Book a Free Consultation with our Agentic AI Experts.

CRM Software Designed for Sales Teams on the Move

Manage Relationships That Drive Revenue.

Track, engage, and grow your customer base with calendar-based activity management, mobile visit logging, and real-time interaction history, all in one powerful CRM software built for field execution.

Calendar-Based Activity & Visit Management

Stay on Track—Daily, Weekly, or Monthly.
  • Schedule, edit, or cancel visits on the go using the Salesflo mobile app.
  • Get instant push notifications for assigned tasks and schedule changes.
  • Work offline and auto-sync when back online, ideal for remote areas.
Same Calendar, Wherever You Go.
  • Switch between daily, weekly, and monthly views to plan your sales day effectively.
  • Access and manage calendars across mobile and web.
  • Use color coding and filters to organize tasks by type, team, or priority.
  • Visualize workloads and optimize time with this smart CRM workflow automation feature.
Secure sharing, tailored to your team.
  • Share calendars with team members or managers with custom access levels.
  • Head office users can assign visits based on real-time availability.
  • Protect sensitive schedules with secure, permission based controls.

Flexible Lead Funnel & Activity Logging System

Track Every Interaction in One Place
  • Log calls, meetings, notes, and follow-ups with complete lead timelines.
  • Ensure seamless handovers and better decision making using historical context.
  • Improve accountability across your workforce management system.
  • Access historical context to make informed decisions quickly.
Stay Notified. Act Faster.
  • Get real-time alerts when a lead is closed or an activity is completed.
  • Enable pipeline visibility for managers and faster follow-ups.
  • Drive transparency across your sales funnel with automated updates.
Capture the Right Data, Your Way
  • Design lead forms that reflect your unique sales process.
  • Add custom fields, dropdowns, and validations for clean, structured data capture.
  • Ensure CRM consistency across all sources, from field reps to managers.

Explore More
Workflow Modules

Knowledge & Communication Module

Broadcast updates, share training materials, and manage internal content with a centralized communication hub.

Workforce & Task Management Module

Schedule tasks, monitor live field operations, and boost team productivity with real-time visibility and smart reporting.

AI-Powered Sales Execution with Agentic AI

Experience CRM Workflow Automation with Built-In Intelligence

Agentic AI automates tasks, suggests leads, and enhances productivity within Salesflo Engage, helping sales teams close more, faster.

A Field Force Management Tool Tailored for You 

FMCG/CPG 

FMCG/CPG 

Salesflo Engage is the all-in-one field execution app built for FMCG and CPG teams. From visit planning and lead discovery to task tracking and merchandising compliance, it equips reps to execute flawlessly in every outlet. With mobile-first logging, Kanban boards, customizable workflows, and AI-powered insights, Salesflo Engage gives brands and distributors full visibility and control over their field operations, across every channel and territory.

 

Lead Funnel Management

Merchandizing Management

Field Sales Task Management

Food & Beverages

Built for the food service sector, Salesflo Engage helps manufacturers centralize lead management and automate prospecting efforts. With tools designed to eliminate manual errors and improve outreach quality, sales teams can focus on driving meaningful customer engagement.

Lead Funnel Management

AI Powered Lead Prospecting

Oil Marketing

Designed for high compliance environments, Salesflo Engage ensures full field visibility with automated visit logs, visual merchandising tasks, and campaign execution tracking. HO teams get a clear line of sight into field activities no gaps, no guesswork.

Merchandizing Management

Compliance & Audit Management

FAQs

Yes. Salesflo Engage is built for sales team tracking—you can view activities, monitor progress, and ensure accountability with live dashboards.

Salesflo Engage centralizes all incoming leads, uses smart tagging, and enables instant lead assignment, making lead management faster, smarter, and more accurate.

Salesflo Engage functions as a complete workforce management tool by enabling task assignment, GPS tracking, and performance analytics across your sales force.

By digitizing daily workflows, Salesflo Engage enhances operations management by improving coordination between sales reps, managers, and the head office.

Agentic AI enables intelligent lead prospecting by allowing sales teams to search and discover potential customers based on product usage. It automatically identifies and lists relevant leads, helping save time and improve targeting accuracy.

Success Stories

From challenges to breakthroughs — discover how Salesflo empowers CPG success.

Salesflo's Integrated Technology Stack, Your Foundation for Success

Curious about the impact Salesflo can have on your business?

Request a free personalized demo with a Salesflo expert today.