Roofing Inspection Checklist That Actually Catches Problems Early

by Content Team | Jan 7, 2025 | Blog

A roof can look totally fine from the street and still be one strong wind away from a leak. This is why when you go for a real roof inspection, you get something that is more than just a quick look from the ground. They check things the same way every time, so small issues don’t turn into big, expensive surprises later.

In this guide, you can see a simple roofing inspection checklist that you can use for your own home, or understand when a professional is inspecting your roof. It walks through what experienced roofers pay attention to, what they usually write down, which photos actually matter, and how nothing gets missed along the way. 

We’re also including a downloadable PDF checklist with this article. You’ll see how to use it easily on its own, and how tools like Knockio‘s roofing sales CRM can help keep inspection notes, photos, and follow-ups all in one place if you prefer everything organized digitally.

Part 1: What a Roofing Inspection Is Really For

A roof inspection has three simple goals:

1. Catch water problems early, before a small issue turns into a stain on the ceiling or a leak in your living space.
   
2. Look for common trouble spots like flashing, seams, and areas where vents or pipes come through the roof. These are usually the first places to wear out.
   
3. Keep a clear record of your roof’s condition so you can compare it later and understand what’s changed over time.

Many homeowners often check out their roofs when they notice a leak. But by then, the damage is already done, and repairs are more expensive and stressful. The best time to inspect is when the roof is dry and safe to walk on. That’s when issues like small cracks, lifted edges, loose fasteners, or worn-out sealant are easiest to spot.

This is why many commercial property owners make roof inspections part of regular maintenance. Changes in weather cause roofs to expand and contract, which can slowly open up new cracks or make old ones worse. If you get regular inspections done, they can help catch those issues early, before they turn into bigger problems.

When to Inspect Your Roof

Many experts recommend that you check your roof regularly and take another look when something out of the ordinary happens. 

Most homeowners believe they should inspect their roofs twice a year, once in the spring and once in the fall. It’s also a good idea to check again after a big storm, or if you notice red flags like water sitting on the roof or new stains on your ceiling.

For commercial buildings, some experts suggest checking the roof every three months. These quarterly inspections help catch seasonal wear and tear early, especially as weather changes throughout the year.

How Long Does a Roof Inspection Take

The total time that a roof inspection can take depends completely on the roof’s size, how easy it is to access, and how many vents, pipes, or other features it has. For most homes, a professional inspection usually takes about one to three hours. Whereas larger or more complex buildings may take a bit longer.

Part 2: Safety First, Because Roof Work Is Not Forgiving

Before jumping into the checklist, let’s do a quick reality check.

If you’re not trained or comfortable with heights, don’t climb. You can spot many problems from the ground, like missing shingles, sagging spots, clogged gutters, or bent flashing, with a camera zoom or binoculars. 

If you do go up on the roof, safety comes first. OSHA’s fall-protection rules call for safeguards when there’s a risk of falling six feet or more, with specifics depending on the roof type and slope. The details vary depending on the roof, but the goal is simple: don’t risk a fall.

Basic Safety Checks to Do Every Time

These are simple things, but they go a long way toward preventing accidents:

• Make sure the ladder is in good condition and set up properly
  
• Wear non-slip shoes and gloves
  
• Look around for overhead power lines
  
• Use a harness or other fall protection when needed
  
• Check the weather, skip inspections during rain, strong winds, or lightning

This safety-first approach is exactly what professionals do in their OSHA-compliant inspection templates, keeping the process consistent and everyone safe.

Part 3: Tools and Notes You Should Bring

You don’t need any fancy gadgets or a high-end drone to keep an eye on your roof. Just grab a few basics, and you are good to go:

Simple Tool Kit

Grab some chalk or painter’s tape to mark cracks. Otherwise, you’ll lose them the second you look away. You also need a high-lumen flashlight for the attic, and a small mirror to see behind chimneys and ‘hard-to-see’ places. Your phone is your most important tool, and not just for notes. You should use it for taking 20 or 30 photos of anything that looks even slightly off.

Honestly, that’s all you need. Nothing fancy. With just these basics, you can spot issues before they turn into something big.

What to Document Every Single Time

If you want to remember one thing from this guide, let it be this: stop trusting your memory. Write these things down while you are standing there looking at your roof:

• Date and time
  
• What was the weather like?
  
• Roof type, and how old is it?
  
• Areas you inspected and exactly where the issue is. E.g., North-east corner near the chimney.
  
• Problems you found
  
• How much damage is: minor, moderate, or urgent
  
• Recommended next step. Do you need a caulk gun or a contractor?

Professionals do this “general information” section first in their checklists because it makes it easy for them to see how a roof ages. 

Part 4: The Roofing Inspection Checklist You Can Follow Step by Step

You should treat roof inspections like a little routine. Start from the curb, work your way closer, and finish inside. When you follow this flow, it makes it easier to connect the dots between what you see outside and any problems inside. Like, if you see a weird shingle outside, you’ll know exactly where to look for a water stain in the attic.

Exterior Inspection From Ground Level

Always start your inspection from the ground, even if you plan to climb later. Believe it or not, you can catch about 80% of problems without ever touching a ladder. Look around for any shingles that are missing, cracked, sliding, or curling like a potato chip. Also, pay attention to the roofline too. If you spot any unevenness or sagginess, that’s a bad sign and needs your immediate attention. Besides this, you should also look for streaky stains or “tiger stripes” on the roof or siding, because this often means that the gutters are overflowing and dumping water where they shouldn’t. Other than this, you should also check for piles of debris sitting in valleys or behind chimneys, and keep an eye out for tree branches rubbing against the roof. If you notice a bunch of these issues from the ground, it’s time to call a professional.

Roof Perimeter and Edges

The roof edges take the most wind first. So, if you ignore them, they can turn into serious leaks.

Here’s what you should look for:

• Fascia and soffits: Check the wood under the overhangs for any soft spots, rot, or peeling paint. This means that you have got rot to deal with.
  
• Drip edges: The metal edges should be tight and secure, and not lifting. If they are lifting, the wind will bring rain into your rafters.
  
• Any nails or fasteners sticking out or missing?

Many leaks actually start at the edges because wind can push water sideways and under weak metal. If you spot these early, you can save a ton of stress down the road.

Roof Surface Check, Materials, and Visible Wear

Now, let’s come to the actual surface. What you’re basically looking for are signs of ‘aging, which means wear and how water behaves on the roof.

Asphalt Shingles

When you are checking out asphalt shingles, pay attention to what’s ending up in your gutters. If you see a lot of granules washing down, that’s often a sign that the shingles are wearing out. Besides this, also look for bald spots, small cracks, or tiny blisters on the surface. Also, gently press in a few areas to see if anything feels soft or spongy. If it does, then these signs help you see where shingles might be wearing out or where water could start causing problems before it becomes a leak.

Metal Roofing

If you have metal roofing, focus on the fasteners and seams. And,  you should also check for screws that are loose or missing their washers. What’s more important is that you look closely for rust forming around those spots. On standing-seam roofs, keep an eye on seams that look like they’re starting to separate or pull apart. These issues might seem small, but if you catch them early, you can stop these little issues from turning into big headaches later.

Tile or Slate

 With tile or slate roofs, watch out for any cracked pieces or tiles that have shifted out of place. You also need to pay close attention to broken corners that are especially common near valleys and along the edges.  Even small damage here can lead to leaks, so spotting and fixing it early can save you from larger repairs down the road.

