Field Sales Tracker

Field Sales Tracker by Texada

Stop losing deals to windshield time. Field Sales Tracker gives your equipment outside sales reps the mobile-first tools they need to hit more stops, close more deals, and do less CRM homework.

Built for the road warrior, not the back office.

Field Sales Tracker is purpose-built for outside reps at rental houses and small-to-mid-sized dealerships. It puts all the features you need to succeed at your fingertips, without all the bloat of an enterprise CRM.

Key Features: AI Route Optimization: Automatically sequence your daily stops and map active jobsites so you can fit 2–3 more visits into your day and save 5–10 hours of driving every week. Sales Assistant: Capture voice-to-text field notes on the go. The app automatically logs tasks and drafts follow-up emails so nothing falls through the cracks. Visual Territory Management: Color-coded map pins, activity heat maps, and visual pie charts give reps and managers instant clarity on territory health and visit frequency. Live Manager Visibility: Branch managers get a real-time view of field activity, eliminating rep overlap and replacing status-update check-ins with actual coaching time. Built-in Field Tools: Mileage tracking, call reports, and in-app email — everything a road rep needs, nothing they don't. Deep Integrations: Connects natively with Epicor, NetSuite, Microsoft Outlook, Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, and Zapier — and flows seamlessly into the Texada ecosystem.

Part of the Texada Platform Field notes, jobsite check-ins, and visit history sync directly into Texada's Service, Rental, and Financial Management products, bridging the gap between the truck and the branch. No more disconnected spreadsheets. No more reps quoting wrong prices or selling unavailable inventory. Field Sales Tracker is the field productivity tool the equipment industry has been missing — professional-grade capability, without the complexity.