# Best Field Sales Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Field Sales category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Field Sales to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Field Sales category. In addition to qualifying for inclusion in the Field Sales Software category, to qualify for inclusion in the Small Business Field Sales Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top Field Sales Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,648 reviews) | Field sales pipeline visibility with Salesforce-native automation | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [Badger Maps](https://www.g2.com/products/badger-maps/reviews) | 4.7/5.0 (326 reviews) | Territory routing with field visit intelligence | "[Infield Makes Trip Planning and Record Keeping Easy—with Responsive Support](https://www.g2.com/survey_responses/badger-maps-review-12707794)" | | 3 | [Leadbeam](https://www.g2.com/products/leadbeam/reviews) | 4.9/5.0 (77 reviews) | Salesforce-native field activity logging and routing | "[Leadbeam Keeps Field Sales Organized with Perfect Salesforce Sync](https://www.g2.com/survey_responses/leadbeam-review-12903843)" | | 4 | [SalesRabbit](https://www.g2.com/products/salesrabbit/reviews) | 4.5/5.0 (433 reviews) | Door-to-door canvassing with territory pin-mapping | "[Efficient but Needs Stability Improvements](https://www.g2.com/survey_responses/salesrabbit-review-8299144)" | | 5 | [SPOTIO](https://www.g2.com/products/spotio/reviews) | 4.5/5.0 (383 reviews) | Door-to-door canvassing with geo-verified rep accountability | "[EXCELLENT LEAD GENERATOR and FIELD MANAGEMENT TOO!!](https://www.g2.com/survey_responses/spotio-review-7714091)" | | 6 | [Map My Customers](https://www.g2.com/products/map-my-customers/reviews) | 4.5/5.0 (142 reviews) | Territory routing and field activity tracking | "[Easy to use and keep yourself organized](https://www.g2.com/survey_responses/map-my-customers-review-12721261)" | | 7 | [Maptitude](https://www.g2.com/products/maptitude/reviews) | 4.7/5.0 (148 reviews) | Territory balancing and zip-code-level sales mapping | "[Exceptional Mapping Power with User-Friendly Design and Great Support](https://www.g2.com/survey_responses/maptitude-review-12045882)" | | 8 | [LeadSquared Mobile](https://www.g2.com/products/leadsquared-mobile/reviews) | 4.3/5.0 (27 reviews) | Field lead tracking with multi-app integration | "[Sleek Design and Lightning-Fast Performance](https://www.g2.com/survey_responses/leadsquared-mobile-review-12072399)" | | 9 | [Skynamo Sales Platform](https://www.g2.com/products/skynamo-sales-platform/reviews) | 4.6/5.0 (176 reviews) | ERP-integrated field rep call-cycle execution | "[Major Tech is happy with the product but need additional functionality](https://www.g2.com/survey_responses/skynamo-sales-platform-review-11655626)" | | 10 | [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) | 4.5/5.0 (291 reviews) | Field lead tracking with mobile-first automation | "[Simplifies Lead Tracking Across Multiple Channels](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)" | ## How Many Field Sales Software Products Does G2 Track? **Total Products under this Category:** 219 ### Category Stats (Jul 2026) - **Average Rating**: 4.46/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: portatour® (+20.0%) - Among all products in this category, portatour® recorded the largest rating increase compared to last month *Last updated: July 01, 2026* ## How Does G2 Rank Field Sales Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 29,600+ Authentic Reviews - 219+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Field Sales Software Is Best for Your Use Case? - **Best for Small Businesses:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Mid-Market:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Enterprise:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest User Satisfaction:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Leadbeam Leadbeam is the AI-native operating system for field sales, the only platform purpose-built for sales teams that work on their feet, in their cars, and in front of customers, not at a desk. Used by Block, Mindbody, ClassPass, SumUp, Flipdish, and Sunday to run their global field teams. Leadbeam combines six AI-powered products in a single workflow: Atlas: Territory intelligence with 30M+ businesses mapped and scored on 30+ buying signals so reps know which doors are worth knocking first. Beamly: An AI rep companion that briefs sellers before every visit using context from the CRM, the web, and the team's collective knowledge. Compass: Smart routing that adapts to live business hours, calendars, and traffic so reps never hit a closed door. Pulse: Multimodal voice, image, and text capture that turns 30 seconds of dictation into complete, multi-object CRM records. Studio: A web workspace for managers, RevOps, and sales leaders to plan, coach, and review the field motion in real time. Leadbeam CRM: An AI-native field CRM, built bottom up for those on the move Customer outcomes: 6X more data captured to CRM 5+ hours per week back to every rep (240 hours/year) [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1189&secure%5Bdisplayable_resource_id%5D=1189&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1189&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1354134&secure%5Bresource_id%5D=1189&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffield-sales%2Fsmall-business&secure%5Btoken%5D=cccfa430782f592c2a4a63626b3df082fc1afdc62ccffaeaf9b0e69b63454076&secure%5Burl%5D=https%3A%2F%2Fwww.leadbeam.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Field Sales Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,648 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.6/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.4/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Features (3167 reviews) - Ease of Use (2065 reviews) - Lead Management (2051 reviews) - Salesforce Integration (1615 reviews) - Efficiency (1214 reviews) **Cons:** - Limitations (1412 reviews) - Limited Features (1126 reviews) - Learning Curve (1092 reviews) - Not Intuitive (791 reviews) - Steep Learning Curve (717 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **intuitive interface and seamless pipeline management** of Agentforce Sales, enhancing team productivity and insights. - Users appreciate the **ease of use** of Agentforce Sales, streamlining processes and enhancing productivity for sales teams. - Users appreciate the **360-degree view and seamless integration** provided by Agentforce Sales, enhancing lead management efficiency. - Users value the **centralized customer data feature** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows. - Users appreciate the **ease of integration** and customization options of Agentforce Sales, enhancing their overall experience. **Cons:** - Users express frustration with **limitations in package options** and difficulties navigating security layers in Agentforce Sales. - Users find the **limited features** of Agentforce Sales frustrating, as essential options are not readily available in all packages. - Users find the **learning curve steep** due to complex setup and navigating numerous features and security layers. - Users feel the **complexity** of Agentforce Sales can overwhelm due to deep configurations and excessive options. - Users find the product **expensive** , suggesting a need for more adaptable pricing and customization options. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL u.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [Badger Maps](https://www.g2.com/products/badger-maps/reviews) Your field sales tool kit to sell more– Badger Maps is the top rated mobile app for B2B reps in the field and a total territory management for your entire field team. With Badger, outside sales & field service reps get a mobile app (available on both iPhone and Android) that cuts drive time, improves data collection, and increases sales. Activities that were once a time sink like customer mapping, route planning, scheduling, data collection, and reporting are all made easy with Badger’s mobile mapping app. Paired with a suite of territory management tools that includes performance dashboards and a robust territory mapping interface, Badger Maps will enhance the workflows of everyone on your field team with features like: Route Planner & Mobile Sales Mapping - Fit 2 more meetings into each day by optimizing routes with up to 120 stops. - Visualize all your Accounts, Contacts, Leads, and Opportunities on an interactive map on your phone. - Filter and colorize accounts by custom metrics like priority status or last order date to instantly spot your best opportunities as you plan your day. - Plan and save all your routes in advance so you never fly blind on the road. Scheduling & Reminders - Sync routes to your calendar with the touch of the button. - Get alerts for follow-ups or nearby accounts that need attention. Mobile Lead Generation - Find new, qualified leads near your route– great for downtime on the road! Data Collection & A Mobile CRM Front-End - Take notes, capture photos, and keep all your customer information up to date from your phone. - Automatically sync all your data with the leading CRMs including Salesforce, HubSpot, Zoho, Microsoft Dynamics, NetSuite, Pipedrive, monday.com, Veeva, Insightly, SugarCRM, and more. - Map and access all your CRM data in the field. See the relationship between different data types so you’re never left fumbling for the information you need to serve your customers. Reporting & Mileage Tracking - Get automated reports summarizing your routes and customer activity. - Generate mileage tracking reports that make submitting your expenses easy. Territory Mapping & Management - See all your reps’ data represented in performance dashboards and customizable charts & graphs. - Use territory alignment software to automatically balance and optimize your territories. - Automate lead routing to assign new leads to the right territory instantly- no manual work needed! - Create competitions and incentivize your reps with dynamic leaderboards. - Uncover insights with territory mapping tools like heat maps, bubble maps, thematic maps & more. Get a free 14-day trial, integrated with your CRM. With optimized routes, Badger pays for itself with just the savings on gas! **Average Rating:** 4.7/5.0 **Total Reviews:** 326 **How Do G2 Users Rate Badger Maps?