Prepare
Assign leads, customers, targets, territories and routes.
Product ecosystem
TREKeForce
TREKeForce
CRM & Field Sales
TREKeForce manages customers and field sales from prospecting through ordering, delivery and reporting.
Capabilities
Core TREKeForce capabilities
Leads & customers
Keep customer and prospect information available to the field sales team.
Customer visits
Plan routes, customer visits and structured commercial follow-up.
Opportunities
Track pipeline stages, opportunities and next actions.
Sales orders
Create and transmit sales orders directly from field activity.
Delivery notes
Manage delivery-note workflows and their execution status.
Collections
Record collections and payment-related actions where enabled.
Targets
Monitor targets, team activity and sales performance.
BI & reporting
Use dashboards, KPIs and reports to understand field execution.
Platform
TREKeForce does not operate in a silo.
Combine it with other TREK AXIS products and connect required data to your existing ERP or CRM.
- Modular architecture
- Mobile & web
- Offline mode where relevant
- Roles & permissions
- Audit & traceability
- TrekConnect integration
Integration ecosystem
Sage 100 / X3Microsoft Dynamics 365Business CentralERPNextOdooSAPLS RetailCustom API
How it works
From lead to field sales execution
Sell
Representatives manage visits, opportunities, orders, delivery workflows and collections as configured.
Manage
Supervisors track pipeline, field activity, targets and ERP-connected data.
Evaluate TREKeForce on your use case.
We map processes, users, data flows and integrations before deployment.