Field sales management
Feldo
What Feldo supports
Designed for field executives and managers. Web dashboard and mobile so reps work from anywhere.
Visits & check-in
Structured visit flow: check-in at client location with optional GPS tagging. Visit history and confirmation so every call is logged and verifiable.
Daily jobs
Create and assign daily jobs to reps. Reps see their day plan; managers see who’s doing what. Keeps the field aligned with targets and routes.
Live map & location
See executives on the map in real time. First check-in, last check-out, visits count, and distance. Location-aware for accountability and support.
People & executives
Manage field reps and view per-executive status. Executive detail view: today’s activity, visits, and worklog. Role-based views (executive vs manager).
Clients & areas
Entities (clients/outlets): create, edit, and assign to reps. Areas for territory structure. My Clients for reps; entity and area management for admins.
Reports & worklog
Day reports and worklog by date. Field sales reports and settings. Permissions so only the right people see reports and configure the module.
Impact
What you gain with Feldo.
- Visibility on the field — Know who checked in, where, and how many visits were completed. No more guesswork.
- Structured routines — Daily jobs and visit flow give reps a clear plan; managers can adjust and track execution.
- Accountability — Location and visit logging support fair evaluation and help resolve disputes with data.
- Better planning — Clients and areas define territories; live map and worklog help optimize routes and coverage.
- One place for field ops — One dashboard for managers, one experience for reps on the go—web and mobile.