Le 10 migliori soluzioni software per le vendite sul campo recensite per il 2026

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. 

For businesses navigating the complexities of field sales, SimplyDepo offers a tailored solution that enhances your team's efficiency and customer relationships. Whether you're a distributor, brand, or part of a retail execution team, SimplyDepo addresses the challenges of managing mobile sales, streamlining operations, and optimizing daily tasks. Its comprehensive suite of features ensures that you can focus on growth and customer satisfaction without getting bogged down by order processing or route planning inefficiencies.

Why I Picked SimplyDepo

I picked SimplyDepo for its unique ability to empower field sales operations through its dedicated sales rep app and route accounting capabilities. The sales rep app is a crucial tool for capturing orders and managing customer interactions in real time, even when offline, ensuring that your team never misses a sales opportunity. Additionally, the route accounting feature helps optimize sales routes and improve territory coverage, minimizing travel time and maximizing sales potential. These features directly address the operational challenges faced by field sales teams, making SimplyDepo an ideal choice for those seeking to enhance productivity and customer engagement.

SimplyDepo Key Features

In addition to its standout features, SimplyDepo offers several other capabilities that can benefit your team:

• B2B CRM: This feature helps you manage and nurture customer relationships by keeping all customer data and interactions in one centralized platform.
• Order Portal: Provides a dedicated space for managing orders, allowing for streamlined processing and reduced errors in order entry.
• Distribution Management: Allows you to oversee and manage distribution channels effectively, ensuring that products reach their destinations promptly.
• Retail Execution: Supports your team in executing retail strategies in the field, from monitoring shelf placements to managing promotional activities.

SimplyDepo Integrations

Integrations include Stripe, Twilio SendGrid, ShipStation, and QuickBooks. 

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.

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.

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.

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.

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.

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.

InSitu Sales is a mobile sales app tailored for wholesale distributors, particularly those involved in field sales and direct store delivery. If your team depends on managing routes, coordinating deliveries, and having real-time inventory access, this tool offers a comprehensive solution. It seamlessly integrates order management with route optimization, tackling the challenges of efficiency and cost reduction in your field sales operations.

Why I Picked InSitu Sales

I picked InSitu Sales for its unique ability to combine real-time inventory management with mobile invoicing, both of which are crucial for field sales teams. The app's integration with platforms like QuickBooks and SAP B1 ensures that your team can manage orders and payments seamlessly while on the go. Additionally, its route optimization feature helps your team work smarter on the road and reduce travel costs, which is especially useful for sales operations that depend on field activity.

InSitu Sales Key Features

In addition to real-time inventory and mobile invoicing, InSitu Sales offers:

• B2B Ecommerce Portal: This feature allows your team to offer personalized experiences to customers through an online portal.
• Barcode Scanning: Facilitates quick and accurate data entry, reducing errors and improving efficiency.
• Live GPS Tracking: Enables real-time tracking of sales representatives, ensuring better route management and accountability.
• Proof of Delivery: Provides a digital trail of completed deliveries, enhancing customer satisfaction and operational transparency.

InSitu Sales Integrations

Integrations include QuickBooks, SAP B1, Oracle Netsuite, Xero, and a B2B Ecommerce portal.