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.
Key modules
Visits & GPS Verification
Capture field evidence even without a connection.
- Planned and ad-hoc visits
- GPS check-in/out
- Photos
Leads, Accounts & Pipeline
Link every visit to customer and revenue outcomes.
- Accounts
- Contacts
- Leads
Quotations & Pricing
Prepare customer-ready quotations with pricing controls.
- Product catalogue
- Quotation builder
- BoQ
Tasks & Follow-ups
Keep customer commitments assigned and visible.
- Tasks
- Reminders
- Escalations
Team & Territory Management
Organize territories, targets and field responsibilities.
- Territories
- Targets
- Attendance from the field
Manager Console
See live activity and visit compliance across the team.
- Live map
- Activity timeline
- Visit compliance
Reports & AI Report Builder
Turn field activity into actionable reports.
- Standard reports
- Natural-language report builder
Administration
Configure company-specific access and mobile policies.
- Multi-company
- Roles
- Hide unused modules
Top benefits
GPS-verified check-in/out with photo.
Pipeline linked to visits.
In-app quotation builder with approval.
Fieldora · Capability & deployment guide
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.
Security & compliance
- Strict per-company isolation
- Location-tracking consent workflow
- Mandatory 2FA for admins
- Role-based data access
- Audit trail
Integrations
Google & Microsoft calendars/email · WhatsApp · Email providers · OmniReach — campaigns · Resuelto — support tickets · MeetIQ — manager calls with reps · Scoped call logging
Plans at a glance
Starter
Teams establishing field CRM
- Visits and CRM scope confirmed in your proposal
- 14-day free trial
Get pricing
Professional
Teams adding AI assistance
- Limited AI credits
- 14-day free trial
Get pricing
Enterprise
Organizations needing full AI and connections
- Full AI
- API
- 14-day free trial
Get pricing
Who it is for
Field sales and service teams · FMCG & distribution · IT/ICT resellers · Pharma field force · Building materials sales · B2B services
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.
Talk to Sales
visionx.software · Request a demo or a proposal tailored to your team.
Talk to Salesvisionx.software/demo