01
Territory map
Accounts pinned on a map. Filter by stage, segment, days-since-last-visit, account band.
Use case
Built for reps who close from the driver's seat.
Visit list by territory. Voice-note debrief between stops. Pipeline updated by the time you pull into the next parking lot.
crm.leadnics.com
How it works
How field sales works in Leadnics
- Plan the day
Open the territory map; the day's accounts sort by route, priority, and last-touch. One tap fills the calendar with drive times baked in.
- Debrief between stops
Park, tap the account, hold to dictate. Transcripts attach to the deal and the next-step task is created from what you said.
- Roll up the territory
Manager sees pipeline by territory, by rep, by account band — the same view the rep uses, with a wider lens.
Capabilities
What field reps use
02
Voice debrief
Hold to record after a visit; transcript, sentiment, and follow-up task generated in 30 seconds.
03
Route-aware planning
Visit order optimizes for drive time. Calendar fills with travel buffers between stops.
04
Account view
Every contact, deal, ticket, and visit history rolled up at the account level.
05
Mileage and time logging
Auto-track drive time and miles per account; export at month-end for expenses or commission.
06
Offline-first
Cellular dead zones don't lose the visit. Everything queues and syncs when bars come back.
Questions
Field sales FAQ
Can a rep see only their territory?
Yes. Territory scopes filter accounts, deals, and dashboards. Managers see all territories; reps see their own.
What happens when a rep loses signal?
All captures, voice notes, and stage moves queue locally on the phone and sync when signal returns. No data is lost, no manual re-entry.
Can we use it for account-based selling?
Yes. Accounts are first-class records. Multiple contacts, multiple open deals, and a full visit and touch history live on the account.