Sales force automation
Explore TeamSpoor’s existing field sales solution.
Plan the visit. See the outcome. Keep the team moving.
Explore TeamSpoor’s field management features through the work your team does: customer rounds, on-site reporting, location review and the next follow-up.
- Connected visit workflows
- Team-scoped reporting
- Real product walkthroughs
Inside TeamSpoor
- Plan
- Work in the field
- Review & follow up
- 1Prepare the round
- 2Support the field team
- 3Review the evidence
- 4Plan the follow-up
Find the workflow that solves your team’s next problem.
A field operation is a sequence of connected jobs. The planner prepares the round, the executive records the visit, and the manager uses the result to decide what happens next. TeamSpoor brings planning, location context, attendance and customer reporting into that process.
Start with the workflow you need to improve. The feature pages below show the relevant product screens, a practical example and the records to check. Use the directory to compare related features, then take one real field day into your trial or demo.
Feature directory
What would you like your team to do better?
Explore a workflow, see the product screens and find the features that connect to it.
Plan and assign
Beat planning
Build, repeat and import reviewed customer visit schedules.
Field task management
Follow an assigned stop from app receipt to its linked visit.
Field force management
Explore the broader TeamSpoor platform for field operations.
Field service management
Explore TeamSpoor for customer service and on-site work.
Locate and coordinate
Employee location tracking
Explore recorded field employee locations and GPS tracking.
Employee tracking app
Find the TeamSpoor mobile app for field staff.
Route map and history
Inspect recorded journeys and supporting event layers.
Route distance calculator
Explore route distance calculation and conveyance workflows.
InstaTrack and vehicle journeys
Review a licensed executive’s latest recorded device position.
Geofence tracking
Explore virtual boundaries around field locations.
Field alerts and messages
Review geofence events, send messages and connect event workflows.
Attendance and timesheets
Review time and attendance features for field teams.
HRMS and payroll
Explore workforce administration and payroll workflows.
Capture and review visits
Field reporting
Find customer visits and inspect the information submitted from the field.
Custom field forms
Review structured answers and their visit context.
Visit photos
Review available images with the recorded visit details.
Signature capture
Inspect recorded acknowledgement within the customer visit.
Medical representative reporting
Explore reporting for pharmaceutical field teams.
Manage and connect
Manager dashboard
Set team scope and review planned work, visits and locations.
Field analytics
Compare planned stops, recorded activity and travel context.
Integrations and webhooks
Plan a verified handoff to ZNICRM or your own systems.
Plan selection
Prepare a plan comparison and find published pricing.
Demo and support
Find the right path for evaluation or account help.
TeamSpoor partnerships
Discuss a representative customer workflow and rollout.
No matching features. Try a broader word or choose All workflows.
Product walkthrough
Follow one customer visit across TeamSpoor.
Give the field day a clear plan.
Prepare customer stops with the executive, time, visit type and contact details. Repeat or copy recurring rounds, then review the selection before assignment.
Build the round
Use saved accounts or enter the customer details manually.
Review before sending
Check dates, visit order and any duplicate warnings.
Follow the handoff
Use the report to distinguish assignment, app receipt and a completed linked visit.
Beat Plan → Build beat plan
Inside TeamSpoor
Why it matters
The employee knows which customer interaction is expected and the manager can follow the handoff.
Keep customer outcomes and evidence together.
Review the customer, contact, meeting times, remarks and follow-up in the visit detail. Open accessible forms, orders, images and signatures when the process uses them.
Read the outcome
Start with the meeting status and remarks.
Inspect the evidence
Open relevant submissions instead of treating a visit count as the full story.
Review the next step
Use the recorded follow-up to prepare the next customer action.
Reports → Visits → Visit ID
Inside TeamSpoor
Why it matters
The office can understand a customer visit without starting the conversation again.
Turn field activity into a useful daily review.
Compare planned work and recorded visits within your date and team scope. Use the relevant detail report to investigate a gap, and connect supported events to another system where the process needs it.
Set the scope
Use the same team and period across the review.
Find the question
Compare pending stops, visit outcomes and verification separately.
