Advantive Field Sales

C
C tier on Field Sales SoftwareScore 6.3 · #9 of 30
Android app
Yes
Free plan
No
Runs on
Android, iOS
advantive.com
The Advantive Field Sales homepage

Summary

Advantive Field Sales is Advantive’s mobile field sales software for distributors and mobile sales teams, identified as Opmetrix. It helps reps plan visits and routes, see live GPS location and call coverage, and work with customer information offline. Reps can record notes, contact history, photos, tasks, surveys, and sales goals, and process orders, invoices, quotes, credits, and returns online or offline using pricing, stock, and sales history. Retail execution features track product range, shelf share and position, facings, pricing, promotions, and compliance, with photo proof. Advantive says Opmetrix connects to more than 30 ERP systems, can sync master data, pricing, and inventory, and supports custom integrations. Dashboards, Power BI integration, and an OData feed support analysis. Its B2B eCommerce module adds a branded customer portal with account-specific pricing, stock visibility, and order history. The product is paid, with pricing on request; Advantive offers a free 20-minute call and tailored live demo, not a stated free trial.

Who it is for

It suits distributors and mobile sales teams, including mid-sized wholesalers and distributors, that need field reps to plan visits, handle transactions, and track retail execution. It is also relevant to teams needing offline access or ERP connections.

What is good

  • Offline access to customer records and transactions
  • Supports route planning and visit check-in tracking
  • Tracks retail compliance with photo proof
  • More than 30 ERP integrations stated
  • Includes dashboards and Power BI integration

What to know first

  • Paid product with pricing on request
  • No product trial duration is stated

Verdict

Opmetrix combines field visit planning, sales transactions, and retail execution in a mobile sales platform. Buyers should request pricing and use the offered demo to assess fit.

Advantive Field Sales plans and pricing

All plans
Opmetrix Field Sales Not published Pricing requires contacting Advantive; no public price listed advantive.com · 7 Oct 2026

Compared on field sales software

Visit planning
Yesadvantive.com
Territory management
Yesadvantive.com
Route optimization
Yesadvantive.com
Order capture
Yesadvantive.com
Offline mobile access
Yesadvantive.com
Visit check-in tracking
Yesadvantive.com

Facts

Product identity
Advantive identifies Opmetrix as its mobile field sales software for distributors and mobile sales teams.advantive.com · 7 Oct 2026
Route planning
Opmetrix supports static and dynamic routes, map-based scheduling, live GPS tracking, and call coverage visibility.advantive.com · 7 Oct 2026
Customer records
Field reps can access customer data offline and record call notes, contact history, photos, tasks, surveys, and sales goals.advantive.com · 7 Oct 2026
Sales transactions
Reps can process orders, invoices, quotes, credits, and returns online or offline, with real-time pricing, stock, and sales history.advantive.com · 7 Oct 2026
Retail execution
The software tracks product range, share of shelf, facings, shelf position, pricing, promotions, and compliance, including photo proof.advantive.com · 7 Oct 2026
ERP integrations
Advantive states Opmetrix has 30-plus ERP integrations, syncs master data, pricing, and inventory, and supports custom integrations.advantive.com · 7 Oct 2026
Analytics
Opmetrix offers rep and management dashboards, Power BI integration, and an OData feed for external analytics connections.advantive.com · 7 Oct 2026
Customer portal
Its B2B eCommerce module provides a branded self-service portal with account-specific pricing, stock visibility, and order history.advantive.com · 7 Oct 2026
Support and training
Advantive describes dedicated support, on-demand training resources, tailored training sessions, and ongoing product enhancements for Opmetrix.advantive.com · 7 Oct 2026
Target customers
The maker describes Opmetrix as field sales software for distributors and mobile sales teams, and its demo page calls it a fit for mid-sized wholesalers and distributors.advantive.com · 7 Oct 2026
Pricing and trial
The product page offers a demo and does not state a subscription price or trial duration.advantive.com · 7 Oct 2026
Mobile platforms
The Opmetrix Help Centre says its app is available in the Apple, Android, and Windows app stores.help.opmetrix.com · 7 Oct 2026
Security
Advantive's security FAQ says the Advantive ONE platform supports SSO and MFA and uses role-based access controls; it does not identify those statements as Opmetrix-specific.advantive.com · 7 Oct 2026
Core workflow
The product gives field reps customer, product, pricing, and order data and supports transactions including orders, invoices, quotes, credits, and returns.advantive.com · 7 Oct 2026
Offline use
Opmetrix supports offline access to customer data and lets reps process transactions with or without an internet connection.advantive.com · 7 Oct 2026
Integrations
Advantive states that Opmetrix can sync master data, pricing, and inventory with ERP systems and import sales transactions into the accounting system.advantive.com · 7 Oct 2026
Who it serves
Advantive describes Opmetrix as field sales software for distributors and mobile sales teams, including mid-sized wholesalers and distributors on its demo page.advantive.com · 7 Oct 2026
Demo
Advantive offers a free 20-minute call with a product expert and a live demo tailored to industry requirements; this is a demo offer, not a stated free product trial.advantive.com · 7 Oct 2026
Platform access
Advantive describes Opmetrix as a mobile sales platform and says its self-service portal works on phones, tablets, and desktops; it does not name specific operating systems on these pages.advantive.com · 7 Oct 2026

Company

Founded
2022advantive.com · 28 Sept 2026
Headquarters
Tampa, Florida, United Statesadvantive.com · 28 Sept 2026

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