Mobile appSell from the field. Update from the phone.
Your field team keeps the CRM up to date from where the work happens: calls, visits, notes, attendance and quotations, all from the phone.
01 — What the app does
What the field team needs, and nothing they don't.
Six things your salespeople do every day, made quick enough to do on the spot.
Calls and call tracking
Calls to and from leads are tracked, and the Android calling app keeps the follow-up history complete.
Visit tracking and selfie attendance
Meetings and visits are tracked by location, with a selfie check-in for teams that start the day on site.
Meeting notes and recording
Update the lead and add notes straight after a meeting, and record the meeting audio for a reliable reference.
One-tap WhatsApp, SMS and email
Message a customer from the lead itself, in one tap.
Quotations and orders on the move
Create and send a quotation or a sales order from the phone while the customer is still interested.
Mobile dashboard
Each person's numbers and targets on their phone, and the team's for the manager.
02 — A day in the field
From the first visit to the manager's report.
Start of day
Mark attendance at the first visit, with location or a selfie.
At the meeting
Update the lead and add notes while the details are fresh.
Before leaving
Send the quotation on WhatsApp from the phone.
On the move
Call the next lead from the app; the call is tracked.
End of day
Visits, calls and updates are already in the CRM for the manager.
03 — FAQ
Questions about the mobile app.
Yes. There are apps for Android and iPhone, plus a calling app for Android. The team can update leads, add meeting notes and record meetings, track visits with selfie check-ins, message customers in one tap and send quotations and sales orders from the phone. Live location tracking is available as an add-on.
Book a free demo. We walk through the CRM using the way you sell today, set it up for your team, move your existing customer and lead lists in from Excel, and train your team on-site or online.
Yes. Add users, teams and branches, set roles and decide who can see and change what, down to individual fields and buttons.