# RoamV3 > HVAC/R-P industry CRM for business efficiency, sales management, and field service. (iPhone/iPad app by Red Barn Media Group LLC.) - Source: https://appshunter.io/ios/app/roamv3/id1442125861 (this page in markdown: same URL + `.md`) - Developer: [Red Barn Media Group LLC](https://appshunter.io/developer/623304778) - Category: Productivity, Utilities - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 11.0 · 72 MB - Languages: American English - Released: 2018-11-17 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/roamv3/id1442125861/reviews.md ## What is RoamV3? MyPointNow Roam V3 is the new version of our popular Roam CRM+ system. Roam is built specifically for the HVAC/R-P industry and is designed to maximize efficiency in business-to-business markets. New with Roam V3, we have integrated location information with our innovative MyAccounts feature so you can get and record the information you need fast simply by utilizing smart navigation. In addition we have added an Offline mode so you can get account information and record notes without a data signal! Now with a faster, simpler to use design, you can use MyPointNow Roam V3 on your mobile phone, tablet or laptop. MyPointNow Roam V3 connects you to important industry databases serving over 100,000 people just like you. It shows you everything you want to know about your day and then remembers all the important details during your day… automatically. It shows you where you're supposed to go, how to get there, remembers what you did and how much you spent there. As you work through your day, week or month, your call and expense reports are already done for you. MyPointNow Roam V3 shows you what’s going on in the key parts of your business. It connects outside people, inside people and managers, all live and automatically. New Features: Pocket Checkin - records your customer visits via GPS location services when you don’t have time to. Saves it for confirmation and call reporting when it’s convenient for you. MyAccounts - gives you instant access to the account you call on. Eliminates the need for customer search and speeds you through your day. MyAccount Reporting - Innovated sales management tools help you analyze your time spent on activities. Quickly assess how you’re spending your time, considers your opportunities and helps you identify overlooked sales targets. Advanced Analytics: Automated Tag Manager with text recognition software. Roam V3 recognizes words or terms in your call data to automatically categorize your activity and measure work toward different management goals. Understand your customer's businesses with market segments. Understand the business that each of your customers is in and tailor your sales efforts accordingly. Cost to Serve Analysis - lets you see how much you spending on your sales efforts for each account. Competitor Reporting - understand the relationship between your customers and your competition. New API’s: New Library API helps you maintain and improve your access to and use of our industry-specific document database. Integration API to exchange data with your ERP system. Other features: Collaboration Tools - Locate team members, assign tasks, set reminders. Customer Finder - Find your customers, new customers and get directions with conventional search, or search based on your GPS location now. Expense Tracker - Record mileage via GPS, receipts and time on location seamlessly. Attach receipt images to expense records with device camera. New Customer Finder - find new customers via GPS from our database of over 140,000 HVAC/R-P companies nationwide. Customer Database - Complete customer records, 100% secure at your fingertips. Contacts Manager - Access all your customers and complete history with them. Reporting - Create sales reports or expense reports during any interval for any team member. Desk-top Command Center - Have all these tools, plus more, expanded from your mobile device. Bottom Line - Reduce overhead, eliminate paperwork, curb administrative time, improve service, customer loyalty and sales. ## Key features - Offline mode for account access and note-taking - Smart navigation with location integration - Automated call and expense reporting - Pocket Checkin via GPS - Automated Tag Manager with text recognition - Collaboration tools for team members - Expense tracking with receipt image attachment ## Frequently asked questions about RoamV3 ### What is RoamV3? RoamV3 is a CRM system specifically built for the HVAC/R-P industry. It aims to maximize efficiency in business-to-business markets by offering features like smart navigation, offline access, and automated reporting. ### Does RoamV3 have ads? No, RoamV3 does not contain advertisements. It is a free application designed to provide a seamless user experience without interruptions. ### What devices does RoamV3 support? RoamV3 is available for iPhone, iPad, and iPod. It is designed to work across mobile phones, tablets, and laptops. ### How often is RoamV3 updated? The latest version of RoamV3 is 1.9.3, last updated on August 17, 2023. Updates are released periodically to improve functionality and add new features. ### Can RoamV3 integrate with other systems? Yes, RoamV3 features an Integration API to exchange data with your ERP system. It also has a Library API for improved access to industry-specific document databases. ### What are the key reporting features in RoamV3? RoamV3 offers MyAccount Reporting for sales management analysis, an Automated Tag Manager for categorizing activity, Cost to Serve Analysis, and Competitor Reporting to understand customer relationships with competitors. ### What is the age rating for RoamV3? RoamV3 has an age rating of 4+. This indicates it is suitable for a wide range of users, including younger individuals. ### How does RoamV3 help with expense tracking? The Expense Tracker in RoamV3 allows users to record mileage via GPS, receipts, and time on location seamlessly. Users can also attach receipt images directly to expense records using their device camera. ## Version history (last 5 releases) ### 1.9.3 — 2023-08-17 Small update to contact page ### 1.9.2 — 2020-02-19 Fixed Datepicker issue that allows future dates to be picked. ### 1.9.1 — 2020-02-15 Fixed Datepicker on tasks ### 1.9 — 2020-02-12 Updates to Goals/Task Systems ### 1.8 — 2019-06-26 Fixed Phone Note Bug ## Apps similar to RoamV3 | App | Rating | Price | Category | | --- | --- | --- | --- | | [Metion: Markdown Notes](https://appshunter.io/ios/app/metion-markdown-notes/id1530965242) | 4.3 (46) | Free | Productivity | | [Voice Memo Recorder AI](https://appshunter.io/ios/app/voice-memo-recorder-ai/id1090744587) | 4.8 (654) | Free | Productivity | | [Bark - Parental Controls](https://appshunter.io/ios/app/bark-parental-controls/id1477619146) | 4.1 (345) | Free | Productivity | | [Email - Edison Mail](https://appshunter.io/ios/app/email-edison-mail/id922793622) | 4.5 (2,516) | Free | Productivity | | [Instant Note for Notion](https://appshunter.io/ios/app/instant-note-for-notion/id1639385303) | 4.8 (88) | Free | Productivity | ## More apps by Red Barn Media Group LLC - [Mypointnow Orderbook](https://appshunter.io/ios/app/mypointnow-orderbook/id986354402) All apps by Red Barn Media Group LLC: https://appshunter.io/developer/623304778 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*