The Operating System for Outside Sales

One operating system
for every outside sales team.

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.

14-day free trial No credit card required Onboarding included
app.salesops.company / dashboard
SalesOps Dashboard — the unified command center for outside sales teams: today's visits, follow-ups, pipeline health, and territory intelligence.

Trusted by outside sales teams across the industrial economy

Industrial Distribution
Construction Supply
Contractor Sales
MRO & Wholesale
Manufacturer Reps
Electrical & Plumbing
Field Sales OSTerritory IntelligenceRoute OptimizationAI Sales Assistant
SOC 2 aligned256-bit encryptionGDPR readyRole-based access99.9% uptime
The difference

Most CRMs store information. SalesOps drives action.

A passive database doesn't grow revenue. SalesOps tells your reps exactly what to do — every morning, every drive, every account.

Traditional CRM

A filing cabinet with a search bar.

  • Stores contacts
  • Stores notes
  • Stores opportunities
  • Stores reports nobody reads
SalesOps

A virtual sales manager on every device.

  • Tells reps who to visit today
  • Finds neglected accounts before they churn
  • Builds optimized routes automatically
  • Protects customer relationships
The workflow

One loop. Four steps. Compounding results.

SalesOps replaces a stack of spreadsheets, sticky notes, and tabs with a single repeatable system.

01

Sales Intel finds opportunities

Overdue follow-ups, cold accounts, and risk signals surface automatically.

02

Build My Day creates a route

An optimized, geographically clustered visit plan in one tap.

03

Execute in the field

Mobile-first logging. Voice notes. One-tap activity capture.

04

Never miss a follow-up

Promises made in the field become tasks before the truck cools down.

Build My Day

Know exactly where to go next.

Every morning, SalesOps builds an optimized day of visits — clustered by geography, prioritized by opportunity, and shaped by your hours and territory.

  • Optimized routes — turn-by-turn ready
  • Geographic clustering across territory
  • Account prioritization by health and pipeline
  • AI-recommended additions from Sales Intel
See Build My Day in action
Build My Day
Build My Day route planner.
Sales Intel
Sales Intel weekly summary and account intelligence.
Sales Intel

Never let an opportunity slip away.

SalesOps continuously analyzes account activity, order patterns, and rep behavior to surface what needs attention — before it becomes a problem.

Overdue follow-ups
Promises tracked from the moment they're made.
Account intelligence
Health, momentum, and risk in one score.
Relationship risk
Spot accounts going quiet before they leave.
Cold-account alerts
Re-engage neglected customers automatically.
Nearby Opportunities

Opportunities are closer than you think.

Every route passes 20+ potential accounts your reps never see. SalesOps surfaces them in real time — by location, ICP fit, and relationship gap.

  • Nearby accounts based on live location
  • Map view of buyers, prospects, and gaps
  • Companies with zero recent contact
  • Neglected customer re-engagement queue
Opportunity Finder
Opportunity Finder with ICP-aware match buckets.
Meet Ops

Your AI Sales Operations Assistant.

Ops lives on every page. Ask a question in plain English, log activity by voice, research a prospect, or get a strategic recommendation — instantly.

"What should I do today?"
"Which accounts are going cold?"
"Build my day."
"Draft a follow-up email."
OpsOnline
Gemini 3 Flash
What should I do today?

Here's your day, prioritized:

  • 3 overdue follow-ups (Apex, Northern Mech, Sault Supply)
  • 2 cold accounts within 8 km
  • Optimized route: 6 stops · 4h 12m
The platform

Everything the field needs. Nothing it doesn't.

Tightly integrated tools, designed around how outside sales actually works.

Activity Tracking

Log visits, calls, emails, meetings, and notes from one place. Reps spend seconds, not minutes, recording what just happened.

  • Mobile-first entry
  • Voice-to-note
  • Auto-linked to accounts
SalesOps contact detail — Log Call, Log Visit, Log Email actions plus an activity timeline.

Customer & Contact Management

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

  • Jobsite + branch hierarchy
  • Supplier relationships
  • Full visit timeline
SalesOps company detail with linked people, address, and history.

Territory Management

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

  • Polygon + radius territories
  • Coverage heatmaps
  • Manager rollups
SalesOps Jobsites list across multiple cities.

