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How does your agent's day look like?
Get an overview of the meetings that have been scheduled for the day. Plan your route ahead to avoid haphazard sales trips.
Your agents can now quickly add logs of meetings that they have completed. Also, they can add notes on how the meeting went, and what goals were accomplished. No risk of information getting missed out!.
Everyone loves events. But, the process of adding contacts to your CRM from the countless calling cards you collected can be daunting. Let your team quickly add them as leads directly using the app, instead.
Who should they meet next?
Done with the day’s schedule and have time to spare? Then, your agents can easily look for leads nearby and schedule a quick drop-in. More meetings, more conversions..
Know when your agent started and ended their day, how many meetings he attended, the status of the meetings etc. Complete transparency ensured!
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Product Manager, Vedantu
Almost zero downtime on the service, really helps keep the efficiency. Lead distribution, task management, automated dialing for agents, one place all history of user are some of the benefits we have been able to realize. The best part is reports as its totally customizable from all ends.