Best Field Sales Software: Overview, Features, Pricing

You may be tempted to think that if you have a solid pitch and send out enough cold emails or create enough ads, your business is safe. While technology has certainly changed the way we approach selling, we can’t yet dismiss the power of in-person contact.
For field sales professionals who work outside the office, the right software can make the difference between a missed opportunity and a closed deal. That’s why 87%* businesses use mobile technology to enhance sales performance and manage clients. You need the right tools to streamline operations, improve efficiency, and boost revenue — especially when you’re on the move and don’t have time to lose.
In this article, we’ve analyzed and reviewed the best field sales software to help you choose the right solution for your team. Whether you’re managing a small team or overseeing a large, distributed workforce, this guide will provide you with in-depth insights to make an informed decision.
Key takeaways:
- Field sales software increases productivity through features like real-time tracking, automation, and CRM integration to streamline workflows.
- Choosing the right tool depends on your sales team’s needs, whether that’s territory management, omnichannel communication, or advanced reporting capabilities.
- Top field sales tools like SPOTIO and CloudTalk allow teams to manage large territories and contact customers wherever they are.
Create a stronger field sales strategy with CloudTalk
Top 6 Features of Field Sales Software
Before you choose the best field sales software for your team, consider its key features and how they’ll help your team.
Integrations
The first critical feature of field sales software is its ability to integrate with your other business tools, such as CRM software, ERPs, or marketing automation systems.
This helps field agents easily access customer data, track interactions, and sync updates in real time without entering data manually. Plus, integrations save time while minimizing the risk of data inconsistencies, which would slow down your sales pipeline.
Sales Automation
Automation is at the heart of modern sales operations, and field sales are no exception. A robust sales automation feature streamlines repetitive tasks like follow-up emails, meeting scheduling, and data logging. That way, your team will have more time to focus on high-value tasks, such as nurturing leads and closing deals.
Automated reminders and prompts help ensure you don’t neglect any leads. Plus, you can set workflows to trigger actions based on predefined conditions. Sales automation also helps with opportunity tracking and pipeline management, giving you more control over your sales cycle and boosting productivity.
Outside Sales Tracking and Mapping
For field sales teams, one of the most valuable features will be the tool’s ability to track movement in real time and optimize sales routes. For instance, GPS-based tracking allows managers to monitor field activities, ensuring team members are working efficiently.
Plus, mapping tools help reps map the most efficient routes, reducing travel time and improving coverage. This feature can also give you insights into geographical trends, making it easier to allocate more resources in high-potential areas.
Reporting and Analytics
Doing field sales doesn’t mean you can forget about data analysis. Quite the opposite, data-driven decision-making has a critical place and can provide you with actionable insights to improve your sales strategy.
That’s why your field sales software needs reporting capabilities you can use to track performance metrics, like sales velocity, deal size, and win rate. A customizable Real-Time Dashboard gives both field reps and managers real-time data on individual and team performance.
Plus, by generating reports on customer interactions, sales cycles, and geographical performance, you can fine-tune your strategy to increase efficiency and optimize outcomes. Analytics can also help you forecast future trends, enabling more accurate planning and resource allocation.

Omnichannel Communication
You may think the only type of communication for field sales is verbal, but you’d be missing out on huge opportunities. You need effective communication across multiple channels, from email and phone to SMS and social media.
Omnichannel communication features allow your team to stay connected with prospects and customers no matter where they are. With this feature, you can also track communication and have better visibility in your customer interactions.
The best field sales software allows you to reach out to leads through their preferred communication channel, offering a personalized approach that increases engagement. Integrated communication tools help eliminate the need to switch between apps, making the sales process smoother and more cohesive.
Intuitive Interface
Even the most powerful software is useless if your team doesn’t know how to use it. An intuitive interface ensures sales reps can quickly adopt the software with minimal training. A user-friendly design helps teams navigate features effortlessly, from logging customer visits to generating reports on the go.
Mobile-first interfaces are particularly important for field sales reps who need to access the software from their smartphones or tablets while on the road. Clean, easy-to-read dashboards and Automated Workflows reduce frustration, increase productivity, and ensure that your team can focus on selling instead of struggling with technology.
Best Field Sales Software Alternative: CloudTalk
With the right software, you can bring field sales to your home or office. With CloudTalk, you don’t have to go door-to-door to make a sale, just start calling. It’s the ideal tool if you want to improve call center performance by analyzing key sales and call center metrics.

