Salesmax.ai for Field Sales: Your CRM on the Road
Access your pipeline, log meetings, and send WhatsApp updates — all from your phone, even with patchy internet.
Your day with Salesmax.ai
Here's how field sales teams use Salesmax throughout the day.
Before leaving office
Check today's assigned visits
See all scheduled meetings and navigate with one tap.
At client location
Log meeting notes on mobile
Quick notes, photo attachments, and deal updates from the app.
Between meetings
Send WhatsApp follow-ups
Send proposals and quotes via WhatsApp directly from CRM.
End of day
Auto-synced to manager dashboard
All your day's activity visible to manager — no evening reporting call needed.
Features built for field sales teams
Mobile-First CRM
Full CRM that works on the road.
- Pipeline view, contacts, and deals on mobile
- Works on low bandwidth connections
- Offline mode for areas with no internet
1
Meeting & Visit Logging
Log everything without returning to office.
- Quick meeting notes with voice input
- Photo attachments for site visits
- Check-in/check-out for visit tracking
2
WhatsApp from the Field
Send proposals and follow-ups between meetings.
- Send documents and catalogs via WhatsApp
- Template messages for quick follow-ups
- All conversations synced to CRM
3
Frequently asked questions
Built for field sales teams. Try it free.
4-day free trial. No credit card required. AI-powered setup in 2 minutes.