FieldAssist
fieldassist.comRetail outlet sales execution with configurable visit priorities and route constraints
Retail outlet sales execution with configurable visit priorities and route constraints
Versioned sales libraries with personalized materials and branded buyer portals
Distributor CRM with ERP-linked customer records and structured implementation work
AI agent that finds prospects and sends sales outreach
Customer context and sales workflows connected to CRM records
Customer records and sales follow-up with tailored calendars and permissions
Field sales execution with offline presentations, meeting records, and CRM synchronization
Lead management with separate qualification levels, lifecycle states and guided conversion
Sales-tax calculations and filings with a team to manage the work
Sales tax and VAT management with return review and remittance
Sales, stock and finance for Brazilian small businesses
Monitor tax exposure, review product categories and approve the first filing
Turn campaign replies into assigned leads with a reviewable status queue
Review sales replies by campaign, sender, client and team member in one inbox
Mapped sales accounts with route planning and meeting follow-up tools
Configurable sales boards with customer activity, routing and follow-up automation
CRM workflows that distinguish the first matching event from repeated matches
B2B CRM activities that connect tasks and emails with a sales-process step
Lead cards with distinct qualification, pipeline and follow-up controls
CRM lead routing that distinguishes account owners from rotating pools
Real-estate sales CRM with availability cover and explicit user reassignment
Connected revenue records with configurable sales workflows
Customer deal workspaces created from governed sales playbooks
AI parallel dialer that calls several numbers at once and routes live answers to sales reps.