New customer information, product enquiries, preferred specifications and requested orders can be entered by your representatives while they are at the client’s location. The real-time status of all pending tasks can be viewed against each customer. This includes things such as order delivery and pending payments; all this can be seen on your mobile CRM software.
Managing day-to-day field sales operations requires meticulous planning and proper organization of the multitude of prospect opportunities. Our mobile sales CRM helps you create, manage and optimize a streamlined workflow for your on-field sales agents. The mobile app helps you assuredly cover and convert your on-field sales meetings into regular, paying customers.
A modern sales team needs to be able to closely collaborate and easily communicate with each other and also the headquarters. Our field sales app enables you to effectively manage interactions with prospects and also handle customer data. The mobile sales CRM lets the sales team have the ultimate mobility feature– that is to remain connected and accessible from anywhere at any time.
When on the field, access product catalogues, brochures and customer history and miscellaneous information to prepare yourself before a meeting. From your desk, deliver real-time updates about rate plans and product offers to your field sales representative’s smartphone using Kapture’s CRM App for Android.
Get notified of all newly received orders on a unified dashboard to approve or reject. Moreover, the notifications can be set to automatically be sent to the concerned teams for uninterrupted order processing. Seamless transition of orders is achievable.
Respective managers of all departments can set up and follow up on daily visits scheduled on the daily planner. Through the CRM mobile app, the concerned sales rep can view the daily meetings assigned on that particular day. You can also make sure that all the assigned meetings are being attended by your agents using the easy check-in and check-out options that the sales rep will log at the customer’s location using a smartphone.
Successful sales teams operate based on close collaboration and precise decision-making capabilities. The Kapture CRM activity tracker lets you track, follow and make calls about your sales progress across locations. The GPS-enabled CRM Mobile App lets you view real-time updates on sales rep locations, meeting progress, ongoing negotiations and even closures.
Individually tracking multiple sales processes at the same time can be quite a tedious task. Our CRM combines accurate real-time GPS along with sales reporting updates to follow and keep an eye on each sales representative. Records and reports are some of the benefits of Mobile CRM.
Create daily plans for individual employees to achieve a higher number of meetings with potential clients. Kapture CRM’s route planner lets you assign new meetings to any individual sales rep.
Now, on-field sales executives can view an existing customer’s location within a 3-kilometre radius. You can view customer-specific details such as frequency of visits, dates of visits, transactional history, etc. This allows sales representatives to plan their upcoming visits.
Your order payment status – paid or pending – is automatically updated through Kapture mobile CRM tools. Cash or cheque payments can be verified by taking mobile screenshots and uploading them directly to the database.
Kapture CRM’s field tracking software allows your sales representatives to mark their attendances remotely from a smartphone or tablet. Also, the GPS-based location tracking and time stamp convey the accurate location of your sales employees at all times.
Ensure that there are no hiccups in the sales process and let your field representatives stay connected on a cloud-enabled chat system - Kapchat. Miss out on nothing with daily sales reports, performance reports and more updates on the free mobile sales CRM.
Establish communication with your entire team using the unified CRM platform. You can also make use of the CRM mobile app to communicate with your headquarters and vice versa whenever you wish.