Flat Roof Membranes

If you have a flat roof,  take a slow walk and look across the surface for blisters, bubbles, or wrinkles. This means that moisture is trapped underneath. Pay extra attention to areas where people walk on a lot, since tears tend to show up there first. And, glance along the seams and edges to make sure nothing is peeling up. Lastly, make sure to clear off any leaves, branches, or debris. Stuff like that can block drains and leave puddles sitting around, which can cause problems if left too long.

Drainage: Gutters, Downspouts, and Ponding Water

Water is your roof’s worst enemy, so your drainage has to be perfect. For that, you need to:

• Check gutters for leaves or shingles granules that could be clogging them
  
• Make sure downspouts aren’t crushed, disconnected, or blocked
  
• Look for water marks that show where overflow has happened
  
• Watch for low spots on flat roofs where water likes to sit

Professionals always stress that you check for standing water because it can point to slope problems and, if left unchecked, can lead to bigger damage over time.

Flashing and Penetrations: The Leak Hot Spots

If a roof is going to leak, it won’t just happen in the middle of the roof. Most leaks show up at a ‘penetration’, which is the spot where something passes through the roof, like a chimney, vent, or pipe. Take a careful look around chimneys, skylights, plumbing vent boots, HVAC units, satellite mounts, and roof drains on flat roofs. These are your primary leak zones. Also, check for cracked or dried-out sealant, small gaps, lifted flashing, or missing fasteners, as they are responsible for 90% of all residential leaks. These areas get extra attention from professionals because they’re the most common places where roof problems begin.

Walls, Parapets, and Terminations on Commercial Roofs

If you’re inspecting commercial buildings, make sure to include this section every time:

Check:

• Parapet wall caps and coping
  
• Termination bars and seals
  
• Cracks where walls meet the roof membrane

Pros often focus on parapet terminations because if the seals fail here, water can sneak in where you can’t see it. Catching these early can prevent hidden damage.

Interior Checks: Ceiling, Walls, and Attic

Finally, it’s time for you to go and play detective in the attic. This is where your roof will tell you a lot of things. So, just grab a flashlight and examine:

Ceiling and Walls

Start by checking the ceilings and walls for water stains, discoloration, or bubbling paint. Use your nose and see if you notice any musty smells because that would mean that your ventilation is probably failing, which “fries” your shingles from the inside out. Also, look closely near corners or vents where mold can quietly start to grow.

Attic Inspection

Next, move into the attic itself. Look for damp or soggy insulation, dark stains on the roof decking, or any daylight coming through small gaps. If you turn off the lights and see even a tiny pinhole of daylight, you’ve got a hole that water will find. Rusted nails or metal parts can also be a warning sign. While you’re there, check that bathroom fan ducts are venting outside and not blowing moist air directly into the attic.

Many professional inspection templates include an attic section because leaks often show up here before they reach your living space. If you spot them early, you can get a head start on repairs and save a lot of headaches later.

Final Steps: Wrap Up Like a Pro

Don’t just dust your hands and walk away once you are done. You need to:

• Snap clear photos of every issue, plus one wider shot, so you remember where it was
  
• Write down how urgent it is and what should happen next
  
• Jot down any safety concerns you noticed
  
• Clean up any debris you created while checking things out

Professional templates often have a space for notes and homeowner acknowledgment sections. It might feel boring, but that paper trail really matters later. 

The real problem with PDFs is that they’re easy to forget and end up buried somewhere in a folder, and disconnected from the customer. That’s why many teams move to digital forms or a CRM, which means less paperwork, less stress, and fewer details getting lost.

Part 5: How to Use Your Downloadable PDF Template Without Missing Things

A quick rule of thumb about a PDF checklist is that it only works if you use it the same way every time.

Make It a Routine, Not a One-Time File

On every inspection, start by filling in the basic info, then run through your safety checks. Work your way from the outside in, snapping photos as you go so nothing slips through the cracks. Most importantly, don’t leave the site until you’ve jotted down the next steps that you need to carry out. When you treat your checklist like a routine instead of a document, you will notice that inspections become quicker, cleaner, and way harder to mess up.

Add a Simple Severity Code

Use a simple color rating; it makes everything easier to understand:

Green: Everything looks fine. It’s just normal wear, though you need to keep an eye out for next year.

Yellow: Needs repair soon. It’s not a leak yet, but it will be if you ignore it.

Red: This is urgent. High risk of failure, or water is already getting in.

This kind of rating makes the inspection easy to understand for homeowners, property managers, and your own crew. This way, everyone’s on the same page without having to decode complicated technical language.

Part 6: Where Knockio Fits In, Without Turning This Into a Sales Pitch

When inspections are part of your roofing business, finding damage is usually the easy part.  The real challenge is everything that comes after the inspection. Photos get lost in your camera roll, follow-ups get pushed to next week, and the office team usually doesn’t get the info they need to send an estimate quickly. This is where a simple system like Knockio can really help. It keeps your inspection forms, photos, and customer history in one place. It’s really just the digital version of a well-organized checklist, and follows the same idea as moving beyond PDFs, but applied to your day-to-day workflow so that your leads don’t stall out just because someone forgot to upload a photo.

Part 7: Final Takeaway

Your roofing checklist is more than just a chore. It’s actually a habit that protects your biggest investment. 

When you check your roof regularly, stick to a schedule and keep good records, you stop reacting to emergencies and start staying ahead of them. You’ll find that as your documentation gets better, your problems remain small instead of turning into surprises.

A great way to start is with a simple PDF template to get things moving. But as you get busier and your workflow grows, you’ll probably want to move toward a more integrated system. Having your inspection notes, photos, and follow-ups all in one place makes life much easier.

That’s the secret to how the pros stay consistent and keep their cool, no matter what the weather is doing.

11 Best Sales Tracking Software For 2025 with Advanced Features

by Content Team | Dec 26, 2024 | Blog

Sales tracking software is very important for businesses involved in sales campaigns. It gives many suitable options for firms involved in direct sales. These tools help manage leads, and track, perform, and check progress in real-time. It makes work smoother and helps boost productivity.

What are Sales Tracking Software and Tools?

Sales tracking software is a tool that helps businesses keep an eye on how their sales are going. It shows what the sales team is doing, helps them learn about their customers, and checks how effective the campaign is. It also points out problems in the sales process. By using these tools, businesses can get helpful information to make smarter choices in sales and marketing.

What to Look for in Sales Tracking Software

Selecting the right sales tracking software can be challenging. A variety of options are available in the market. Each tool comes with unique features to suit different business needs. However, an ideal solution should include the following capabilities:

1. Align Sales and Marketing Teams

In many businesses, the sales and marketing teams often work separately. Marketing teams focus on finding new customers, while sales teams close deals. But when they don’t work together, it can slow things down and make it harder to track progress.

A good sales tracking software for sales reps helps unite the teams. This tool shares information about leads, potential customers, and campaigns. This teamwork makes sure both teams work towards the same goal.

2. Identify Lead Sources and Track Customer Journeys

These days, customers take many steps before they decide to buy something. Good sales tracking software helps businesses see where new leads come from and follow every step the customer takes.

By learning about these steps, teams can make their plans better. They can focus on what works best and improve their methods to get more people to buy.

3. Improve Productivity

These tools improve sales productivity. With many features in the software businesses attract and use sales tracking tools to enhance the sales game.

Here are the 11 Best Sales Tracking Software to be Considered in 2025

1. Knockio

Knockio is a powerful and easy-to-use door to door sales app for outdoor sales teams. It helps salespeople and managers work better and get more done.

