Change Management

The sales force has undergone many changes over time. From traveling merchants to sales representatives to the classic sales force as we know it today, the profession and its framework conditions have continued to evolve.

Today, the stars are aligned differently. Most people carry around a “backpack” full of technical aids—packed into a small electronic phone. The smartphone has led humanity into a new age of digitalization, which is currently focused on the rapid development of artificial intelligence.

The sales force is also taking advantage of progress and increasingly turning to digital tools. In this article, we take a look at the 5 best field force apps of 2026 that make the daily life of every field service employee easier.

portatour® is the #1 sales app

Field sales teams are also increasingly turning to digital tools. Photo: portatour®

The ultimate field service app: portatour®

Planning customer visits is the cornerstone of any good sales force. Hours of work on Excel lists, which make your blood run cold at the mere thought of them, are now a thing of the past for many companies thanks to portatour® Route Planner. With this unique route planner software, you can automatically calculate the optimal route for the entire week at the touch of a button. The app calculates the route in seconds, taking into account customer priorities, visit intervals, appointments, and opening hours, among other factors.

With portatour® Territory Optimization, you get another indispensable tool for your company. This automatic territory optimization not only gives you an overview of the current situation in your sales territory in no time at all. After analyzing the initial situation, the territory planning software offers you several different solutions to optimize the situation. Based on different priority levels, you can make the right decision for you and balance the total travel time and workload of your sales force.

Conclusion: portatour® Route Planner and portatour® Territory Optimization have become indispensable tools for modern sales representatives. With state-of-the-art automatic route planning and territory optimization, portatour® supports sales managers and their teams in their daily work like no other sales app.

portatour® Screenshot

Discover the future of route planning and territory planning with portatour®. Photo: portatour®

Mobile expense management: Pleo

The Pleo app is a cloud-based software solution for various company expenses. Pleo combines virtual and physical cards with automated processing of expenses and invoices. Employees can record receipts directly via the app, while the finance team can control all expenses, call up reports, and set limits in real time. Pleo offers integrations with accounting and ERP systems, supports multiple currencies, and is particularly aimed at companies that want to achieve greater transparency and efficiency in their expense processes.

According to current reviews, users of the app particularly appreciate its ease of use and the significant reduction in administrative work. Pleo is particularly suitable for SMEs and teams that want to quickly gain control and an overview of the expenses incurred by their field staff.

Conclusion: Pleo provides companies with sales forces in the field with a clear and easy-to-use app for keeping track of employee expenses. By controlling limits and automating processing, companies save time and money.

Pleo Screenshot

Pleo combines virtual and physical cards with expense and invoice processing. Photo: Pleo

e-Signature for on-site transactions: Docusign

Whether it’s contracts, orders, or service confirmations, digital signatures make it possible to close sales immediately. DocuSign is one of the best-known solutions when it comes to electronic signatures. The software is used by companies around the world to sign contracts digitally in a fast, secure, and legally valid manner. The app can be easily integrated into existing CRM or ERP systems. This allows field staff to send, approve, and sign documents directly during their work process. This saves time and ensures that important agreements are not left behind and forgotten, but are concluded quickly.

DocuSign is suitable for all companies whose sales representatives sign purchase agreements digitally on site. The solution is scalable and grows easily with the needs of the company, whether for 5 or 5,000 signatures per month. DocuSign digitizes contract management professionally and reliably. The app reduces manual effort, prevents paperwork, and speeds up business transactions.

Conclusion: DocuSign enables fast, secure, and fully digital contract signing directly at the customer’s location. Sales representatives can have contracts signed immediately, without paperwork or subsequent approvals. This significantly shortens sales processes, reduces sources of error, and ensures that no deal is left behind.

DocuSign press photo

DocuSign is one of the best-known solutions when it comes to electronic signatures. Photo: DocuSign

Communication and collaboration: Microsoft Teams

Microsoft Teams is a globally used software for communication and collaboration. Sales teams use the popular app for chatting, sharing files, video meetings, and structuring important information. This keeps field and office staff synchronized at all times, whether they are in the office, working from home, or on the road visiting customers. Information is not lost, decisions are made quickly, and queries can be clarified quickly without detours or long waiting times.