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.3/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 7.5/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.9/10 (Category avg: 10/10) **Who Is the Company Behind Badger Maps?** - **Seller:** [Badger Maps, Inc](https://www.g2.com/sellers/badger-maps-inc) - **Company Website:** https://www.badgermapping.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, California - **Twitter:** @BadgerMaps (2,095 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2719153/ (75 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Development Manager, Regional Sales Manager - **Top Industries:** Medical Devices, Wholesale - **Company Size:** 63% Small-Business, 24% Mid-Market #### What Are Badger Maps's Pros and Cons? **Pros:** - Ease of Use (70 reviews) - Mapping Features (48 reviews) - Route Optimization (47 reviews) - Route Planning (45 reviews) - Customer Support (40 reviews) **Cons:** - Routing Issues (17 reviews) - Mapping Issues (16 reviews) - Expensive (14 reviews) - Improvement Needed (13 reviews) - Limitations (11 reviews) ### What Do G2 Reviewers Say About Badger Maps? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Badger Maps, noting quick setup and seamless transitions for efficient workflows. - Users love the **visual mapping feature** of Badger Maps, enhancing organization and productivity in daily planning. - Users value the **route optimization** feature of Badger Maps, which enhances efficiency and simplifies planning with multiple stops. - Users love the **route planning capabilities** of Badger Maps, streamlining their daily organization and optimizing travel efficiency. - Users appreciate the **exceptional customer support** of Badger Maps, enhancing their overall experience and efficiency. **Cons:** - Users encounter **routing issues** , such as backtracking and sluggish load times, complicating navigation and efficiency. - Users experience **mapping issues** with Badger Maps, including inaccurate navigation and limited search capabilities affecting planning efficiency. - Users feel that the **pricing is too high** for the features offered, especially for limited use cases. - Users note that **improvement is needed** in syncing mobile and online features for a better experience. - Users note a **lack of appointment time consideration** and limited filtering options in Badger Maps, affecting usability. #### What Are Recent G2 Reviews of Badger Maps? **"[Infield Makes Trip Planning and Record Keeping Easy—with Responsive Support](https://www.g2.com/survey_responses/badger-maps-review-12707794)"** **Rating:** 5.0/5.0 stars *— Lisa R.* [Read full review](https://www.g2.com/survey_responses/badger-maps-review-12707794) --- **"[Makes Field Calls and Customer Tracking Easy](https://www.g2.com/survey_responses/badger-maps-review-12577098)"** **Rating:** 4.0/5.0 stars *— AL Jason M.* [Read full review](https://www.g2.com/survey_responses/badger-maps-review-12577098) --- #### What Are G2 Users Discussing About Badger Maps? - [How does route planning software work?](https://www.g2.com/discussions/how-does-route-planning-software-work) - 1 comment - [Are Badger maps free?](https://www.g2.com/discussions/are-badger-maps-free) - 3 comments - [What is the best route planning software?](https://www.g2.com/discussions/what-is-the-best-route-planning-software) - 3 comments - [How does Badger app work?](https://www.g2.com/discussions/how-does-badger-app-work) - 2 comments ### 3. [SalesRabbit](https://www.g2.com/products/salesrabbit/reviews) SalesRabbit is the complete outside sales platform designed to help teams operate faster and smarter. We optimize every step of the sales process, from lead generation and area management to rep tracking and digital contracts. Beyond the core software, SalesRabbit offers powerful add-ons like a sales training library, geofenced marketing, and homeowner data. We partner directly with your organization to ensure you get the results you need. **Average Rating:** 4.5/5.0 **Total Reviews:** 433 **How Do G2 Users Rate SalesRabbit?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Strategic Selling:** 9.0/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SalesRabbit?** - **Seller:** [SalesRabbit](https://www.g2.com/sellers/salesrabbit) - **Company Website:** https://salesrabbit.com - **Year Founded:** 2013 - **HQ Location:** Lehi, Utah - **Twitter:** @sales_rabbit (429 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3223514/ (105 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Representative, Sales - **Top Industries:** Construction, Telecommunications - **Company Size:** 49% Small-Business, 39% Mid-Market #### What Are SalesRabbit's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Features (12 reviews) - Intuitive (10 reviews) - Sales Management (10 reviews) - Lead Management (9 reviews) **Cons:** - Software Bugs (6 reviews) - Technical Glitches (6 reviews) - Bug Issues (5 reviews) - Technical Issues (5 reviews) - Complexity (4 reviews) ### What Do G2 Reviewers Say About SalesRabbit? *AI-generated summary from verified user reviews* **Pros:** - Users love the **user-friendly interface** of SalesRabbit, appreciating its simplicity and effective support for easy integration. - Users appreciate the **unique and easy user interface** of SalesRabbit, enhancing their workflow with seamless integration and features. - Users praise the **intuitive interface** of SalesRabbit, highlighting its user-friendliness and seamless setup process. - Users appreciate the **exceptional customer support** of SalesRabbit, ensuring a seamless experience and prompt responses to inquiries. - Users value the **intuitive lead management** of SalesRabbit, appreciating its ease of use for field sales reps. **Cons:** - Users often face **software bugs** with SalesRabbit, including glitches, crashes, and slow performance that hinder usability. - Users experience frequent **technical glitches** with SalesRabbit, leading to unreliability and frustration during use. - Users experience **bug issues** with SalesRabbit, including crashes and slow performance, particularly with large datasets. - Users often face **technical issues** with SalesRabbit, experiencing bugs, slow performance, and unreliable functionality. - Users find the **complexity** of SalesRabbit's offline functionality and initial setup challenging, which affects usability. #### What Are Recent G2 Reviews of SalesRabbit? **"[Streamlined Field Sales with Impressive Ease of Use](https://www.g2.com/survey_responses/salesrabbit-review-12781671)"** **Rating:** 4.5/5.0 stars *— Gaurav S.* [Read full review](https://www.g2.com/survey_responses/salesrabbit-review-12781671) --- **"[Efficient but Needs Stability Improvements](https://www.g2.com/survey_responses/salesrabbit-review-8299144)"** **Rating:** 4.0/5.0 stars *— Matthias T.* [Read full review](https://www.g2.com/survey_responses/salesrabbit-review-8299144) --- #### What Are G2 Users Discussing About SalesRabbit? - [What is SalesRabbit used for?](https://www.g2.com/discussions/what-is-salesrabbit-used-for) ### 4. [SPOTIO](https://www.g2.com/products/spotio/reviews) SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Headquartered in Dallas, Texas, SPOTIO is rated 4.5/5 by 380+ field sales professionals on G2 and is trusted by teams from small business to enterprise across telecom, home services, home improvement, roofing, medical, insurance, distribution, and more. Core capabilities include territory mapping, route optimization, lead prospecting, multi-channel Autoplays, activity tracking, and CRM sync with Salesforce and HubSpot — all purpose-built for field sales, not inside sales. DASH, SPOTIO's AI co-pilot, preps reps before every visit, updates records by voice or photo from the field, and drafts follow-ups — with human approval on every change, so your CRM finally reflects what happened today. Where field execution is invisible, revenue is unpredictable. SPOTIO gives sales and revenue leaders real-time visibility into rep activity, territory coverage, and pipeline health — from the field to the forecast — so you can eliminate the guesswork. Customers have driven results like 23% revenue growth and 14 hours saved per rep, per week. **Average Rating:** 4.5/5.0 **Total Reviews:** 383 **How Do G2 Users Rate SPOTIO?