Field sales CRMs, lead capture apps and distributor platforms that replace paper and spreadsheets for sales teams.
Stack we work in
AWSFigures as of Oct 2026
Trusted by
Equitysoft builds CRM and sales software for teams in the field and the managers who run them.
We have shipped a paperless CRM for pharma sales reps, a lead capture app for event teams with CRM integration, a platform for network marketing teams to track distributors and commissions, and a marketing website for an AI sales dialer. We build around how your reps actually sell, then connect the data to the CRM and reports you already use.
Sales teams lose time and leads when the tools do not fit how they sell.
Reps record visits and orders on paper and type them up later
Leads from events arrive late, incomplete or not at all
Managers chase reports instead of coaching
Commission and referral calculations live in spreadsheets
The CRM holds old data because reps avoid using it
Outcomes
We build apps for:
Behind the apps we deliver:
Our sales software supports:
Mobile apps reps use all day.
Leads captured clean, at the source.
Software shaped to your sales model.
Connect sales data to the tools you already use.
We have built a pharma field CRM, an event lead capture app and a distributor platform, so we design around how reps really work.
We connect your apps to Salesforce, HubSpot, Zoho and ERP systems so data is entered once.
We test with real reps before rollout, because a sales tool only works if the team uses it.
We add reports, automations and roles as your team and territories grow.
Featured portfolio
A multi-page WordPress marketing website for CallScout, an AI-assisted sales dialer and lightweight CRM with calling and SMS inside Salesforce, built as a story-driven funnel from problem to sign-up.
Read the project
We ride along with the sales process, map each role and agree what the first release must fix.
You receive Scope, user roles and release plan
We design fast, thumb-friendly screens for reps and clear panels for managers, then test the prototype.
You receive UI designs and clickable prototype
We build the apps, the back end and the CRM integrations in sprints, with a demo each sprint.
You receive Working app and admin panel in sprints
We pilot with a small team, fix what they find, then roll out to everyone.
You receive Store and web release
We support the system and add reports and automations as your process changes.
You receive Support plan and next-release backlog
Tech stack
Databases
BI and analytics
Power BIMobile
Frontend
Backend and APIs
Cloud and DevOps
AWSCRM, commerce and CMS
Engagement
Pick the model that matches how certain your scope is today. Many clients start with one model and move to another as the product grows.
For a defined product, module or integration. We agree scope, milestones and acceptance criteria up front, then deliver in sprints with a demo at the end of each one.
For a new idea that needs proof before a full build. We ship the smallest version that tests your riskiest assumption, then plan the next release from real usage.
For an ongoing roadmap. Developers, QA and designers join your team, work in your tools and hours, and scale up or down as priorities change.
For live systems. We monitor, patch, update dependencies and ship improvements on an agreed monthly allocation, so the platform keeps pace with your operations.
If your process fits a standard CRM, we extend it with custom apps and integrations. If your sales model is unusual, such as pharma visits or distributor networks, a custom CRM built around it is often simpler for reps to use. We recommend one after mapping your process.
Yes. We build offline mode for field apps: reps keep logging visits, orders and leads, and the app syncs when the connection returns, flagging any conflicts.
We regularly integrate with Salesforce, HubSpot and Zoho, and with other systems through their APIs, so leads, contacts and activities sync both ways.
Yes. We build commission and referral rules into the platform so payouts come from the same data as sales, with reports managers and distributors can check.
Yes. We design the main rep and manager screens first and share a clickable prototype, so you can test the flow with real users and change it before any code is written.
You own the source code, designs and data from the project, with no lock-in. We sign an NDA before you share details, and you can keep working with us or hand the product to another team.
Fast forms built for one-handed use
Offline mode with automatic sync
Contact validation at capture
Two-way CRM sync
Manager dashboards and team views
Commission and referral rules
Exports to Excel and PDF
Role-based access for reps and managers
Notifications for follow-ups and targets
Book a free consultation to map your sales process and plan the app or CRM your team will actually use.