Open the source
Use Beat Plan, Visits or distance reports for the supporting records.
Reports → Team field activity
Inside TeamSpoor
Why it matters
The next customer round can reflect what the team actually recorded.
Example workflow
Connect a retailer round to tomorrow’s follow-up.
A sales team needs to visit customers, record their requirements and give the office a clear view of outstanding work.
Illustrative scenario · not a customer resultBefore the round
Prepare and assign the stops
Build a beat plan, include contact details and explain the purpose of each visit. Check app receipt after assignment.
During the review
Read the customer outcomes
Open completed visits, review remarks and available forms or orders, and identify any follow-up requirement.
For the next day
Use the team picture
Compare pending stops with recorded visits. Prepare a follow-up round based on the customers that still need attention.
What changes
Planning, field evidence and manager review become a repeatable cycle.
Start with the question your team asks most.
Use this map to find the right feature before exploring the full directory.
Swipe across the table to compare all columns.
| Your team needs to… | Start with | Then connect it to |
|---|---|---|
| Organize recurring customer coverage | Beat planning | Field tasks and recorded visits. |
| Understand the result of a visit | Field reporting | Custom forms, photos and acknowledgement. |
| Review the recorded field journey | Route map / InstaTrack | Visit details and distance reports. |
| Explain planned vs recorded activity | Field analytics | Manager review and customer follow-up. |
| Move field events to another system | Integrations | A tested receiving workflow. |
Put it to work in your team.
Use the same connected process in the customer interactions your team handles every day.
Sales and distribution
Use customer beat plans, visit records and team analytics to review customer coverage. Inspect order, form and follow-up details where available, and confirm any required CRM handoff.
Service and inspections
Assign visits, collect configured answers and review available customer evidence. Use the service pages for broader solution evaluation and the individual feature pages to understand the documented field workflow.
Workforce operations
Review location and attendance within the configured scope. Compare work records with their available supporting context and use the HRMS page to explore related workforce processes.
Make it practical
Try it with one real field workflow.
Start small enough that the entire team can explain the outcome. A pilot with representative customer visits, a manager review and one exception is more useful than browsing every feature in isolation.
Confirm the required plan features, licenses and permissions, then use the linked usage guides to repeat the process with your team.
Questions, answered
The details that help you decide.
Need to walk through your own process?
Talk to the TeamSpoor teamWhat can TeamSpoor help a field team do?
TeamSpoor supports field planning, employee location, attendance, customer visit reporting and review of available evidence. Managers can review activity within their permitted scope and use documented integration options for supported field-event handoffs.
What is the difference between route history and distance calculation?
Route history shows recorded locations and related events for a selected day. Distance reports summarize qualifying readings, while the route distance calculator supports a separate calculation workflow. Choose the source that matches the business question.
Which devices can employees use?
TeamSpoor provides an employee tracking app for Android and iOS and a web workspace for management and reporting. Confirm device compatibility and app readiness before rollout. The app page and usage guide explain where to start.
How should we start evaluating the platform?
Choose a sample team and one customer process. Test an assigned stop, app receipt, visit capture and manager review. Use a demo to confirm plan, optional modules or integration requirements before a wider rollout.
Can we track a mobile number without the TeamSpoor app?
TeamSpoor reports recorded app and device activity for enrolled employees within the permitted scope. A phone number alone does not supply a recorded position. Use the employee setup and app readiness workflows to check the account and device.
What if an employee’s location is missing or stale?
Check the selected employee and report scope, app readiness, device recording and coordinate availability. The latest marker includes a recorded time or age; an old marker alone does not establish why an update is missing.
Can supervisors send messages and download reports?
Authorized non-executives can send messages to active executives with registered devices. Report downloads also depend on permissions. Message history records a send attempt, and visit report downloads contain data rather than photo and signature files.
Where can we check billing and get account help?
Use Plan selection in this directory to find current pricing and the billing guide. Use Demo and support for account issues or a workflow discussion. Confirm payment, renewal and trial terms in the current published information for your account.
See how it fits your field team.
Bring one real workflow to a TeamSpoor trial or demo.