Field-sales mobile CRM
A CRM that field reps actually use because it's built around their day — route plan, in-store visit checklist, order capture, signal-tolerant — not a desktop port.
Reps in the field are given desktop CRMs in a phone shell. They take notes on paper and enter them at home. Half never makes it in. Management thinks they have data; they have stories.
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Designed for the rep's day: morning route planner, in-store visit screen, order capture, end-of-day summary — in that order.
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Built offline-first so visits in a basement supermarket don't need a connection. Sync happens whenever signal returns.
- 03
Pre-populated the visit screen from CRM context: last visit, last order, open issues, photo notes — the rep walks in informed.
- 04
Implemented 2-tap reporting: visit done, outcome chip, optional voice note. No forms.
- 05
Wired manager dashboards: who visited what, where the route slipped, what stock the chain wants — same data, different lens.
“If your CRM is a desktop port, your reps are using paper. They just didn't tell you.”
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Reps capture visits in the field, not at home in the evening.
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Sales managers get truth instead of stories.
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Onboarding a new rep is hours, not weeks.
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Out-of-stock signal reaches HQ same-day, not next week.
Smart parking IoT system
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