MOBILE CRM

Simplifying Customer Relationship Management

Manage all your customer data in one place. FieldPro allows your field workers to collect detailed customer information, including contact details, preferences, and activity history, which is then synced across devices for consistent, up-to-date insights. Customer Management is streamlined to ensure your field workers have everything they need for personalized interactions.

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Key aspects of FieldPro mobile CRM

Comprehensive customer management

Manage all your customer data in one place with FieldPro’s CRM mobile apps

FieldPro allows your field workers to collect detailed customer information, including contact details, preferences, and activity history, which is then synced across devices for consistent, up-to-date insights

Customer Management is streamlined to ensure your field workers have everything they need for personalized interactions.

Effective visit planning for maximum impact

Plan your customer visits seamlessly with Visit Planning tools that help structure daily tasks.

Your field workers will have clear schedules, and each visit is mapped out with time-optimized itineraries, ensuring that visits are not only efficient but also aligned with your business goals, ultimately benefiting the sales team.

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Capture and validate customer visits with real-time geo-checking

Every visit by your field workers is verified in real time with FieldPro’s Geo-Checking feature to ensure they’re at the customer’s location before starting.

Every visit by your sales reps is documented instantly with FieldPro’s integrated Customer Visits feature

Field workers can capture real-time notes, take photos, update customer records, and validate their presence through geo-checking, ensuring accurate and verified data. This keeps your database current and reliable for informed decision-making.

Route optimisation for efficient customer visits

FieldPro’s mobile CRM system optimizes the routes for your field workers, ensuring they spend less time traveling and more time engaging with customers

Our Route Optimisation feature reduces transport costs and improves overall productivity by calculating the fastest, most efficient paths between customer locations.

Customer maps for geo-driven decisions

Using Customer Maps in a mobile CRM solution, your field workers can visualize customer locations on a mobile or web map, optimizing their travel routes and increasing efficiency.

Geographical Coverage Optimisation allows agents to visualize territories and ensures they are always on track to meet their visit goals.

Performance dashboards for actionable insights

Monitor order and delivery performance in real time with user friendly dashboards

Track KPIs such as delivery timelines, driver efficiency, and sales trends to identify areas for improvement and optimize operations.

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Transformation tools for flexible data processing

Leverage transformation tools to process and format data as it moves through your workflow.

Whether it’s converting data types, aggregating results, or reformatting reports, FieldPro provides flexible transformation options that suit your specific needs.

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How it works: efficient mobile CRM software for field teams

FieldPro’s mobile CRM systems streamline your field operations by providing:

Customer Management that centralizes customer data in one place.

Visit Planning tools for structured customer visits

Route Optimisation that minimizes travel time.

Customer Maps that help navigate visits and territory coverage efficiently.

Real-time synchronization between mobile and web platforms.

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Benefits of mobile CRM for customer management

In today’s fast-paced business environment, effective customer management is crucial for building strong relationships and driving satisfaction. A mobile CRM like FieldPro enhances your ability to manage customer interactions with key features like real-time data sync, improved customer engagement, and automated reporting.

Real time data sync:

FieldPro syncs customer data across mobile and web, keeping your team aligned with real-time updates and fewer errors.

Improved customer engagement:

FieldPro helps field workers plan structured visits and access customer information instantly, so they can deliver better service.

Automated reporting:

FieldPro automates reporting on customer visits, giving managers instant insights to track performance and act fast.

SOLUTIONS

Who benefits from our mobile CRM feature?

Optimized team and customer data management

FieldPro’s CRM feature provides managers with real-time visibility and tools to streamline operations. They can:

Plan visits effectively: prioritize customers and optimize itineraries using Route Optimisation and Visit Planning tools.

Analyze performance: access detailed dashboards to track team productivity and customer metrics.

Make data-driven decisions: use accurate, up-to-date data to adjust strategies and respond quickly to market needs.

For field workers: increased autonomy and efficiency

FieldPro’s mobile CRM systems streamline your field workers leverage the CRM to better prepare and maximize their impact during customer visits. They can:

Access customer data: view detailed interaction histories, previous orders, and key performance indicators at a glance.

Record activities seamlessly: log field activities directly in the app, eliminating manual entries and reducing errors.

Save time: utilize Route Optimisation to minimize travel time and focus on building stronger customer relationships.

Ready to enhance your field operations?

Start your free trial today and see how FieldPro can revolutionize your Field Team Management. Or, book a demo with one of our experts to learn more about how FieldPro can meet your business needs.

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Frequently asked questions

How does FieldPro optimize travel routes for field workers?

By using Route Optimisation, FieldPro calculates the most efficient routes for your field workers, reducing travel time and fuel costs, and ensuring that each visit is completed in the shortest time possible.

Can I manage customer relationships from my mobile device?

Yes, FieldPro’s Mobile CRM app provides field workers with the tools they need to manage customer interactions on the go, including capturing customer data, scheduling visits, and updating customer records in real time.

How does FieldPro help plan customer visits?

Visit Planning tools allow you to schedule and organize visits based on priority and geography. The app helps optimize routes and ensures that your field workers are always prepared with up-to-date customer information.

Can I visualize customer locations on a map?

Yes, FieldPro includes a Customer Maps feature that helps field workers see where their customers are located, making it easier to plan their daily routes and maximize efficiency

How does FieldPro improve customer engagement?

FieldPro allows you to engage customers directly after visits by sending automated SMS or email notifications, ensuring continuous interaction and transparency throughout the customer relationship.

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Field team management

Follow in real time your field team activities with our easy to use and offline mobile application. Make them more productive and autonomous.

Mobile app

Easily equip your field team activities with our powerful mobile app that works without internet.Streamline customer interactions with our intuitive user-interface.

Real time dashboard

Get the best Field Sales Software with feature-rich, real time dashboards. See sales performance and data metrics at a glance, no need for endless spreadsheets.