Features
Everything a rep needs. Nothing they don't.
A focused toolkit for outside sales — voice-first capture, AI structuring, and the reporting sales leaders 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 action items on the note.
Sentiment & signals
Positive, neutral, or negative — every note is scored so you 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.
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, 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
Admins see the same timeline the rep sees. No forwarded PDFs, no Monday standup recap.
On the road
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.
Pipeline
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
New, contacted, progressing, closed won, closed lost — the same five stages a rep moves an account through in the app, so the dashboard and the field never disagree.
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 web dashboard 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.
Team
Coaching, built in
Sales leaders 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 — admins run the team, reps work the accounts, and nothing crosses between tenants.
Data export
Download your tenant's companies, contacts, notes, and deals any time — a zip of CSVs, straight from the web dashboard.
Ready to try it?
Set your team up in a couple of minutes and try it free for 14 days.