Field Ops CRM

Field Ops CRM is the field sales app for drinks brands. Your reps log visits, follow up on tasks and send sell sheets from their phones. Managers see what's happening across every territory. Your company sets up Field Ops CRM on the web, then invites the team. The app is free for everyone on it. ACCOUNTS AND CONTACTS - Every bar, restaurant, store and venue in your territory, in a list or on a map - Who the buyer is at each account, and who influences the order - Sales history from your distributor depletion reports, by month LOG A VISIT IN SECONDS - Sales calls, check-ins, retail audits, menu checks, activations and merch installs - Add notes and photos, and check in with your location - Works offline: everything syncs when you're back in signal SELL SHEETS - Pick products, show your pricing and send a branded sell sheet to the buyer before you leave TASKS AND TARGETS - Tasks with due dates and priorities, from you or your manager - Target lists of accounts to open, with progress you can see TEAM - Messages from your manager, pinned where you'll see them - Your company's name, logo and colours throughout Field Ops CRM requires an account with a team that uses Field Ops CRM. Ask your manager for an invite.