Ops AI Assistant
A conversational AI sales coach on every page — ask anything, log activity by voice, research prospects in seconds.
SalesOps unifies territory, route, pipeline, and account intelligence into a single command center — so every rep walks into the day knowing exactly where to go and what to close.

Trusted by outside sales teams across the industrial economy
A passive database doesn't grow revenue. SalesOps tells your reps exactly what to do — every morning, every drive, every account.
SalesOps replaces a stack of spreadsheets, sticky notes, and tabs with a single repeatable system.
Overdue follow-ups, cold accounts, and risk signals surface automatically.
An optimized, geographically clustered visit plan in one tap.
Mobile-first logging. Voice notes. One-tap activity capture.
Promises made in the field become tasks before the truck cools down.
Every morning, SalesOps builds an optimized day of visits — clustered by geography, prioritized by opportunity, and shaped by your hours and territory.


SalesOps continuously analyzes account activity, order patterns, and rep behavior to surface what needs attention — before it becomes a problem.
Every route passes 20+ potential accounts your reps never see. SalesOps surfaces them in real time — by location, ICP fit, and relationship gap.

Ops lives on every page. Ask a question in plain English, log activity by voice, research a prospect, or get a strategic recommendation — instantly.
Here's your day, prioritized:
Tightly integrated tools, designed around how outside sales actually works.
Log visits, calls, emails, meetings, and notes from one place. Reps spend seconds, not minutes, recording what just happened.

Manage customers, contacts, jobsites, suppliers, and full sales history in a structure that matches how distribution actually works.

Keep reps focused within assigned territories while providing management visibility into coverage, gaps, and overlap.

Weekly activity reports for reps, managers, and leadership. Plain-language summaries, no spreadsheet wrangling.

Instantly convert business cards into CRM contacts. Snap, confirm, save — directly attached to the right account.
Track opportunities through stages that match how distribution sales actually closes — without the SaaS jargon.

Every screen is captured from the live SalesOps app — never a mockup.

Today at a glance — visits, follow-ups, pipeline, jobsites.

AI-optimized day of stops by territory and route style.

Companies grouped by stage: New, Visited, Buying.

Organizations with industry, phone, address, contact counts.

Address, contacts, deals, and full account history.

People across all accounts with priority and last contacted.

Log calls, visits, and emails — full activity history.

ICP-aware prospecting with match buckets.

AI coaching takeaways and activity totals every Monday.

Active project locations across your territory.
We didn't build a generic CRM and add an industrial skin. SalesOps is designed around how distribution and field sales actually work.
"We replaced three tools and a stack of spreadsheets. My reps actually use SalesOps because it makes their day easier — not because I'm forcing them to."
"Build My Day saves me 45 minutes every morning. Nearby Opportunities found me two new accounts in my first week."
"I finally have real visibility into what the field is doing. Weekly reports come straight to my inbox — no chasing."
"It's the first CRM that wasn't obviously built for SaaS account executives. It actually fits how distribution works."
Every distributor is different. We'll scope a plan that fits your team size, territories, and rollout pace.
For individual reps and small teams getting organized.
AI route planning, Sales Intel, and Ops for whole teams.
A continuous release cadence — every update goes straight to the field.
A conversational AI sales coach on every page — ask anything, log activity by voice, research prospects in seconds.
Smarter clustering, opportunity-weighted ordering, and one-tap mobile handoff to your phone's nav app.
Account health and relationship-risk signals now surface automatically on every account view.
I spent years in outside sales — covering territories, planning routes the night before, and re-typing the same notes into three different systems. Every CRM I used was built for software AEs behind a desk.
SalesOps exists because field sales deserves better than a glorified spreadsheet. It's the tool I wish I had: tells you where to go, who to see, and what to say — every morning.
A 30-minute walkthrough with your customers, territories, and workflow. No slideware. No high-pressure pitch.
See SalesOps with your own customers, territories, and team.