FieldOps: Mobile CRM for Field Sales Teams

Client situation

Field sales agents needed to manage routes, customer visits, orders and reporting while working in locations where network connectivity could not be assumed.

Operational bottleneck

Routes and visit records relied on manual processes, while information reached the CRM after field work through separate end-of-day reporting and data entry.

Business impact before the project

The process duplicated work for agents and left managers without a consistent operational view of routes, visits, orders and current field activity.

Constraints and systems involved

The application needed to remain useful without stable connectivity, store work safely on the device, synchronise later and connect route and visit information with the existing CRM workflow.

Digital Kitty’s exact role

We designed and delivered the mobile application, offline data and synchronisation workflow, route and visit features, and the backend connection to the client CRM.

Solution and delivery approach

The mobile workflow keeps the agent’s daily route, customer information, visit steps and order activity together. Local storage and a synchronisation queue allow work to continue when connectivity is limited.

• Offline-capable route and customer workflow
• Visit records and location-supported field activity
• Order and reporting flow inside the mobile application
• Queued synchronisation with the existing CRM

Verified outcomes

The delivered application gives field teams one mobile workflow for routes, visits, orders and reporting, with offline operation and later CRM synchronisation built into the product.