Field Sales CRM that shows where your team is and what it sells
GPS check-in/check-out, visit planning, route optimisation, attendance and order booking, with live field performance dashboards.
Performance trend
Pipeline
Live field activity
- Vikram S.Checked in — Sharma Traders2 min ago
- Pooja R.Order ₹24,500 — City Mart6 min ago
- Arjun K.Checked out — Patel Stores9 min ago
DealTrako Field Sales CRM gives on-ground sales teams a simple mobile workflow and gives managers live visibility into attendance, visits, routes and orders across every territory.
Why field sales teams outgrow spreadsheets
No field visibility
Managers do not know where executives are or what they did.
GPS-based check-in
Location-verified visits and attendance with selfies.
Fake attendance
Attendance is marked without being on duty.
Daily visit plans
Planned beats with customer locations on a map.
Inefficient routes
Executives zig-zag across the city and waste fuel and time.
Route optimisation
Shortest routes calculated across planned visits.
Late order reports
Orders are sent over WhatsApp and re-typed in the office.
In-field order booking
Orders captured with catalogue and pricing on the spot.
Everything your field sales team needs
Field employee management
Profiles, territories, managers and targets.
GPS-based check-in/check-out
Location and time stamped visit records.
Visit planning
Daily and weekly beat plans with approvals.
Customer location management
Geo-tagged customer addresses with map view.
Daily visit reports
Auto-generated reports per executive.
Sales orders
Mobile order booking with schemes and pricing.
Attendance
Geo-fenced punch-in/punch-out with leave tracking.
Route optimisation
Optimised sequences for planned visits.
Field performance dashboard
Visits, orders, distance and productivity live.
Your field sales workflow, simplified
Geo-tag customers
Import customers and capture their locations.
Plan beats
Assign daily visit plans and optimised routes.
Punch in & visit
Executives punch in, check in at customers and book orders.
Monitor live
Managers see attendance, visits and orders on a live dashboard.
Results field sales teams can measure
Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.
More visits per day
Optimised routes and plans.
Verified attendance
Geo-fenced punch-ins.
Lower travel cost
Shorter routes.
Same-day order processing
Orders reach the back office instantly.
Field Sales CRM pricing
Prices in INR, exclusive of GST · Showing pricing for Field Sales CRM
Free
For small teams getting started
- Users: Up to 3
- Storage: 500 MB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Starter
For growing sales teams
- Users: 3 – 25
- Storage: 5 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Professional
For teams that want automation
- Users: 5 – 250
- Storage: 50 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Enterprise
For large and complex organisations
- Users: 50+ (custom)
- Storage: 500 GB+
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
View Live Demo
Explore a live Field Sales workspace with sample data.
Related CRM solutions
Compare side by sideStart your Field Sales CRM today
Free for up to 3 users. No credit card required.