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.5/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SPOTIO?** - **Seller:** [SPOTIO](https://www.g2.com/sellers/spotio) - **Company Website:** https://spotio.com - **Year Founded:** 2014 - **HQ Location:** Addison, Texas - **Twitter:** @getspotio (4,168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3745206/ (68 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Sales rep - **Top Industries:** Construction, Renewables & Environment - **Company Size:** 57% Small-Business, 36% Mid-Market #### What Are SPOTIO's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Tracking Ease (12 reviews) - Lead Management (9 reviews) - Helpful (8 reviews) - Lead Generation (8 reviews) **Cons:** - Call Issues (4 reviews) - Connectivity Issues (4 reviews) - Login Issues (3 reviews) - Complexity (2 reviews) - Expensive (2 reviews) ### What Do G2 Reviewers Say About SPOTIO? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of SPOTIO, finding it intuitive for managing field sales efficiently. - Users value the **tracking ease** of SPOTIO, enhancing accountability and productivity in field sales activities. - Users value the **strong lead management capabilities** of SPOTIO, enhancing accountability and productivity in field sales. - Users find SPOTIO **extremely helpful** for field sales, enhancing productivity and organization with its intuitive features. - Users value the **effective lead generation** capabilities of SPOTIO, enhancing productivity and accountability for their teams. **Cons:** - Users experience **call issues** with Spotio, such as spam labeling and difficulties managing duplicate accounts. - Users experience **connectivity issues** with SPOTIO, facing challenges with data synchronization and slow performance. - Users express frustration over **login issues** , including unexpected account deactivation and restrictions on device sign-ins. - Users find **complexity** in Spotio's territory planning and offline data synchronization challenges, causing overwhelming experiences. - Users express concerns about the **expensive pricing** of SPOTIO, which may be difficult for smaller companies to manage. #### What Are Recent G2 Reviews of SPOTIO? **"[EXCELLENT LEAD GENERATOR and FIELD MANAGEMENT TOO!!](https://www.g2.com/survey_responses/spotio-review-7714091)"** **Rating:** 4.0/5.0 stars *— Lisa F.* [Read full review](https://www.g2.com/survey_responses/spotio-review-7714091) --- **"[Boosts Productivity with Excellent Field Visibility and Offline Support](https://www.g2.com/survey_responses/spotio-review-11996809)"** **Rating:** 4.5/5.0 stars *— Khaoula B.* [Read full review](https://www.g2.com/survey_responses/spotio-review-11996809) --- #### What Are G2 Users Discussing About SPOTIO? - [What is SPOTIO used for?](https://www.g2.com/discussions/what-is-spotio-used-for) ### 5. [Bowimi](https://www.g2.com/products/bowimi/reviews) Bowimi is a field sales platform built to help brands plan, execute, and improve their sales activity in the field. It gives sales teams a clear view of where to go, what to do, and how their activity is performing, all in one place. Designed specifically for teams selling face-to-face, Bowimi helps reps manage visits, capture in-store data, and follow up effectively, while giving sales leaders real-time visibility into performance, coverage, and outcomes. The platform turns field activity into structured, actionable data, helping teams work more efficiently, stay accountable, and drive better results from every visit. **Average Rating:** 4.7/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Bowimi?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Strategic Selling:** 9.8/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 10.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 0/10 (Category avg: 10/10) **Who Is the Company Behind Bowimi?** - **Seller:** [Bowimi](https://www.g2.com/sellers/bowimi) - **Company Website:** https://www.bowimi.com - **HQ Location:** London, UK - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Food & Beverages - **Company Size:** 90% Small-Business, 7% Mid-Market #### What Are Recent G2 Reviews of Bowimi? **"[User-Friendly Reports That Keep All Our Info in One Place](https://www.g2.com/survey_responses/bowimi-review-12563878)"** **Rating:** 5.0/5.0 stars *— Terri S.* [Read full review](https://www.g2.com/survey_responses/bowimi-review-12563878) --- **"[Bowimi Streamlines Route Planning and Sales Tracking for Stronger Field Operations](https://www.g2.com/survey_responses/bowimi-review-12541787)"** **Rating:** 5.0/5.0 stars *— Alie S.* [Read full review](https://www.g2.com/survey_responses/bowimi-review-12541787) --- ### 6. [Skynamo Sales Platform](https://www.g2.com/products/skynamo-sales-platform/reviews) Skynamo is a unified platform that streamlines your entire sales operations. Built specifically for B2B manufacturers, wholesalers, distributors, and importers. It replaces the fragmented mix of WhatsApp threads, spreadsheets, and manual processes with one ERP-connected system that unifies field execution, office workflows, inside sales, and customer self-service. The result? Less admin, fewer errors, faster order cycles, and one source of truth for everyone involved in the sales process. Skynamo Field Sales App (for reps and service teams on the road) Full-colour product catalogue with barcode scanning, works on any device Fully offline-capable for orders, quotes, visit logging, digital signatures, and notes Real-time stock availability, customer-specific pricing, and multi-pack quantities GPS-optimised routes and auto-generated call reports covering visits, time spent, distance, and orders Digital job cards with signatures, photo evidence, and timestamps Generate quotes on parts or repairs instantly, on site End-to-end installation support: quotes, signatures, warranty documents, and training logs Order AI that converts WhatsApp messages, PDFs, and spreadsheets into orders with no retyping needed Skynamo Web App (for managers and office teams) Live dashboards and real-time reports tracking activity, performance, targets, and forecasts Centralised customer history with dynamic forms, email integration, and visit images Territory and route optimisation controls API and integrations for ERP, accounting, and BI tools Enterprise-grade service included ISO-certified security Onboarding and training through the Skynamo Academy A dedicated integrations team with over 700 successful ERP, inventory, and accounting integrations completed Ongoing support from real people, no bots, and no hidden fees Latest features Order AI: Converts messages, documents, and spreadsheets into orders automatically Skynamo RADAR: Deep analytics on products, stock, and customer behaviour, including RFM scoring and team targets Profit Margins and Multi-pack Pricing: Margin visibility per order line, with full multi-pack denomination support Enhanced Mobile Experience: Catalogue view, barcode scanner, richer order interface, image uploads, and improved customer merge on iOS and Android Email Sync and Custom Reporting API: Integrated email timelines and BI-grade data retrieval **Average Rating:** 4.6/5.0 **Total Reviews:** 176 **How Do G2 Users Rate Skynamo Sales Platform?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.5/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 7.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Skynamo Sales Platform?** - **Seller:** [Skynamo (a Klipboard company)](https://www.g2.com/sellers/skynamo-a-klipboard-company) - **Year Founded:** 2012 - **HQ Location:** Stellenbosch, ZA - **LinkedIn® Page:** https://www.linkedin.com/company/5290019/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, General Manager - **Top Industries:** Wholesale, Retail - **Company Size:** 70% Small-Business, 27% Mid-Market #### What Are Skynamo Sales Platform's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Ease of Use (5 reviews) - Helpful (5 reviews) - Easy Integrations (3 reviews) - Integrations (3 reviews) **Cons:** - Data Management Issues (2 reviews) - Sales Issues (2 reviews) - Communication Issues (1 reviews) - Connectivity Issues (1 reviews) - Data Issues (1 reviews) ### What Do G2 Reviewers Say About Skynamo Sales Platform? *AI-generated summary from verified user reviews* **Pros:** - Users value the **exceptional customer support** from Skynamo, praising their responsiveness and helpfulness throughout the implementation process. - Users praise the **ease of use** of Skynamo Sales Platform, enabling quick access to vital information and efficient customer support. - Users appreciate the **excellent customer support** and instant information access provided by Skynamo Sales Platform. - Users value the **easy integrations** of Skynamo Sales Platform, enhancing management efficiency across diverse locations. - Users value the **seamless integration** with ERP systems, enhancing efficiency and oversight across teams. **Cons:** - Users face **data management issues** that hinder app effectiveness, requiring consistent effort and clean data for optimal results. - Users experience **sales issues** due to the reliance on clean data and difficulties measuring individual sales performance. - Users face **communication issues** with Skynamo, as new users occasionally do not receive a welcoming link. - Users experience **connectivity issues** that affect syncing and may lead to inaccurate time stamps in data. - Users note that **data issues** can hinder the app's effectiveness, requiring clean data and diligent input from sales personnel. #### What Are Recent G2 Reviews of Skynamo Sales Platform? **"[One of the best Sales Management App](https://www.g2.com/survey_responses/skynamo-sales-platform-review-11665902)"** **Rating:** 5.0/5.0 stars *— Thami N.