Field Kit puts everything your reps sell on one page on their phone. Two taps sends the right link to the person in front of them, and every lead saves itself to your CRM and starts the follow-up.
Your reps meet people all day: on doorsteps, at events, over coffee, on the phone. Most of those conversations never make it into your CRM, and the follow-up depends on someone remembering.
Said with the best intentions. Forgotten by the next stop.
Old bookmarks, buried emails and screenshots, while the prospect waits.
Business cards ride around in the truck for a week, then go in the trash.
Later never comes. The lead exists only in the rep's head.
Different links, old pricing, off-brand texts. Nobody's sure what's current.
No way to see who talked to whom, what they sent, or who's hot.
Built for the 20 seconds before the conversation ends.
Two fields at the top of the page, plus Hot, Warm or Cold with one tap.
~5 secondsPick one product or several. A friendly, on-brand text is written for them, booking link included.
~5 secondsThe text goes from the rep's own phone, and the lead lands in your CRM, tagged and in your pipeline, with follow-up already running.
0 seconds of data entryYour products, services, booking pages and calendar on one page.
Openers change for a booth, a mixer, a doorstep or a call.
Interested in two things? Tap both and send one message.
Loud room? They scan the rep's screen and they're on your page.
One scan saves the rep's name and number to their phone.
Key points for every product, right where the rep needs them.
Pricing and objection guides for your team only. No send button.
Hot, warm and cold leads each get the right next step, and stop the moment they reply or book.
Leads wait on the phone and sync the second the rep is back online.
It installs on the home screen with your logo, like an app.
Change a price or link and every rep's kit updates instantly.
Contact, notes, tags and a pipeline deal, assigned to the rep who met them.
Canvassing, solar, roofing, pest
Estimators and techs on site
Booths, expos, conferences
Insurance, real estate, financial
Reps visiting accounts
Booth Brain captures every badge at your booth. Field Kit catches everyone else: the hallway chat, the after-party, the follow-up call. Same CRM, same follow-up, nothing slips.
Scan badges, record a voice memo, and AI writes up every booth lead.
Send the right link to anyone, anywhere, and log the lead.
No app store, no hardware and no long contract. Annual plans get two months free.
One rep or an owner who sells.
+ $297 one-time setup
For sales teams of up to 5.
+ $497 one-time setup · extra reps $25/mo
Field Kit Team + Booth Brain.
Setup waived · Booth Brain passes $149/show
Runs on the Follow-Up Pathway System. Texts send from your reps' own phones; automated follow-ups send from your business number.
No. Field Kit is a web page that installs on the home screen with your logo, so it opens like an app. It works on iPhone and Android.
We do. You tell us your products, links and reps on a short form, and your team is using it within a day.
The first text comes from the rep's own phone, so it feels personal and gets read. Automated follow-ups come from your business number in Follow-Up Pathway.
Anytime. Update it once and every rep's kit changes instantly. No new app versions, no re-sending links.
Keep going. Leads wait on the phone and sync automatically as soon as there's a connection.
Yes. Field Kit stands on its own. Booth Brain is an optional add-on for companies that exhibit at shows.
In 20 minutes we'll show you a Field Kit built around your own products, send a test lead to your phone, and map out setup for your team.