A CRM designed for desk-based sales teams doesn't work for reps who spend their day in the car, in customer sites, and on the phone.

CRM interface designed for phone and tablet use: large touch targets, bottom navigation for one-thumb operation, fast load times on mobile networks, and screen layouts showing the information needed in the field without scrolling through sections that aren't relevant in the field context. Native iOS and Android apps or progressive web app depending on distribution requirements and the offline capability the team needs. The interface is tested with field reps during development -- not adapted from a desktop design at the end.

Customer account data, contact information, recent order history, and open tasks available offline without a signal so the rep has what they need regardless of coverage. Activity creation -- visit logs, notes, and photo capture -- cached offline and synced when connectivity returns so nothing is lost when a visit is logged in a low-signal area. Conflict resolution for records modified offline and also modified by another user during the offline period. Sync status indicator showing which records are pending sync so the rep knows what data is live and what is still waiting to upload.

Account map view showing customer locations relative to the rep's current position so nearby accounts are visible without searching. Filter by account tier, visit frequency, or days since last visit to surface accounts that are nearby and due for a call. Turn-by-turn navigation to the selected account launching from within the CRM. Geofence-triggered check-in prompt appearing automatically when the rep arrives at a customer address, reducing the steps required to start logging a visit while standing at the door.

Daily route planner suggesting the optimal sequence for a set of planned visits based on location and estimated travel time, reducing the time spent driving between calls. Territory view showing all accounts in the rep's territory with visit frequency status so the rep can identify accounts not visited in the required cadence. Visit cadence configuration by account tier -- A accounts visited monthly, B accounts quarterly -- with cadence breach alerts. Calendar integration showing planned visits alongside other appointments so the day's schedule is visible in one view.

Visit outcome logging with pre-defined result options -- met buyer, left sample, follow-up required, no access -- so the rep selects rather than types for common outcomes. Voice-to-text notes for hands-free recording in the car after a visit, capturing detail while it's fresh without requiring the rep to type. Photo capture for shelf displays, planogram compliance, or competitor observations attached directly to the visit record. Follow-up task creation from visit outcome without navigating to a separate task screen -- the task is created as part of closing the visit log.

Field manager dashboard showing rep visit activity, coverage against plan, and pipeline progression by territory so the manager has a current view without requiring reps to send reports. Account coverage heatmap showing which accounts haven't been visited within the configured cadence -- so the manager can identify coverage gaps before they become account risk. Visit frequency compliance by rep and by account tier showing whether the call pattern matches the plan. Call rate and productivity metrics for field team performance reviews without pulling data from multiple sources.