Sales & Customer Management
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Manage your customer relationships, credit limits, and field assignments through a unified mobile-first interface.
Customer Updates
Markets move fast, and so should your data. Customer Updates allow field agents to modify store details, update contact persons, or change location pins instantly via the mobile app. Every change can be set to require manager approval on the dashboard, ensuring your CRM remains the "single source of truth" without administrative lag.
Customer Assignment
Distribute your workload effectively by assigning specific customers or territories to your sales representatives.
Ensure that every client has a designated point of contact and that field agents only see the accounts relevant to their daily routes. Monitor the gaps and reassign accounts with a few clicks on the web dashboard.
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Customer Enquiries
Capture and qualify leads the moment they surface.
Never let a potential lead fall through the cracks. The Enquiries module allows your team to log new prospect information, product interests, and lead sources directly from the field or via web entry.
Enquiry Updates
Update every enquiry with information about the meeting and possibility of conversion. Record exactly how each prospect becomes a customer
Available OnlineDiscover how Fieldmobi can streamline your operations with a tailored, mobile-first ERP solution
45 min