Key Features:

• Real-Time Location Tracking: Managers can use GPS to see where their team is and make sure they are working in the right areas and taking the best routes.
• Lead Management: Keep track of potential customers, follow-ups, and sales stages all in one place.
• Performance Analytics: Dashboards show how close the team is to meeting goals and how well they are doing.
• Route Optimization: Suggests the best routes to save travel time and get more done.
• Geofencing: Alerts managers when team members enter or leave specific areas, helping keep everyone on track.
• Mobile Accessibility: Works on phones and tablets so salespeople can stay connected while on the move.

Benefits:

• Get More Done: With better routes and easy tracking, sales teams can focus on selling instead of planning.
• Stay Accountable: Real-time tracking makes everything clear and builds trust.
• Manage Leads Better: Keeping leads organized and following up quickly helps close more sales.

Pricing:

Knockio starts at $15 per person each month. Bigger plans with more features are available for larger teams.

Knockio is a great choice for insurance, HVAC, roofing, solar, and pest control businesses. It works best for teams that make door-to-door sales because it is the best canvassing app.

2. HubSpot Sales Hub

HubSpot Sales Hub is a popular tool for businesses that want a sales solution that can grow with them. It includes a built-in customer management system (CRM).

Key Features:

• Lead Management: Automatically saves details about new leads from forms and emails.
• Task Management: This lets you set tasks with deadlines and sends reminders.
• Customizable Reporting: Create special reports to keep track of important goals.
• CRM Integration: Works perfectly with HubSpot’s powerful CRM system.
• Email Tracking: Tell salespeople when someone opens their email or clicks a link.

Benefits:

• Better Communication: Instant updates and email tracking keep the team organized and on track.
• Grows with Your Business: Works for businesses of any size and adjusts as your team grows.
• Smart Analytics: Helps improve sales plans using data and insights.

Pricing:

HubSpot Sales Hub has a free plan with basic features. Paid plans start at $50 per person per month, with extra features in higher plans.

HubSpot is perfect for small to medium businesses that want to combine sales and marketing into one easy-to-use system.

3. Salesforce Sales Cloud

Salesforce is a top choice for managing customers and tracking sales. Its Sales Cloud offers tools that can be changed to fit any business and grow as needed.

Key Features:

• Performance Analytics: Smart AI, called Salesforce Einstein, gives helpful insights about sales.
• Geofencing: Makes sure team members stay in their assigned areas.
• Works with Other Apps: Connects to many apps to add more features.
• Document Management: Keeps important sales papers safe and easy to find.
• Offline Use: It lets you enter data even without the internet.

Benefits:

• Custom Fit: This can be set up to meet any business’s special needs.
• Teamwork Made Easy: Works with many tools to help different teams work together.
• Smart Decisions: AI gives useful tips to help make better plans.

Pricing:

Cost: USD 165 per user, per month (billed annually. Bigger plans with more features are available for larger companies.

Salesforce is a great choice for big businesses with complicated sales processes that need special tools and setups.

4. Zoho CRM

Zoho CRM is a powerful and affordable tool for tracking sales, making it perfect for small businesses and startups.

Key Features:

• Lead Management: Keeps track of leads and automates follow-ups to save time.
• Mobile App: An easy-to-use app that helps salespeople stay productive on the go.
• Expense Tracking: Keeps track of travel and other business costs.
• Custom Reports: Simple dashboards clearly show important information.
• Communication Tools: Helps teams work together using chat and email.

Benefits:

• Affordable: Great pricing makes it easy for small businesses to use.
• Easy to Use: The simple design makes learning quick for teams.
• Saves Time: Automation reduces extra work, giving teams more time to sell.

Pricing:

Zoho CRM plans start at $14 per person each month for the Standard plan billed annually. Bigger plans with more features are also available.

Zoho is a simple and budget-friendly tool that works well for small teams.

5. Pipedrive

Pipedrive is a simple and easy-to-use tool that helps businesses focus on improving their sales process. It’s great for teams that want to organize their sales funnel better.

Key Features:

• Sales Activity Logging: Keeps track of calls, emails, and meetings automatically.
• Route Optimization: Helps salespeople plan the best routes and schedules.
• CRM Integration: Works with other tools like Mailchimp and Zapier.
• Performance Analytics: Shows how well the team is doing with clear reports.
• Offline Use: Let salespeople work even without internet access.

Benefits:

• Better Focus: Makes it easy to see which deals are most important.
• Works with Many Tools: Connects with other apps to add more features.
• Accurate Records: Automatically saves information to avoid mistakes.

Pricing:

Pipedrive starts at $14 per seat each month. Bigger plans with more features are also available.

Pipedrive is great for sales teams that want to stay organized and focus on helping leads turn into customers.

6. Freshsales (by Freshworks)

Freshsales is a smart and easy-to-use tool with powerful features that help sales teams work better.

Key Features:

• Lead Scoring: Automatically ranks the best leads so teams know who to focus on.
• Geofencing: Makes sure salespeople stay in their assigned areas.
• Communication Tools: Includes built-in email and phone systems for easy contact.
• Custom Reports: Uses AI to help improve sales plans with better insights.
• Document Management: Keeps brochures and contracts handy for quick access.

Benefits:

• Smart Tools: AI helps teams manage leads and follow-ups automatically.
• Teamwork Made Simple: Built-in tools for emails and calls make it easy to work together.
• Fast Decisions: Real-time updates help teams respond quickly.

Freshsales is perfect for teams that love using technology to improve their sales process.

Pricing:

Price starts from $9 /user/month, billed annually.

7. Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 works perfectly with Microsoft Office tools like Word and Excel. It’s a great choice for tracking sales.

Key Features:

• CRM Integration: Works smoothly with Microsoft Office and LinkedIn.
• Performance Analytics: Uses smart AI to guess future sales results.
• Task Management: Let teams assign and track tasks to stay organized.
• Document Management: Keeps all sales materials in one place for easy access.
• Mobile Access: Salespeople can use the app on phones, tablets, and other devices.

Benefits:

• Works Well Together: Great for businesses that already use Microsoft tools.
• Smart Predictions: AI helps teams plan better by showing what might happen.
• Easy to Use: Familiar design makes it simple to learn and use.

Microsoft Dynamics 365 is perfect for big companies that rely on Microsoft tools to get their work done. It is quite expensive starting from $65.00 per user/month with a free trial offer.

8. Monday Sales CRM

Monday.com’s Sales CRM is an easy-to-use tool that helps teams manage their sales and tasks in a simple and organized way.

Key Features:

• Lead Management: Keep track of leads and organize them easily.
• Task Management: Makes it simple to assign and follow tasks.
• Performance Analytics: Shows helpful information with clear visual charts.
• Expense Tracking: Keep a record of travel and other expenses.
• Works with Other Apps: Connects to tools like Slack and Zoom for more features.

Benefits:

• Custom Workflows: Can be set up to match your team’s specific needs.
• Easy to Use: The colorful and visual design makes it simple for everyone.
• Grows with You: Perfect for businesses of any size.

Monday Sales CRM is great for teams that want a simple and flexible way to manage their sales process. Price starts from $12 per seat / month Total$120/ month billed annually.

9. Close

Close is a CRM made for inside sales teams, but it also has great tools for field sales.

Key Features:

• Sales Activity Logging: Tracks emails, calls, and meetings in real-time.
• Lead Management: Keeps all lead information in one place for easy follow-ups.
• Communication Tools: Has built-in email and phone features to make talking to customers easy.
• Custom Reports: This lets you make detailed reports to check how well the team is doing.
• Mobile Access: Works well for salespeople who are working remotely.

