Plan visits by plotting customer and equipment locations on a map. Search nearby customers for opportunistic visits. Register sales information linked to customer data. Sync with external maps and input notes directly.
Create with custom names and categories. Add progress updates manually or via recurring intervals. View goal completion percentages and track overall progress over time. Set reminders and edit goal details as needed.
Access and view secure documents offline or online. Annotate and share comments with teams. Sync board books, training materials, and sales brochures. Manage access to and stay updated on sales activities.
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.
