Field Sales App for Distributors and Manufacturers

Sell with data.

As easy as checking the weather.

Every morning, the Acto field sales app shows your reps which customers are worth a visit, preps each meeting in two minutes and turns a spoken debrief into the visit report.

Acto-App: Startseite mit Umsatz, Kalender und Kunden im Fokus
Wo sich ein Besuch lohntWhere a visit pays off
Culinares Restaurant und Zubehör GmbH
-11 %Umsatz rückläufig, 2 KaufpausenRevenue declining, 2 purchase gaps
Was ansprechenTalking points
RisikoRisk
Roller & Pinsel liegen 82 % unter dem VorjahrRollers & brushes are down 82% vs. last year
Bericht per SpracheVoice report
für den grosshandel - VOn industriebedarf bis foodservice
BöllhoffNiemann-LaesPlateFrischdienst UnionSchäfer ShopVikingSchauenburg
On the road

Built for the two minutes in the parking lot.

A field rep's day happens in the car and at the customer's site. Acto is built for the minutes in between.

Open.
The customers with the best reason to visit today are at the top.
Read.
One sentence per customer, plus talking points.
Go.
After the visit, the report is spoken, not typed.
Außendienstler im geparkten Auto schaut vor dem Termin in die Acto-App
ChanceOpportunity
Cross-Sell: LackeCross-sell: Lacquers
Weber kauft regelmäßig Wandfarbe und Grundierung, aber keine Lacke. Vergleichbare Betriebe kaufen jedes Jahr Lack für 8.000 bis 15.000 €.Weber regularly buys wall paint and primer, but no lacquers. Comparable businesses buy €8,000 to €15,000 worth of lacquer every year.
A day with Acto

Acto brings structure
to the field sales day.

Between the car and the next customer meeting, there is little time for call planning. Acto organizes the week and the day and makes data-driven, proactive selling simple.

7:30
Monday · at the office

Plan and prioritize

Acto suggests customers for the week, including the ones that would otherwise slip through the cracks, and shows each morning where a visit or call is worth it today. Meetings set in Acto appear in the Outlook calendar automatically, and nearby customers go to Google Maps with one tap.

Outlook-SyncGoogle Maps
Freitag, 19. Jun 2026Friday, Jun 19, 2026
Guten MorgenGood morning
TJ
Umsatz Jan 2026 – HeuteRevenue Jan 2026 – Today
204.600,00 €
Zu den UmsatzdetailsView revenue details
12 Besuche ohne Besuchsbericht12 visits without a report
14 – 19. JunJun 14 – 19
MoDiTuMiWeDoThFr
15
15
16
17
18
18
19
Geplante MeetingsScheduled meetings
08:45
Culinares GmbH
Kastanienallee 12 · Prenzlauer Berg
10:45
Wirtshaus Eder
Hermannstraße 18 · Neukölln
Geplante MeetingsScheduled meetings
13:30
Culinares Restaurant und Zubehör GmbH
Kastanienallee 12 · Prenzlauer Berg
Kunden im FokusFocus customers
# 4815
Culinares Restaurant und Zubehör GmbH
A
-11 %
Umsatz Jan – Mar 2026Revenue Jan – Mar 2026
131.100 € vp.vs. 147.300 €
Umsatz rückläufig — 2 Kaufpausen seit 9 Wo, 1 Todo überfällig.Revenue declining — 2 purchase gaps in 9 wks, 1 to-do overdue.
Letzter BesuchLast visit
27 MaiMay 27
Zuletzt bestelltLast order
Vor 5 Tagen5 days ago
Kundendetails ansehenView details
# 3920
Werkstatt Schmidt
B
-18 %
Umsatz Jan – Mar 2026Revenue Jan – Mar 2026
48.200 € vp.vs. 58.800 €
Schleifmittel seit 6 Wo nicht bestellt — sonst alle 3 Wo.No abrasives ordered in 6 wks — usually every 3 wks.
# 4815
Culinares Restaurant und Zubehör GmbH
Besuch planenPlan visit
Aufgabe anlegenCreate task
Aus Kunden im Fokus entfernenRemove from focus customers
Besuch planenPlan visit
Mo15
DiTu16
MiWe17
DoTh18
DoTh18
Fr19
UhrzeitTime13:30
Termin anlegenCreate appointment
Im Outlook-Kalender eingetragenAdded to Outlook calendar
9:40
Before the meeting

Prepare

In two minutes, your field reps know why the visit is worth it, what they can offer and where the potential lies.

