Every SalesIro function

64 functions, from visit preparation to the signed commission, for employed reps and self-employed agents alike. 61 are available as soon as the workspace is opened; 3 need setting up, and that is flagged.

Prepare and organise 7

Know where to go, what to do and what to say, before starting the car.

• My day
  Today's actions in order: promises to keep, follow-ups, visits, imminent decisions.
• Prospecting plan
  Day, week and month views, measured against a pace agreed with each rep; one département per day.
• Route ranked by what is at stake
  Accounts to visit chosen by potential and overdue visit frequency, then linked by the shortest route.
• Pre-visit brief
  One page: contacts, open promises, what is at stake, last audit, likely objection.
• Synced calendar
  Deadlines in Google Calendar, Outlook or iPhone by subscription; SalesIro reads nothing from it.
• Assigned actions
  The manager assigns an action with what is expected and the completion criterion; the rep follows it through.
• Tracked promises
  What was promised to the client, dated, with a reminder before it falls overdue.

Visit and sell 11

Everything that happens at the client's premises, even with no signal.

• Guided client audit
  Checklist by sector, four states, notes and photos, score per theme, PDF report for the client, deals opened.
• Offline order taking
  The basket fills up during the visit; everything syncs when the signal returns, with no duplicates.
• PDF order form
  Ready to print or to sign on the spot.
• Hand-off to sales administration to be activated: email sending
  The order form goes by email to sales admin and to the client contact.
• Dictated visit report
  Speak as you leave the visit, the text writes itself; you reread and approve.
• AI formatting of the visit report to be activated: workspace AI key
  Dictated text becomes a visit report, a dated next action and promises.
• Client range table
  Current supplier, renewal date and budget, range by range; alert before the deadline.
• Trade-specific fields
  Covers and annual closure in hotels and restaurants, banner and facings in grocery retail, tender end date in contract catering…
• Product interests and price approval
  The rep proposes a price; the principal approves, adjusts or rejects it.
• Sales pitch and objections
  The trade's objections, the reflex, the line, the questions; enriched by the field log.
• Dated notes and attachments
  Signed, timestamped notes, account notebook, photos, quotes and attached documents.

Track deals 6

Never lose a deal between two visits again.

• Stage-based pipeline
  Configurable stages and probabilities, date slippage tracked.
• Six-criterion qualification
  Decision-maker, need, budget, timing, next step, competition: what is established, not what is hoped.
• Suggested actions
  The next action suggested from the stage and the record: renewal coming up, overdue promise, no decision-maker.
• Committed forecast
  What is going to close, separated from what rests on poorly qualified deals.
• Growth plan
  The gap to target broken down into quantified levers, account by account.
• Email follow-up sequences to be activated: email sending
  Scenarios by situation, sent in the rep's name, stopped on reply or unsubscribe.

Manage the team 12

Employees and agents on the same screen, each managed according to their status.

• Management console
  Projected landing, coverage, visit frequency, alerts, by visibility scope.
• Mixed sales force
  Employees and self-employed agents side by side, cost per euro sold for each channel.
• Performance and ranking
  Target attainment, monthly revenue, pipeline by stage, per rep.
• Agent record
  Contact details, company, company registration number (SIRET in France), agency contract, commission rules and documents (contract, certificates).
• Field coaching
  Manager's observation checklist, strengths, areas for improvement, next check-in.
• Annual and per-account targets
  The rep's target, then a target per account and per range.
• Visit frequency
  Pace by account class; accounts off schedule flagged.
• Territory coverage
  Map by département and of the areas nobody is working.
• Account classification
  Potential scoring by segment and size; classes and a strategy per class.
• Account groups
  Chains and buying groups assigned as a block or site by site.
• Territory-based assignment
  Assignment proposed from geography, applied in one go.
• Portfolio clean-up
  Unreadable segments, duplicates, incomplete records: suggested, never imposed.

Lead the team 5

Keep the team engaged without an extra meeting: what is happening, what is being won, what the field sees.

• Team feed
  Manager announcements with read receipts, the pinned one on top of “My day”; the month's wins drawn from deals and orders, cheered with a “Bravo”.
• Challenges
  Visits, new clients, signed revenue or orders of one range, over a period, with a reward and a live leaderboard; employees take part automatically, agents opt in.
• Ready-made team meeting
  The week's agenda: revenue compared, deals signed and stalled, overdue items, renewals within 60 days, challenges; any line becomes an assigned action; printable.
• Field feedback
  Competitor price, stock-out, recurring request, competitor on site: logged during the visit, summarised by type and area for management.
• Our brand
  The principal's brand sheet for its reps and agents: 30-second pitch, story, values, flagship ranges, verifiable key figures, what we say and what we don't, materials, contacts; edited in place, printable, the pitch shown in the pre-visit brief.

Pay commission 5

Fair commission, checkable line by line, signed before it is paid.

• Commission rules per agent
  Base rate, target, rate above target, rate per range.
• Co-signed statements
  Every line itemised; the agent signs or disputes it in the tool.
• Choice of commission base
  On signature, on invoice or on payment received, via invoice import.
• Agency contracts
  Territory, ranges, exclusivity, minimum, end date, notice period.
• Delegated discount limits
  Maximum discount by status and account class; beyond it, escalation.

Fit your trade 4

The vocabulary, segments and questions of your sector.

• Sector templates
  Seven channels (hotels and restaurants, contract catering, grocery retail, pharmacy, independent retail, trade distribution, industry) and eight offerings.
• Segments and how to approach them
  Who to go through, what works, the right moment, the trap.
• Audit checklists by sector
  Hotels and restaurants, contract catering, grocery retail, pharmacy, independent retail, trade distribution, industry, general.
• Interface in five languages
  French, English, Italian, Spanish, German.

Connect and import 6

Plug into what you already have, without replacing everything.

• File import
  Accounts, contacts, deals, invoices from Excel or CSV, with column mapping.
• HubSpot connector
  Companies, contacts and deals read from HubSpot (read-only), configurable stage mapping.
• REST API
  Access via revocable keys, every call logged.
• MCP server for AI assistants
  Claude, ChatGPT or Perplexity query your data, by key or OAuth connection.
• Signed webhooks
  Your systems notified on every event, verifiable signature.
• Calendar subscription
  Personal iCalendar feed for each rep.

Security and everyday use 8

What protects the data and what makes the tool usable anywhere.

• Optional two-factor authentication
  Everyone can turn it on if they wish; once on, the database requires the code at every sign-in.
• Database-level isolation
  A rep sees only their own scope, even if they know the address of a record.
• Hosting in the European Union
  Database in Frankfurt.
• Access log
  Who read what through the API or an AI assistant, tamper-proof.
• Offline mode
  Entries, orders, audits: saved on the device, sent when the signal returns.
• Real-time updates
  Changes made by a colleague appear without reloading.
• Installable app
  From the browser on phone and computer; native Android version.
• GDPR-compliant prospecting
  Contact sources traced, unsubscribes honoured everywhere.

What SalesIro doesn't do

• It doesn't replace your marketing CRM or your ERP: it plugs into them (import, HubSpot, API, webhooks).
• It doesn't track reps' location continuously: a route is a plan, not surveillance.
• It doesn't yet have an iOS app on the App Store: on iPhone, the app installs from the browser.
• Audit checklists can't yet be edited from the screen: questions specific to your trade are added on request.

Choosing a tool? Read the sales force management software guide (FR) and the comparison by tool category (FR).