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Sales Model

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Mobile-first platform designed for sales in the field
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Full Cycle Sales Reps

Stay organized as you engage with accounts across different stages in the customer lifecycle.

  • Automatically track all your sales activity up and down the sales funnel
  • Stay organized in the field, performing the right activities to the right account
  • Automate time-consuming admin work
  • Integrate with your CRM (or don’t)
  • Prioritize leads when it's time to prospect

Account Managers

Easily keep track of your efforts in the field with every customer

  • Automatically track /access all your customer communications and account history
  • Automate time-consuming tasks and admin work such as mileage tracking, routing, and CRM data entry
  • Access product catalogue info by integrating with your ERP / CRM (read-only)
  • Find new qualified leads if/when you need to build your book of business

Now you can save your reps hours of selling to bad prospects, dramatically increasing their chance of success

Canvasser / Closer

Never miss a beat as you handoff leads from canvasser to sales reps.

  • Instantly set appointments from the field or virtually and smoothly pass along notes from canvassers to reps
  • Automate time-consuming tasks such as activity logging, redundant messaging, etc.
  • Increase customer engagement across multiple channels of communication
  • Keep lead data and activity history if reps leave the company
  • Laser focus prospecting efforts by filtering by 50+ attributes

Now you can save your reps hours of selling to bad prospects, dramatically increasing their chance of success

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