C2CRM vs Territory Track

Clear C2 CRM. Driving the Customer-Centric Revolution, One Business at a Time. This application is designed to be C2CRM on the Go for your tablets and phones. Experience the same C2CRM functionality on any mobile device as you would on our desktop application: Create, view, and edit all records (companies, contacts, prospects, activities, opportunities, quotes, tickets, projects). Access your data using the same custom fields as your desktop version. Get a real-time update of open issues before meeting with your customer. Manage and communicate with clients and accounts using the phone's call, email, text, and GPS functions. Build your sales pipeline on-the-fly as opportunities arise. Get a snapshot view of your day and what items need attention. Before you can use this app: If you're a customer, please enter the username, password, server domain, and application name that you use for your desktop application.

Territory Track is the Sales Operating System built for independent manufacturer reps and 1099 sales pros who sell into boutiques, specialty retailers, and independent stores. One system to find accounts, work the pipeline, and run the whole business from the field. REQUIRES A TERRITORY TRACK ACCOUNT. This app is the mobile companion to Territory Track and is designed for people who already use the service. New to Territory Track? You can start with a free trial at territorytrack.com, then sign in here, and the app syncs with the same account you use on the web. Stop driving around hoping to spot new prospects. Stop juggling spreadsheets, sticky notes, and a contacts app that doesn't know what you sell. Territory Track turns your phone into a complete sales operating system: find real businesses in any zip code, see who fits what you carry, work the pipeline, and close more deals. WHAT YOU CAN DO • Find prospects anywhere. Search any city or zip code and instantly see real boutiques and independent stores in that area, with addresses, phone numbers, and websites. • Let AI score every lead. Each prospect gets a 1 to 100 fit score based on their website, reviews, social presence, and the brands you carry, so you visit the best ones first. • Plan smart routes. Pick the leads you want to visit; we'll optimize the driving order, set your start and return addresses, and hand off to Apple Maps for turn-by-turn directions. • Track every conversation. Log calls, notes, contacts, orders, and competitor brands per account. Never forget what was discussed three months ago. • Katie, your AI co-pilot. Say it like you'd say it to a person: "Lunch was $18 at Chick-fil-A." "Which leads are stale?" "Plan a route of my SC clients." Katie logs it, finds it, or does it, and quick lookups and commands don't use any credits. • Hands-free in the car. Flip on drive mode and Katie talks back. She reads her answers aloud and listens for your next one. Pull up at a store and she offers the rundown before you walk in. • Voice debrief after every visit. Talk through the call, and AI extracts the next steps, follow-up date, and stage change, then writes them to the right place automatically. • Invoice from the field. Raise a commission invoice right on your phone after the order, and it lands on the same books you see on the web. • Time and mileage tracked. Start a timer, drive routes, log expenses. Everything you need for 1099 quarterly taxes. • Trade show ready. Capture booth leads, scan business cards, build draft orders on the spot. • Send email sequences. Reach out, follow up, and stay top of mind without copy-pasting. BUILT FOR HOW REPS ACTUALLY WORK Designed by and for outside reps who carry multiple brands. Works offline-first so it's reliable in rural territories and behind-the-counter stockrooms. Syncs with your desktop Territory Track account. A NOTE ON ACCOUNTS Territory Track requires an active account to sign in. New users can start a free trial at territorytrack.com. There is no purchase inside the app. You simply sign in with your existing Territory Track credentials. Support: support@territorytrack.com Privacy: https://www.territorytrack.com/privacy Terms: https://www.territorytrack.com/terms