Field sales CRM

Field sales CRM: plan, verify and grow field visits

A field sales CRM is a CRM built for reps who sell in person: it plans who to visit, verifies that visits happened, records what was discussed and sets the next follow-up — on a phone that may not have signal.

Field teams lose sales in the gaps between visits: outlets that are never visited, promises that are never followed up, and reports written from memory at the end of the day. A field sales CRM closes those gaps without asking reps to type more.

What to look for

  1. Works offline

    Reps visit basements, markets and villages. The app must create and update records without a network and sync later.

  2. Verified visits, not tracking

    Check-in and check-out on the customer’s location prove a visit happened, without following reps all day.

  3. Planning built in

    Weekly beats and a day route, ideally with suggestions for prospects close to the route.

  4. Visit forms that fit your business

    Order intent, collections, shelf photos, objections and next steps, captured in a few taps.

  5. Follow-ups that cannot slip

    Every visit ends with a next step and a date, with reminders for the rep and a list for the manager.

  6. Runs on budget phones

    Small app, light on battery and data, in the language your reps prefer.

How Cheetah does it

Beats and route plans

Weekly beats for every rep, and a day route that suggests hot leads, due follow-ups and never-visited prospects along the way, with Google Maps directions.

Geofenced check-in and check-out

Visits are recorded on the customer’s location, with photos and forms when you need them. Location is recorded only at check-in, check-out and the start and end of the day.

Offline Android app

Everything a rep needs works without internet and syncs automatically. English and Hindi.

Team view for managers

Managers, sales heads and admins see their team’s leads, visits, calls and follow-ups on the phone and the web.

Related: Lead management software · Sales target tracking · CRM for small business · Compare CRMs · Industries

Questions people ask

What is the difference between a field sales CRM and a normal CRM?

A normal CRM is built around a desk: email, calls and a pipeline. A field sales CRM adds what reps on the road need: visit planning, location-verified check-ins, visit forms, offline working and route directions.

Does a field sales CRM track reps all day?

It does not have to. Cheetah records location only when a rep starts or ends the day and checks in or out of a visit, and shows reps exactly what is recorded.

How much does a field sales CRM cost in India?

Cheetah starts at ₹599 per user per month; beat planning with route order is in the Growth plan at ₹999. Every plan has a free trial.

See Cheetah with your team in mind.

Free trial on every plan. We set up your industry template and import your data from Excel.

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