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.
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.
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
Positive, neutral, or negative — every note is scored so managers see momentum without reading every transcript.
Products discussed
Infield pulls the products that came up in the conversation and links them to the account.
Attendees & roles
Who was in the room? The AI picks out named people and their roles, ready to add as contacts in one tap.
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, sorted by last touch and filterable by account status.
Instant search
Find any account or contact by name, industry, or address. 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.
Built for the road
Maps and route planning designed for reps who cover real miles.
Map view
See every account as a pin, colour-coded by status, and filter down to plan a day's drive.
Nearby prospecting
Meeting cancelled? Search nearby businesses by category — clinics, auto shops, distributors — and drop one straight into the day's route.
Day planner
Tap pins to add stops, drag to set the order, then hand the whole day to Apple or Google Maps.
Favorites
Star the accounts you work most so they're a tap away when you're planning the day.
Deal tracking that reps actually update
Deals sit next to the notes that move them, so the record stays current without a nightly data-entry session.
Stages that match the work
Lead, qualified, proposal, negotiation, closed won, closed lost — the stages reps actually move deals through.
Deals live on the account
Every deal sits on its company next to the notes, contacts, and photos from the same relationship.
Pipeline by stage
The manager console groups every open deal by stage and totals the value in each.
Per-rep roll-up
Break the same pipeline out by rep to see who is carrying what.
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
Roles and tenant-scoped permissions — reps see their own company's data, managers see the team, and nothing crosses between tenants.
Data export
Download your tenant's companies, contacts, notes, tasks, and deals any time — a zip of CSVs, straight from the manager console.
Ready to try it?
See it on a 20-minute call, then trial it with your own team.