Built for field teams and on-ground sales

Field Sales CRM With Route Tracking that helps you coach on the move

To succeed with field sales CRM with route tracking, your team needs fast routing, clear next steps, and a pipeline that stays accurate. Replace scattered spreadsheets with a single system for lead capture, follow-ups, and clear pipeline ownership. Track routes, attendance, and visit proof while keeping every lead and follow-up in sync.

Fast setup GPS attendance
Get Started Free See Pricing

Trusted by fast-growing teams

4.9/5
Based on 500+ reviews
Revenue
+24%
Tasks Done
12/15
Deals5
Value$12k
Win %45%

Why teams search for “field sales CRM with route tracking”

Searching for field sales CRM with route tracking often means your process is outgrowing spreadsheets. CRM software centralizes customer context, automates reminders, and gives managers reliable reporting based on activity.

Verify visits with GPS/geo logs
Track tasks, routes, and outcomes on mobile
Capture leads from calls, forms, ads, and referrals
Forecast revenue with reliable reporting
Explore features See use cases View pricing

Outcomes teams want from field sales CRM with route tracking

Simple workflows for field sales CRM with route tracking that drive daily adoption—so your CRM stays accurate and useful.

See it in action
“We lose leads because nobody knows who is supposed to call back.”
— Sales team lead
“Quotations and invoices live in a separate tool, so deals stall.”
— Sales team lead
“We respond late, and prospects go with whoever answers first.”
— Sales team lead
“Follow-ups happen in WhatsApp… until someone leaves and the context is gone.”
— Sales team lead
Keep your pipeline clean without extra admin

With field sales CRM with route tracking, your team gets clarity on who owns what, what happens next, and which deals need attention today.

Cleaner pipeline

Clear stages and ownership reduce stale deals and make next steps obvious.

Verified visits

Geo/GPS logs help confirm visits and keep outcomes documented.

Higher conversion

Structured follow-up and better context improves win rates over time.

Less manual work

Capture data once, reuse it everywhere, and stop copy-pasting between tools.

Why teams choose field sales CRM with route tracking

If your process depends on memory, WhatsApp threads, or scattered sheets, field sales CRM with route tracking becomes a daily bottleneck. The right CRM turns every enquiry into a repeatable workflow with ownership, timelines, and reporting.

Centralized data

Keep every contact, note, and activity in one shared timeline so context doesn’t get lost.

Built-in billing

Generate quotations and invoices from deals so revenue doesn’t wait for admin.

Support-ready history

Connect tickets and customer conversations back to the same profile for smoother service.

Features built for field sales CRM with route tracking

Lead capture, task automation, and reporting designed for field sales CRM with route tracking and growing teams.

Lead capture & profiles

  • Unified customer timeline and context
  • Tags, owners, and custom fields
  • Import from CSV and connect sources

Field-ready pipeline

  • Log visits and outcomes on mobile
  • Keep follow-ups tied to visits and tasks
  • Visibility for managers without manual reports

Automation & assignment

  • Auto-assign leads by rules
  • Follow-up sequences and nudges
  • Triggers for tasks and notifications

Permissions & control

  • Role-based access by team
  • Notes, mentions, and tasks
  • Audit-friendly activity history

Email & calendar sync

  • Email templates and snippets
  • Calendar integration for meetings
  • Track replies and follow-ups

Reporting that’s usable

  • Pipeline dashboards by stage
  • Conversion and response time metrics
  • Performance insights by rep/team
Try it free

How to get value from field sales CRM with route tracking

A repeatable workflow for field sales CRM with route tracking that scales from 2 users to 50+.

1

Capture

Bring leads from calls, forms, ads, or imports into one place with source tracking.

2

Assign

Route leads to the right rep automatically and notify them instantly.

3

Visit + follow up

Log visits with outcomes, then schedule the next step without losing context.

4

Close & learn

Track outcomes, conversions, and pipeline health to improve every week.