* [Read full review](https://www.g2.com/survey_responses/skynamo-sales-platform-review-11665902) --- **"[Major Tech is happy with the product but need additional functionality](https://www.g2.com/survey_responses/skynamo-sales-platform-review-11655626)"** **Rating:** 5.0/5.0 stars *— Andre l.* [Read full review](https://www.g2.com/survey_responses/skynamo-sales-platform-review-11655626) --- #### What Are G2 Users Discussing About Skynamo Sales Platform? - [What is Skynamo Sales Platform used for?](https://www.g2.com/discussions/what-is-skynamo-sales-platform-used-for) ### 7. [Map My Customers](https://www.g2.com/products/map-my-customers/reviews) Map My Customers is a field sales execution platform that helps teams run the field with clarity and control. Most sales tools show you what already happened, but they don’t help reps decide what to do next. Map My Customers brings planning and execution into one place so reps know where to go, who to prioritize, and how to spend their time in the field, while leaders get real visibility into what’s actually happening day to day. Turn Field Activity into a System: Give your team a clear, repeatable way to plan and execute their day. \* Visualize your book of business and territory on a map \* Identify high-value opportunities and coverage gaps \* Prioritize accounts based on activity and potential Plan and Execute in the Field: Help reps make better decisions in the moment. \* Build optimized routes in seconds \* Find nearby opportunities between meetings \* Make every trip more productive Capture Work as It Happens: Reduce seller burden and eliminate end-of-day admin. \* Log visits in seconds with voice-to-text notes \* Automatically capture field activity \* Keep CRM data accurate without extra effort Give Leaders Real Visibility: Move beyond delayed reporting and incomplete data. \* See field activity as it happens \* Understand what’s working across reps and territories \* Coach and improve performance with real insight Built for the Tools You Already Use: Map My Customers integrates with Salesforce, HubSpot, and other core systems to extend your CRM into the field, not replace it. **Average Rating:** 4.5/5.0 **Total Reviews:** 142 **How Do G2 Users Rate Map My Customers?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.8/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Map My Customers?** - **Seller:** [Map My Customers](https://www.g2.com/sellers/map-my-customers) - **Company Website:** https://mapmycustomers.com/ - **Year Founded:** 2015 - **HQ Location:** New York, NY - **Twitter:** @mapmycustomers (1,522 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6625355/ (40 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Devices, Wholesale - **Company Size:** 48% Small-Business, 37% Mid-Market #### What Are Map My Customers's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Ease of Use (4 reviews) - Integrations (4 reviews) - Route Planning (4 reviews) - Efficiency (3 reviews) **Cons:** - Limited Accessibility (3 reviews) - Limited Features (2 reviews) - Limited Customization (1 reviews) - Slow Updates (1 reviews) - Software Glitches (1 reviews) ### What Do G2 Reviewers Say About Map My Customers? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **exceptional customer support** , noting prompt assistance and successful issue resolution with the app. - Users value the **intuitive ease of use** of Map My Customers, enhancing their daily productivity and efficiency. - Users value the **seamless integration** with CRM tools, enhancing lead management and routing efficiency on the go. - Users value the **route planning feature** of Map My Customers for enhancing lead management and daily operations on the road. - Users value the **efficiency of routing** in Map My Customers, enhancing their customer visit productivity significantly. **Cons:** - Users find the **limited accessibility** of features between mobile and web to be a significant drawback. - Users note **limited features** and inconsistent filters across mobile and web versions of Map My Customers. - Users find **limited customization** options in Map My Customers, restricting its functionality beyond core client-finding tasks. - Users experience **slow updates** that can alter settings, leading to a less seamless application experience. - Users notice occasional **software glitches** in Map My Customers, but prompt support helps resolve issues quickly. #### What Are Recent G2 Reviews of Map My Customers? **"[Easy to use and keep yourself organized](https://www.g2.com/survey_responses/map-my-customers-review-12721261)"** **Rating:** 5.0/5.0 stars *— Josh G.* [Read full review](https://www.g2.com/survey_responses/map-my-customers-review-12721261) --- **"[Boosts Field Sales Efficiency](https://www.g2.com/survey_responses/map-my-customers-review-12429788)"** **Rating:** 5.0/5.0 stars *— Jenny L.* [Read full review](https://www.g2.com/survey_responses/map-my-customers-review-12429788) --- ### 8. [FieldPie](https://www.g2.com/products/fieldpie/reviews) FieldPie is a cloud-based software platform designed to boost field sales and improve cost efficiency across field service operations. Trusted by businesses of all sizes, it helps increase revenue, streamline daily operations, improve productivity, reduce costs, and deliver a better overall customer experience. As an all-in-one field management solution, FieldPie brings scheduling, task management, real-time communication, inventory tracking, digital forms, invoicing, and reporting together in a single, integrated platform. Built with mobility at its core, it enables field teams to access job details, forms, signatures, photos, documents, and payments instantly and securely—anytime, anywhere. FieldPie supports smart job scheduling, paperless workflows, route optimization, employee rostering, real-time communication with field staff, instant reporting and analytics, comprehensive customer history, mobile payments, and inventory and asset management. Its solutions span merchandising, in-store execution, image recognition, route optimization, field audits, field sales, and field service, all unified within one powerful platform. By keeping teams organized and customers satisfied, FieldPie helps businesses operate more efficiently and achieve better results every day. Join a growing community of forward-thinking service companies transforming their field operations with FieldPie. **Average Rating:** 4.9/5.0 **Total Reviews:** 35 **How Do G2 Users Rate FieldPie?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.3/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 7.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 1.7/10 (Category avg: 10/10) **Who Is the Company Behind FieldPie?** - **Seller:** [FieldPie](https://www.g2.com/sellers/fieldpie) - **Year Founded:** 2014 - **HQ Location:** San Francisco, US - **Twitter:** @FieldPie (26 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fieldpie/ (3 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 57% Small-Business, 43% Mid-Market #### What Are FieldPie's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Real-Time Data (8 reviews) - Simplicity (7 reviews) - Tracking Efficiency (7 reviews) - Real-time Data (6 reviews) **Cons:** - Improvement Needed (7 reviews) - Learning Curve (5 reviews) - Limited Customization (4 reviews) - Difficult Learning (3 reviews) - Time-Consuming (3 reviews) ### What Do G2 Reviewers Say About FieldPie? *AI-generated summary from verified user reviews* **Pros:** - Users find FieldPie to offer **ease of use** , streamlining field operations and enhancing team communication and control. - Users value the **real-time data** feature of FieldPie, significantly enhancing coordination and transparency across teams. - Users appreciate the **simplicity** of FieldPie, making real-time updates and team alignment easy and efficient. - Users find that **tracking efficiency** with FieldPie significantly streamlines task management, enhancing organization and transparency in operations. - Users value the **real-time updates** from FieldPie, enhancing team alignment and streamlining communication for field teams. **Cons:** - Users note that **improvement is needed** in setup intuitiveness and automation features for optimal configuration and task management. - Users find the **learning curve challenging** , requiring time to configure and fully understand FieldPie’s features. - Users desire **greater customization options** for photo organization, reporting, and task automation within FieldPie to enhance usability. - Users notice that a **difficult learning curve** exists, requiring time to fully master FieldPie’s features initially. - Users find the **onboarding process time-consuming** , particularly with configuring recurring tasks and exploring advanced features. #### What Are Recent G2 Reviews of FieldPie? **"[FieldPie Route Optimization and Scheduling Boost Field Team Efficiency](https://www.g2.com/survey_responses/fieldpie-review-12984927)"** **Rating:** 5.0/5.0 stars *— alan f.