Two complete workspaces
- Field Sales and CRM workspace
- Accounts and business workspace
- Sales ↔ Account workspace switching
- Role-based Web + Android access
Field Sales + Accounts, Connected
SalesPunch360 Plus
Connect Sales and Account across Web and Android in one Company. Authorized users can switch between the native Sales field experience and responsive Account workspace while every person retains only configured roles and permissions.
Who it is for
Businesses connecting field, accounts, project and leadership teams.
Let each person use the Sales role, Account role, or both workspaces that administrators configure.
Connected company
- Field lead to quotation and project
- Common Company and branches
- Consolidated business visibility
- Private, role-appropriate information
Purposeful permissions
- Sales roles remain distinct
- Account roles remain distinct
- One person may hold one role in each workspace
- Access is never automatically granted to everyone
How work flows
A clear journey from action to insight.
1. Work a field Lead2. Create quotation3. Mark Won4. Create Project5. Invoice and receive6. Record purchases and expenses7. Review profitability and company reports
Access and visibility
Web, Android, branches and reports—controlled by role.
Web + Android
Use the experience appropriate to the user’s responsibilities and authorized workspace.
Explore app access →Branch-aware work
Keep transactions and activity in the right Branch while preserving permitted Company visibility.
Explore branches →Decision-ready reports
Review the field, business and financial reports included for this workspace and role.
Explore reports →READY TO GET STARTED?
Take Control of Your Sales.
Grow Your Business Faster.
Start your free trial and bring field sales and business management together in SalesPunch360.