CallProof CRM 3.2.6

If you find the process of completing call reports and rushing to a computer to document your sales activities burdensome, CallProof offers a solution tailored to your needs.

For managers overseeing field sales teams who are weary of constantly reminding their staff to fill out sales reports, this application is a valuable tool.

Utilize our call tracking functionalities to efficiently log calls made to clients and prospects. Segment your customer base according to your GPS location to uncover more leads and secure additional deals.

User Features:

• Identify nearby customers based on your current location
• Easily check-in for appointments with existing clients
• Automatically add new clients using our Places Feature
• Receive directions to your assigned destination
• All calls are automatically recorded in your customer's history
• View a summary of daily calls and appointments
• Review the activity newsfeed of others
• Identify customers requiring follow-up
• Receive daily email notifications about customers needing attention
• Use your iPhone to monitor sales team activities

Manager Features:

• Easily import/export customers into the database
• Geocode business addresses automatically
• Track all incoming and outgoing calls from your team
• Automatically log calls within the customer's history
• Visualize all appointments scheduled for the day
• Display customers on a map for better insight
• Comprehensive reporting on team activities
• Identify customers that have not been contacted
• Track the location history of your staff members
• Access an activity log for sales personnel
• Open API integration available

  Disclaimers:

  • The continued use of GPS in the background may significantly reduce battery life.

  • CallProof is designed for business and enterprise usage exclusively. The features of CallProof are not intended for individual users, consumers, or family use.