Field Intelligence
Own the territory
Real-time visibility into what's happening in the field — verified visits, optimized routes, and complete service documentation.
Sales Visits
Geofenced check-ins, photo capture, and AI-powered summaries. Every field visit is verified, documented, and searchable.
Learn moreRoute Plans
Optimized visit routes that save hours of windshield time. Drag, reorder, and share schedules with your team.
Learn moreTechnician Visits
On-site service reports with checklists, digital signatures, and instant PDF generation.
Learn morePipeline & Relationships
Forecast with confidence
A connected view of your accounts, contacts, and revenue pipeline.
Opportunities & Pipeline
Visual Kanban boards, weighted forecasting, and deal analytics that show exactly where your revenue stands.
Learn moreCompanies
A unified account directory with relationship mapping, activity history, and enriched company data.
Learn morePeople & Contacts
Every relationship in one place. Track interactions, map stakeholders, and never lose context.
Learn moreProductivity
Move faster, forget nothing
Everyday tools that keep your team organized, on schedule, and always following up.
Tasks
Assign, prioritize, and track work across your team with due dates and status tracking.
Notes
Rich meeting notes linked to contacts, companies, and deals. Never lose context.
Call Log
Log every conversation with outcomes, duration, and follow-up actions.
Reminders
Smart alerts and scheduled follow-ups so nothing falls through the cracks.
Reports
Custom dashboards and live analytics on pipeline health, team performance, and revenue trends.
Workflows
Automate repetitive tasks with trigger-based rules. Set it once, let it run forever.
Intelligence
Let AI do the heavy lifting
Safi AI is built into every corner of SafiTrack — summarizing visits, scoring deals, and surfacing what matters.