Plan visits, track opportunities, and measure performance — all in one platform built for field sales teams.
14-day free trial · No credit card · Setup in minutes
From visit planning to revenue tracking — all modules are included in every plan. No add-ons, no surprises.
Plan daily visit routes, set visit purposes and priorities, and send morning reminder emails to your entire team automatically.
Centralised CRM for all your clients and prospects. Contacts, visit history, follow-up dates, and priority levels in one place.
Track deals from prospect to close. Kanban board or list view, with stage, value, probability, and next action fields.
Set monthly targets per salesperson. Track visits completed, revenue generated, and new clients versus targets in real time.
Define sales areas and zones. Assign salespersons to territories and visualise coverage across your market on a map.
Four roles with granular permissions: Viewer, Salesperson, Manager, Admin. Salespersons can optionally be isolated to their own data.
From sign-up to your first visit plan in under 10 minutes. No training required.
Register your company, set your currency and timezone, upload your logo, and add your sales areas. Takes about 5 minutes.
Create salesperson accounts, import your client database via CSV or add them one by one. Assign salespersons to territories.
Salespersons receive their daily schedules by email every morning. Log outcomes after each visit. Managers see everything in the dashboard.
See how SalesTaskManager helps field sales teams close more deals and hit their targets.
Since switching to SalesTaskManager, our team's visit completion rate jumped from 62% to 91%. The morning reminder emails alone are worth the subscription.
The opportunity pipeline and revenue tracking replaced three separate spreadsheets. Setup took one afternoon — our whole team was live by end of day.
The territory management and role-based access controls are exactly what we needed. Each salesperson only sees their own clients, which keeps the team focused.
Start free for 60 days. No credit card required. All plans include every module.
For small teams just getting started.
For growing teams that need more power.
Unlimited scale for large organisations.