Field Sales
Track visits, log outcomes on the move, and keep territory activity visible to managers.
TODO SALES CRM
Make Sales Easy.
A practical CRM platform designed to help sales teams manage leads, customer interactions, activities, and follow-ups — while giving managers clearer visibility into performance.
Core capabilities
Everything a sales team touches in a day — in one place.
Lead and customer management
Keep prospect and customer information organised, searchable, and owned by the right person.
Calls and activity tracking
Record sales interactions and maintain visibility into what the team is actually doing.
Tasks and follow-ups
Schedule next steps, set reminders, and reduce missed follow-ups across the pipeline.
Team management
Organise users and review performance at the employee, team, branch, or region level, according to permissions.
Targets and pipelines
Monitor progress through sales stages and compare activity with the targets that have been set.
Conversion and performance reports
Understand lead movement, spot where deals stall, and identify bottlenecks in the process.
Dashboards and forecasting
Provide management with a structured view of available sales metrics. Forecasts are shown as estimates, with assumptions stated.
Multi-channel access
Web and mobile access options are confirmed during your demo, based on current product availability.
Example sales journey
A clear path from first enquiry to closed sale.
Every stage is recorded, assigned, and visible — so nothing depends on someone remembering to update a spreadsheet.
Lead
Call
Follow-up
Enquiry
Order
Sale
Stages are configurable. Your pipeline is mapped to the way your organisation already sells.
Sales teams supported
Whichever way your team sells.
Telesales
Work structured call lists, capture dispositions, and keep follow-ups moving on schedule.
Showroom Sales
Capture walk-in enquiries, assign ownership, and convert interest into recorded opportunities.
See TODO SALES CRM in Action
We will walk through your sales process, show the matching workflows, and confirm exactly which capabilities are available today.