Manage Customers

Keep all your customers organized in one place and view each one’s status and activity anywhere and at anytime. Organize customers by type, region, or customized settings based on your needs. Set visit quotas and schedules for each individual customer treating each one differently. Customer locations are all visualized and mapped out so you can plan your visits accordingly and efficiently.

Customer Visits

Schedule customer visits or assign visits any time anywhere. Customize your visitation steps and make sure your sales and field personnel follow all the correct steps and do the required tasks when visiting a customer. Location capabilities ensure that your employees made it to the correct locations and stayed there for a certain amout of time.

Do Audits & Manage Promotions

Allow your field team to do store audits and manage promotions. Set tasks and goals for individual stores during promotions and have auditors use customized steps to check if everything meets requirement.

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