Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
The app automates field processes for sales representatives and merchandisers, eliminating manual paperwork. It improves data quality through electronic collection methods like surveys and product scans, and allows for picture and signature capture.
