorized integrations can work with accounts, follow-ups and saved routes, including driving-time route optimization for assigned accounts.
Controlled access
Individual credentials, permission-based access, rep and company isolation, revocable keys and audit logging keep integrations within the access you approve.
Specific third-party integrations depend on the systems and workflow your company wants to connect and may require additional setup.
WHY FIELDINTEL
Designed by someone in the field.
FieldIntel began with the questions between customer stops: Who should I visit? What did we discuss? What did I promise?
Designed by a working sales rep to keep the details organized, so more of the day can go into the conversations that matter.
See how it all connects.
Explore actual product screens with sample account details.
