Rep status, visit progress and compliance across the team
Sales CRM · Sales Force Automation
Field Sales
Manager visibility into on-ground work
app.quipcom.ai
In detail
What Field Sales does
Part of Sales Force Automation in QuipCRM — Sales CRM. Repeatable execution for teams that have moved past manual lead handling — sequences, territories, quotas, proposals and on-ground field work.
Planned versus actual visits, productivity, duration and distance
Field activity written back to the same lead records
Where it fits
Repeatable execution, from sequences to field visits
Field Sales is 7 of 9 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Field Sales supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with Field Sales
Field Sales
Mobile My Day flow — visits, check-in, quick logging and field-oriented AI assistance.
- A My Day screen with planned visits and check-in
- Quick logging between visits from the phone
- Visits written back to the same lead record
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.