Assign the day, not just the target
- Field tasks
- Customer visits
- Follow-ups
- Reminders
- Calendar & agenda
Every visit and follow-up has an owner and a due date — not a WhatsApp message that gets buried.
Field reps run on phone calls and WhatsApp photos today. cync8 gives every visit a task, a check-in and a proof of work — on the phone your rep already carries into the market.
Ask an MD how they know a rep visited a customer today, and most answers start with "I think" or "let me call and check." By the time anyone finds out a follow-up was missed, the deal has usually gone cold.
cync8 turns field activity into three connected views — assignment, proof, and visibility — instead of one long phone call at 6pm.
Every visit and follow-up has an owner and a due date — not a WhatsApp message that gets buried.
A visit is confirmed by the system, not just claimed by the rep.
See who's out, where, and what's been done — as it happens, not at the end of the day.
The Field Module is a full mobile app — Android and iOS — task list, check-in, visit notes and proof of work, all from the phone a rep already carries.
Tasks and customer visits for the day are assigned and waiting — no separate briefing call.
A check-in with location context marks the start of the visit, right from the app.
Outcome, notes and proof of work close the visit before the rep moves on.
Field activity shows up on the manager's dashboard the same day — not after an evening phone call.
Field agents get a role-based view of their own tasks, visits and targets. Managers get the roll-up — who's out, where, and what got done. Nobody has to defend their day against a stopwatch.
No. The Field Module is a full mobile app — Android and iOS — task assignment, check-in, visit notes and proof of work all happen on the phone a rep already carries. No laptop required.
Location context is captured at check-in and visit logging, so a visit can be confirmed — not a continuous surveillance feed. It's built to answer "was the customer visited," not to track every minute of the day.
Field reps travel through patchy coverage — we'd rather say this plainly than oversell it. The app needs a working data connection to log and sync a visit, and we're not going to promise offline behaviour we haven't proven yet.
No — it's the same platform. Field visits, tasks and check-ins sit alongside leads, quotations and orders, so a field update shows up directly in the pipeline your sales team already works from — nothing to connect or sync separately.
Visits, tasks and check-ins connect straight into the rest of the business.
A short working session on how task assignment, check-ins and visit proof would look for your reps — on your business, not a slide deck.