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Plan, Track, and Execute. From Just Your Tap

Empower your field teams with real-time task management and scheduling directly from the Salesflo mobile app.

Whether you’re assigning daily visits, rescheduling meetings, or logging completed activities, everything happens in sync—online or offline.

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 sync automatically when back online—ideal for remote areas.

Broadcast/Newsfeed

With features like scheduled messaging, built-in approval workflows, and support for multiple file formats—including text, images, PDFs, and videos, you can plan, review, and share content seamlessly.

Train Smarter with Info Genie

Easily upload videos and PDFs to share learning content in just a few clicks, control visibility with role-based access to keep it relevant for each team member, and enable flexible learning on the go with full mobile access anytime, anywhere.

Real-Time Task Allotment and Management

Create and track tasks whether scheduled or in the field using flexible surveys with 18 question types, monitor live sales activity in real time, and access instant, actionable insights through built-in business intelligence.

Flexible Lead Funnel & Activity Logging System

Track Every Interaction in One Place
  • Track every interaction—calls, meetings, notes, and follow-ups—in one place.
  • Build a complete timeline of activity for each lead or task.
  • Improve accountability and ensure seamless handovers across teams.
  • Access historical context to make informed decisions quickly.
Broadcast/Newsfeed

With features like scheduled messaging, built-in approval workflows, and support for multiple file formats—including text, images, PDFs, and videos, you can plan, review, and share content seamlessly.

Train Smarter with Info Genie

Easily upload videos and PDFs to share learning content in just a few clicks, control visibility with role-based access to keep it relevant for each team member, and enable flexible learning on the go with full mobile access anytime, anywhere.

Real-Time Task Allotment and Management

Create and track tasks whether scheduled or in the field using flexible surveys with 18 question types, monitor live sales activity in real time, and access instant, actionable insights through built-in business intelligence.

Key Features

On-the-Go Visit Scheduling

  • Reps can schedule, edit, or cancel visits anytime, anywhere.
  • Smart syncing keeps mobile and desktop users aligned in real time.

On-the-Go Visit Scheduling

  • Reps can schedule, edit, or cancel visits anytime, anywhere.
  • Smart syncing keeps mobile and desktop users aligned in real time.

On-the-Go Visit Scheduling

  • Reps can schedule, edit, or cancel visits anytime, anywhere.
  • Smart syncing keeps mobile and desktop users aligned in real time.

On-the-Go Visit Scheduling

  • Reps can schedule, edit, or cancel visits anytime, anywhere.
  • Smart syncing keeps mobile and desktop users aligned in real time.

Ready to transform your field workflows?

Plan, Track, and Execute. From Just Your Tap

Empower your field teams with real-time task management and scheduling directly from the Salesflo mobile app.

Whether you’re assigning daily visits, rescheduling meetings, or logging completed activities, everything happens in sync—online or offline.

Explore Agentic AI in Salesflo Engage

Experience the next evolution of food service sales with Agentic AI—Salesflo Engage’s intelligent automation layer designed to streamline tasks and uncover new opportunities. From managing customer relationships via Kanban boards to identifying promising prospects using custom prompts, Agentic AI enhances decision-making while sales force workflow automation reduces manual effort with auto-task assignment and real-time insights.

How Salesflo Engage Empowers Your Field Operations

Sales Visit Scheduling & Calendar Management

Plan, assign, and track daily sales visits with an integrated mobile calendar.

Merchandising Task Execution & Retail Audits

Assign planogram tasks, monitor shelf compliance, and capture visual proofs.

Lead Management & Conversion Tracking

Capture new B2B leads from retail or distributor visits and funnel them into lead.

Internal Communication & Training Content

Broadcast messages, share product updates, and distribute learning materials.

Live GPS Tracking & Field Activity Monitoring

Track on-ground reps in real time with location intelligence, live visit updates.

Performance Reporting & Business Intelligence

Use dynamic dashboards and BI tools to analyze field performance, visit frequency.

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.

Discover The Salesflo Ecosystem

Salesflo Core

Automate business processes/ workflows to track your field operations and collect data to derive actionable insights

Salesflo Pulse

Create customized reports, generate insightful dashboards and unlock the power of data on demand

Salesflo Sight Logo

Salesflo Sight

Condense rich data into real-time insights & help commercial teams make informed decisions with business intelligence app

promopro

Salesflo PromoPro

Streamline trade planning & execution and optimize trade promotions with clear ROI insights & AI-Powered forecasting.

Want to know more? Book a demo right away!

Curious about the impact Salesflo can have on your business?

Request a free personalized demo with a Salesflo expert today.

Salesflo's Integrated Technology Stack, Your Foundation for Success

Salesflo's Integrated Technology Stack, Your Foundation for Success

An award-winning end-to-end Sales and Distribution management system that helps fuel your business growth and boost Salesforce efficiency by automating the entire Business Value Chain.

Salesflo Pulse is a dynamic web-driven Business Intelligence solution, reporting and analytics tool facilitating the seamless integration, in-depth analysis, engaging visualization, and effortless sharing of vital data. 

Business Intelligence Mobile Application that helps you condense rich data into actionable insights to make informed decisions. 

An AI-powered Trade Promotion Management Solution designed to streamline trade planning, execution, and performance tracking. Take control of your trade promotions with trade spend budget optimization and make data-driven decisions.