Field sales teams
SEL XP is the lead capture and follow-up app for reps who sell on customer sites: site visits, client meetings and daily sales rounds. A rep records who they met and what was asked in about 30 seconds, sends the right catalogue before leaving, and the lead with its next task is in your CRM within a minute.
What it does
A site visit, a client meeting, a daily sales visit, a referral or a card exchange. The lead carries it, and your numbers can be split by it.
Your admin builds one form for site visits and another for sales rounds: your products, your own questions, and the ones that must be answered.
A plant room or a basement car park has no signal. The lead is saved on the phone, encrypted, and sends itself when the signal returns.
An email in your approved wording, or WhatsApp with the message ready, carrying the catalogue that matches what they asked about.
Send quotation, site visit, call. The next action is a task for the rep, a line in the manager's list and a to-do in your CRM.
If a colleague in another branch or company of your group has met this person, the rep is told while capturing, and sees what your CRM has open.
How it works
One visit to a customer, from their gate to your CRM.
With Field Presence switched on, tap Visit check-in and choose who you are visiting. The phone reads its location once.
Scan their business card or a QR code, or type a name and a number. Choose how you met: site visit.
Tap what they asked about and fill in your company's site-visit questions. The score updates as you tap.
Send the email with the right catalogue, or open WhatsApp with the message and the link ready.
Pick the next action and its date, then end the visit. A second location reading is taken and the time on site is on the lead.
Within about a minute the company, the contact, the lead, its history and the to-do are in Odoo.
In detail
A rep walking a plant should be asked about the installation in front of them. A rep on a sales round should be asked about the reorder. Each way of meeting can have its own form, built by your admin in the app.
Field Presence is an add-on. A rep starts a visit from the lead and ends it when they leave. The phone reads its location at those two taps and never in between, and the visit sits on the lead with its time on site.
While a rep captures, the app looks across every company and branch in your workspace, and in your CRM, for the same person. It shows who met them, where, and what is open, and offers to add today's visit to that lead.
The follow-up is your company's approved wording in English or Arabic, with a link to a page that holds the catalogues for what this person asked about. The lead shows when the email was delivered and when the page was opened.
For managers
Leads, qualified and hot leads, pipeline with each currency kept apart, and the time from meeting to first follow-up: for today, the last 7 days or the last 30, narrowed to a branch or a team. Then leads and hot leads by person, and by how they were met.
More on teams and dashboardsGood to know
Case studies
One team from each industry, selling on customer sites.
ScenarioIn the field · Oil, gas and energy
The sale is decided inside the plant, where phones are often left at the gate. What the engineer saw and agreed reached the office as one line in a weekly report.
ScenarioIn the field · Construction and building materials
Samples are promised on a building site or across a designer's table. The finish, the size and who would send it were agreed out loud and written nowhere.
ScenarioIn the field · Industrial and manufacturing
Six reps call on workshops and traders every day. Few owners have a business card, and the office learned what a workshop wanted only when it phoned in an order.
ScenarioIn the field · Real estate
Agents from three branches meet the same buyers at viewings. Commission follows whoever met the buyer first, and nobody could say who that was.
ScenarioIn the field · Healthcare and medical
One distributor sells four manufacturers' equipment to hospitals and clinics. Each manufacturer asks what was discussed for its line, and the answer was put together from memory each month.
ScenarioIn the field · Food and hospitality
A hotel kitchen is bought once, some eighteen months after the first meeting. Consultant, owner and contractor each decide a part, and the thread between them lived in one engineer's memory.
ScenarioIn the field · Technology and security
Every job starts with a survey of the building. Many clients' cards are printed only in Arabic, plant rooms have no signal, and survey notes reached the office days later.
Questions
A field sales app is software a sales rep uses on a phone while visiting customers. It records who they met, what was discussed and what happens next, and passes that to the company's CRM. SEL XP does this for site visits, client meetings and daily sales rounds, and adds follow-up by email and WhatsApp.
Yes. A lead does not need an event. The rep chooses how they met the person: a site visit, a client meeting, a daily sales visit, a referral or a card exchange. Everything else works the same: qualifying, follow-up, tasks, dashboards and CRM sync.
No. With the Field Presence add-on a rep checks in and out of a visit, and the phone reads its location at those two taps only. Nothing is recorded in between, there is no live map, and the rep can see everything their manager sees.
Yes. An admin builds qualification forms in the app and says which ways of meeting each form is for. A site visit can ask about the existing installation and a sales round about the reorder, while an exhibition keeps a form of its own.
Yes. Leads, voice notes, tasks and check-outs are saved on the phone, encrypted, and sent when the signal returns. Reading a business card with AI needs a connection, so with no signal the photo is kept and read when the phone is back online.
Managers open the Overview for today, the last 7 days or the last 30. It shows leads, qualified and hot leads, pipeline and the time to first follow-up, and then leads and hot leads by team, by person and by how they were met. With Field Presence they also see who is on a visit and since when.
No. SEL XP is what the rep uses in front of the customer, and your CRM stays the record of the account. With Odoo, each saved lead arrives within about a minute with its company, contact, history and next task. For any other CRM today there is a spreadsheet export.
See it with your team
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.