CloudTalk is an advanced cloud-based communication platform that integrates seamlessly with your existing sales software. Although not a traditional field sales software, CloudTalk enhances team collaboration and customer communication.
While in-person sales are important and shouldn’t be fully replaced, thanks to software like CloudTalk, you can become more effective and combine in-person sales with in-office sales effectively. Additionally, it lets you maintain better control over professionals working from abroad, as they can easily connect with customers through phone calls, SMS, and voicemail, no matter where they are.
CloudTalk also offers various tools to make your cold calling and support strategy better, such as Sentiment Analysis, Talk/Listen Ratio analysis, and call center monitoring,
Key features:
- Seamless CRM integration
- Power Dialer to reach 3X more customers by removing repetitive tasks
- Call Recording and real-time performance metrics
- Automated call distribution based on location or availability
Use cases:
- Sales and customer service teams needing to communicate with clients over the phone. You can also use it to manage large volumes of inbound and outbound sales calls, ensuring optimal team productivity and customer satisfaction. Cloudtalk is versatile and can be used across various fields, including law, government, retail, and more.
Pricing:
- Starts at $25 per user/month with custom pricing available
Best for:
- Businesses that focus heavily on call-based customer interactions and require detailed analytics to optimize performance. Cloudtalk caters to businesses at every level, from small companies to large enterprises.
PlanRadar, a company that centralizes the building lifecycle of construction companies, property, and facilities managers, used CloudTalk to remove limitations with their existing VoIP system.
The results included:
- 30% Increase in outbound success rates
- 10% Increase in agent productivity
- 3% decrease in missed calls

6 Best Traditional Field Sales Software
If you’re not ready to ditch the field — or the traditional software to help you navigate it — we’ve still got you covered.
Below, we explore the six leading field sales software, each offering a unique combination of functionality and integrations.
1. SPOTIO

SPOTIO is a software specifically made for field teams and offers a robust suite of features like territory management, lead tracking, and team performance insights. It helps reps visualize sales territories, schedule meetings, and optimize their daily routes with mapping and GPS tools.
SPOTIO is easy to customize, making it ideal for teams that want a tailored solution for their specific sales workflows.
Key features:
- Territory management and route optimization
- Lead generation and tracking tools
- Integration with your sales CRM system
- Real-time performance tracking and reporting
Use cases:
- Managing large territories and optimizing field visits. SPOTIO’s mapping and lead-tracking features help you cover multiple geographic regions and meet with clients face-to-face.
Pricing:
- Different tiers are available for B2C and B2B plans, with custom pricing possible depending on your needs.
Best for:
- Sales teams looking for efficient territory management and real-time tracking to improve field operations and performance
2. Sales Rabbit

Sales Rabbit is a mobile-first field sales solution that helps you track leads, communicate with prospects, and manage your sales pipeline on the go.
With features like digital lead forms, offline access, and in-app messaging, it ensures that field sales reps stay productive, even in areas with limited connectivity.
Key features:
- Lead tracking and mapping
- Offline access for remote locations
- In-app communication between team members
- Digital lead forms and customizable sales scripts
Use cases:
- Coordination between sales reps using color coding. The app allows you to mark covered areas so that sales reps can focus on new ones.
Pricing:
- Free for one user. For teams, pricing starts at $195/month
Best for:
- Door-to-door sales teams and those operating in remote or rural areas
3. Repsly

Repsly is a versatile field sales tool designed to manage both sales and field service teams. It offers a complete suite of features for tracking performance, managing customer data, and monitoring rep activity in real-time. Repsly’s intuitive interface and rich feature set make it a great choice for teams that need flexibility in managing various field tasks.
Key features:
- GPS tracking and field activity monitoring
- In-app photo capturing and reporting
- Customizable forms for sales data collection
- Real-time customer interaction tracking
Use cases:
- In-store visits and analysis. Using Reply, a sales rep can capture a visit to a physical store in real-time, fill out custom forms, and report inventory levels and competitor activity.
Pricing:
- Four custom tiers are available depending on your needs
Best for:
- Businesses that need to track field rep activities across both sales and service functions, especially in industries like retail and healthcare
4. HubSpot Sales Hub

