Scout CRM: Field Sales

Scout CRM is a field-first sales CRM built for reps who work face to face — walking main street, visiting businesses, and closing deals on the sidewalk, not behind a desk. BUILT FOR THE FIELD • Prospect list with instant search — find any business in seconds • Full prospect detail: contacts, notes, activity history, and next steps • Add a new lead in under a minute, right from the curb • Today view — every action item due today and everything overdue, front and center SCAN BUSINESS CARDS • Point your camera at a business card and Scout turns it into a lead — name, business, phone, email, prefilled and ready to save. STAY ON TOP OF FOLLOW-UPS • Action items tied to every lead • Complete tasks with one tap as you work your route • Your pipeline stays current because updating it takes seconds, not minutes MADE FOR MERCHANT SERVICES Scout was built for payment-processing field sales: track statement drops, follow-ups, decision-maker names, and every touchpoint on the way to a signed merchant. Scout CRM connects to your team's Scout backend. A login provided by your team administrator is required.