Tracking Of Field Sales Activities And Boost Sales Reps Productivity:
Sales routes visualization, order/invoice creation, open invoices list and record of payments, inventory & pricing information.
Avoid Orders/Invoices Errors By Creating Them In The Field With Your Customer:
No need to type them twice. Everything you create on the app will be securely synchronized to the cloud and then to QuickBooks®. No need to type them twice. Add items, discounts and comments to the order or invoice for your customers while you are visiting them.
GPS Tracking, Routing And Customer Location:
GPS tracking will help you to improve your sales routes, increasing your team performance. Visualize your customers in a map and define territories for your sales reps.
QuickBooks Online & QuickBooks Desktop Integration:
Synchronize invoices, customers, sales reps, products, open invoices, and received payments with a single click or turn the automatic sync option on.
The Real Time Big Picture Of Your Sales Team:
Be aware of what is going on in real time. This dashboard will help you to see and analyze the day to day activities of your sales team.
Get Reports, Charts And Analytics:
Export data to excel or visualize it with our dynamic reports feature where you can filter and analyze the data easily. We will keep adding more reports for free.