HubSpot Sales Hub is a powerful tool that integrates seamlessly with the broader HubSpot ecosystem, making it an ideal choice for businesses already using HubSpot CRM. It comes with features like automated email sequences, live chat, and meeting scheduling and it helps you streamline the entire sales process, from prospecting to closing deals.
Key features:
- Email tracking and templates
- Automated sales workflows
- Integration with HubSpot’s CRM and marketing tools
- Meeting scheduling and live chat support
Use cases:
- Prospecting. HubSpot helps sales reps stay focused, organized, and efficient, by minimizing distractions and offering sales engagement tools that convert prospects with ease.
Pricing:
- A free plan with up to 5 seats is available for individuals and small teams. Advanced options start at $15/month/seat, while for larger businesses prices start at $800/month.
Best for:
- Small to medium-sized businesses that want a comprehensive, integrated CRM and sales solution
5. Field Sales Pro

Field Sales Pro is a highly specialized solution designed for sales teams that need to manage appointments, track reps’ locations, and optimize sales routes. It has a simple, intuitive, mobile-friendly interface, and it’s great for teams that operate in various places and need an efficient scheduling and tracking tool.
Key features:
- Appointment scheduling and route optimization
- Real-time GPS tracking
- Integration with CRM tools
- Mobile-friendly interface for easy field use
Use cases:
- Schedule and route optimization. Sales reps can schedule meetings with clients in different parts of the city, mapping every location, and finding the best routes with Field Sales Pro. Plus, after each meeting, agents can write notes and other details that will all be logged in the company’s CRM.
Pricing:
- Custom pricing is available to match each team’s needs
Best for:
- Teams focused on face-to-face sales who need a streamlined solution for appointment scheduling and territory management
6. Veloxy

Veloxy is an AI-powered field sales tool that helps you be more productive by automating data entry, providing sales insights, and enabling real-time communication with prospects. It integrates with major CRMs like Salesforce, allowing you to spend more time selling and less time on administrative tasks.
Key features:
- AI-powered sales insights and forecasting
- Automatic data entry into CRM systems
- Real-time notifications and prospect tracking
- Mobile app with offline access
Use cases:
- Making data-driven decisions. Veloxy’s AI features help you prioritize leads and optimize your daily sales efforts, making it the perfect tool if you want to improve productivity and accuracy.
Pricing:
- 14-day free trial; after that prices start at $49/month
Best for:
- Data-driven sales teams looking to leverage AI for lead management and productivity optimization
Choosing the Right Field Sales Software
Choosing the right field sales software is crucial for your team’s productivity and business success. With so many options available, you need a solution that aligns with your specific needs. This includes whether you’re managing a small team in a localized area or overseeing a large, geographically dispersed workforce.
Start by evaluating the key features that matter most to your organization. Do you need advanced sales automation to streamline repetitive tasks? Or is real-time tracking and mapping more crucial for managing reps in the field?
Consider your team’s workflow, the tools you already use, and how the software integrates with your existing systems. Don’t forget to factor in pricing, as many platforms offer flexible options based on your team’s size and the features you need.
For the best results, consider combining a dedicated field sales tool with CloudTalk. For example, a tool like SPOTIO will support your territory and lead management efforts, helping you optimize routes and boost sales performance. CloudTalk enables contact with leads beyond the initial meeting through its cloud-based communication platform, removing location barriers.
Ultimately, the best field sales software is the one that will empower your sales team to work more efficiently, improve customer relationships, and close deals faster. With the right tool in place, you’ll be well-positioned to drive sales growth and outperform the competition in today’s dynamic marketplace.
Keep in touch with your customers wherever they are
Frequently asked questions about field sales software
What is field sales software?
Field sales software helps sales teams manage their activities outside the office, offering tools like CRM integration, route optimization, and real-time tracking to improve efficiency and productivity.
What industries use field sales software?
Industries like real estate, pharmaceuticals, insurance, consumer goods, and retail use field sales software to manage client interactions, track sales performance, and optimize territory management.
What’s the best software for sales reps?
The best software depends on your team’s needs. For phone-based sales, CloudTalk will be the best choice. SPOTIO is great for territory management, and Sales Rabbit is ideal for door-to-door sales.