Sales Funnel Software
For Teams That Sell In The Field

What is sales funnel software?

Sales funnel software helps teams track deals through defined stages from first contact to close. It gives managers visibility into where every opportunity stands, flags deals that are stalling, and provides reporting on pipeline health, forecast accuracy, and revenue by account.

What is the difference between a sales funnel and a sales pipeline?

A sales funnel describes the buyer's journey — awareness, consideration, decision. A sales pipeline describes the seller's process — prospecting, qualified, proposal, negotiation, closed. Most CRMs, including Outfield, use pipeline stages that align with your sales process while mapping to how buyers move through your funnel.

How does Outfield work as a sales pipeline CRM?

Outfield lets managers configure a custom pipeline that matches their sales process. As reps move deals through stages, pipeline analytics and forecasts update automatically. Alerts flag stalled deals before they go cold. All account activity — visits, notes, orders, photos — stays connected to the deal, so your pipeline reflects what's actually happening in the field.

Can Outfield handle both field sales and pipeline management in one system?

Yes. That's one of the key differences between Outfield and a desk CRM. Field activity — account visits, check-ins, orders, and notes logged by reps in the field — connects directly to your pipeline and forecast. You don't need a separate field sales app and a separate CRM.

Does Outfield integrate with other CRMs?

Yes. Outfield works as a standalone pipeline CRM or layers on top of CRMs you already use, including Salesforce, HubSpot, Microsoft Dynamics, Zoho, and NetSuite. That means your field activity stays in sync with whatever system of record your team already has.

Can reps take orders directly from the pipeline?

Yes. Outfield includes order and inventory management so reps can take orders on-site during account visits or remotely from any device. Orders connect to the account in your pipeline, so your deal stage, invoicing, and inventory tracking all stay in sync without manual reconciliation.

How does Outfield help with sales forecasting?

As reps update deal stages and log activity, Outfield's pipeline analytics update in real time. Managers can review revenue by account, deal stage distribution, team productivity, and customer touchpoints — giving a clearer, more accurate basis for forecasting than spreadsheets or manual pipeline reviews.

What types of teams use Outfield as their pipeline CRM?

Outfield works best for teams where reps sell face-to-face — field sales, account management, brand ambassadors, and merchandising. Industries like beverage, consumer goods, cannabis, home health, and insurance use it to manage pipelines that are driven by in-person relationships and territory coverage.