New SafiTrack 4.0 is here

SafiTrack, the CRM for field sales teams

The CRM for sales teams that work in the field. Plan routes, log every visit, move deals forward, and let Safi AI handle the follow-up.

Start for free

Free for up to 2 users

Safi AI

Why SafiTrack

Your best reps aren't at their desks. They're in the field, and SafiTrack goes with them.

Platform

Everything a field team needs, in one place.

From the first visit to the signed contract, SafiTrack keeps reps, managers and technicians working from the same record.

Plan the day in minutes. Pick the accounts to visit, put them in order, and give the route to a rep. SafiTrack works out the drive, and the rep follows it from their phone.

Route plans
Route plan: a route with five stops in Zürich, two already visited, driven along the roads on the map

Every visit, on the record. Reps log visits from their phone with notes, photos and a lead score. Safi AI writes the summary and the next step.

Sales visits
Visit to Seefeld Data Centre on a phone, with the contact, location, lead score and notes

Follow-up that runs itself. Workflows react the moment something changes, creating tasks and notifying the right people so no deal goes quiet.

Workflows
Workflow builder: when a deal over $100,000 is created, create a task and notify the sales manager

Ask your CRM anything. Ask what to focus on today, which deals need attention, or how the team did this month. Safi AI answers from your live pipeline.

Safi AI
Safi AI lists three deals that need attention this week, worth $576,500 together

Know where every deal stands. A visual pipeline with weighted forecast, win rate and the full history behind every deal, kept current by the work your team already does.

Pipelines
Deals board with Lead, In Progress, Won and Lost stages

The CRM built on

Field Intelligence

Routes, sorted.

Pick the stops. SafiTrack orders them and works out the drive.

Every visit, on record.

Notes, photos, lead score and location, logged from the phone.

AI does the write-up.

Each visit gets a summary and a suggested next step.

Managers see it live.

Team activity and the pipeline update as the day goes.

Service teams too.

Technician jobs and site visits sit right next to sales.

Signals

All of the field activity, none of the chasing. Ready to act on.

See more

Connectivity

Works with what you already use.

Sign in with Google, open any stop in Google Maps, and move data in and out with Excel, CSV and PDF.

See integrations

Import. Export. Report. Your data never gets stuck.

Read the docs

Customers

Trusted by teams in the field. Here's what they told us.

45 Degrees
Customer logo
Capsule
Customer logo
Eclipseful
Goodwell

Pricing

Start free. Grow when you're ready.

Compare all plans

Free

$0

For trying SafiTrack with a very small team.

Start for free
  • Up to 2 users
  • Contact management
  • Pipeline tracking
  • Basic reporting

Core

$19 per user / month

For small teams getting organised.

  • Up to 20 users
  • Contact management
  • Pipeline tracking
  • Basic reporting
  • Email support

Enterprise

Custom

For large teams that need dedicated support.

  • Custom user seats
  • Advanced analytics
  • Priority support

Put your field team on SafiTrack.

Free for up to 2 users. Upgrade when your team grows.

Start for free

Talk to sales

Tell us a little about your team and we'll be in touch to set up a walkthrough.

Prefer email? Write to sales@safitrack.com