Mobile CRM App to Build a Highly Productive Field Workforce

Automate, plan, track, and monitor your agent’s daily sales routine

Automatically distribute leads

Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up. 

Manage sales territory

Set up sales territories and accordingly assign leads to your field reps. Geo-fence their tasks to reduce fake location check-ins and falsified meeting logs.

Track agent’s GPS location

Get real-time updates of your agents’ location. Look at the sales route they have navigated, the miles traveled, and the tasks they have completed en route.

Nudge and notify

Notify sales reps about new leads and tasks assigned, which they can complete en route.

Track team performance

Manage attendance, track target vs. achievement, and analyze the productivity of your team members based on the activities and tasks posted by them.

Enable Your Reps to Make a “SMART” Move!

Help your sales agents work smarter and enable a transparent process for all.  

Allow your agents to check in/out automatically

Your field agents can check in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.

Send automated beat plans

Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically. 

Give meeting recommendations

Let your agents identify nearby leads, and get directions to the meeting location based on their current location.

Help them collect documents, log meeting notes

Reduce paperwork. Let your agents scan and upload documents from the mobile CRM app. Log meeting notes instantly to ensure important information isn’t missed.

Sync automatically

Help your agents work effectively even in low/no network areas. The app syncs all the information once the agent gets access to the internet.