Features

Everything a rep needs.
Nothing they don't.

A focused toolkit for outside sales — voice-first capture, AI structuring, and the reporting managers actually use.

Capture

Notes that take themselves

Voice, text, photo, or all three. Reps tap record after every meeting and the app handles everything else.

Voice notes

Record a 30-second memo. Infield transcribes, structures, and files it under the right company automatically.

Photo capture

Snap a shelf, a whiteboard, a business card. OCR pulls the text; the AI tags it to the visit.

Text notes

Prefer typing? Infield supports fast text entry with the same AI structuring behind it.

Offline-first sync

Capture anywhere — no signal, no problem. Everything queues locally and syncs the moment you're back.

Intelligence

AI that writes the CRM for you

Every note gets parsed into structured fields — no data entry, no nightly paperwork, no missed details.

Action items

Commitments you made — to the buyer or to yourself — surface as tasks with due dates.

Sentiment & signals

Warm, cold, or stuck? Every note is scored so managers see momentum without reading every transcript.

Products & competitors

Infield extracts what was discussed — SKUs, brands, competing vendors — and links them to the account.

Attendees & roles

Who was in the room? The AI identifies named people and roles (buyer, decision maker, gatekeeper).

Accounts

Your book of business, one tap away

Every company, every contact, every conversation — searchable, sortable, and always current.

Last-touch view

See who you haven't talked to in a while. Sort by recency, territory, or stage.

Instant search

Find any account by name, city, owner, or industry. No loading spinners.

Linked history

Tap a company, see every note, every photo, every action item — all in a single timeline.

Shared visibility

Managers see the same timeline the rep sees. No forwarded PDFs, no Monday standup recap.

Territory

Built for the road

Maps, routes, and route planning designed for reps who cover real miles.

Map view

See every account as a pin. Filter by stage, status, or last-touch to plan a day's drive.

Nearby accounts

Dropped a meeting and have a free hour? Infield shows the closest warm accounts worth a stop.

Day planner

Build a route from starred accounts. Infield sequences stops and hands off to your maps app.

Territory boundaries

Draw territories by zip, county, or custom shape. Reps only see what's theirs.

Pipeline

Deal tracking that reps actually update

Because deals update themselves from the notes you're already recording.

Auto-advance

When a voice note mentions a quote, proposal, or close, the AI nudges the stage forward.

Stuck-deal alerts

Infield flags deals that have gone quiet so reps can re-engage before the buyer goes cold.

Forecast roll-up

Manager views that aggregate pipeline by rep, territory, product, or stage.

Weighted value

Per-stage probability applied automatically so forecast math matches your reality.

Team

Coaching, built in

Managers spend less time chasing reps for updates — and more time coaching on the work that's already captured.

Rep timelines

Skim every rep's week in five minutes. See what was worked, what stuck, and what to coach on.

Comment threads

Leave feedback on specific notes. Reps get notified; coaching gets tracked.

Admin controls

SSO, roles, and territory-level data permissions for larger teams.

Exports & reporting

Push activity, pipeline, and notes to BI tools. CSV, API, or on-demand report builder.

Ready to try it?

14-day free trial. No credit card required.