The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Manage client interactions with contact tracking and communication tools. Schedule appointments and send notifications. Monitor listings with detailed property information. Track sales progress and generate reports.
Manage contacts and sales opportunities to track customer relationships. Log business visits and generate visit reports. Reduce administrative tasks to focus on selling. Sell products directly from the iPad.
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.