Improve Team Visibility
View all of your customer and check-in information on Google Maps and live dashboards. Send instant activity notifications to users and teams in the field.
Field Force Management Software
Rocksoft™ is the most advanced way to remotely manage teams and optimize staff performance in the field.
Take a Tour of Our World-Class Software
Discover the Rocksoft™ Mobile App and Online CRM in under 3 minutes with our introductory video.
Want to learn more? Feel free to get in touch and we’ll gladly answer any questions you may have.
Why Rocksoft™?
Increase Sales Efficiency
Create invoices, quotes and job cards on site. Get instant access to previous sales data on the road. All field sales data can be accessed via the Management Portal and Live Dashboards.
Optimize Communication
Our Mobile App, Management Portal, Live Dashboards and Automated Reporting modules ensure that everybody is connected in real-time, no matter where they are.
Mobile App Features
Activity Forms
Take full advantage of the power of your smart phone when completing activity forms. The mobile app supports a wide range of device features — camera, GPS, signatures, barcodes, pre-defined check-lists, text controls and more.
Sales Orders
Access all of your products, price lists and historical sales data. Create quotes and invoices in seconds. Send them in PDF format to the office, or directly to your customer at the touch of a button.
Call Planner
Our proprietary customer call planning module automatically suggests visit priority based on call frequency, day, specified appointment date and distance away from you. Use the navigation feature to be directed straight to the customer.
Campaigns
Access all of your assigned campaigns within the mobile app. See which customers and activity forms have been assigned to the campaign. Complete activities and track your progress according to the campaign’s priority and due date.
Customer History
Get access to all of your historical customer data, directly from within the Rocksoft™ Mobile App. All customer information, previous activities and sales order data is accessible within the app.
Offline Access
Our mobile app has been specifically designed to ensure that all functionality continues to perform with or without a network connection. No airtime? Poor signal? No problem! The app will automatically sync when there is network connectivity again.
Available for Android and iOS
Management Portal Features
Live Sales & Activity Feed
Real-time view of sales activity and field events as they happen.
Automated Reporting
Scheduled reports delivered straight to inboxes with no manual work.
Fully Customizable CRM
Tailor the system to match your business — fields, workflows and branding.
Custom Forms
Build activity forms, checklists and surveys with rich media controls.
Campaign Management
Roll out campaigns to your field team and track progress in real-time.
Live Dashboards
KPI dashboards, dials and leaderboards updated as data flows in.
Integrations
Plug into existing accounting, ERP and messaging systems.
AI Centric
Built on an AI-first foundation that makes Rocksoft™ extremely flexible and highly dynamic — features, reports, dashboards and workflows adapt to your business in real-time.
Compatible with All Major Browsers
Chrome
Firefox
Safari
Edge
Opera
Frequently Asked Questions
The Rocksoft™ Mobile Application and Management Systems have been designed to cater to a wide variety of industries and company sizes. If your company relies on field agents for its success, then Rocksoft™ is your solution. Get In Touch with us and we’ll gladly answer any questions or setup a demo to take you through the solution.
No, the Rocksoft™ Mobile Application has been designed to operate on all Android and iOS smart phones and tablets. Additionally, the Management Portal can be accessed via any standard Web Browser. Get In Touch with us if you would like to set up a demo or get started with a Free Trial right away!
One of the key design aspects of the Rocksoft™ Mobile Application has been its ease of use. We have refined the app over the years to ensure that users of all technical levels are comfortable in using the app.
Our pricing structure has been specifically designed to accommodate for both small and large businesses. Our per-user pricing model allows you to scale up your business over time. Visit our Pricing section to determine the exact cost for your business.
Great! We’re here to help. Head over to the FAQ section for our full FAQ listing or Get In Touch with us and we’ll gladly answer any questions you may have.