Mobile CRM

Mobile CRM Software: Boost Your Field Sales Team’s Efficiency

Track and manage your field sales team closely even from miles away.

Build a Highly Productive Field Workforce

Automate, plan, track and monitor your agent’s daily sales routine

Get automated day plans

Let wpscrm plan your agents’ day for them. Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically.

Get meeting recommendations

Based on the agent’s location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.

Give intelligent upsell/cross-sell signals

The tool can use the customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agents.

Know what your agents are doing

Track all their calls and messages that they receive on their mobile device and analyze their overall productivity. Use their meeting history to know if they are meeting their targets.

Geo-fence their tasks

wpscrm will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.

Know the location history for your team

Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance travelled, and even the locations of every meeting.

Allow your agents to check in/out automatically

Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.

Detect fake location check-ins

Stop your agents checking in from false locations. For example, if they are in Boston, they cannot check in claiming that they are in New York City. You can also geo-fence their tasks to prevent fraudulent entries.

Distribute leads to your agents based on pincode

Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up.

Automatically navigate to the next meeting location

After the meeting is over, the app will automatically remind you where your next meeting is. Also, it will tell you the route you need to take to reach the location quickly.

Remind your team to log in meeting notes

After the scheduled meeting time, send an email to your field agents reminding them to log in meeting notes. This helps you to know how the meeting went, ultimately helping you take important sales and business decisions.

Simple mobile CRM system to speed up your document verification process

Your field team may need to collect documents from your customers for verification. Your field agents can easily upload multiple documents at a time for verification, and they can be instantly approved. This reduces the wait time and improves efficiency.

Know every move that your agents make

Get real-time updates of your agents’ location and the number of meetings that they have had. Look at the sales route that they have navigated, the miles travelled and the tasks that they have completed.