With tracking, KPI's, workflow & mobility, your sales team is better equipped to reach their targets.
CRM & Sales:
- Capture new leads & prospects
- Search for nearby customers based on your Geo location
- Manage your customers, sales, call logs & appointments on the go.
- Add voice notes to call logs and meeting minutes
- Create new quotes, view and send
- Track your daily travel
- Auto track your hours worked each day
- Capture time against projects and work codes
- Set billing status
- Capture notes on each timesheet
- Capture, view and approve expense claims
- Take photos of your slips and receipts and attach to your claims