Find the opportunity
Create or discover leads, qualify them in CRM and keep ownership and follow-ups clear.
The app follows the field-sales day from the first opportunity to the next reorder, with each step carrying context into the next.
Create or discover leads, qualify them in CRM and keep ownership and follow-ups clear.
Group customers and leads into a workable day, then open Route Day when the team is ready to move.
See profile details, previous activity, tasks, catalogues and order history before the conversation starts.
Work with the customer-specific assortment and price context instead of a generic catalogue.
Scan, photograph or browse. Review quantities and product matches before anything becomes final.
Follow order status, complete tasks and turn previous orders into the start of the next draft.
Downloaded information stays readable. Supported work is queued in the approved encrypted offline model and synchronised when the connection returns.
See the complete flow in your own sales setup. ↗