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Field sales

Leads & Follow-ups

Keep the next sales action visible from first conversation to outcome.

Key capabilities

Work with confidence.

  • Lead records
  • Pipeline stages
  • Follow-up tasks
  • Customer context

Workflow

How it works.

1. Capture a lead2. Move it through the pipeline3. Schedule follow-up4. Close with a clear outcome

Product availability

SalesPunch360 and Plus

Actual access is determined by edition, workspace, assigned role and branch permissions.

Attendance & GPS

Understand when the day starts and where field activity happens without relying on scattered updates.

Explore related feature →

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