Features
Everything your sales team actually needs.
SafiTrack is the all-in-one CRM built for field sales. From pipeline management to route planning, every feature is designed to help you sell where your customers are.
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.
Route plans
Optimized visit routes that save hours of windshield time. Drag, reorder, and share schedules with your team.
Service visits
On-site service reports with checklists, digital signatures, and instant PDF generation.
Pipeline & Relationships
Forecast with confidence. A connected view of your accounts, contacts, and revenue pipeline.
Pipelines
Visual Kanban boards, weighted forecasting, and deal analytics that show exactly where your revenue stands.
Companies
A unified account directory with relationship mapping, activity history, and enriched company data.
People
Every relationship in one place. Track interactions, map stakeholders, and never lose context.
Productivity
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 logs
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