Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
by Terros, Inc.★ 4.464 ratingsBusinessFreeData updated 2026-09-06
The app provides a unified platform for sales, marketing, and customer service teams. It aims to enhance sales efficiency, boost marketing effectiveness, and deliver optimized customer service.
Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
Manage time cards, earnings, and commissions. Track work orders, estimates, invoices, and jobs. Access inventory, promotions, and a customizable dashboard. View customer information and manage pricebooks. Sync data across teams for real-time updates.
Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
Manage contacts and automate follow-ups through a centralized CRM system. Use an AI assistant for instant, multilingual responses. Schedule and send marketing emails with intelligent automation. Track leads and receive real-time updates.
Manage leads and respond to texts from your phone. Receive push notifications for updates. Access sales and marketing automation features. Subscribe to Starter, Advanced, or Pro plans for additional functionality.
Track inventory with barcode scanning and package tag reading. Set up approval processes for discrepancies. Transfer items between locations and rooms. Sync data in real-time for accurate inventory updates.
Manage team communications and member interactions. Track membership dues and organize events. Share updates and announcements. Access project details and collaborate remotely. Monitor progress and adjust plans as needed.
Elevator inspectors, door-to-door salespeople, and park bench repairmen use the to submit forms, photograph work, and document tasks. Features include offline data entry, form customization, and syncing with a central server.
Create and send sales orders instantly. Access a digital product catalog and customer details. Track KPIs, manage invoices and payments. Plan routes and generate daily reports. View real-time sales data and manage team performance.