Sales representatives waste time manually filling out orders or sending them incompletely via phone and email. They lack access to the full product database, up-to-date prices, and stock information. This leads to mistakes, delays, and dissatisfied customers. With the PocketField mobile app for managing sales reps’ work, information flows in an organized way between sales representatives and customers. PocketField enables quick order placement directly from the mobile app with access to product galleries, stock levels, and price lists. Everything happens in an intuitive interface designed for fieldwork – even without a constant internet connection. And all of this comes with no implementation costs, which is rare in the SFA systems market. We meet customer expectations by creating a system accessible to everyone. A sales representative creates a complete order in just a few clicks, reducing errors and speeding up the sales process by up to 30%. This shortens customer service time, increases visit efficiency, and allows focus on relationships instead of paperwork. Better service quality means a higher chance of loyalty and repeat purchases. With PocketField, you can set priorities for your sales reps’ tasks. Automate processes to complete tasks faster and more efficiently. Presence checks automatically initiate the ordering process, which can then trigger promotions — all without extra steps on your part. Lost notes or poorly completed orders? With PocketField, such situations won’t happen anymore. You get one app with all the essential tools for client visits. The reporting panel gives you full control over your sales department. Receive activity reports, order summaries, and combined insights you can analyze with ease.
Features that make the app stand out
Intuitive application
Free implementation
Order automation
Task management
Customer visits
Reporting
Download the app for free for 14 days
Instead of tracking contacts in spreadsheets, you have all interactions in one place – visit history, notes, and performance analytics. Gain a 360° customer view for smarter decisions. Measure a sales rep’s effectiveness from the very first visit with a new customer. Track performance, spot top sellers, and quickly identify who needs additional training. Powerful reports built for real sales operations: clear insights into tasks, activities, and rep performance give you full control over your business. Save time on repetitive tasks with recurring scheduling. Monitor team performance with built-in time tracking and reduce wasted travel time. Full synchronization with external data sources via API. PocketField connects with your existing business tools for a smooth workflow. Plan routes in advance with a built-in calendar. All tasks and destinations are instantly available, so reps start the day knowing where to go and what to sell.
PocketField streamlines sales management and reporting.
Customer and product database
First visit analysis
Real-time reporting
Route optimization
Seamless integrations
In-app calendar
Problem: Missing tools to measure sales reps’ performance? Visits are undocumented or analyzed too late? Solution: PocketField automatically records data from every visit — duration, completed tasks, added notes, and goals. Everything is instantly available in the manager’s dashboard. Benefit: Gain full visibility into team activities to react, optimize, and train faster. Real support for effectiveness and accountability. Problem: Field reports are scattered, delayed, or inaccurate? Collecting data for analysis takes too long? Solution: PocketField centralizes reports on tasks, meetings, orders, and activities. Analyze results in real time with a clear dashboard — no manual compilation. Benefit: Up-to-date information improves team management, eliminates delays and errors, and supports better planning through transparent communication. The system shows task statuses, visit/order history, and alerts you to potential issues. Quickly spot backlogs and plan corrective actions to avoid downtime and reduce costs. Problem: Is your team losing time on route planning, settlements, and manual reporting? Clients lack visibility? Solution: PocketField optimizes routes by location, priorities, and schedule, logs every field activity — jobs, materials, work time — and generates ready-to-share reports. Benefit: More visits per day, lower costs, clearer client billing, and fewer errors thanks to automation. Each client can receive a report of completed tasks, hours worked, and used materials — building trust and speeding up settlements.
A modern app for sales reps and sales teams
Increase field team efficiency. Monitor visit performance in real time.
One source of truth for the entire team
Greater control and faster decision-making
Route optimization and visit management
Work transparency and client billing
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Premium
249 PLN
Premium
Most popular
Custom
Custom pricing
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