* [Read full review](https://www.g2.com/survey_responses/fieldpie-review-12984927) --- **"[FieldPie Transformed Our Merchandising Visibility and Execution Tracking](https://www.g2.com/survey_responses/fieldpie-review-12953149)"** **Rating:** 5.0/5.0 stars *— nicole t.* [Read full review](https://www.g2.com/survey_responses/fieldpie-review-12953149) --- ### 9. [Mapsly](https://www.g2.com/products/mapsly/reviews) Mapsly is a CRM-native field sales and field service software that combines route optimization, territory management, and sales mapping for field teams. Mapsly supports multi-day and multi-user route optimization, making it ideal for growing field teams managing complex territories, overnight trips, and coordinated schedules. 🚗 Advanced Route Optimization - Multi-day, multi-user route optimization for entire teams in one run - Truck-aware navigation for commercial vehicles - Long-haul routes with overnight stops - Routing-aware calendar with travel times - Visit scenario modeling - Up to 1,000 stops per optimized route Mapsly helps field sales reps and field service teams reduce drive time, increase visit capacity, and improve route efficiency. 🗺️ Interactive Maps & Prospecting - Interactive CRM-powered map with customizable markers, labels, and pop-ups - Sales prospecting and lead mapping via local business search - Visual territory management with auto-assignment by custom criteria - 50,000+ US Census demographic layers (US only) - Weighted heat maps and isochrones - Embeddable and shareable interactive maps for teams, partners, and customer portals Teams can explore customer data on the map, identify nearby prospects, analyze territories, and share interactive maps across their organization and with partners. 📍 Field Execution & Check-In - Configurable check-ins with geofencing - Real-time location tracking and movement history - Adaptive mobile forms with conditional logic - Photo, signature, and document capture from the field - Mobile apps for iOS and Android - Real-time CRM data sync Field reps can plan routes, check in on-site, complete forms, and automatically sync activities with the CRM — eliminating manual administrative work. 🔗 CRM Integration & Data Sync Mapsly works as a CRM-native platform that synchronizes accounts, contacts, deals, tickets, and custom objects in real time. Teams can manage routes, territories, prospecting, and field visits directly on top of their CRM data. Mapsly integrates with HubSpot, Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Zendesk, Thryve, monday.com, Airtable, Smartsheet, and Google Sheets. ⚙️ No-Code Automation Mapsly includes a powerful no-code automation suite that triggers workflows based on location visits, form submissions, or CRM updates — helping automate field operations without engineering resources. 🔐 Enterprise-Grade Security Mapsly is SOC 2 Type II certified, GDPR compliant, and HIPAA compliant, supporting organizations that require strong data security and regulatory compliance. 🏆 Trusted by 3,000+ Teams Worldwide Mapsly serves B2B sales operations, field service organizations, and revenue teams across industries including SaaS, automotive, pharma, real estate, retail execution, distribution, professional services, and consumer goods. 🚀 Onboarding & Support Every Mapsly subscription includes: - 24/7 live chat support - Free implementation services - Live training sessions - Custom automation built for you at no cost Mapsly is ideal for field sales teams, field service operations, and multi-location businesses that need advanced route planning, CRM-integrated mapping, territory management, and scalable field team management. **Average Rating:** 4.2/5.0 **Total Reviews:** 52 **How Do G2 Users Rate Mapsly?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Strategic Selling:** 7.5/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 6.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 5.7/10 (Category avg: 10/10) **Who Is the Company Behind Mapsly?** - **Seller:** [Mapsly](https://www.g2.com/sellers/mapsly) - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/mapsly/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Automotive, Manufacturing - **Company Size:** 62% Small-Business, 38% Mid-Market #### What Are Mapsly's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Customer Support (21 reviews) - Features (18 reviews) - Integrations (16 reviews) - Mapping Features (16 reviews) **Cons:** - Learning Curve (12 reviews) - Mapping Issues (10 reviews) - Slow Performance (10 reviews) - Slow Loading (9 reviews) - Difficult Setup (7 reviews) ### What Do G2 Reviewers Say About Mapsly? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Mapsly, which simplifies travel preparation and meeting scheduling. - Users highlight the **excellent customer support** of Mapsly, noting their responsiveness and custom coding assistance. - Users appreciate the **versatile features** of Mapsly, enhancing productivity and client management through effective data visualization. - Users value the **seamless integrations** of Mapsly, ensuring their data is always updated and accessible for optimized operations. - Users value the **mapping features** of Mapsly for efficient route planning and seamless CRM integration. **Cons:** - Users find the **learning curve steep** for Mapsly, making it challenging to fully utilize its features. - Users experience **mapping issues** with Mapsly, including reliability problems and difficulty locating known stops and titles. - Users experience **slow performance** with Mapsly, facing lag, bugs, and issues with syncing and loading data. - Users experience **slow loading** issues with Mapsly, causing frustration and unreliability when accessing accounts and routes. - Users find the **difficult setup** process of Mapsly to be complex and time-consuming, requiring additional support. #### What Are Recent G2 Reviews of Mapsly? **"[Real-Time Smartsheet Sync Makes Mapping and Sharing Effortless](https://www.g2.com/survey_responses/mapsly-review-12962743)"** **Rating:** 5.0/5.0 stars *— Beth F.* [Read full review](https://www.g2.com/survey_responses/mapsly-review-12962743) --- **"[Game-Changer for Route Planning and Field Operations](https://www.g2.com/survey_responses/mapsly-review-11653021)"** **Rating:** 5.0/5.0 stars *— Vanessa B.* [Read full review](https://www.g2.com/survey_responses/mapsly-review-11653021) --- ### 10. [Leadbeam](https://www.g2.com/products/leadbeam/reviews) Leadbeam is the AI-native operating system for field sales, the only platform purpose-built for sales teams that work on their feet, in their cars, and in front of customers, not at a desk. Used by Block, Mindbody, ClassPass, SumUp, Flipdish, and Sunday to run their global field teams. Leadbeam combines six AI-powered products in a single workflow: Atlas: Territory intelligence with 30M+ businesses mapped and scored on 30+ buying signals so reps know which doors are worth knocking first. Beamly: An AI rep companion that briefs sellers before every visit using context from the CRM, the web, and the team's collective knowledge. Compass: Smart routing that adapts to live business hours, calendars, and traffic so reps never hit a closed door. Pulse: Multimodal voice, image, and text capture that turns 30 seconds of dictation into complete, multi-object CRM records. Studio: A web workspace for managers, RevOps, and sales leaders to plan, coach, and review the field motion in real time. Leadbeam CRM: An AI-native field CRM, built bottom up for those on the move Customer outcomes: 6X more data captured to CRM 5+ hours per week back to every rep (240 hours/year) **Average Rating:** 4.9/5.0 **Total Reviews:** 77 **How Do G2 Users Rate Leadbeam?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Strategic Selling:** 9.0/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Leadbeam?