Teams creates a clear basis for efficient coordination and prevents important details from getting lost in emails or phone notes. The solution offers a major advantage for sales staff: knowledge is stored centrally and can be used by everyone. Training materials, price lists, sales arguments, and quotation documents are always available and up to date. New team members can quickly find their way around, and experienced employees can share their expertise directly. This creates a continuous exchange of knowledge that improves collaboration, increases responsiveness, and noticeably accelerates the entire sales process.

Conclusion: Tools such as Microsoft Teams enable field service teams to stay in close contact with office staff and all relevant contacts in real time. Information, files, and agreements are centralized, regardless of where team members are located. This improves coordination and speeds up decision-making.

Microsoft Teams press photo

Teams is a globally used software for communication and collaboration. Photo: Microsoft

Stay in touch without card chaos: CamCard

CamCard is an app for field staff that digitizes business cards and automatically saves contact information. Instead of collecting paper cards, you simply scan the card with your smartphone camera. CamCard recognizes the name, company, position, phone number, and email address using text recognition (OCR). The data is transferred directly to the phone’s address book or CRM system. This creates a digital contact list in no time at all, which can be accessed at any time.

The software synchronizes contacts across multiple devices and enables contact data to be shared within the team. Its integration with common CRM systems and the ability to store notes or follow-ups directly with each contact are particularly useful. This makes it easier to follow up on appointments and ensures that no potential customer is forgotten. Overall, CamCard saves time, reduces manual entries, and creates order in sales—a simple but effective tool for professional contact management.

Conclusion: CamCard turns stacks of paper into a structured digital contact database. Sales teams can keep track of customer information, process it directly, and never miss an opportunity again.

CamCard press photo

CamCard is an app for field staff that digitizes business cards. Photo: CamCard

A strong team: portatour® & your favorite sales apps

Ultimately, all of the sales apps presented here form a powerful set of tools with portatour® as their indispensable core. The software ensures that appointments are planned efficiently, routes are optimized, customer calls are prioritized sensibly, and sales territories are optimized. The other tools perfectly complement this foundation by facilitating communication, documentation, and contract conclusions, while portatour® ensures that the sales force is at the right customer at the right time, wherever they are.

Of course, there are many good apps for sales on the market, and every company has its own requirements. The selection shown here is just one of several possible combinations that are practical and easy to integrate into everyday life. Without smart route planning and territory optimization, nothing works in the field, which is why portatour® is and remains the best sales app as an indestructible pacemaker for turning well-organized field teams into a truly powerful sales force.

FAQ

Why are apps indispensable for field service today?
Mobile sales apps such as portatour® make field service significantly more efficient. They enable direct access to customer data, routes, appointments, and reports. This saves time, reduces paperwork, and ensures that information is entered into the system immediately instead of being added later.

What role do field service apps play in the digitalization of sales?
Field service apps such as portatour® are central components of the digital transformation in sales. They combine planning, communication, and documentation in real time, which speeds up processes and minimizes sources of error. This creates a fully digital sales process from appointment to closing.

Does portatour® also work offline or on the go?
Yes. Field staff can use portatour® on the go via smartphone, tablet, or laptop, including offline mode. Routes, appointments, and customer data remain available at all times. This makes portatour® the heart of any well-equipped field service that relies on sales apps.

How do I choose the right sales apps for my field sales team?
Simplicity, integration, and practicality are key. The sales app must work on mobile devices, integrate seamlessly into existing systems, and offer real added value in everyday work. A small, well-coordinated selection is usually more efficient than many isolated individual solutions. portatour® keeps the entire machine running smoothly at its core.

Why is portatour® so important for field service?
portatour® automates route planning, calculates optimal routes, and ensures that more customer visits are possible in less time. This saves mileage, reduces costs, and increases revenue per working day.

Stop wasting time and money, increase your sales opportunities.

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