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Fieldora

From field visit to revenue.

Fieldora is a field-force CRM for sales and service teams on the move. Reps log GPS-verified visits (even offline), managers see live activity and routes, and every visit connects to leads, deals, quotations and follow-up tasks. AI helps plan the day, summarise visits and suggest next actions. Built multi-tenant, with each company's data isolated and its own policies for location tracking consent and 2FA.

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GPS-verified visitsOffline logging & sync14-day free trial

Problems we solve

Unverifiable field visits

GPS-verified check-in/out with photo.

Lost leads in notebooks

Pipeline linked to visits.

Slow quotations

In-app quotation builder with approval.

No manager visibility

Live map and activity reports.

Purpose-built modules

What Fieldora brings to your team

Interactive product tour

Inside Fieldora

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Manager dashboard

Review team visits, pipeline and targets across territories.

How it works — your first week

  1. 1

    Create company & territories

    Create the company workspace, define territories and set location-consent and administrator 2FA policies.

  2. 2

    Import accounts and products

    Import accounts, contacts and product catalogue data for visits and quotations.

  3. 3

    Invite reps to the mobile app

    Invite representatives with role-appropriate access and complete the location-consent workflow.

  4. 4

    Plan visits

    Plan daily visits and review AI suggestions against territory priorities.

  5. 5

    Log visits and deals

    Record GPS check-in/out, photos and notes, even offline, and link activity to deals and follow-up tasks.

  6. 6

    Review dashboards and targets

    Review live activity, visit compliance, pipeline outcomes and team targets.

AI inside

  • Daily visit planning
  • Visit summary from notes
  • Next-best-action suggestions
  • Deal risk alerts
  • Natural-language reports
  • Follow-up drafts and pricing analysis from competitor quotations

Sensitive decisions stay under human approval. AI-generated outputs should be reviewed before business, security or compliance decisions.

Use cases by industry

FMCG & distribution

Plan outlet visits, verify field activity and follow leads and deals by territory.

Security & compliance

  • Strict per-company isolation
  • Location-tracking consent workflow
  • Mandatory 2FA for admins
  • Role-based data access
  • Audit trail

Integrations

Google & Microsoft calendars/emailWhatsAppEmail providersOmniReach — campaignsResuelto — support ticketsMeetIQ — manager calls with repsScoped call logging

Plan your deployment

Confirm mobile device, GPS, offline sync, communication-integration and currency requirements. Configure location-tracking consent and administrator 2FA policies. Location verification depends on device permissions and signal conditions. AI pricing and planning recommendations need commercial review; voice-bot features remain planned.

A plan for your team

Starter

Teams establishing field CRM

  • Visits and CRM scope confirmed in your proposal
  • 14-day free trial

Professional

Teams adding AI assistance

  • Limited AI credits
  • 14-day free trial

Enterprise

Organizations needing full AI and connections

  • Full AI
  • API
  • 14-day free trial

Frequently asked questions

Demo request

See Fieldora in action.

Tell us what your team needs. We reply within 1 business day to discuss the right next step.

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