** - **Seller:** [Leadbeam](https://www.g2.com/sellers/leadbeam) - **Company Website:** https://www.leadbeam.ai/ - **Year Founded:** 2024 - **HQ Location:** San Francisco, US - **Twitter:** @leadbeam_ai (15 Twitter followers) - **LinkedIn® Page:** http://linkedin.com/company/leadbeam (14 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Territory Account Executive - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 49% Mid-Market, 34% Enterprise #### What Are Leadbeam's Pros and Cons? **Pros:** - Lead Management (24 reviews) - Time-saving (24 reviews) - Ease of Use (19 reviews) - Customer Support (9 reviews) - Efficiency (9 reviews) **Cons:** - Slow Performance (4 reviews) - Data Management (3 reviews) - Inaccurate Data (3 reviews) - Login Issues (2 reviews) - Map Issues (2 reviews) ### What Do G2 Reviewers Say About Leadbeam? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficient lead management** of Leadbeam, enhancing productivity and streamlining their sales processes. - Users value the **time-saving features** of Leadbeam, enabling them to focus more on active selling. - Users find Leadbeam to be **very easy to use** , effectively streamlining field activities and enhancing efficiency. - Users commend the **responsive customer support** of Leadbeam, appreciating their quick feedback and assistance with features. - Users praise Leadbeam for its **efficiency** , significantly improving lead management and saving valuable time in sales processes. **Cons:** - Users experience **slow performance** with Leadbeam, often facing delays when typing or inputting information. - Users dislike the **need for regular manual input** in LeadBeam, wishing for a more automated system. - Users report **inaccurate data** in Leadbeam, particularly with map features and speech-to-text functionality. - Users find the **login issues** annoying, especially the need to re-authorize Salesforce daily. - Users note that the **maps feature is often outdated** , leading to cluttered results and difficulty in finding specific leads. #### What Are Recent G2 Reviews of Leadbeam? **"[Leadbeam Keeps Field Sales Organized with Perfect Salesforce Sync](https://www.g2.com/survey_responses/leadbeam-review-12903843)"** **Rating:** 5.0/5.0 stars *— Francesco G.* [Read full review](https://www.g2.com/survey_responses/leadbeam-review-12903843) --- **"[Leadbeam's Evolution of Prospecting](https://www.g2.com/survey_responses/leadbeam-review-12708780)"** **Rating:** 4.5/5.0 stars *— Jerry L.* [Read full review](https://www.g2.com/survey_responses/leadbeam-review-12708780) --- ### 11. [Geo Rep](https://www.g2.com/products/geo-rep/reviews) Geo Rep is an all-in-one field sales management solution that is suitable for multiple industries and any company that has sales, promotional, merchandising or field service teams in the field and a product or service being sold. We are the link between the office and the field. Geo Rep enables field staff with clear planning, optimized direction, tasks, critical insights, easy ways to do admin and improved sales process. The work that field staff does is available both live and by automated aggregated reporting for management which allows for fast, information based decision making as well as coaching opportunities. The result is better execution, decisions, customer service and engagement \> Smash Sales Targets! **Average Rating:** 4.9/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Geo Rep?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Strategic Selling:** 9.5/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 9.5/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Geo Rep?** - **Seller:** [Geo Rep](https://www.g2.com/sellers/geo-rep) - **Company Website:** https://georep.com/ - **Year Founded:** 2016 - **HQ Location:** Century City, Cape Town, Western Cape - **Twitter:** @officialgeorep (654 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14034831/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director - **Top Industries:** Retail, Food & Beverages - **Company Size:** 52% Small-Business, 38% Mid-Market #### What Are Recent G2 Reviews of Geo Rep? **"[Geo Rep Data for Investigations](https://www.g2.com/survey_responses/geo-rep-review-9843448)"** **Rating:** 5.0/5.0 stars *— Hex N.* [Read full review](https://www.g2.com/survey_responses/geo-rep-review-9843448) --- **"[The most amazing tracking tool I have come across.](https://www.g2.com/survey_responses/geo-rep-review-9839058)"** **Rating:** 5.0/5.0 stars *— Jason A.* [Read full review](https://www.g2.com/survey_responses/geo-rep-review-9839058) --- #### What Are G2 Users Discussing About Geo Rep? - [What is Geo Rep used for?](https://www.g2.com/discussions/what-is-geo-rep-used-for) ### 12. [Repsly](https://www.g2.com/products/repsly/reviews) Repsly’s retail execution platform is the driving force behind the world’s most effective merchandising and field sales teams. From brands to brokers, Repsly empowers RetEx teams with the data and tools they need to make the biggest possible impact in the field every day. For regional team leads and national account managers, Repsly makes it easy to assign and distribute work to the field and confirm execution at scale in real time. For your boots on the ground, Repsly streamlines scheduling, route planning, data collection, order entry, and more — giving them everything they need to work smarter in every account. And with powerful insights and analytics, Repsly helps business leaders answer questions about promotion and planogram execution, team performance, resource allocation, and more. Customers include Kraft Heinz, Dyson, Mattel, Curaleaf, L'Oreal, BeyondMeat, Olaplex, CoreMark, Spar, Sodastream, L&R Distributors, AB InBev, and more! **Average Rating:** 4.3/5.0 **Total Reviews:** 50 **How Do G2 Users Rate Repsly?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.9/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 9.4/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Repsly?** - **Seller:** [Repsly](https://www.g2.com/sellers/repsly) - **Year Founded:** 2008 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Repsly (3,883 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/repsly/ (101 employees on LinkedIn®) - **Phone:** 617-356-8125 **Who Uses This Product?** - **Top Industries:** Food & Beverages - **Company Size:** 44% Small-Business, 35% Mid-Market #### What Are Repsly's Pros and Cons? **Pros:** - Attribution Tracking (1 reviews) - Channel Management (1 reviews) - Ease of Use (1 reviews) - Sales Tracking (1 reviews) - Tracking (1 reviews) ### What Do G2 Reviewers Say About Repsly? *AI-generated summary from verified user reviews* **Pros:** - Users find it simple to **track visits and run KPIs** efficiently with Repsly's attribution tracking feature. - Users find it **very easy to track visits** and manage KPIs effectively with Repsly's channel management features. - Users find Repsly's features **very easy to use** , making tracking visits and running KPIs simple and efficient. - Users find it **very easy to track visits** and effectively run KPIs with Repsly. - Users find it **very easy to track visits** and effectively run KPIs with Repsly. #### What Are Recent G2 Reviews of Repsly? **"[Stores visit](https://www.g2.com/survey_responses/repsly-review-10784460)"** **Rating:** 5.0/5.0 stars *— Verified User in Wireless* [Read full review](https://www.g2.com/survey_responses/repsly-review-10784460) --- **"[Easy to Use and Review for Work Projects](https://www.g2.com/survey_responses/repsly-review-5003769)"** **Rating:** 5.0/5.0 stars *— Alexandra S.* [Read full review](https://www.g2.com/survey_responses/repsly-review-5003769) --- #### What Are G2 Users Discussing About Repsly? - [How do you use Repsly?](https://www.g2.com/discussions/how-do-you-use-repsly) - [What is Repsly app?](https://www.g2.com/discussions/what-is-repsly-app) - [What is retail execution software?](https://www.g2.com/discussions/what-is-retail-execution-software) - [What does Repsly do?](https://www.g2.com/discussions/what-does-repsly-do) ### 13. [Pepperi](https://www.g2.com/products/pepperi/reviews) Pepperi provides consumer goods brands and wholesalers with a comprehensive B2B commerce platform to consistently manage all aspects of their omnichannel sales. Empowering you to sell more, better and faster, our platform uniquely combines B2B e-Commerce, Sales Force Automation, retail execution & route accounting (van sales) into an integrated mobile solution that runs natively on all devices to maximize in-person and online B2B sales. Over 1000 customers, in more than 60 countries, across different verticals – FMCG, beauty & cosmetics, food & beverage, eyewear and many more - rely on Pepperi to plan, execute and analyze their B2B omnichannel sales: • Web and mobile B2B e-Commerce platform enables buyers to order anytime, anywhere • On/offline order-taking made easy with e-catalogs, trade promotions and full customer data • Retail execution app for in-store auditing, merchandising and replenishment • Direct Store Delivery and van sales powered by a route accounting app for iOS and Android • Manage trade marketing promotions across all channels simultaneously, using an intuitive user interface • Central management streamlines omnichannel operations across customer touchpoints Pepperi’s enterprise-grade platform seamlessly and securely integrates with ERPs such as SAP Business One, SAP Business By Design and many others, making data fully accessible to field reps and buyers, on all devices, online and offline. **Average Rating:** 4.3/5.0 **Total Reviews:** 43 **How Do G2 Users Rate Pepperi?