Manage customer relationships with contact tracking, deal management, and task automation. Schedule follow-ups, send emails, and access sales reports. Sync data across devices and integrate with calendar apps.
Manage routes, track inventory, and invoice clients
Manage routes and track inventory by scanning products and assets. Create and send invoices, track sales, and access pre-sales data. Sync with DSD back-office system for real-time updates and compliance.
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.