More sales, less effort
Start, explore and have more time for new customers immediately.
Create and share visit reports easily while you are in meetings with your customers. You will always start with a structured template containing topics and tasks. All reports are automatically structured and formatted. A structured input dialog makes up the structure of the report and ensures efficient data entry. For understanding you can use photos or drawing with the Apple Pencil.
After completion, you share it with the people in your company and with your customer.
All the relevant information about your contacts is quickly available thanks to the optional synchronization with your address book.
Tasks can be created with or without reference to a report. As a result all persons involved in the sales process are always at the same level of information.
Reports, tasks and notes are summarized per customer and displayed on your dashboard. You will always have an eye on unresolved tasks and unfinished reports.
Set up teams
Import contacts from your address book or add them manually. Use sales and project teams to share reports to multiple people without having to add each name one at a time when creating a report.
The members are chosen from your contacts. For visual differentiation each team has its own color.