Platform live
Product · Operate Layer · SFA

Complete commercial cycle from the field.

FieldSales SFA digitizes your sales force route: catalog, orders, collections, merchant onboarding and digital signature — synced in real time with InsightOne. Click a visit to see the complete flow.

FieldSales SFA
Sign-ups this month1,284
Average sign-up time< 4 h
Active agents86
Today's route · Carlos M.CDMX · 5 VISITS
FieldSales9:41 · 4G · GPS ●
New merchant
NameTaquería El Güero
SectorRetail business
ZoneCol. Nápoles
Continue
Onboarding flow
1Merchant data
2Documents · ID + Tax ID
3Geolocation
4Digital signature
5Onboarding sent
Capture · GPS · Digital signature · Auto-sync with InsightOne
FieldSales SFA
OPERA
sales force · routes · orders · collections

Complete commercial cycle from the field.

Sales Force Automation with a complete commercial cycle from product catalog, orders, collections, payments and routes. Available for mobile, ECR, queue-busters, kiosks and web — synchronized in real time with InsightOne.

360°
Complete commercial cycle
RT
Real-time synchronization
5
Channels: mobile, ECR, kiosk, web, queue-buster
GPS
Geolocation and optimized routes
FieldSales SFA · Capabilities

What FieldSales SFA solves.

01

Catalog and orders

Configurable catalog with prices, discounts and availability. Field orders with offline approval and sync on reconnection.

02

Collections and payments

Portfolio management, in-person collection with certified terminal, automatic reconciliation and digital receipt issuance.

03

Route management

Planning and optimization of visit routes, customer check-in/out, photo registration and digital signature.

04

Merchant onboarding

Document capture, field KYC validation, digital contract signature and immediate merchant activation.

05

Multi-channel

A single business logic over Android/iOS mobile, ECR, queue-busters, kiosks and web — without duplicating development.

06

InsightOne integration

Bidirectional synchronization with InsightOne: fleet visibility, catalog parameterization and commercial activity telemetry.

FieldSales SFA

Want to see FieldSales SFA in action?

30 minutes with a solutions architect. We show you FieldSales SFA running on your hardware.

Request FieldSales SFA demo