Field sales app
A field sales app for reps who call and visit
Your reps call leads from their own phone, then go and meet them. LumaKol records each visit with a check-in and check-out at the lead, how far they were from the customer’s address, and a route for the day.
14-day free trial, then paid plans from ₹399$9 per calling seat per month. Pricing
At a glance- 01Location read only at check-in and check-out
- 02Distance from the lead’s address
- 03Day route in Google Maps
What it does
What it does in the field
A visit starts on the lead. The rep taps Check in when they arrive; the phone reads its location once and LumaKol compares it with the lead’s saved location. Within 200 metres the visit shows “At the location”; further away, it shows the distance. The rep checks out with the result in a few words, and the visit goes on the lead’s timeline with how long they stayed.
The Field visits page lists every visit day by day: each person’s stops in order, the straight-line distance between stops, and a link that opens the day’s route in Google Maps. Calls, follow-ups and outcomes work exactly as they do for office callers, on the same lead. In the app, More → Work → Visits shows each day’s visits too, and managers can pick a teammate or everyone.
Check-in at the customer
Location is read once at check-in, with a purpose, a note and an optional photo. A lead without a saved location can save the spot on the first visit.
Distance from the address
“At the location” within 200 metres, otherwise the distance away, so a manager can see visits that happened somewhere else.
The day’s route
Stops in order with distances between them, and Open route in Google Maps for any person and day.
Calls before and after
Calls to the customer from the rep’s phone are logged on the same lead, with the outcome and next follow-up.
Attendance with location
A workspace can require location at the day’s check-in, with an optional distance limit from the office.
How it works
How a visit is recorded
Works in the app and in the browser, with location allowed.
- 1
Open the lead and check in
Tap Check in when you arrive. Add the visit’s purpose, a note for the team and, if you like, a photo; any visit still open elsewhere is closed first.
- 2
Have the meeting
Nothing is tracked while you are there. The visit shows how far the check-in was from the lead’s saved location.
- 3
Check out with the result
Write what happened: the next step agreed, an order taken, or why it did not happen. It goes on the lead’s timeline.
- 4
Review the day
Managers open Field visits on the web to see each person’s stops, time spent, distance from each lead and the route in Google Maps, or More → Work → Visits in the app.
Who it’s for
Who it’s for
Real estate and site visits
Pre-sales calls the lead, a field rep runs the site visit, and both work on the same record.
Distributors and B2B reps
Reps visiting shops, clinics or offices who need proof of each visit without background tracking.
Hybrid inside and field teams
Teams where some people only call and others call and visit, under one pipeline and one set of reports.
What is and is not tracked
- Location is read only at check-in and check-out at a lead, and at the day’s check-in if the workspace asks for it. Never in the background, never between visits.
- A visit can take one photo, saved to the rep’s own Google Drive once Google Drive is connected; without it the visit is still saved, just without the photo.
- Distances between stops are straight-line estimates, not driven kilometres.
Questions
More answers on the FAQ page.
Does the app track my reps all day?
No. Location is taken once at check-in and once at check-out at a lead. Nothing is collected in between or in the background.
Do reps need the app to log visits?
No. Check-in and check-out work in the app and in the browser, as long as location is allowed.
What if a rep forgets to check out?
The visit stays marked “Not checked out”, and the rep’s next check-in closes it.
Who sees the visits?
Agents see their own visits, team leads their team’s, and owners and admins everyone’s.
Are field visits on every plan?
Yes. Field visits are included in every plan. LumaKol has a 14-day free trial, then paid plans from ₹399$9 per calling seat per month.
Learn more
Related features, step-by-step guides and articles.
Record every visit without tracking every step
14-day free trial, then paid plans from ₹399$9 per calling seat per month.
- No card needed
- Up to 3 non-calling admins free
- Calls from your own SIM