Alphatac Advisor

FA3

About this app

Take your field-sales performance to the next level with Alphatac Agent App, the mobile-first CRM built for busy agents. Capture more opportunities, close deals faster, and stay motivated with gamified rewards—all from the palm of your hand.

1) Intuitive Home Dashboard
• At-a-glance metrics: leads, deals won/lost, revenue breakdown
• Gold-point summary: track and redeem your rewards

2) Leads & Deals Management
• Create and qualify leads on the go
• Move deals through custom stages with a single tap
• Update statuses and revenue values in real time

3) Contacts & Downline
• Maintain rich contact profiles with photos, addresses, and notes
• View and manage your team or downline structure for network growth

4) Tasks, Calls & Meetings
• Schedule to-dos, log call outcomes, and book meetings
• Auto-reminders ensure you never miss a follow-up

5) Daily Quiz, Missions & Rewards
• Quick daily quizzes to boost product knowledge
• Mission challenges to earn extra gold points
• Redeem points for exclusive perks and incentives

6) Leaderboard & Performance Insights
• Compete on the leaderboard with colleagues
• Track weekly and monthly rankings
• Filter performance by date, region, or team

7) Sales Reporting
• Visual charts for sales volume, pipeline health, and client engagement
• Customizable filters help you uncover actionable insights

8) Featured Menus & One-Tap Actions
• Core modules—Leads, Deals, Contacts, Tasks, Calls, Meetings, Schedules, Downline—are one tap away
• Central “+” button for instant record creation

Why Choose Alphatac Agent App?
Alphatac Agent App consolidates every tool you need for field selling:

Boost Productivity: Automate routine tasks and free up time for selling

Enhance Engagement: Gamify learning and rewards to keep your team motivated

Drive Revenue: Focus on high-value activities with clear performance metrics

Stay Organized: Centralize all interactions and follow-ups in one secure platform

Ready to close more deals and earn more rewards?
Download Alphatac Agent App now and transform the way you sell—anytime, anywhere!