Benefits:

• Better Communication: All the tools in one place make it easier for teams to stay connected.
• Efficient Sales: Easier follow-ups help teams work faster.
• Remote Work Ready: Great for teams working from different places.

Close is perfect for small teams that want to improve how they talk to customers and organize their work. Startup Plan starts from $49 per user per month, billed annually.

10. Insightly

Insightly is a strong CRM tool that also helps with managing projects.

Key Features:

• Lead Management: Keeps track of leads and automatically sends follow-up emails.
• Task Management: Tracks both projects and sales in one place.
• CRM Integration: Works with tools like Google Workspace and Microsoft 365.
• Performance Analytics: Shows detailed information about how the team is doing.
• Route Optimization: Helps salespeople plan their daily schedules better.

Benefits:

• Two-in-One Tool: Manages both projects and sales, making it very useful.
• Saves Time: Automation helps save time and resources.
• Works Well with Other Tools: Connects to popular apps for smooth teamwork.

Insightly is special because it helps manage both sales and projects in one tool. They have many different options for pricing.

11. FieldEZ

FieldEZ is a tool made to help manage outdoor sales teams and make their work easier.

Key Features:

• Real-Time Location Tracking: Keeps track of where salespeople are.
• Expense Tracking: Helps manage and track expenses for easier reimbursements.
• Geofencing: Makes sure salespeople stay in their assigned areas.
• Offline Functionality: Salespeople can still work even without the Internet.
• Document Management: Share important documents like contracts and presentations.

Benefits:

• Outdoor Sales Focused: Made to help manage sales teams that work outside.
• Cost Control: Keeps track of expenses to make sure money is spent wisely.
• Better Accountability: Real-time updates help managers stay informed.

FieldEZ is perfect for businesses that have large outdoor teams and need specialized tools to keep everything running smoothly.

The price starts from $25 per month.

Choosing the Right Sales Tracking Software

When picking sales tracking software, think about what your team needs. Consider things like cost, how the software can grow with your business, and if it works well with other tools. Knockio is a great choice for businesses that do door-to-door sales because it has special features made just for outdoor selling.

*Images used in this blog post are the property of their respective owners and are used here for reference purposes only.

10 Best Sales Mapping Software Tools For 2024-2025

by Content Team | Oct 22, 2024 | Blog

If you run a field sales team, you’ve probably lived through this chaos: a lead list here, a spreadsheet there, and a map in another tab. Messy, right? Sales mapping software pulls it all together. It plots customers and prospects on an interactive map, lets you draw clear territories, balance workloads, avoid overlap, and build smart routes, so reps spend less time in traffic and more time closing deals.

In this guide, we’ll break things down in plain English. You’ll see how sales mapping actually works, which features are worth caring about, and which tools are worth a look. We’ll also share simple tips for selecting the right software for your team, as well as a few common mistakes to avoid.

How We Picked These Tools (Quick Methodology)

Did you know that many salespeople only spend about 35.2% of their time selling?. We built this list around what field teams actually do every day. No theory. Just the stuff that matters when you’re out there getting work done. We focused on tools that handle the basics and the tricky parts really well. Because what good is a tool you can’t use in the field?

• Territory options: Support for ZIP and county boundaries, plus free‑draw polygons and a lasso tool.

• Real‑world shapes: Radius circles and drive‑time (isochrone) areas that reflect how people actually move.

• Balancing & rules: Balance territories by accounts, revenue, or workload; set ownership rules; prevent overlap.

• Data overlays: Demographic and firmographic layers so you can target smarter.

• Routing depth: Route optimization, visit windows, priorities, and a smooth hand‑off to mobile.

• Mobile & offline: Easy for reps on iOS or Android, even when the signal drops.

• CRM integrations: Plays nicely with Salesforce and HubSpot.

• Pricing clarity: Public starting prices when available, or a simple “contact sales” when they’re not.

We kept things practical, no hype, no fluff, so you can skim, compare, and pick what fits. According to our research, the best sales mapping software is Knockio. It helps you easily find your customers, plan your sales visits, and make sure you’re working in the best areas!

Quick Picks (Start Here if You’re in a Rush)

• Best for Salesforce-first orgs: Geopointe – mapping and territory tools built around your Salesforce objects and data.
  
• Best for deep geo-analysis: Maptitude – powerful location analytics that uncover patterns you’ll never spot in a spreadsheet.
  
• Best for canvassing teams: Knockio – draw territories, build smart routes, track reps in the field, and manage every lead in one simple app.
  

Put smart routing on top of well-defined territories, and your team spends more time with customers and less time stuck in traffic. Want the full story? Keep reading, we’ll explain how sales mapping works and walk you through the top 10 tools, step by step.

What is Sales Mapping Software?

Sales mapping software takes your customer and prospect lists and puts them on a live, interactive map. Instead of scrolling through rows in a spreadsheet, you can instantly see where people are, how they cluster, and which areas deserve attention next. Managers can draw smart territories, assign reps, and check coverage at a glance. Reps can plan efficient routes and record visits without the guesswork. Handy, right?

With this prospect mapping software, managers can:

• See where customers and leads (people who might become customers) are on a map
• Check how many customers are in each area
• Ensure that the salespeople work in the right places and visit all the customers they should during their workday.

It also helps field sales teams plan their routes and schedules more easily.

Why Field Sales Teams Use Mapping Software (And Love It)

Paper maps and highlighters had their moment. Not anymore. Field sales moves faster when your data and your map actually work together. Why guess when the map can show you?

• Clear ownership: Every rep knows their exact territory, street by street.
  
• Better coverage: You won’t overlook small pockets of demand right next door.
  
• No toe-stepping: Avoid duplicate visits and protect relationships with clean boundaries.
  
• Faster days: Less time driving means more meetings and more closed deals.
  
• Sharper focus: Leaders can spot weak zones quickly and jump in with fixes.
  

Put smart routing on top of well-defined territories, and your team spends more time with customers and less time stuck in traffic.

Key Features to Look For

1) Customer & Lead Mapping

Get the big picture in seconds. Filter by stage, date, or status to spot who needs a follow-up earlier. It is simple to use and a huge time saver.

2) Territory Management

Draw boundaries the way you work: by ZIP code, county, or your own freehand shapes. Set clear ownership so reps don’t trip over each other on the same street. Teams change? Reassign areas in a couple of clicks and keep momentum rolling.

3) Route Planning & Optimization

Build routes that actually make sense, set stop priorities, add time windows, and cut down on windshield time. Better routes = more doors knocked, more real conversations, and fewer “sorry we missed you” moments. That’s the goal, right?

4) Rep Tracking

Know where your team is, and where they’ve been, without hovering. It’s visibility for coaching and coverage, not a spyware vibe. Use it to guide new reps, confirm territory coverage, and keep the day running smoothly.

5) Permissions and Controls 

You get to decide who is allowed to view or make changes to territories, lists, or reports. That way, there’s no back-and-forth over ”who can own this account?” and your data stays neat and organized.   

6) Sorting and Filtering

Make it simple to notice what matters. Use color-code pins based on outcomes, status-based sorting, last contact search, and labels nearby leads. This will allow reps to accomplish more tasks each day without wasting time. 

7) CRM Integration

Integrate well with apps such as Salesforce, HubSpot, and other apps to have everything in a single place. And if you don’t have a CRM yet? No Worries – there are some platforms with easy built-in CRM solutions to help you get started.