Customer context
Sales trends, recent visits, notes
Open opportunities
Products that similar customers buy
Risks detected
Declines and missed reorders
Clear answers
to questions that come up in the meeting
RisikoRisk
Roller & Pinsel liegen 82 % unter dem VorjahrRollers & brushes are down 82% vs. last year
Im Vergleich zum Vorjahr kauft der Kunde deutlich weniger Roller, Pinsel und Farbwannen.Compared with last year, the customer is buying far fewer rollers, brushes and paint trays.
Mehr anzeigenShow moreWeniger anzeigenShow less
-82 %UmsatzentwicklungRevenue trend
Letztes JahrLast year
6.840 €
Jun 2024 – Mai 2025Jun 2024 – May 2025
Aktuelles JahrThis year
1.230 €
Jun 2025 – Mai 2026Jun 2025 – May 2026
800
400
JunDezDecMaiMay
ChanceOpportunity
Cross-Sell: LackeCross-sell: Lacquers
Weber kauft regelmäßig Wandfarbe (24.800 € seit Jahresbeginn) und Grundierungen, aber keine Lacke. Vergleichbare Betriebe geben 8.000 bis 15.000 € pro Jahr für Lackprodukte aus.Weber regularly buys wall paint (€24,800 year to date) and primers, but no lacquers. Comparable businesses spend €8,000 to €15,000 a year on lacquer products.
Mehr anzeigenShow more
LeitfadenTalking pointsWeber GmbH
Neuen Gesprächspunkt hinzufügenAdd talking point
ÜbersichtOverviewVorbereitenPrepareAufgabenTasks
Acto
11:15
In the parking lot

Ask

Reps ask questions in plain language, such as sales over the last six months. The answer is there instantly, with no call to inside sales.

Wie war der Umsatz der letzten 6 Monate?How was revenue over the last 6 months?
UmsatzRevenue
Umsatz in den letzten 6 MonatenRevenue over the last 6 months
Umsatz gesamtTotal revenue103.857,10 €
BestellungenOrders263
BestellwertOrder value439,23 €
Letzte BestellungLast order30.06.2026Jun 30, 2026
Was wurde zuletzt bestellt?What was ordered last?
AnalyseAnalysisKunde 5029Customer 5029
Frag mich etwas …Ask me anything …Frag mich etwas …Ask me anything …Wie war der Umsatz der letzten 6 Monate?How was revenue over the last 6 months?Was wurde zuletzt bestellt?What was ordered last?
12:20
After the meeting

Follow up

Reps simply talk through how the conversation went. Acto writes the visit report, creates the tasks and syncs both to the CRM. No typing needed.

Bericht per SpracheVoice reportDirekt ins CRMStraight to the CRM
Culinares Restaurant GmbH

DerThe Terminmeeting warwent super!great! KundeCustomer istis sehrvery zufriedenhappy mitwith derthe PremiumPremium BlendBlend Qualitätquality undand willwill aborder Q2larger größerevolumes Mengenfrom bestellen.Q2. BittePlease Meiercall anrufenMeier wegenabout derthe Sitzungsession vomon 14.04.Apr 14 undand fragen,ask wiehow dasthe Mustersample ankam.arrived.

13:49
12. Juni 2026June 12, 2026
Culinares Restaurant GmbH
Kunde war sehr zufrieden mit der Premium Blend Qualität. Möchte ab Q2 größere Mengen bestellen.Customer was very happy with the Premium Blend quality. Wants to order larger volumes from Q2.
AufgabenTasks
Meier anrufen und abklären, was in der letzten Sitzung vom 14.04. passiert ist.Call Meier and clarify what happened in the last session on Apr 14.
Nachfragen, wie das Muster vom 05.06. ankam.Ask how the sample from Jun 5 arrived.
Größere Mengen ab Q2 im Angebot vorbereiten.Prepare a quote for larger volumes from Q2.
Am nächsten Morgen fließt der Bericht in die Planung ein.By the next morning, the report feeds into planning.
Integrations

Your everyday companion in field sales

On a smartphone on the road or right in Outlook, Acto delivers revenue intelligence where your team already works.

