From the first knock to the final payment β mapping, tracking, CRM, territories, and analytics on one connected platform for field sales.
Field Execution & Tracking
Visualize your entire sales territory on a Leaflet-powered interactive map. Color-coded pins show lead statuses at a glance.
Learn more βπSee where your field agents are in real time on a live map. Overlay territories to verify coverage and monitor check-ins.
Learn more βπ£οΈPlan optimized multi-stop routes for field agents. Algorithmic route optimization saves drive time.
Learn more βπͺLog every visit to a prospect with timestamped passage records. Built-in analytics reveal visit patterns.
Learn more βSpatial Intelligence & Property Data
Search for businesses and addresses near any location and instantly convert results into leads or territories.
Learn more βπLook up detailed property information β owner name, property value, lot size, and more β directly from the map.
Learn more βποΈQuery building footprint data within any drawn area. Save calculations for future reference.
Learn more ββοΈEstimate solar panel potential for any building using map-based queries. Perfect for solar sales teams.
Learn more βCRM & Sales
Capture, organize, and nurture every prospect from first knock to closed deal. Create leads manually or import from Excel.
Learn more βπMove beyond lead lists into full CRM deal management. Create multiple customizable pipelines with drag-and-drop Kanban boards.
Learn more βπSchedule and manage field appointments with an integrated calendar view. Link appointments to leads and never miss a follow-up.
Learn more βπ¦Import leads from Excel with a guided template. Export filtered lead data to Excel with column selection.
Learn more βπ§©Create custom fields from the web dashboard β instantly available on the mobile app with multiple field types.
Learn more βTerritory & Team Operations
Draw, assign, and manage sales territories with powerful geofencing. Set performance goals per territory and assign agents.
Learn more βπ₯Organize your field force into teams with clear hierarchies. Assign leads and territories to teams.
Learn more βπ§βπΌAdd agents individually or invite them via email link. Control what each user can see and do with granular permissions.
Learn more βπDefine custom roles with fine-grained permissions for both web and mobile platforms. Control access to every feature.
Learn more ββ±οΈTime tracking with clock-in/clock-out, detailed reports, shift scheduling, and compliance reporting.
Learn more βAnalytics & Mobile
A command center for your sales operation. Real-time KPIs, interactive charts, and activity feeds give managers instant visibility.
Learn more βπ±Works online and offline β auto-syncs when connectivity returns. Real-time tracking and a one-thumb interface for the field.
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