Door to door sales tracking software features

The interface is simple, clear and sharp

Access via mobile and tablet pc

Track current location. Follow your sales reps in real-time on maps

View the users who are “Clock-in” on the map

Export the data (Excel, .CSV, Word and PDF) – (According to the security level)

Import large lists of contacts/ leads (+ 50 000)

Import contacts (.CSV file, in batch)

Standard search and combination of search on all fields

Advanced search on all fields

Duplicate an address

View the contacts during the import

Assign the contacts to a user when importing

Deleting and checking duplicates

Sale a product / service

Installation of a product / service by contact & rep

Transaction History

Add contacts manually

Export the contacts and transactions

Manage the status of the contacts

Assign contacts to door-to-door representatives

Clock-in/Clock-out, plus the history of the transactions

Reseller to whom contacts have been assigned

Complete information sheet on the contact

Classification of the contacts

Manage & validate identity cards (Ids)

Capture a contact’s information (name, phone number, email, address, etc.)

Export contacts (According to the security level)

A user cannot be “Clock-in” in two different locations, at the same time

Assign selected contacts to a user (in batch)

Standard search and combination of search on all fields

Add / edit / delete statuses

Filter – Advanced Search tool

Add/view/edit/delete a contact group classification

View & export the transactions (According to the security level)

and more…