Details and branches
Addresses, GPS locations, branches, contacts, channel and account type.
Mobile CRM · Customer 360
Everything you know about the customer—in the representative’s pocket.
Relationship history, people, locations, sales, visits, receivables, promotions, notes and opportunities come together in one profile that makes every visit better prepared and more consistent.
01
CUSTOMER 360
A complete customer profile
The representative does not need to call the office to understand the customer before the meeting.
Visit history
Every check-in with its notes, photos, results and next tasks.
Order history
Previous orders, recurring products, average basket and most recent purchase.
Invoices and receivables
Amounts due, overdue balances, payment terms and credit limits.
Collections
Previous payments, schedules, promises to pay, cheques and other collection methods.
Files and attachments
Contracts, photos, documents and signatures linked to the account.
02
GROWTH AND OPPORTUNITIES
Turn customer knowledge into a clear growth plan
Move from customer insight to consistent follow-up and measurable opportunities.
Leads
Capture potential customers from the field, map or company campaigns.
Opportunities
Expected value, stage, closing probability, competitor, product and next activity.
Onboarding
Checklists for creating a new customer and validating documents and data.
Segmentation
Classify by channel, size, potential, industry, territory or behavior.
Account scoring
A configurable priority score that guides the team’s time.
Dormant accounts
Find inactive customers and create automated recovery tasks.
03
FIELD RELATIONSHIP SERVICE
Serve the customer relationship in the field
The representative sees the full picture and can resolve more customer needs immediately.
Service requests and notes
Register a complaint or request and follow its status.
Appointments and follow-ups
Schedule the next call or visit and connect it to a clear reason.
Customer alerts
Due amount, opportunity, open issue, purchase decline or overdue visit.
Communication timeline
Notes, calls, messages and summaries in one unified timeline.
Internal collaboration
Comments and mentions between the representative, supervisor and operations team.
Customer satisfaction
A quick survey or rating after delivery, a visit or service.
See it in your working context.
A tailored presentation reviews the customer data, user permissions, document states and connection requirements relevant to this workflow.