Select a tool

Well prepared,
even on the road.

Weekly planning, key customer info at a glance before a meeting, a summary right after the conversation. Every Acto feature is at hand on the smartphone.

Mobile smartphone app of our field service software

Your sales brain, right in your inbox

Your team plans the week in Outlook. Acto adds customer information to the calendar and inbox. Meetings created in Acto land in the calendar automatically.

Umsatzintelligenz im Außendienst direkt in Outlook

An intelligence add-on for your CRM

Your team spots revenue potential, gets churn alerts and sees the next best action for every customer, right where they work.

Salesforce integration from Acto

Your AI sales assistant, right in Dynamics

Acto enriches your customer data with AI-based analysis and recommendations.

Microsoft Dynamics sales intelligence for field sales

Your AI sales assistant, right in SAP

Acto enriches your customer data with AI-based analysis and recommendations.

Microsoft Dynamics sales intelligence für den Außendienst
Cross-section
What Acto calculates

Inside: seven stages of computation.

Algorithms, machine learning models and AI agents work through every customer before a signal reaches your sales team.

How a signal is made
Technical drawing of Acto's predictive sales software: seven stages from data import to feedback loop
Parts list
  1. 01
    Data import
    Order, customer and product data
  2. 02
    Metrics
    Algorithms
  3. 03
    Risks and opportunities
    Machine Learning
  4. 04
    Context
    Large language model (LLM)
  5. 05
    Reasoning
    AI agents
  6. 06
    Output
    Outlook, CRM, Acto app
  7. 07
    Feedback loop
    Feedback from the sales team
View
What field sales sees

Outside: two minutes to the next meeting.

Field reps only see the result: which customer, why, and what to bring up. In Outlook, in the CRM or in the Acto app.

FAQ

Common questions about the field sales app.

Was ist eine Außendienst-App?

A field sales app, also called an outside sales app, supports sales reps on the road: pulling up customer data, preparing meetings, logging visits. Acto also shows which customers are worth a visit right now, why, and what matters in the conversation.

Muss sich unser Außendienst umgewöhnen?

Hardly. Acto runs where your field team already works: as a sidebar in Outlook, or in Salesforce, Microsoft Dynamics or SAP. Nobody has to open or maintain another piece of field sales software. Reps who prefer their phone on the road use the Acto app.

Nutzt der Außendienst Acto auch wirklich?

We measure that together. In the pilot, we agree on metrics up front, including daily usage, contact frequency, visits and revenue, and review them with you before Acto rolls out. Training and onboarding are included.

Muss der Außendienst jedem Vorschlag folgen?

No. Acto makes suggestions, and the decision stays with the rep. Reps who decline a suggestion give a short reason. Acto then pauses alerts for that customer and factors the reason into the next analysis.

Auf welchen Geräten läuft Acto?

As an app for iOS and Android, in the browser and as a sidebar in Outlook. Meetings your reps create in Acto land in the Outlook calendar automatically. Recommendations can also appear in Salesforce, Microsoft Dynamics and SAP.

Kann auch der Innendienst Acto nutzen?

Ja. Acto ist für alle Vertriebsteams gebaut, die proaktiv verkaufen, im Großhandel wie im Direktvertrieb von Herstellern. Soll Ihr Innendienst Kunden aktiv ansprechen, nutzt er Acto am Desktop im Browser oder direkt in Outlook und im CRM.

Muss der Außendienst Daten pflegen?

Only the visit report, and reps record it by voice after the meeting. Acto syncs it to the CRM. Acto analyzes all other data from your ERP and CRM every night.

Wie lange dauert die Einführung?

Typically 4 to 6 weeks until your sales team goes live, with less than three days of effort for your IT. Team training is part of onboarding.

Wie kommen unsere Daten zu Acto?

Via export, SFTP or database access, including from SAP, Microsoft Dynamics or Salesforce. Many customers drop a regular export on an exchange server. In that case, Acto does not access the ERP live.

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