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Sales team tracking app

Sales Team Tracking App Is RMDialer

A sales team tracking app shows a manager what each salesperson did with the day: the calls, the client visits and the outcome of both. RMDialer is the phone dialer and the location tracker in one app, so every salesperson's talk time sits next to their route and kilometres, and every note says where it was written.

  • Calls and talk time per salesperson
  • Visits as a route with stops
  • Notes that record their place

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Team plans: ₹159/user/month in India, $29/user/year elsewhere, billed yearly + taxes →
01 / The salesperson's phoneProduct illustration
Sales team tracking app: a salesperson's live location and kilometres today beside their calls and talk time
Calls and visits, side by side, for each salesperson. View full size ↗
Two halves of one day.

The desk calls and the client visits, for the same person.

Updated

Short answer

What should a sales team tracking app track?

A sales team tracking app should track each salesperson's calls, their client visits and what came of both, during working hours. RMDialer logs business calls on Android with their talk time, records the route and stops of anyone punched in with live location on, and keeps each note on the client's record with the place it was written.

Key takeaways

  • Calls without visits, or visits without calls, give half the picture.
  • Location runs only between punch in and punch out.
  • Every remark carries who wrote it, when and where.

Why managers read both halves

Sales team tracking app benefits

What a sales manager gets when each salesperson's calls and visits come from the same phone.

  1. Calls and visits for every salesperson

    Business calls are logged by the phone; client visits show on the day's route.

  2. Talk time next to kilometres

    A day with forty calls and no travel reads differently from a day of six visits.

  3. A visit backs up the note

    Remarks save where they were written, so "met the client" carries its place.

  4. Follow-ups that ring

    The next visit or callback is set after each call and rings on the day.

  5. Mixed teams in one account

    Desk callers and field salespeople share the same app and the same reports.

  6. Work hours only

    Location runs between punch in and punch out; nothing is recorded after hours.

Four parts of one day

Sales team location tracking app: the call log and route, side by side

None of these needs the salesperson to fill in a report. Each comes from the phone and appears in the Web CRM for that person and day.

The four parts of a salesperson's day that RMDialer records, and where a manager reads each.
PartWhat it showsWhere in the Web CRM
CallsCalls made and received on the business SIM, connected or not, talk time, the lead and its outcomeEmployee Report and Call Logs, filtered to the person and day
VisitsThe route, each stop with arrival, departure and area, kilometres, idle time and breaksAttendance and Field Tracking, Map on the day
NotesThe remark written after each call or visit, with the place it was writtenThe lead's history
Next stepThe follow-up date and time, and whether it is overdueFollowups, by person

Calls are logged automatically on Android, because RMDialer is the phone app there. On iPhone the call log is closed to every app, so calls are noted by hand; live location, leads and reminders work the same on both.

Salesperson's phone while punched in: live location on, kilometres today and the Break and Punch out buttons
The salesperson's side: live location on while punched in, with the kilometres so far. View full size ↗

Fifteen minutes on a Friday

Sales people tracking app: a weekly day review

Pick one day per salesperson and read it in order: the punch in, the first call, the first visit, the gaps. A day of desk calls with steady talk time is a good day for a telecaller and a worrying one for someone whose job is client visits. A day of long drives and few stops, with no calls in between, deserves a question about the plan, not an accusation.

Then open three of the leads they touched. The remark after each call or visit says what the client wanted, and the follow-up says when the next contact is due. That is where tracking turns into coaching.

The detail of what live location records is on the employee location tracking app page; what the call side reports for each employee is on employee call tracking.

The same salesperson's day on the web: the route, numbered client stops, distance and time in office
The manager's side: the visits of the day, next to the call report for the same person. View full size ↗

An insurance unit in Cebu

Sales team tracking for insurance agents who call and visit

Picture a unit manager in Cebu with seven insurance agents. Mornings are desk calls to policyholders whose policy reviews are due; afternoons are appointments and renewal visits at homes and offices. Each agent used to send a summary message at night, and the unit manager could not tell a day of real client visits from a quiet one.

On RMDialer the morning shows up in the call log with talk time and outcomes, and the afternoon shows up as stops on each agent's route, with the remark after each visit carrying its place. The Friday day review now takes one screen per agent: talk time and km, calls and client visits, and the next appointment already set. Two agents who looked equal on call counts turned out very different on visits, and the unit manager moved one of them to the renewal list where the travel paid off. The unit is an illustration, not a named customer.

For the visit log itself, see the field sales tracking app; for travel claims from the same kilometres, see mileage tracking for employees; for punches from the office, see attendance with location.

Try it with your own workflow

Read one salesperson's day in both halves

We will set up RMDialer for one desk caller and one field salesperson, then show their calls and their visits side by side in the Web CRM.

Team features, one plan

₹159/user/month

₹1,908 per user, billed yearly, plus taxes, in India. $29 per user per year, or $12 per user for 3 months, outside India.

  • Lead statuses, remarks and reminder scheduling
  • Assigned calling lists and employee reports
  • List auto dialing and WhatsApp automation

The personal dialer, call log and personal analytics are free forever. Team access and saved lead workflows require a plan. SIM charges and any WhatsApp provider charges are separate.

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Questions

Sales team tracking app FAQ

How can I track my sales team's calls and visits together?

Put the whole team on RMDialer. On Android it is the phone dialer, so business calls are logged with their talk time; with live location on, each salesperson's visits appear as a route with stops. In the Web CRM you read the Employee Report for the calls and the field tracking map for the visits, person by person.

Can I see my salespeople's location live?

Yes, while they are punched in. The phone records a point every 15 seconds and sends them every five minutes, and the map shows the last sync time. Before punch in and after punch out nothing is recorded.

Does a sales team tracking app record calls?

RMDialer does on Android: it is the phone app, so every business call is logged with its duration and linked to the lead. iPhones do not let any app read the call log, so iPhone users note calls by hand, while their location, leads and reminders work as on Android.

How do I review a salesperson's day?

Open the Employee Report for that person and day to see calls, connected calls and talk time, then open their day in Attendance and Field Tracking to see the visits. Read the remarks on the leads they touched to see what came of each one.

Can salespeople see their own numbers?

Yes. Each person sees their kilometres today and their attendance report on the phone, and the calls they made are in their own call log in the app.

Is it fair to track a sales team?

It is fairer than guessing, when people know about it. Tell the team what is recorded and when, keep tracking to working hours, and judge results on calls, visits and outcomes together rather than on one number.

Does it work for a team with both telecallers and field sales staff?

Yes. Everyone uses the same app for calls and leads; only the people who go out turn on live location. Reports show each person's calls whether or not they travel.

What does a sales team tracking app cost with RMDialer?

One plan covers calls, leads, WhatsApp, attendance and live location: ₹159 per user a month on the yearly plan in India, or $29 per user per year, or $12 per user for 3 months, outside India. Teams of ten or more get a lower yearly rate.

Can a manager see which salesperson visited a particular client?

Yes. Remarks written on the client's record show who wrote them, when and where. Leads are assigned to one owner, so the record also says whose client it is.

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