10 Best Field Sales Software Reviewed For 2024

Creatio CRM is a comprehensive no-code platform designed to automate and streamline customer relationship management processes across various business functions. It offers a unified workspace that integrates marketing, sales, and customer service functionalities.

One of the most notable features is its centralized management system, which allows for the scheduling of visits and tracking of locations via geo-tags. This feature is particularly beneficial for sales representatives who need to manage their time and routes efficiently.

Another significant feature of CRM Creatio is its mobile app, which enables sales representatives to manage visits, record meeting details, conduct presentations, monitor inventory, and place orders directly from their mobile devices. This mobile functionality is crucial for field sales teams who often work in environments where access to a desktop computer is not feasible. 

HubSpot is a powerful customer platform that offers a suite of tools to bring marketing, sales, and service teams together, providing a unified view of the customer at every stage of their journey. It also provides a comprehensive suite of tools for field sales through its Sales Hub, which includes CRM software with both free and premium plans.

The Sales Hub offers features such as sales engagement and documentation tools, sequence tools, custom objects, Account-Based Marketing (ABM) capabilities, contact management, email tracking, meeting scheduling, sales automation, advanced permissions, and team organization. These tools help sales professionals manage their tasks, track customer interactions, and automate follow-ups while on-the-go.

HubSpot offers native integrations with Zoom, Slack, Canva, Eventbrite, WooCommerce by MakeWebBetter, Jotform, Stripe, Asana, Jira, and QuickBooks Online.

FieldPulse is a contractor service solution that provides automation and sales tools that helps to boost sales, increase margins, exceed customer expectations and stimulate growth.

The solutions Sales Suite is an easy to use platform that helps to speed up sales processes, build trust with clients, and price work effectively.

There is a 7-day free trial available with no credit card required. The paid plans start at $59 for the base price and $30 per user thereafter.

ClockShark is a field timesheet app that streamlines the process of finishing jobs and getting paid. Beyond creating timesheets, the solution comes equipped with tools to manage payroll, generate organized reports, simplify scheduling, and provide detailed job costing.

There is a variety of integrations available with ClockShark to automate admin work like entering payroll and job costing. This includes platforms such as QuickBooks, Sage 100 Contractor, Xero, ADP, Paychex and more.

The Basic plan starts at $3/mo per user (plus $20/mo base fee), the Standard plan costs $6/mo per user (plus $30/mo base fee), the Pro plan is priced at $8/mo per user (plus $50/mo base fee), and the Enterprise plan requires a quote. There is also a free 14-day trial option available.

Badger Maps is a powerful route planner and scheduling solution for field sales. Users can easily create routes by simply circling a set of points and the software will automatically provide a fully-optimized route. Furthermore, the system facilitates detailed, custom check-in reports, the ability to reassign accounts instantly, and follow-up reminders.

It’s also possible to integrate Badger Maps with your CRM for 2-way sync. Even if you have a custom setup, their team can arrange nightly ftp sync with your IT team.

The Business plan starts at $49 per user/month and the Enterprise plan starts at $95 per user/month (both when billed annually). There is also a 7-day free trial available for the Business plan with no credit card required.

Odoo Field Service is a powerful and mobile tool that enables users to schedule appointments, assign tasks to employees, plan routes, track working time, sell products, design custom worksheets, invoice for services, eSign reports, and provide quotations.

The solution streamlines field connectivity and can be accessed from any internet-connected device, simply through a web browser and not requiring any downloads.

The Odoo Field Service solution is fully integrated with other Odoo Apps, meaning you can sync field sales information with various operational platforms.

It comes with a 15-day free trial with no credit card required to try it out. For full pricing, you will need to get a quote.

ServiceTrade is a powerful customer service application for commercial service contractors. The solution helps companies to increase technician productivity by generating efficient routes and providing real-time updates to customers. It is accessible on all mobile devices making it easy to schedule and prioritize overdue work, job status, repair opportunities, and quote status.

The Select plan is priced at $79 per user a month and starts at 5 technicians, the Premium plan costs $119 user a month and is best for 10-20 techs, whilst the Enterprise plan comes at $159 user a month and is best for 20+ techs. Office users are free, so the pricing is solely based on technicians.

Repsly is a retail execution software that delivers real-time insights into sales performance. The solution facilitates smarter merchandising and promotion through its retail insights dashboards, as well as field team management and in-store execution features.

Repsly comes with a variety of integration possibilities with large CRM, ERP, BI, and HR platforms to connect with your workflows for updating customer data, tracking orders, and more.

To get a pricing quote you will need to contact Repsly’s sales team, who also offer the ability to schedule a demo.

FieldEdge is a field service app that helps users to complete more jobs faster, streamline operations, and increase profitability. The solution is commonly used by HVAC, plumbing, electrician, locksmith, and appliance repair industries.

There is also the ability to integrate with QuickBooks and see all of your financial reflected in real-time to ensure there is no mismatched data.

For pricing you will need to request a quote. There is also the ability to request a demo.

Jobber is an easy-to-use software solution that can help you manage your business operations and customer communications from one centralized location. The tool facilitates simple estimating, quoting, scheduling, and invoicing.

There are a range of integration and setup options available with Jobber, including an app marketplace, QuickBooks Online sync, and Zapier functionality.

A free trial is available for Jobber and comes equipped with full features and support, while not requiring a contract. For best value annual billing the Core plan starts at $49 per month, the Connect plan starts at $149 per month, and the Grow plan starts at $299 per month.