Track field force activities in real time with geo-tagged CRM data, customer information, and photos. View schedules, work time, and routing details. Organize photos and data by time and location.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Manage work orders and view job tasks and safety plans. Track inventory and access asset information. Submit and approve tasks offline with real-time sync when connected.
Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.