Efficiently manage and track activities, travel, meetings, and more of your entire field workforce with Mobile CRM.
Make your field reps super-productive by organizing their day and route plans. Your agents would always know their work for the day, along with the most ideal routes planned for them. This allows them to concentrate on meeting more clients, and closing more deals, rather than planning their day.
When new leads come in, you can easily distribute them to your field agents based on their availability, zip code, product, etc. You can also set tasks and meetings for the leads and assign them to your field agents.
With instant notifications on the app, your agent will know that the new lead/task is assigned to him and can contact the lead instantly.
After every meeting is completed, automatically remind your agent to add the notes of the meeting. Through smart geo-tracking and activity tracking, you can set these reminders.
The meeting logs will help your higher management get insights into how the meeting went, and what the customer is looking for from your business. It will also allow the field agent to make more efficient follow-ups as he will have a point of reference for his next meeting.
All incoming calls, SMS, and online channels can be captured as leads easily on the mobile app. No need for your agents to wait to reach the office and then add new leads from their call history or text inbox.
Instantly add new leads you meet on the field using the mobile app. Your agents can also edit and change lead details on the go.
Our mobile app allows agents to continue with their work with poor/ without internet connection. Field agents can continue to add leads, update meetings, enter meeting notes, and make calls even without the Internet.
Know the sales route that your agent has taken for the day. Get reports on the meetings that he has attended and the status of these meetings. Know when your agent started his day, the number of meetings he has completed, and the meetings he missed, if any.
These reports not only help you keep a check on your team but also helps you gain insights into the productivity of your field team and the quality of their meetings.