Privacy-first CRM operations

Your CRM should help teams move fast without compromising data safety. ZniCRM focuses on access control, accountability, and operational visibility.

  • Role-based access for teams and managers
  • Controlled visibility for sensitive fields
  • Secure account practices for team members
  • Audit-ready activity history and ownership

Clear ownership

Know who created, updated, and moved a deal or ticket.

Compliance ready

Activity logs and structure make reviews easier when needed.

Operational trust

Better data quality means better reports and decisions.

Fewer data leaks

Reduce forwarding spreadsheets and screenshots by working in one system.

Built for your workflow

Pick a team type and see how field sales CRM with route tracking fits day-to-day execution.

For Sales & Inside Sales

Stop wasting time on data entry. Focus on calls, follow-ups, and closing.

Standardize follow-ups
Every rep sees the same process and the next step is always clear.
Never miss reminders
Tasks and nudges keep deals moving even on busy days.
Auto-assign new leads
Route enquiries instantly so response time stays low.
Track field outcomes
Log visits and outcomes to keep sales + ops aligned.

For SMBs & Founders

Start with a clean process and scale your team without adding chaos.

  • Measure ROI by source and stage
  • See today’s follow-ups without complex dashboards
  • Start fast with a clean pipeline and simple fields

For Customer Success

Make renewals and support predictable with reminders and context.

  • Centralize account history and conversations
  • Spot risks early with simple health signals
  • Reduce back-and-forth with shared timelines

Integrations your team already uses

Connect the tools you already use to reduce manual work.

View all integrations
Gmail
Outlook
Slack
Calendar
Zapier
Sheets
Forms
API

Pricing for field sales CRM with route tracking

Choose a plan that matches your team size and ROI goals. Start small, then scale with confidence—no hidden implementation fees.

Free Trial
Monthly/Yearly Options
Volume Discounts

Find your perfect plan

Compare features and calculate your cost in seconds.

View Pricing & Plans Start Free Trial

Why teams choose ZniCRM for field sales CRM with route tracking

A quick comparison to help you evaluate fit.

Feature Spreadsheets Legacy CRM ZniCRM
Follow-up Consistency Manual Complex setup Automated
Pipeline Accuracy Fragile/Broken Often Stale Activity Driven
Adoption Speed High Months Days

Related pages

More CRM pages you might find useful.

AC Repair CRM With Visit Verification And Invoicing

Explore AC repair CRM with visit verification and invoicing with ZniCRM.

All In One CRM With Invoicing And Employee Tracking

Explore all in one CRM with invoicing and employee tracking with ZniCRM.

Appliance Repair CRM With Attendance And Expenses

Explore appliance repair CRM with attendance and expenses with ZniCRM.

CRM + Field Force Tracking + Payroll App

Explore CRM + field force tracking + payroll app with ZniCRM.

CRM For Real Estate Sales Team With GPS Attendance

Explore CRM for real estate sales team with GPS attendance with ZniCRM.

CRM With Attendance And Expense Tracking

Explore CRM with attendance and expense tracking with ZniCRM.

CRM With Dispatch And Field Job Tracking

Explore CRM with dispatch and field job tracking with ZniCRM.

CRM With Dispatch Management And Visit Verification

Explore CRM with dispatch management and visit verification with ZniCRM.

Frequently asked questions

Still evaluating? These answers help you compare options.

Contact Support

Yes—if you need fast lead capture, clear ownership, and consistent follow-ups. You can start small, then add workflows and reporting as your process matures.

Yes. Keep follow-ups, tasks, and outcomes connected, and maintain visibility for managers without relying on end-of-day spreadsheets.

Yes. CSV imports are supported so you can move from spreadsheets without losing ownership, tags, or timeline context.

Prioritize daily adoption, fast follow-ups, simple reporting, and the integrations you already use. A CRM only helps if your team keeps it updated.

Make your pipeline predictable

Try it with your real leads for field sales CRM with route tracking and see how quickly follow-ups become consistent.

Start Free Trial Contact Sales
No credit card required for trial