Field Sales Software Features

Activity Dashboard

Dashboard to view activity

Contact Management

Store and find contact information such as names, addresses, and social media accounts

CRM

Integrate with your customer relationship management software to better connect all aspects of your business, especially your customers

Customer Database

Searchable repository of information about clients

Dispatch Management

Manage sending personnel and resources to a site as needed

GPS

View team, job, equipment and vehicles locations on a map

Lead Capture

Automatically identify and save contact information for potential customers

Lead Management

Store information about leads and contacts and track them through the sales process

Mobile Access

Access the software remotely via mobile devices

Payment Collection in the Field

Swipe a credit card or manually process payments while with the customer in the field

Reporting & Statistics

View and track quantitative data

Route Optimization

Plan the most time and cost effective routes for drivers / field staff

Sales Activity Management

Define, track, and automate sales activities and sales processes

Territory Management

Organize customer data and accounts by user or geography

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