8) Reporting and Dashboards 

Keep at the top of those that count. Follow up calls, schedule visits, custom reports, monitor the leaderboard of individuals, and even see how long leads have been sitting. With a dashboard, managers can have real-time insights on what’s working well and what might need a tweak. 

Balancing Territories (Without the Guesswork)

Balancing territories becomes less about gut feeling and more about strategy. By removing all the “what if “ scenarios, it creates fair,  efficient sales (or service) areas based on real data. This strategy is also known as data-driven territory planning. 

Pick a method that fits your objective:

By accounts: base it on the number of active customers or target prospects.

By revenue/value: consider the previous revenue or weighted value of opportunities.

By workload/time: include anticipated visits, average time of stops, and traveling time. 

If you are starting out, keep it simple, use accounts or revenue. When things become more complicated, particularly when the visit schedule is hectic, add workload to adjust the balance. 

Preventing Overlap (Protect and save)

Overlapping ends up eating time, confusing, and can go as far as damaging customer relationships. Put a couple of plain guardrails to fix it: 

Exclusive ownership: mark each territory for one rep to avoid stepping on each other.

Collision alerts:  receive notifications when somebody attempts to record a visit off-location.

Change logs: monitor who is editing and how and when, so managers never need to guess.

This protects your relationships and keeps your team focused.

Route Planning Tips that Actually Help 

1. Grouped nearby visits so that reps spend less time driving and more time with customers
2. Address high priority stops first, when energy and attention levels are at optimal.
3. Adhere to customer preferences and provide time windows for those who prefer to be visited only at certain hours.
4. Preview traffic and buffer 5-10 minutes for parking or unexpected delays.
5. End near the first stop of the next day, you can – it makes a difference.

10 Best Sales Mapping Solutions for Sales Success

We have listed 10 of the top mapping solutions below. Each tool is simplified into a clear and easy-to-read summary that highlights its main features, pricing, and what it’s best for, so you can quickly find the tool that best suits your team.

1) Knockio

What it is: Knockio is a user-friendly and budget-friendly platform for field canvassing and territory management. You can map by Zip code or custom shapes, set rules of ownership to avoid overlapping, plan efficient routes, locate reps in real-time, or even organize notes right from mobile.

Highlights:

1. Operates well on both IOS and Android, making it ideal for a field rep.
2. Unlimited addresses and proper tagging.
3. Real-time team tracking for visibility (without micromanaging). 
4. Route Planning (pinpoint, Zip, hand-drawn).
5. Territory mapping with clear ownership rules.
6. Basic reporting and analytics to monitor performance.
   

Pricing: The Standard plan starts at $20/user/month, and the Custom plan is designed for larger organizations.

Best for: Door-to-door sales teams, canvassing programs, or any field organization that desires a simple, well-structured workflow.!

2) Mapline

What it is: Mapline makes it super easy to turn plain old spreadsheets into interactive maps. You can set up boundaries, build heat maps, plan efficient routes, and auto-assign customers to territories. It’s a strong choice for teams that rely on spreadsheet data and need quick, powerful geo-visuals. 

Highlights:

1. Create a map directly out of Excel in a couple of seconds 
2.  Use heat maps, boundary outlines, and route planning.
3. Auto-assign territories to customers.
4. Access dashboard and reporting tools for quick insights.

Pricing: Free trial is available, quote on request

Best for: teams that use spreadsheets extensively and need a fast and easy mapping tool with no steep learning curve.!

3) Geopointe

Source: Geopointe

A mapping tool built specifically for Salesforce users. It location-enables Salesforce data, which allows you to visualize accounts, contacts, and opportunities on a map, all without leaving your CRM.

Highlights: 

1. Use preset boundaries to set up territories quickly.
2. You can plan your routes using Salesforce data.
3. Real-time field visibility for managers.
4. Assign leads and territories directly into SFDC

Pricing: starts at $75/user/month.

Best for: It is for organizations that are deeply invested in the Salesforce ecosystem.

4) Maptive

Source: Maptive

It is a Google Maps-based tool that quickly turns simple spreadsheets into custom, interactive maps. It’s known for its user-friendly interface that allows one to draw a territory fast using a lasso to find its demographics.

Highlights: 

1. Create custom maps from spreadsheet data in minutes 
2. Use the lasso tool for precise shapes
3. Add territory metrics, such as customer info and demographics.
4. Multi-stop route optimization.

Pricing: $250/user for 45 days, but this should be confirmed with the vendor.

Best for: Business teams who want an easy-to-use Google Maps-powered platform.

5) Maptitude

Source: Maptitude

An effective and powerful geographic information system (GIS) and location analytics tool. Maptitute is built to do deep analysis, helping strategists and analysts uncover hidden sales patterns, optimise territories, and respond to complex geo-spatial questions.

Highlights: 

1. Easily identify hotspots and sales trends.
2. Get a clear picture of the location of your customers.
3. Offers powerful data importation support and APIs.
4. Respond to location-based queries that your spreadsheets just can’t do.

Pricing: $695/year one-time desktop license, and a cloud version also exists.

Best for: Perfect for analysts and planners who require better insights into geography and customer behaviour.

6) eSpatial

Source: eSpatial

Highlights: 

A route and territory design platform that is developed to ensure that teams can cover more ground as effectively as possible. It offers clear data visualisation, territory balancing features, and good integration.

1. Easy visualisation of data to identify trends and patterns
2. Sales and services route optimisation using AI.
3. Advance territory design and balancing software.
4. Share maps online and offline when necessary.

Pricing: Starts at $1495/year.

Best for: This will best suit the teams that travel extensively on roads and wish to have quicker and more efficient routes.

7) Mapsly

Source: Mapsly

It is a geo-intelligence platform that provides mapping, routing, and CRM automation within a tool. It can be accessed both on desktop and has a quick mobile experience with field reps.

Highlights: 

1. Mobile-friendly mapping and routing.
2. Territory management and auto-assign
3. Multi-user and multi-day optimised route
4. No code CRM automations.

Pricing:  The essential plans cost $25/user/month.

Best for: teams that require cost-effective routing and CRM.

8) MapBusinessOnline

Source: MapBusinessOnline

 It is a cloud-based platform designed for smarter territory management, market and drive-time analysis, and allows many individuals to plan together through mapping. It is known for its affordability, ease of use, and multi-user work on the cloud.

Highlights: 

1. Maps customers and markets to analyse.
2. Provide multi-stop route planning.
3. Provide team map editing and sharing.
4. Provides high-level territory management.

Pricing: $500/user/year, and it also offers a free trial.

Best for: Teams that need to have a single platform that integrates market research and territory planning.

9) GeoMapper

Source: GeoMapper

A mapping solution that is integrated directly within HubSpot. It enables groups to make plans, filter lists, and visualize activity without leaving HubSpot.

Highlights: 

1. Operates completely in HubSpot CRM.
2. Make lists of imports and convert them to maps.
3. Helps reps focus on the best pocket of demand.
4. Enables sorting of the HubSpot listing to find priority customers.

Pricing: Has a free starter plan, and paid plans begin at $65/user/month.

Best for: Teams that spend most of their time in HubSpot and want mapping solutions built directly within their CRM.

10) GeoMetrx: A Tool for Mapping Sales Territories

Source: GeoMetrx

Geometry is all about small territory planning, which is based on mobile location data. It is a powerful tool for networks that need expert market analysis for site selection and territory development. 

