Field Sales Management Software for Growing Teams
Manage reps, log client visits, track leads, and review date-wise sales activity with our field sales management software. Start your free trial today.
About Field Sales Management
Doffl Field Sales Management helps businesses oversee outside sales representatives, log client interactions, and manage pipelines in one central workspace. Eliminate scattered spreadsheets by giving team leads and executives direct visibility into scheduled appointments, customer accounts, and field performance.
Built for sales directors, territory managers, and field agents, this cloud software organizes customer records, structures daily visit agendas, and tracks lead progression from initial contact to closed contract. Create your account to streamline field workflows with an introductory free trial.
Key features
- Track client visits and meeting outcomes in real time
- Centralized lead pipeline and deal progression tracking
- Territory assignment and rep scheduling dashboard
- Date-wise activity logs and productivity reporting
- Secure cloud storage with role-based team permissions
- Custom sales stages tailored to your business pipeline
How to use Field Sales Management
- Create an account and start your free trial.
- Add field sales representatives and assign territories or accounts.
- Schedule client visits and assign leads to team members.
- Log meeting outcomes, notes, and deal stages after each visit.
- Generate date-wise reports to analyze rep activity and pipeline growth.
Who is it for?
- B2B distribution companies monitoring outside rep client visits
- Pharma and medical equipment teams logging clinic consultations
- Real estate and development firms managing on-site client meetings
- Direct sales agencies tracking daily territory lead generation
Frequently asked questions
Is there a free trial available?
Yes, you can register for a free trial to evaluate core tracking, scheduling, and reporting features before choosing a paid subscription.
Can sales reps update visit logs on mobile devices?
Yes, the cloud-based interface allows reps to log into their account from any mobile browser to update meeting statuses and add notes on the road.
How does date-wise activity tracking work?
Every visit, lead update, and note is automatically timestamped, allowing managers to filter and review rep activities across specific days, weeks, or custom date ranges.
Can I export my sales and visit data?
Yes, administrators can export activity reports, lead histories, and customer lists to CSV files for external analysis or record-keeping.
Can I assign different roles and access levels to reps?
Yes, the software supports permission controls so individual sales reps view only their assigned leads while managers retain visibility across all territories.