Empower Your Field Agents: Fuel Field Sales Efficiency

• Proximity-based lead discovery Identify nearby leads and get directions to meeting locations.
• Document management Reduce paperwork by scanning and uploading documents within the mobile CRM app.
• Seamless data sync Work effectively even in low/no network areas. The app syncs data automatically when online.
• Effortless check-in/check-out Field agents can check in and out automatically, eliminating manual efforts.
• Automated beat plans Receive smart meeting recommendations and optimal travel routes for maximum productivity.
• Proximity-based lead discovery Identify nearby leads and get directions to meeting locations.

Features for Field Sales Success: Unveil the Potential of Our Outside Sales CRM

Effective territory management

Strategically define and fine tune your sales territories to maximize the efficiency of your entire field sales journey, from prospect engagement to conversion.

Live GPS tracking

Monitor field agents’ real-time locations, routes, and task completion for enhanced performance evaluation.

Instant notifications

Keep your sales reps informed about new leads and tasks for on-the-go execution.

Streamlined lead distribution

Automatic assignment of leads to field agents based on their territories. Real-time notifications and tasks for timely follow-ups.

Comprehensive team analytics

Track attendance, target achievements, and team productivity based on activity data.