Highlights: 

1. You can easily upload data and map out territories.
2. It compares the radius with more realistic drive-time coverage 
3. Share maps, reports, and territory layouts with your teams and stakeholders.

Pricing: Based on request.

Best for: It’s useful for retailers, restaurants, franchises, and even real estate companies that need territory-based models for data.

Build Your First Sales Map: Step-by-Step Guide

1. Import your data: 

Start with simply grabbing your list. It could be any CSV file or your CRM itself. Just make sure your file contains all important things such as names, addresses, and status.

2. Clean things up:

Let’s clean the messy data. Sort your data based on the status of the customer, owner or value and any relevant tags (if you have them) to separate accounts. This step will save you from future headaches. 

3. Choose territory shapes:

Here you can decide your geographic boundaries. Start with Zip codes, or create with custom polygons, or add drive-time if you want to refine routes even more.

4. Assign ownership:  

Time to decide who gets what. You need to set clear, consistent rules for assigning territories to prevent overlaps and conflicts. Document all assignments for transparency.

5. Balance the Workload:

To ensure equal opportunity and avoid workload imbalance. Distribute territories fairly based on accounts, revenue potential, or travel time. 

6. Plan your routes:

Now, map out territories to create optimized routes, add priorities and time windows for efficiency. This way, your team is not wasting time looking for where to go next.

7. Track and Adjust:

The most important step is to continuously monitor performance and market shifts. Use analytics tools to check coverage, reassign territories, and make changes accordingly.

Quick Fixes for Common Mistakes 

1. Diving early into too many shapes: Just start with simple boundaries like Zip codes, and once you get the hang of the basics, you can later add drive-time layers.
2. No territory ownership rules: Use software or any tool that enforces exclusivity and avoids overlaps, reduces conflicts, and gives them a clear idea of their positions.
3. Guesswork instead of Balancing:  start with something you understand, like accounts or revenue potential. When that is established, then you can put additional factors. 
4. Ignoring feedback from the field: your reps know the road better than anybody. Establish and allow feedback from reps to identify issues and make adjustments.
5. Territories that never change: Sales patterns shift. What was working 6 months ago may not work at this time. Go over your territories once every quarter.

Quick Checklist to Choose the Right Tool:

Budget: Does it have clear pricing and a budget that fits as you grow?

Territory features: Does the tool offer the right shapes (such as ZIP codes, polygons, drive-time) and balancing ( like accounts, revenue, workload)?

Mobile Functionality: Is the app fast and reliable, especially for offline use?

Routing tools: Does it have the ability to optimize routes with time windows and priorities?

CRM integration: check if it integrates smoothly with your CRM (e.g, Salesforce, HubSpot, Zoho, Zapier)?

Ownership and Rules: Can you apply rules to avoid overlaps and lock assignments?

Reporting: Can you access the dashboard and performance view easily? 

Conclusion:

The right sales territory mapping software transforms all the messy, scattered lists into a strategic sales plan, making it clear where your team needs to focus, who to visit, and how to get there without wasting time. You can start with basic elements: use methods like ZIP code mapping to define clear ownership, drive-time analysis to represent actual real-world travel, and workload balancing to ensure fairness. It is also necessary to establish regulations to overcome overlapping issues and ensure harmony within a team. Lastly, select a tool that works well with your current CRM and fits seamlessly into your daily sales routine. 

If you want to see what that looks like in practice, you can simply try Knockio. It enables you to create territories using ZIP codes, counties, or custom shapes. You can also generate drive-time zones, prevent territory overlaps, balance workloads, and send optimized routes directly to mobile devices. –  All from a single platform. 

Top 9 Mobile Sales Tools for Sales Reps and Companies

by Content Team | Jan 24, 2024 | Blog

Staying ahead in sales requires smart work. This strategy also requires efficient tools. One thing that has transformed the way sales representatives and companies operate is the use of mobile sales software. These applications make the sales process smoother, faster, and more effective. Let’s delve into the top 9 mobile sales tools that are changing the sales landscape.

Mobile sales communication tools are specialized applications that sales professionals use on their smartphones or tablets to do effectively their work. These apps work like digital assistants, helping sales reps manage their tasks, track leads, and close deals. Imagine having a powerful toolbox right on your mobile device, making your job easier and more efficient.

The benefits of these tools range from increased productivity to better communication. Sales reps and companies alike view these tools as valuable in today’s competitive marketplace. In the following sections, we’ll discuss what these tools are and how mobile selling tools improve productivity. We’ll also look at why these tools are important for different aspects of sales.

Whether you’re an individual sales rep or you’re part of a larger field sales and advertising company, these new mobile sales tools are revolutionizing the industry. Keep reading to find out the secret behind their revolutionary effect on sales professionals.

What Are Mobile Sales Tools?

A mobile sales tool can be defined as an application, platform, or suite that facilitates the sales process conveniently through the use of a tablet or smartphone, regardless of location or time.

These tools help in managing tasks, keeping track of potential customers (leads), and sealing the deals, all from your handy mobile device. It’s like having a mini office right in your pocket! These tools are not just for fun; they are serious helpers that make sure salespeople can do their jobs smoothly and be more successful.

So, in simple words, mobile sales tools are special apps on your phone that make selling stuff easier and more effective. They are like having a superhero sidekick but for work! Keep reading to find out how these tools can make a real difference for sales reps and companies.

How Can Sales Reps and Companies Use Mobile Sales Platforms to Enhance Productivity?

Alright, now that we know what mobile sales tools are, let’s talk about how they can make life better for sales reps and companies.

Imagine you’re a salesperson with a busy schedule – meeting clients, making calls, and sending emails. Mobile sales tools come to the rescue by organizing all your tasks in one place. They act like super organizers, reminding you of important meetings and helping you stay on top of your game. These tools also keep track of potential customers, making sure you never miss out on a promising lead. You can quickly access information about clients, their needs, and previous interactions.

Communication is key in sales, and mobile sales tools make it a breeze. You can easily connect with your team, share updates, and collaborate on projects, all through these handy apps. No more missed messages or confusing email chains – everything is right there in your mobile toolkit.

For companies, these tools mean better teamwork and smoother operations. Managers can track the progress of their sales team, analyze data, and make informed decisions. It’s like having a digital helper that keeps everyone on the same page.

In a nutshell, mobile sales software enhances productivity by keeping things organized, helping sales reps stay informed, and improving communication. They are like the secret sauce that makes the sales process more efficient and successful. Stay with us as we explore specific tools that are making waves in the world of mobile sales.

For Sales Reps

We have found some of the best tools for sales reps. Now let’s focus on how these mobile sales tools can be a game-changer for individual sales reps. If you’re a salesperson, you know how challenging and exciting the job can be. Well, these tools are like your trusty sidekicks, making your sales journey smoother and more successful.

Firstly, they help you stay organized. No more sticky notes or forgotten tasks. With mobile sales tools, you can manage your schedule, set reminders, and ensure you never miss an important meeting or follow-up.

Secondly, these tools are your secret weapons for managing customer information. You can quickly access your clients’ details, preferences, and past interactions. It’s like having a cheat sheet that helps you tailor your approach for each customer.

Communication is crucial in sales, and mobile tools make it a breeze. You can connect with your team instantly, share updates, and work together seamlessly. This means fewer misunderstandings and more effective collaboration.

