Why

Your reps' eight requirements — track visits, book days, plan routes, take notes from the phone, upload shop photos, generate visit reports, pull client data from the ERP — are the textbook brief for a field sales / SFA (sales force automation) tool, not a lead pipeline. With 2–3 reps and 10–50 B2B accounts in rotation, the bottleneck is "what happened at the last visit and when do we go back", not "who's a hot lead". And the ERP already owns the customer master data — your CRM only needs to *read* it, not duplicate it.

What you actually need

1. Zoho Bigin with the mobile app (free for 1 user, ~$7/user/mo paid) — gives each rep a phone-first interface for logging visits, attaching shop photos directly from the camera, voice notes, and a "next visit date" field. Bigin connects to most ERPs via Zoho Flow or a simple webhook, so client records sync one-way from the ERP.
2. Google Maps Timeline + Bigin's "Activities" calendar view — reps plan the day's route in Maps, log each stop as a visit in Bigin with outcome (Ordered / No need / Educated / Follow-up). Free, already on their phone.
3. A habit — Friday 20-minute visit debrief — all three of you, screen-share Bigin's "Activities this week" view, mark every visit with a result and a next-action date. No visit closes without a next date.

Do this today

Sign up at bigin.com, create one pipeline called "Account Visits" with stages: To Visit → Visited → Follow-up Needed → Ordered → Dormant. Add custom fields: "Last Visit Date", "Next Visit Date", "Shop Photos" (file upload), "Visit Notes". Then have each rep install the Bigin mobile app and log their next visit live — photo, note, outcome, next date — before leaving the shop's car park. By end of week you'll have a real map of who's been seen and who's overdue.

What to ignore

Skip HubSpot Sales Hub and Salesforce Sales Cloud — both are built for inbound lead pipelines, not field visit logs, and you'll pay $50+/user/mo for features your reps will never open. Ignore anyone pitching Repsly, Badger Maps, or SalesRabbit until you've crossed 5+ reps — they're field-sales specialists but overkill at your size. Don't build a custom ERP module either; that's a 6-month project to solve a problem Bigin solves this week.

What doing nothing costs you

With 2–3 reps making untracked visits and no enforced follow-up date, you're losing reorder cycles you can't even count — a B2B account that doesn't get re-visited in 90 days quietly switches to a competitor's incense line and you never see the lost revenue on a report.

When to revisit this

When you hire a fourth rep or start running reps in a second region — that's when you'll need real route optimisation (Badger, Repsly) on top of Bigin.