On the Road by OnePageCRM 2.0

OnePageCRM – Freeware – iOS
4 oy

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The OnePageCRM's On the Road app presents a compelling solution for sales professionals aiming to enhance their productivity on the go. By integrating an AI-powered Route Planner with a Speed Dialer, this application streamlines the process of connecting with leads in a more efficient manner.

Route Planner:
The Route Planner is particularly beneficial for salespeople who have multiple appointments in one day. Leveraging advanced AI, it optimally constructs travel routes based on real-time traffic data, ensuring minimal travel time between meetings.
Users can easily select contacts from their Starred list or those marked with Next Actions scheduled for the day. The app organizes these contacts into an effective itinerary and provides navigation assistance, allowing users to focus on their presentations and interactions rather than logistics. Additionally, the ability to set average meeting durations helps in planning the day more judiciously.

Speed Dialer:
The Speed Dialer feature enhances communication by keeping essential CRM contacts readily accessible. Whether you need to confirm an upcoming meeting or follow up with prospects, making calls directly from the app is both quick and convenient. Users can log call results and take notes immediately after each conversation, ensuring that important details are captured while still fresh in mind.
The app also facilitates team collaboration through features that allow users to mention colleagues for instant notifications. Furthermore, if users forget to log a call, a timely reminder ensures they can update their records upon returning to their desk.

It is important to note that a OnePageCRM account is required to utilize the On the Road iOS app.

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