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One Platform, Real-Time Everywhere

Sales Field Automation connects directly with Microsoft Dynamics 365 Sales—no manual uploads, no delays, and no disconnected data silos. Whether your team is in the field or at headquarters, every action is reflected across your system in real time.

FEATURES

What Gets Synced? Everything That Matters

This isn't a limited sync. It's a full-spectrum, bi-directional integration designed to keep your sales universe in perfect alignment. The moment an action happens—Every action from the mobile app or in the Microsoft Dynamics Sales backend—it's instantly recorded across both platforms.

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Generate Leads

Capture leads in the field or through back office; all instantly available to everyone.

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Appointments & Tasks

Schedule meetings, follow-ups, or reminders, with full visibility.

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Emails & Notes

Log communication history on the go or from desktop—automatically synced.

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Activities & Interactions

Track touchpoints without needing to re-enter anything.

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Quotes & Opportunities

Create, modify, and send quotes or log new opportunities, all on the spot.

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Sales Orders

Place customer orders from anywhere with complete pricing and product data.

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Custom Fields & Entities

Got tailored fields or processes in Dynamics? We've got them covered too.

Bi-Directional & Intelligent Sync

Experience bi-directional data synchronization. Our sync is context-aware, intelligent, and respects Dynamics 365's business logic, workflows, and security roles. That means whatever you do—whether in-app or in CRM—it flows both ways securely and instantly.

Made for Sales Reps, Loved by Admins

Our platform is designed with the sales rep in mind, offering intuitive tools that streamline outreach, tracking, and follow-ups. But it doesn't stop there—admins love it too for its seamless reporting, real-time insights, and easy team management. It's the perfect blend of productivity and control, built to empower every level of your sales organization.

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No duplicate entries

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Zero delay in reporting

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Accurate customer data at every touchpoint

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Reduces admin overhead by up to 60%

Ready to Experience Unified Sales Execution?

Let your field team and back office work as one—effortlessly. Experience the true potential of Sales Field Automation with real-time, enterprise-grade integration that just works.

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Ready to transform your sales strategy?

A light weight application created for sales reps working on the move.

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