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Strategic Selling:** 7.9/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Pepperi?** - **Seller:** [Advantive](https://www.g2.com/sellers/advantive) - **Company Website:** https://www.advantive.com/ - **Year Founded:** 2022 - **HQ Location:** Tampa, FL - **Twitter:** @Advantive_ (55 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/advantive-software/ (729 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Apparel & Fashion, Food & Beverages - **Company Size:** 56% Mid-Market, 42% Small-Business #### What Are Recent G2 Reviews of Pepperi? **"[Good experience with Pepperi system](https://www.g2.com/survey_responses/pepperi-review-9380586)"** **Rating:** 5.0/5.0 stars *— Mones M.* [Read full review](https://www.g2.com/survey_responses/pepperi-review-9380586) --- **"[Easy Product Onboarding and Smooth ERP Data Integration](https://www.g2.com/survey_responses/pepperi-review-7231641)"** **Rating:** 4.0/5.0 stars *— Verified User in Food & Beverages* [Read full review](https://www.g2.com/survey_responses/pepperi-review-7231641) --- #### What Are G2 Users Discussing About Pepperi? - [How do you use Pepperi?](https://www.g2.com/discussions/how-do-you-use-pepperi) - [What is Pepperi app?](https://www.g2.com/discussions/what-is-pepperi-app) - [What does Pepperi do?](https://www.g2.com/discussions/what-does-pepperi-do) - [How much does Pepperi cost?](https://www.g2.com/discussions/how-much-does-pepperi-cost) ### 14. [Geopointe](https://www.g2.com/products/geopointe/reviews) Geopointe is the leading geolocation solution built exclusively for Salesforce. Turn your CRM data into actionable territory maps, optimized routes, and smarter field execution—without leaving Salesforce. Sales teams use Geopointe to: Visualize accounts, leads, and opportunities on interactive maps Optimize routes and reduce drive time Plan territories with precision Improve field productivity and pipeline coverage Managers gain real-time visibility into field activity, while admins and developers get powerful, flexible configuration options directly inside Salesforce. Trusted by companies around the world, Geopointe helps revenue teams work smarter in the field and close more business. Start a free 15-day trial on the Salesforce AppExchange and see your data on the map in minutes. **Average Rating:** 4.2/5.0 **Total Reviews:** 276 **How Do G2 Users Rate Geopointe?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Strategic Selling:** 5.0/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 5.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Geopointe?** - **Seller:** [Ascent Cloud](https://www.g2.com/sellers/ascent-cloud) - **Company Website:** https://ascentcloud.io - **Year Founded:** 2020 - **HQ Location:** Detroit, US - **Twitter:** @ascent_cloud (59 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ascent-cloud/ (79 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Salesforce Admin - **Top Industries:** Non-Profit Organization Management, Financial Services - **Company Size:** 46% Mid-Market, 39% Small-Business #### What Are Geopointe's Pros and Cons? **Pros:** - Mapping Features (2 reviews) - Customization Options (1 reviews) - Ease of Learning (1 reviews) - Ease of Setup (1 reviews) - Ease of Use (1 reviews) **Cons:** - App Bugs (1 reviews) - App Instability (1 reviews) - Difficult Learning (1 reviews) - Email Issues (1 reviews) - Improvement Needed (1 reviews) ### What Do G2 Reviewers Say About Geopointe? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy route mapping and heat maps** of Geopointe, which significantly saves time and simplifies tasks. - Users appreciate the **customization options** in Geopointe, which streamline tasks and enhance overall efficiency. - Users find the **ease of learning** with Geopointe to be highly beneficial, facilitating quick setup and efficient updates. - Users love the **ease of setup** , allowing them to quickly start using Geopointe without hassle. - Users appreciate the **ease of use** of Geopointe, simplifying tasks like route mapping and heat map updates. **Cons:** - Users experience **frequent bugs** with Geopointe, leading to frustrations as not much functions as expected. - Users experience **app instability** with Geopointe, facing issues with functionality and frequent updates interrupting usage. - Users find **difficult learning** curve with Geopointe, making it challenging to fully utilize its features effectively. - Users face challenges with **email issues** , particularly regarding spam filtering and inflexible renewal notifications. - Users feel that Geopointe requires **significant improvement** in user interface and overall functionality for better usability. #### What Are Recent G2 Reviews of Geopointe? **"[Powerful Asset and Order Visualization with Flexible, Responsive Support](https://www.g2.com/survey_responses/geopointe-review-12589851)"** **Rating:** 5.0/5.0 stars *— William W.* [Read full review](https://www.g2.com/survey_responses/geopointe-review-12589851) --- **"[Effortless Route Mapping and Easy Data Updates with Geopointe](https://www.g2.com/survey_responses/geopointe-review-2226034)"** **Rating:** 5.0/5.0 stars *— Steve B.* [Read full review](https://www.g2.com/survey_responses/geopointe-review-2226034) --- #### What Are G2 Users Discussing About Geopointe? - [What is Geopointe used for?](https://www.g2.com/discussions/what-is-geopointe-used-for) ### 15. [Promomash](https://www.g2.com/products/promomash-inc-promomash/reviews) Promomash is the people + platform solution CPG brands rely on to achieve more in trade. Built by a former brand founder who lived the retail rollercoaster, Promomash helps CPG brands improve trade spend efficiency across three areas: trade promotion management, deduction management, and field marketing. The philosophy behind our solution, CPGenius™, is that software alone is not enough for brands to do trade management well. That's why our always-evolving technology platform includes dedicated, hands-on CPG experts who work as an extension of your team to manage the system on an ongoing basis. Our Solutions CPGenius™ Trade: A single source of truth for trade promotion management and planning — enabling teams to plan a single promotion or an entire year, adjust forecasts in-flight, and analyze promotion effectiveness using real sales data. CPGenius™ Deductions: The industry’s most comprehensive deduction management service, combining automation, AI, and a dedicated team of specialists to manage deductions end-to-end — from capture through recovery — while providing clear visibility into what’s impacting margins. CPGenius™ Demos & Events: Streamlines field marketing and demo programs by centralizing event planning, staffing, training, payments, and ROI analysis tied directly to sales performance. Trusted by hundreds of CPG brands since 2015, Promomash helps teams turn trade spend into a strategic growth lever instead of a cost center. **Average Rating:** 4.7/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Promomash?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Strategic Selling:** 8.3/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 9.4/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Promomash?** - **Seller:** [Promomash, Inc.](https://www.g2.com/sellers/promomash-inc) - **Company Website:** https://www.promomash.com - **Year Founded:** 2012 - **HQ Location:** United States - **Twitter:** @Promomash (64 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3821292/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Food & Beverages, Consumer Goods - **Company Size:** 65% Small-Business, 28% Mid-Market #### What Are Promomash's Pros and Cons? **Pros:** - Customer Support (6 reviews) - Helpful (6 reviews) - Data Accuracy (4 reviews) - Navigation Ease (4 reviews) - Management Efficiency (3 reviews) **Cons:** - Communication Issues (2 reviews) - Inefficient Reporting (2 reviews) - Data Management (1 reviews) - Difficult Learning (1 reviews) - Difficult Setup (1 reviews) ### What Do G2 Reviewers Say About Promomash? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **exceptional customer support** from Promomash, making setup and troubleshooting smooth and efficient. - Users value the **helpful support** from Promomash, enhancing their experience with quick troubleshooting and expert guidance. - Users value the **data accuracy** of Promomash, ensuring precise tracking and preventing invalid deductions effortlessly. - Users commend the **navigation ease** of Promomash, finding it straightforward and user-friendly for efficient data access. - Users value the **management efficiency** of Promomash, transforming trade promotion handling and enhancing operational effectiveness. **Cons:** - Users experience **communication issues** , finding it difficult to understand processes and sometimes losing important emails. - Users find the **inefficient reporting** in Promomash frustrating, with delays in deductions affecting timely insights. - Users express concern over the lack of a **real SandBox** for testing, risking unintended changes to live data. - Users find **difficult learning** curve with language integration in Promomash, but it becomes easier over time. - Users find the **difficult setup** of Promomash challenging, often struggling with coding and connection issues. #### What Are Recent G2 Reviews of Promomash? **"[Visual Summaries Simplify Reporting and Boost Efficiency](https://www.g2.com/survey_responses/promomash-review-12007209)"** **Rating:** 4.5/5.0 stars *— Matt S.