Imagine being on the go and sealing a deal right from your phone. Mobile sales tools empower you to do just that. Whether you’re at a coffee shop or on the road, you have the tools to close deals anytime, anywhere. In essence, these tools are designed with sales reps in mind, giving you the tools you need to be more organized, communicate better, and ultimately, succeed in your sales endeavors.

For Field Sales and Advertising Companies

Now, let’s talk about how these mobile sales tools are not just for individual sales reps but are also for advertising companies. Imagine you work for a company that’s always on the move, meeting clients, and spreading the word about your products or services. That’s where these tools come in handy!

For field sales, these tools act like a magical map. They help you plan your routes efficiently, so you’re not wasting time zigzagging across the city. It’s like having a GPS specifically designed to make your sales journeys smooth and time-effective.

When you’re out in the field, meeting potential clients, these tools keep all your important information at your fingertips. Need to check product details or customer preferences? It’s all right there in your mobile toolkit. No more flipping through papers or searching for files – everything is organized and accessible.

Now, let’s talk about advertising companies. In this fast-paced industry, collaboration is key. Mobile sales tools make teamwork a breeze. You can coordinate with your team, share creative ideas, and stay on top of campaigns – all from your mobile device. It’s like having a virtual meeting room wherever you go.

These tools also help advertising companies track their progress. You can see how well your campaigns are doing, analyze data, and make smart decisions. It’s like having a crystal ball that shows you what’s working and what needs improvement. In summary, for field sales and advertising companies, mobile sales tools are the unsung heroes that make planning, communication, and collaboration easier than ever.

9 Best Mobile Sales Tools

Now, let’s unveil the stars of the show – the 9 best mobile sales tools that are rocking the sales world. These tools are like a dream team for sales reps and companies, each bringing its unique superpower to the table. Let’s take a closer look at these game-changers:

1. Knockio: This tool is your virtual door-knocker. It helps you schedule visits, plan routes, and make sure you’re always at the right place at the right time.
2. Spotio: Think of Spotio as your sales treasure map. It guides you through the best routes, ensuring you don’t miss any potential customers on your journey.
3. Salesforce Sales Cloud: A heavyweight in the game, Salesforce Sales Cloud is like your personal assistant, keeping track of leads, deals, and customer information.
4. HubSpot Sales Hub: HubSpot is your go-to for smooth communication. It helps you connect with your team, share updates, and collaborate effortlessly.
5. Zendesk Sell: Picture Zendesk Sell as your organized notebook. It keeps all your customer details neatly arranged, making it easy to provide top-notch service.
6. Badger Mapping: Badger Mapping is your sales GPS. It not only helps you plan routes but also optimizes them, saving you time and effort on the road.
7. Sales Rabbit: Sales Rabbit is your energetic sales companion. It streamlines your workflow, making it easier to manage tasks and stay on top of your game.
8. Map My Customer: This tool is like your sales map artist. It creates visual maps of your sales territories, making it easy to spot opportunities and plan your approach.
9. Zoominfo: Zoominfo is your data superhero. It provides valuable information about potential clients, helping you tailor your pitch for maximum impact.

Knockio

Meet Knockio, our advanced field sales tool – a powerful helper for companies aiming to make a great impression from the start. It’s like a secret weapon that turns your sales pitch and proposals into digital, trustworthy documents using collected data, making potential clients remember you. This builds trust and credibility, making it more likely for you to close more deals successfully.

Lead Tracking: Knockio is your friend in tracking leads smoothly through the entire sales process, from the first contact to closing the deal.

Route Planning: Forget about wasting time on the road. Knockio helps sales teams plan and optimize their routes, so they can spend more time selling and less time driving.

Sales Territory Mapping: With Knockio, sales teams easily map and assign sales territories, making sure all potential leads are covered.

How Knockio Helps Your Business:

Boost Sales: Give your sales team the tools they need to close more deals efficiently with Knockio.

Cost Efficiency: Knockio doesn’t just save time; it saves money too. Making tasks like lead tracking and route planning smoother helps reduce costs.

Enhance Customer Satisfaction: By giving sales reps the right information, Knockio improves the experience for customers, leading to higher satisfaction.

In short, Knockio isn’t just a tool, it’s a helpful partner that changes how you sell, making it more efficient, cost-effective, and customer-focused. Upgrade your sales game with Knockio and see the positive impact it can have on your business.

Knockio’s basic plan starts from $15 which is much less than the competition. They are continuously adding new features to compete in the market.

Spotio

Imagine having a special treasure map for your sales adventures – that’s Spotio, one of the coolest mobile sales tools around. It’s like having a guide that shows you the best routes, making sure you don’t miss any potential customers on your journey.

Spotio is perfect for sales reps who are always on the move. It helps you plan your routes smartly, ensuring you take the most efficient path to reach your customers. It’s like having a GPS but specifically designed for salespeople.

With Spotio, you can navigate through your sales territory like a pro. It’s not just about finding your way; it’s about finding the best way to connect with your clients.

Salesforce Sales Cloud

Meet Salesforce Sales Cloud – a heavyweight champion among mobile sales tools. It’s like having a personal assistant that keeps track of everything in your sales world. Whether you’re a sales rep or part of a larger team, this tool is here to make your job easier.

Salesforce Sales Cloud is your go-to hub for managing leads, deals, and customer information. Imagine having a super-organized notebook that keeps all your important details neatly arranged. This means no more searching through piles of notes or files – everything you need is at your fingertips.

One of the coolest things about Salesforce Sales Cloud is its ability to adapt to your unique sales style. It’s like a custom-made suit that fits you perfectly. Whether you’re a solo sales superhero or part of a team, this tool has features that suit everyone. But this tool is expensive to use. Their Team plan starts from $39 which is nearly double that of the Knockio and has similar features.

HubSpot Sales Hub

HubSpot’s Sales Hub Enterprise provides a comprehensive suite of sales engagement tools. This awesome tool has so many cool features! It can automatically keep track of all your meetings and calls, and even transcribe them for you. You can also find email templates, sales documents, and snippets to make your work easier. Plus, you can create personalized videos for one-on-one interactions. The email sequence tool is super advanced too. You can enroll up to 50 contacts at once, automate follow-ups, pause sequences when tasks are completed, and send targeted emails based on the companies you’re working with. It’s like having a personal assistant right at your fingertips!

The platform supports the creation of up to 1,000 playbooks within the CRM to document and guide the sales process. It offers over 500 custom reports and a library of out-of-the-box reports for business performance analysis. Users can manage 50 sales pipelines to evaluate different revenue streams, product lines, regional locations, channel sales, or partnerships.

HubSpot incorporates a product library for managing services and offerings. It allows tracking and reporting on sales by name, description, quantity, price, SKU, and unit costs in multiple currencies for international sales.

Introduced in May 2020, the Account-Based Marketing (ABM) feature, labeled “Target Accounts,” assists in assessing engagement levels, contacts, deals, meeting activity, and key decision makers at specifically targeted companies.

HubSpot’s Sales Hub Enterprise offers a great feature called Advanced Permissions and Teams. This feature allows organizations to categorize users into teams, departments, regions, product lines, or other segments. With this feature, users have control over their settings and can customize their interactions and usage of the HubSpot platform based on their roles. The pricing for this plan starts at $18, but it may not be the ideal solution for a field sales campaign.

Zendesk Sell

Zendesk Sell is a sales tool designed to enhance collaboration among sales, marketing, and support teams. This web-based and mobile customer relationship management (CRM) platform offers comprehensive features.

The main features include email functionalities, customizable dashboards, and a lead-scoring system. Integration with Zendesk Support further enhances visibility into customer interactions across various channels.

