Field sales enablement solution

Lead management, activity management and customer onboarding don't have to be complicated.

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LEAD MANAGEMENT

Lead Allocation

Instant and intelligent rule based allocation

Lead Scoring

Realtime lead qualification with auto scoring

Product Pipeline

Custom stages/pipelines for each products

SALES ACTIVITIES

Visits

Scheduler with calendar and reminders for visits

Log Calls

Log incoming & outgoing calls with duration

CUSTOMER ONBOARDING

Sharable forms

Build custom forms to fill from app or share outside

Documents

Doc management with version, stage & approval

Integrations

Integrate with third party tools to do underwriting

COLLABORATION

Connect

A secure & connected communication channel

Approvals

Send internal requests e.g. deviations with SLA

EMPLOYEE PRODUCTIVITY

Campaigns

Plan and assign sales campaigns with rewards

My Goals

Motivate sales team to sell more with goals

Broadcast

Send instant messages one-to-many e.g. training

GAMIFICATION

Leaderboard

Run your own sales premier leagues, daily

KPI & Insights

Compare the efforts put in by diff teams

Interested in running a pilot?

Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.

Streamline your sales operation with mobile first platform, schedule call with our expert today.

Customizable & flexible business-specific workflows built for all industries

Lending

Banking

Finance

Insurance

B2B

Manufacturing

Medical Devices

Healthcare