Field Sales
Attendance and Live TrackingPunch in, live location and stagnation alerts Visits and Beat PlanningPlanned, unplanned and multi day beats Route OptimizationAI picks the day and the sequence Orders and ReturnsCapture revenue during the visit Expense ManagementPolicy aware claims with AI bill scan Nearby ProspectingFind new businesses and create leadsField Service
Cases and Work OrdersFrom request to work type in minutes AI DispatchRecommend or auto assign the right technician Service InventoryWarehouse, van stock and transfers Technician AppPrepare, check in, consume, check out InvoicingBill from products actually consumed Maintenance PlansPreventive work orders on scheduleLumina AI
AI Sales CoachKnow the customer before you walk in Speech to Action PlannerPlan beats and meetings by voice AI Shelf AuditPlanogram and missing SKU detection Manager Action PlannerSpot bottlenecks, notify in one step Multilingual AIWork in the language your team speaksMeet Lumina, the AI that acts.
Ask, understand, recommend and act across every visit, beat and work order.
By industry
FMCG and Consumer GoodsOutlet coverage, orders and shelf audits DistributionDealer visits, collections context, returns Equipment and MachineryAsset history, dispatch and spare parts Appliances and ElectronicsFast repairs with SLA tracking Medical EquipmentSkilled technicians and preventive plansBy role
Field Sales RepsA planned day and an AI coach in your pocket Sales ManagersLive team view and one click intervention DispatchersAI matches skill, slot and territory TechniciansThe right job, the right parts, every time Operations and AdminConfigure rules without codeCustomer story
How a consumer goods distributor covered 40% more outlets with the same field team.
[Placeholder story, replace with a real client]
Read the story ›Learn
Product TourA two minute walk through a field day Customer StoriesResults from teams on F1 Agent BlogField sales and service playbooksSupport
Help CenterGuides for admins and field users Release NotesWhat is new in F1 Agent Contact SupportTalk to our product team
The F1 Agent product brochure
Every module for field sales and field service, in 16 pages.
Download PDF ›Company
About F1 AgentWhy we built it and where it is going Cloud IngeniousThe Salesforce Summit Partner behind F1 Agent PartnersImplementation and reseller partners CareersBuild the future of field work ContactSales, support and mediaBuilt by Cloud Ingenious
F1 Agent is designed and built by a Salesforce Summit Partner that has spent years closing the gap between CRM and the field.
Our story ›Field Sales and Field Service, built on Salesforce
Know what happens in the field, and what should happen next.
F1 Agent connects every visit, route, order, expense and service job to Salesforce, with AI that plans your team's day and acts on what it sees. Teams cut wasted travel by up to 30% in the first quarter.
You finished early. 3 high potential outlets are within 2 km. Add them to today's beat?
Bill scanned by AI
₹1,240
Food · Local · within policy
Your CRM ends at the office door. Your business doesn't.
Once your people leave the office, the plan and the reality drift apart. Managers can't see who visited whom, why meetings were skipped, what was ordered, or whether the technician arrived with the right part. By the time the answers show up in a spreadsheet, the day is already lost.
F1 Agent closes that gap. It gives field teams one mobile workspace for every visit and job, gives managers a live view of execution, and keeps it all inside the Salesforce you already run. Lumina, our built in AI, then tells everyone what to do next.
One platform, two teams
Everything your field teams need, from first visit to final invoice.
Field Sales Automation
Attendance, live location, check in and check out, visit tasks, order capture and returns, all connected to the customer record.
View details ›Beat Planning and Routes
AI picks who to visit, plans which day, and sequences the route. Reusable single and multi day beats with manager approval.
View details ›Expense and Travel
Odometer and map based distance, city tier policies, hard and soft limits, AI bill scanning and a two way approval flow.
View details ›Field Service Management
Cases, assets, work types and work orders, with AI dispatch that matches skill, territory and availability to every job.
View details ›Service Inventory
Warehouse and van stock, product requests and transfers, planned versus actual parts, and invoices raised from what was used.
View details ›Lumina AI
A multilingual AI that coaches reps before each meeting, audits shelves from a photo, and turns a manager's question into action.
View details ›See a full field day in two minutes.
Follow one sales rep and one technician from punch in to invoice, and see what their manager sees in real time.
Why we built F1 Agent
We kept seeing the same blind spot. So we built the missing layer.
F1 Agent started inside Salesforce projects. As a Salesforce partner, our team at Cloud Ingenious helped companies build clean, connected CRMs. Then we watched what happened the moment their people walked out of the office.
Visit notes lived in chat threads. Expenses lived in spreadsheets. Managers found out at six in the evening that half the planned outlets were never visited, and nobody knew why. Service teams sent the right technician without the right part, and the customer waited for a second visit.
Every client was solving the same problem with a different patchwork of apps. So we built one platform that lives inside Salesforce, works the way field teams actually work, and uses AI not just to report on the day but to decide what should happen next.
Today F1 Agent runs field sales and field service for teams across FMCG, distribution, equipment and healthcare. The goal hasn't changed: no more blind spots between the plan and the field.
Why field teams choose F1 Agent.
Native to Salesforce
No second database to sync. Visits, orders and work orders live on the same records your teams already use.
AI that acts, not just reports
Lumina turns insight into action: it builds the beat, recommends the technician and notifies the right person.
Shaped to your process
Territories, travel modes, expense rules, visit forms and work types are all configurable, so the app fits you.
Sales and service, one platform
One mobile app and one console for reps, technicians, dispatchers and managers. One vendor, one rollout.
Trusted by field teams at
Results our customers can measure.
+40% outlet coverage in 6 months
"We used to find out on Friday what went wrong on Monday. Now I see the whole team live, and Lumina tells me who needs help before the day is over."
32% fewer repeat service visits
"Our technicians now leave with the right parts for every job. First time fix rates went up, and our SLA reports finally match what customers experience."