Data & insights
Event and field-sales intelligence app
A mobile sales tool that brings account information, AI research, lead capture and follow-up together for field teams.
Built for field sales reps who prepare for meetings and trade events on the move and need account context in their pocket.
Rather than switching between the CRM, search and notes apps, it puts live account lookup, research and lead capture in one mobile flow.
The problem
Reps worked from scattered notes and stale preparation at events and meetings. Leads captured on paper or business cards were entered late or not at all, and follow-ups slipped.
The solution
Live CRM search and AI account research give quick context before a conversation. Event leads are captured on the phone with notes, and follow-ups are tracked until done.
The goal
Help field teams prepare, capture leads and follow through from one place.
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