fieldup.ai
Made in Switzerland · Microsoft 365

Field sales, reimagined.

The AI app that speaks, plans and writes.

Daily plan in the fieldup.ai CRM on iPad
Microsoft 365
Outlook sync
iPad
Servers in Europe
Swiss DPA compliant

What fieldup.ai does

Five features that visibly change your sales day.

Voice dictation instead of typing

Dictate your visit report into the iPad. The app structures goals, topics and follow-up tasks. You get in the car, the typing takes care of itself.

Voice dictation instead of typing

Coaching with real data

Cadence status, complaint lifecycle, revenue trends per rep. Framed as a conversation starter, not a sanctions tool. Soft signals, no hard locks.

Coaching with real data

Cadence engine with 8 customer classes

Each class has its visit rhythm. The app flags overdue and too-soon-visited customers, sorts your day list automatically.

Bidirectional Outlook sync

Customer visits from the CRM appear in Outlook. Appointments from Outlook appear in the CRM. Microsoft Graph, no bridge tool.

Customers nearby, automatically

The app shows you which of your customers are nearby right now. Spontaneous stop between appointments? One tap and you are checked in.

A day in fieldup.ai

Three steps. No setup marathon, no Excel.

01

Open the daily plan

Sorted by cadence. Briefing per customer with inactive-days pill, active promotions, revenue trend. No searching, no Excel.

Open the daily plan
02

Check in at the customer

Tap «Start». The app knows where you are. Voice or typed note, tick promotions, set the next appointment. Everything in one sheet.

Check in at the customer
03

Close your day

The pre-close sheet gently highlights open items. Suggestion for the next customer if you have time. Weekly report generates itself.

Close your day

One app. Three views.

Each role gets exactly what they need. Nothing more, nothing less.

Field sales

Your journal and your copilot. Daily plan with route optimisation, nearby-customers detection, voice dictation, quick contact. iPad first, phone friendly.

Sales management

Coaching cockpit for your team. Activity patterns, cadence counters, revenue potential per territory, broadcast board for team announcements. Soft signals, no surveillance.

Back office

Master data, cadence configuration, data-quality dashboard, CSV import, geocoding automation. The quiet anchor behind the sales motion.

Training team and admin get their own views with training library, KCE levels, user management and audit log.

Born from our own field-sales day.

fieldup.ai is built by sales teams for sales teams. For years we maintained Excel sheets, organised WhatsApp groups and entered Outlook appointments twice, until we asked ourselves why no field-sales software exists that is actually made for the daily field-sales work instead of for compliance reporting.

fieldup.ai is the answer. Built from real experience, used daily in our own sales motion, now open to other sales teams with similar challenges.

Frequent questions

What does fieldup.ai cost?

Get in touch with us, we will happily put together an individual offer based on your team size and setup effort.

Who hosts my data?

Servers in Europe, GDPR compliant. Your data belongs to you, export is always available.

Does it work offline?

Currently online. An offline version with a local queue is in the works and ships in one of the next releases.

How long does onboarding take?

Easy onboarding in three steps: log in, import your customer data, get going. First productive visits on the same day.

Which ERP systems are supported?

SAP Business One is the first native connector (pull master data + push orders). Other ERPs like Abacus, Sage or Dynamics on request. The data model is extensible.

Is fieldup.ai usable on iPad and phone?

Yes. Optimised for iPad, works on phone too. Add to home screen in Safari or Chrome, no App Store required.

Talk to us.

30 minutes. No commitment. Directly with the product lead.

Request a call

Pilot user? Sign in here