* [Read full review](https://www.g2.com/survey_responses/promomash-review-12007209) --- **"[Exceptional Support and Real-Time Insights Save Us Time and Money](https://www.g2.com/survey_responses/promomash-review-12083875)"** **Rating:** 5.0/5.0 stars *— Terry T.* [Read full review](https://www.g2.com/survey_responses/promomash-review-12083875) --- #### What Are G2 Users Discussing About Promomash? - [What is Promomash used for?](https://www.g2.com/discussions/what-is-promomash-used-for) ### 16. [Veloxy](https://www.g2.com/products/veloxy/reviews) Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy. **Average Rating:** 4.7/5.0 **Total Reviews:** 208 **How Do G2 Users Rate Veloxy?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Strategic Selling:** 9.4/10 (Category avg: 8.6/10) - **Automatic Rep Assignment:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Veloxy?** - **Seller:** [Veloxy](https://www.g2.com/sellers/veloxy) - **Year Founded:** 2015 - **HQ Location:** Pleasanton, California - **LinkedIn® Page:** https://www.linkedin.com/company/6439980/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Account Executive, Regional Sales Manager - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 60% Enterprise, 27% Mid-Market #### What Are Veloxy's Pros and Cons? **Pros:** - Automation (1 reviews) - Business Management (1 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Battery Issues (1 reviews) - Editing Issues (1 reviews) - Inaccurate Data (1 reviews) - Lead Management (1 reviews) - Lead Management Issues (1 reviews) ### What Do G2 Reviewers Say About Veloxy? *AI-generated summary from verified user reviews* **Pros:** - Users find that the **automation features** of Veloxy significantly enhance call management and productivity in Salesforce. - Users find Veloxy's **call management and voice-to-text features** enhance their productivity and streamline Salesforce updates. - Users value the **customizability** of Veloxy, enhancing productivity and organization in their outbound calling efforts. - Users value the **customization options** of Veloxy, enhancing their workflow and call management efficiency. - Users find Veloxy to be **easy to use** , significantly enhancing their calling efficiency and Salesforce integration. **Cons:** - Users experience **battery issues** , causing status changes to fail and app glitches during email operations. - Users experience **editing issues** with Veloxy, such as lead status not updating and app glitches during email composition. - Users experience **inaccurate data** issues, as lead statuses fail to update and the app glitches frequently. - Users report experiencing **status update issues** with leads, leading to frustration and disrupted workflow. - Users face **lead management issues** with Veloxy, struggling to update lead statuses and experiencing app glitches. #### What Are Recent G2 Reviews of Veloxy? **"["Game Changer."](https://www.g2.com/survey_responses/veloxy-review-9552005)"** **Rating:** 5.0/5.0 stars *— Shane W.* [Read full review](https://www.g2.com/survey_responses/veloxy-review-9552005) --- **"[Very well developed platform](https://www.g2.com/survey_responses/veloxy-review-8012546)"** **Rating:** 5.0/5.0 stars *— Verified User in Education Management* [Read full review](https://www.g2.com/survey_responses/veloxy-review-8012546) --- #### What Are G2 Users Discussing About Veloxy? - [What is Veloxy used for?](https://www.g2.com/discussions/what-is-veloxy-used-for) ## What Is Field Sales Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Field Sales Software? - [Field Service Management Software](https://www.g2.com/categories/field-service-management) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Route Planning Software](https://www.g2.com/categories/route-planning-software) --- ## How Do You Choose the Right Field Sales Software? ### What You Should Know About Field Sales Software ### What is Field Sales Software? Field sales, also known as outside sales, software is designed for employees who meet customers in person at their residences or places of business, engaging in door-to-door sales. It assigns sales personnel logical travel routes that maximize efficiency. These tools can guide team members through sales routes and inform managers of where their employees are at any given time. Field sales software can be used to log successful sales or transactions and monitor the activity of teams on the road. Key Benefits of Field Sales Software - Find efficient routes to reach customers - Log time and distance traveled - Record transactions - Locate personnel ### Why Use Field Sales Software? Field sales software plays into the world of greater sales software. While other sales software assigns employees digital territories to be contacted via telephone, email, or video call, field sales software is different in that it provides physical location territories. Field sales software seamlessly connects salespeople to their leads’ front doors. Certain tools can also integrate with or act as [CRM software](https://www.g2.com/categories/crm), harvesting contact information and serving as a hub for updates and field notes. Field sales solutions are useful for cold visits, order taking, and relationship selling. ### Who Uses Field Sales Software? Businesses that rely on in-person meetings to establish and maintain customer relationships, especially those whose transactions occur at the customer’s location, are the chief users of field sales software. Within those organizations, the heaviest use is by the salespeople themselves, who use it with their phones or other mobile devices. (Laptop computers, once the key tool of field sales personnel, have fallen out of favor due to weight and inconvenience but are still used.) Field sales managers use this software as well but do not live and die by it the way their teams do. ### Field Sales Software Features There are features that are only valuable to field sales personnel by virtue of their need to be mobile and sometimes disconnected from business resources. Inside salespeople typically don’t need to use a mobile device as a catalog or POS terminal, after all. Field sales software has the following capabilities: - **Create physical sales routes —** Plans routes between clients, considering distance, backtracking, and other factors. Provides alternate routes when needed due to traffic, schedule changes, or special requirements. - **Sales rep oversight —** Lets managers know where their salespeople are at any time, and how their sales are progressing. - **CRM integration —** Updates the CRM system with transaction details and new/changed customer contact information. - **Reporting —** Rolls up sales activity and performance into reports for management. #### Additional Field Sales Software Features - **Client discovery —** Provides alerts, map pins, or other indicators when the salesperson is near another customer’s location. - **Mobile catalog —** Facilitates sales within the app itself. - **Presentations —** Stores or links to marketing and sales content. - **Offline sync —** Does not require an active Wi-Fi or phone network connection to operate. ### Potential Issues with Field Sales Software Most of the issues with field sales software stem not from the software itself but from the devices that run it. These include: **Screen space —** This has been a concern with field sales software since businesses started switching from laptops to phones and tablets. There are limits to how much can be displayed on a tiny screen and how easily it can be used. As mobile device makers provide larger screens for little added weight, this issue is rapidly disappearing. **Loss —** It is much easier to drop, forget, or otherwise misplace a mobile phone than a laptop computer. **Battery life —** Phones and tablets run dry on power quickly when they have to power Wi-Fi, video, and software. Chargers and battery packs solve this problem, but it remains an annoyance that must be dealt with. ### Software and Services Related to Field Sales Software [**Field service management**](https://www.g2.com/categories/field-service-management) **—** Field service management software is the repair truck equivalent to field sales. Where field sales may have product catalogs and commerce functions, field service has parts inventory and case notes. Some apps are capable of covering both job types. [**Lead retrieval software**](https://www.g2.com/categories/lead-retrieval) **—** Lead retrieval software, which salespeople use for intake of new prospects, is similarly used face to face. The two softwares might be integrated to allow the full deal cycle to be completed on the trade show floor, or the field sales app might include a lead retrieval function.