Sales teams benefit from Zendesk Sell by accessing a central system for detailed customer profiles, sales pipelines, and performance metrics. This consolidated information empowers sales representatives with valuable insights into key metrics. It allows them to prioritize efforts and focus on high-potential leads.

Zendesk Sell prides itself on flexibility, enabling the accommodation of large customer data for big.

However, some users have reported occasional performance issues, such as system crashes and slowdowns. This is leading to process delays. Additionally, a few users experienced challenges with email integration. That results in errors and delayed communication with potential clients.

Zendesk Sell is well-suited for:

• Businesses seeking to transition from paper-based models to automated solutions.
• Companies require a centralized hub for managing customer interactions.
• Enterprises looking for a platform that integrates with other systems.
• Organizations want to track leads throughout the sales funnel.
• Businesses of various sizes in search of a comprehensive sales management tool.

Zendesk Sell may not be the ideal choice for:

• Businesses with complex needs require advanced customization and integration options.
• Companies looking for a free plan.
• Enterprises are not involved in selling products or services, as Zendesk Sell primarily caters to sales-focused teams.

The Zendesk Sell plan starts at $19 with many limitations.

Badger Mapping

Badger Maps serves as an advanced tool tailored for field sales professionals. It facilitates route optimization, lead identification, and customer management. This software also excels in scheduling, lead tracking, and overall customer information management.

Badger Maps generates comprehensive maps of sales territories. It streamlines the process for sales representatives to reach customers with perfect efficiency. It positioned Badger Maps as a strategic asset for sales teams.

A notable feature of Badger Maps is its ability to visually present crucial information on a map. Aiding sales representatives in focusing on high-priority opportunities. The platform enables the creation, scheduling, and modification of routes. It ensures optimization for enhanced mobile sales productivity.

Pros of Badger Maps:

• Facilitates the discovery of untapped leads and accounts requiring increased attention.
• Provides managers with insights into the sales team’s activities. It enables strategic improvements to boost overall sales performance.

Cons of Badger Maps:

• Some users have reported a steep learning curve of the software.

Key Features of Badger Maps:

Follow-ups:

• Sales representatives can track follow-ups on a map, simplifying pipeline management.
• Users can check-in, take notes, and plan subsequent follow-ups.

Mapping and Routing:

• Sales teams use Badger Maps to plan meetings and find the best routes while they are on the move.
• The software automatically updates customer information and shows it on an interactive map.
• Users can filter customers based on top opportunities and access the most efficient routes.

Teams:

• Managers can see detailed reports about what the whole team is doing, helping them make smart decisions.

Check-ins:

• Managers get detailed reports on Badger Maps that are customized for the whole team. These reports provide valuable and practical insights.
• Users can check in with customers, add appointment notes, and generate reports.

The plan starts from $69 per month, which is more expensive than the industry benchmark.

Sales Rabbit

SalesRabbit is an app for door-to-door field sales representatives. Sales Rabbit offers tools to track sales and manage leads. The goal is to improve the performance of sales reps and increase sales conversions. It is particularly used in certain industries such as contractor services, HVAC, pest control, pool maintenance, roofing, and more.

SalesRabbit provides features like GPS tracking to track progress. SalesRabbit helps managers keep an eye on reps’ progress using GPS tracking. It makes work fun with leaderboards that focus on important goals, and it also has a built-in chat for easy communication. Field workers can manage their territories using the digital area management tool. Managers can assign specific territories to sales reps by drawing on a geographic map with color-coding the areas.

SalesRabbit’s tool assists reps in presenting their sales pitch effectively in the field through interactive presentations. It allows remote access to documents and content. Users can access digital contracts from any device, and the digital signature feature makes it easy to complete sales on the go. This solution aims to make the process easy and boost productivity for businesses engaged in field sales.

SalesRabbit Team plan starts from $29.

Map My Customer

Map My Customers is an efficient mobile Field Sales CRM. It is designed for field sales teams. Whether used independently or alongside existing CRM systems. It aims to enhance revenue, streamline sales processes, and ensure accountability in the field. This tool is a must-have for sales reps. It automates everyday tasks, making it a big help and boosting productivity during field sales.

Key Features:

1. Visualizing Sales Opportunities:

It allows easy allocation of territories to sales reps. It automatically distributes leads and customers from your CRM or spreadsheets. It visualizes the performance of geographic areas or accounts through sales and heat mapping.

1. Targeting the Right Prospects:

Identify nearby sales opportunities while on the go with the mobile lead generator. Search for customers based on product type, salesperson, or territory. Personalize your sales team’s prospecting using sales funnel visualization.

1. Automating Everyday Sales Tasks:

Optimize route planning and mapping with Smart Routing, saving sales teams an average of 30% in fuel costs and reclaiming 1-2 days of windshield time each month. Create custom and automatic activities, gaining a better understanding of time spent in the field.

1. Enhancing Sales Data:

Use custom fields and flexible filters to find important sales information in your CRM data. Easily connect with popular CRMs or import data from spreadsheets, then see your sales data shown as pins on an interactive map.

Map My Customers empowers field sales by automating tasks, providing visualizations of sales opportunities, and optimizing route planning. Whether used independently or integrated with existing CRM systems. It proves to be an indispensable tool for driving efficiency and revenue in field sales operations.

Map My Customer is also an expensive app and their plan Road Warrior starts from $50.

Zoominfo

Zoominfo – your data ally in the realm of mobile sales tools. If you’re a sales representative seeking crucial information about potential commercial clients. This tool can help as a superpower that unveils the essential details you require.

Zoominfo revolves around delivering insights. It provides comprehensive information about potential customers. It enables you to customize your pitch for maximum impact. It serves as a treasure trove of data, enhancing your knowledge and confidence.

This tool is especially beneficial for individuals who delve deep into customer details. Imagine being ready for a meeting with important details about your client’s business. Zoominfo helps you distinguish yourself by showcasing thorough preparation.

Zoominfo is designed with user-friendliness in mind. Whether you possess technical expertise or are a novice, this tool is crafted to be accessible and efficient. Think of it like having a dependable assistant that helps you discover important information to enhance your sales strategies.

In summary, Zoominfo stands as your essential tool for acquiring valuable information about potential clients.

The price plan of ZoomInfo is not available publically but some sources say the basic plan starts from more than $14000.

Conclusion

Mobile sales tools give your field sales reps many helpful features. They change how reps find potential customers, plan routes, connect with leads, manage appointments, and update the CRM. These tools are like an all-in-one solution, making each part of the sales process more efficient and effective.

Imagine your field sales reps effortlessly discovering the best potential customers, so they can focus on leads with the most potential. These tools make planning the best sales routes easy, helping reps move through their territories with accuracy and speed.

Engaging leads is no longer a challenge limited to a single channel. Mobile sales tools enable sales reps to connect with potential customers across various channels. It also ensures a versatile and personalized approach to communication. This flexibility increases the likelihood of forming meaningful connections with potential clients.

The tools also streamline the often time-consuming task of appointment management. Reps can efficiently schedule and organize their meetings, maximizing their valuable face-to-face interactions. Moreover, automated CRM updates guarantee up-to-date information, eliminating the necessity for manual data entry.

As field representatives make a significant impact, sales managers in the office can use data insights from these tools. This allows managers to track the activities of their reps as they unfold, gaining insights into their performance on the field. The ability to monitor sales performance in real time enables quick decision-making and strategic adjustments to improve overall team effectiveness.