This cloud-based lead tracking solution will help your business do a number of things, including automate sales reporting operations in real-time. The software’s key features for your field salespeople include Google calendar integration, customer tracking, email synchronization, multiple routes support and so much more. The mobile app was made for field salespeople and staff has features for field reps and their managers.
CRM Manager Features
For managers, CallProof offers lots of features that will save time and help them monitor their field reps. Features include seeing all calls from the team, seeing all appointments for the day, importing/exporting customers into the database easily, automatically geocoding businesses address, plotting customers on a map, extensive reporting of activities, activity log for sales people, recording calls and Wufoo integration to create custom forms and store customer information.
Sales Field Rep Features
As the best mobile lead tracking software for your iPhone or Android phone, sales field reps will benefit from a number of features, including directions for your destination, Goolge calendar integration, seeing closest customers based on your location, adding new clients automatically, checking into appointments, seeing Google Streetview before you get there, email synching, seeing customers needing follow up via daily email and so much more!
There are three different pricing tiers that are based on a monthly subscription, with all three featuring customer service support via email and phone. The Lite package is only $10 a month per user and doesn’t offer all of the app’s features, but will include things like unlimited contacts, Google Business Integration, Customer Mapping, Appointment Check-In, Call Tracking, Sales Territory Assignment and more.
The Forms Plus package is $30 a month (but with an annual rate goes down to $22.50) and features everything from the Lite package, including GPS Tracking, Import/Export Features, and Unlimited Custom Forms with Imaging. Finally, there’s the biggest package, which is the Pro, and that runs for $45 a month per user but there are volume discounts that you can get if you purchase so many users per month. Extras for this package includes things like Call Recording and Text Messaging.