Best CRM for Field Sales
Field sales CRM software helps outside sales reps automate data entry, optimize routes, manage territory, and close deals faster from the field. This guide covers the 9 best field sales tools of 2025, detailing features like mapping, mobile access, offline data, omnichannel communication, and analytics, along with pricing and ideal use cases to help teams choose the right solution.
Ideal Customer Profile
Outside sales teams and field reps across industries like real estate, insurance, home services, and retail; managers needing real-time field visibility, routing, territory optimization, and inventory management.
Common Pain Points
- •Manual data entry and lost leads
- •Inefficient routing and time management in the field
- •Disconnected field data with limited real-time visibility
- •Difficulty coordinating teams and tracking field KPIs
- •Limited offline access and mobile usability
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Lead generation and territory management
⚡ Key Features
- Lead generation tool with in-platform data
- Territory management
- In-field canvassing and lead capture
- Map pins for potential customers
- Leaderboards to gamify activities
Pros
- ✓Strong lead generation and territory management
- ✓In-field canvassing and lead capture
- ✓Map-based territory allocation
- ✓Leaderboards gamify sales activities
Cons
- ✗Pricing not publicly listed; requires contacting vendor
"A solid field sales engagement platform with strong lead gen and territory management features."
Perfect For
Route planning and CRM data visualization on a map
⚡ Key Features
- Route planning algorithms considering appointment times and traffic
- CRM integration
- Lead generation within territory
- Check-in feature to log visits and update CRM
- Territory heat maps and data visualization
Pros
- ✓Excellent route optimization
- ✓Integrated mapping with CRM data
- ✓Territory heat maps for planning
"Badger Maps combines mapping with CRM to optimize routes and visualize accounts."
Perfect For
Integrated sales, marketing, and engagement with drip emails and AI guidance
⚡ Key Features
- Geolocation services in mobile app
- Automatic dialer
- Guided selling
- Lead finder
- Sales assistant with contextual insights
- Drip email campaigns and templates
Pros
- ✓Geolocation and auto dialer streamline outreach
- ✓AI-guided selling and next-best-action recommendations
- ✓Integrated marketing tools with drip campaigns
"Veloxy provides contextual insights and automates data entry while aligning marketing outreach."
Perfect For
Field reps for consumer goods and B2B sales; supports offline/online ordering
⚡ Key Features
- Online and offline order taking
- DIY interface configuration
- Real-time inventory checks
- Customizable pricing rules
- Merchandising module with store audits, barcode scanning, in-store promotions
- E-commerce and e-catalogs
Pros
- ✓Offline/online ordering plus real-time inventory and pricing rules
- ✓Store merchandising and promotions on mobile
- ✓Configurable workflow to fit store processes
"Pepperi enables field reps to manage orders and merchandising with mobile-first workflows."
Perfect For
Territory and customer management with mapping and routing
⚡ Key Features
- Geographic account visualization
- Traffic updates and routing suggestions
- Mobile design with offline functionality
- Customizable data fields
- Reporting tools
Pros
- ✓Strong visual mapping and routing support
- ✓Offline mobile access for field work
- ✓Customizable data and reports
"Map My Customers delivers effective visual account mapping for territory planning."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Integrations with CX software are crucial for a unified customer view.
- 2
Look for fast setup, intuitive UI, and options for free trials to validate fit.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
Continue Your CRM Research
Continue exploring to make the best CRM decision