For outside sales teams
The next stop is more useful when you know why you are going. FieldIntel brings nearby accounts, customer history and dated follow-ups into the same field sales workspace, so you can plan the visit and prepare for the conversation.
Review your territory map and nearby accounts. Use account selection and lasso tools to focus on the area you want to work, alongside commitments that need attention.
With Route Planning enabled, select accounts, arrange stops and save a route. Open the account history to review the last conversation before your visit.
Navigate to the stop, check in and capture visit notes. Record a dated follow-up so the promise you make today stays visible after you leave.
A route tells you where to go. Customer context helps you decide what to discuss when you arrive. FieldIntel keeps contacts, visit history, notes and follow-ups with the account, while manager views bring team activity and open commitments together.
For a rep working through a territory, that means reviewing a previous pricing discussion before the next visit, recording what changed and keeping the agreed next action attached to the same business.
Outside sales representatives who visit accounts across a territory, and managers who need context about visits and follow-ups. It connects the trip to the customer relationship rather than treating a stop as an address alone.
Yes. New Core ($49), Pro ($69) and AI Pro ($89) packages include route planning, per paid user per month in USD. Core includes customer records, maps, check-ins, follow-ups and basic activity reporting. Pro adds team and manager tools. Existing accepted customer quotes stay unchanged.
No. Core account records, check-ins, follow-ups, stop scores and activity reports work without AI reviews. AI Pro adds account intelligence with 1,000 credits per paid AI Pro user per month, pooled across the company.
Yes. FieldIntel works in a web browser on phones and computers. Your company provides access to its workspace; the demo walkthrough uses illustrative account details.
Tell us how your reps plan their day, what they need before a customer visit and how your team handles follow-ups. A demo can focus on those workflows and the features your company needs.
Built bySouth Shore Business Solutions LLCsouthshorebusinesssolutions.com