ShareCRM Field Platform Overview

ShareCRM Field Platform manages sales plans, customer visits, visit metrics, and sales attainment in one operational loop.

| Capability | Purpose | Primary roles | | :— | :— | :— | | Field actions | Capture photos, fields, products, and inspection data | Administrators and field users | | Field Types | Define visit steps and completion methods | Administrators | | Field Scenes | Support routes, distribution, proof, and inspections | Administrators and field users | | Operational review | View lists, maps, performance, and records | Managers | | Offline and AI | Support low-connectivity work and recognition | Administrators and field users |

Administrators configure the platform. Managers review operations. Employees perform authorized visits.