Reporting & Accountability

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

  • Auto-generated weekly digests
  • Manager review queues
  • Exportable for review meetings
SalesOps Weekly Sales Summary with coaching takeaways.

Business Card Scanner

Instantly convert business cards into CRM contacts. Snap, confirm, save — directly attached to the right account.

  • On-device OCR
  • Duplicate detection
  • Attach to current visit

Pipeline & Deals

Track opportunities through stages that match how distribution sales actually closes — without the SaaS jargon.

  • Custom stages
  • Account-level pipeline
  • Forecast rollups
Pipeline kanban with New, Visited, Buying columns.
120K+
Activities logged
38K+
Customer visits
14K+
Follow-ups created
9.2K
Routes generated
Inside the product

Real screens. Real workspace.

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

DashboardSalesOps
SalesOps Dashboard.

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

Build My DaySalesOps
Build My Day planner.

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

PipelineSalesOps
Lead Pipeline kanban.

Companies grouped by stage: New, Visited, Buying.

CompaniesSalesOps
Companies list view.

Organizations with industry, phone, address, contact counts.

Company PageSalesOps
Company detail page.

Address, contacts, deals, and full account history.

ContactsSalesOps
Contacts list view.

People across all accounts with priority and last contacted.

Contact PageSalesOps
Contact detail page.

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

Opportunity FinderSalesOps
Opportunity Finder.

ICP-aware prospecting with match buckets.

Weekly ReportSalesOps
Weekly Sales Summary.

AI coaching takeaways and activity totals every Monday.

JobsitesSalesOps
Jobsites list view.

Active project locations across your territory.

Who it's for

Purpose-built for the industries CRM forgot.

We didn't build a generic CRM and add an industrial skin. SalesOps is designed around how distribution and field sales actually work.

Industrial Distribution
Electrical Suppliers
Mechanical Contractors
Tool & Equipment Suppliers
MRO Suppliers
Construction Suppliers
Wholesale Distributors
Manufacturer Reps
From the field

Reps and managers, in their own words.

"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."
D
David K.
Branch Manager, Industrial Distributor
"Build My Day saves me 45 minutes every morning. Nearby Opportunities found me two new accounts in my first week."
M
Marcus R.
Outside Sales Rep
"I finally have real visibility into what the field is doing. Weekly reports come straight to my inbox — no chasing."
J
Janelle P.
Regional Sales Manager
"It's the first CRM that wasn't obviously built for SaaS account executives. It actually fits how distribution works."
T
Tom W.
VP Sales, Industrial Distributor
Pricing

Simple plans. Outcomes over features.

Every distributor is different. We'll scope a plan that fits your team size, territories, and rollout pace.

Starter

For individual reps and small teams getting organized.

Contact us· custom pricing
  • Customer & contact management
  • Activity tracking
  • Business card scanner
  • Mobile + desktop apps
  • Territory boundaries
  • Weekly activity reports
Book a Demo

Professional

Most popular

AI route planning, Sales Intel, and Ops for whole teams.

Contact us· custom pricing
  • Everything in Starter
  • Build My Day route optimization
  • Sales Intel AI recommendations
  • Nearby Opportunities finder
  • Ops AI Assistant on every page
  • Manager dashboards & rollups
  • Priority onboarding & support
Book a Demo
Is there a free trial?
Yes — 14 days, no credit card required.
Do you help with onboarding?
White-glove onboarding is included on every plan.
What kind of support do I get?
Email and chat support, with priority response on Professional.
What's new

Shipped recently.

A continuous release cadence — every update goes straight to the field.

NewRecent

Ops AI Assistant

A conversational AI sales coach on every page — ask anything, log activity by voice, research prospects in seconds.

ImprovedRecent

Build My Day v2

Smarter clustering, opportunity-weighted ordering, and one-tap mobile handoff to your phone's nav app.

NewRecent

Sales Intel risk scoring

Account health and relationship-risk signals now surface automatically on every account view.

Founder note

Built by someone who lived in the truck.

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.

— The SalesOps team
30+
Years field sales
100%
Built for distribution
0
Generic CRM DNA
Contact

Let's talk about your team.

A 30-minute walkthrough with your customers, territories, and workflow. No slideware. No high-pressure pitch.

hello@salesops.company1-800-555-0110
Burlington, ON · Canada

Request a demo

We'll reply within one business day.

Stop planning. Start selling.

See SalesOps with your own customers, territories, and team.