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CRM for Sales Teams Built Powered by Agentic AI

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 Engage Mobile App.
  • Get instant push notifications for assigned tasks and schedule changes.
  • Work offline and auto-sync when back online, ideal for remote areas.
Task Management Mobile App
Same Calendar, Wherever You Go.

Built for a mobile-first CRM experience, your calendar stays in sync across field and office — so your team can plan, adapt, and execute from anywhere.

  • Switch between daily, weekly, and monthly views to plan your sales day effectively.
  • Access and manage calendars seamlessly across mobile and web.
  • Use color coding and filters to organize tasks by type, team, or priority.
  • Visualize workloads and optimize time with intelligent CRM workflows.
Integrated Calendar View
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.
Calendar Sharing & Access Control

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.
Track Every Interaction in One Place
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.
Stay Notified. Act Faster.
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.

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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

Salesflo Engage isn’t just a field force management tool. It’s your partner in strategic growth. Ready to see it in action?

AI-Powered Sales Execution with Agentic AI

A Field Force Management Tool Tailored for You

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, 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
FMCG/CPG

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
Food & Beverages

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
Oil Marketing

FAQs

A standard CRM is built for pipeline management and inside sales. Salesflo Engage is a CRM for sales teams that operate in the field reps, helping them visit 20 to 50 outlets a day, logging visits on mobile, working offline, and syncing data in real time. It adds Agentic AI on top of CRM for quick lead discovery.

Yes. Salesflo Engage centralizes lead management, activity logging, and visit scheduling across teams of any size. Leads are discovered with Agentic AI and instantly assignable. Managers get full visibility into pipeline status and rep activity without chasing updates. It is currently deployed across field sales teams spanning FMCG, CPG, oil marketing, industrial manufacturing and banking in MENA and APAC.

Yes. The Salesflo Engage CRM mobile app is built offline-first. Field Sales Teams complete check-ins, log activities, capture leads, and conduct audits without an internet connection. Everything syncs automatically when connectivity is restored, no data loss, no duplicates.

Agentic AI in Salesflo Engage helps automate lead generation for field sales teams. Field sales team can use the Engage AI chat and hunt for leads that match their customer profile.

Most teams are fully operational within 4 to 6 weeks. The Salesflo team handles migration of existing data, rep onboarding on the mobile app, and manager dashboard setup before go-live.

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.