Smartlink Basics CRM vs Territory Track

SmartLink Basics CRM brings your full sales pipeline to iPhone and iPad. Built as the mobile companion to crm.smartlinkbasics.com, it gives your team real-time access to deals, contacts, companies, and activities — wherever they are. PIPELINE MANAGEMENT View your deals in a visual kanban board on iPad or a stage-by-stage card list on iPhone. Filter by rep, value range, or stage. See deal health scores, next scheduled activities, and weighted pipeline values at a glance. CONTACTS & COMPANIES Search, sort, and filter your entire contact database. View deal history by company, track engagement, and add new contacts and companies on the go. Swipe actions make it fast to manage records in the field. ACTIVITY TRACKING Log calls, emails, meetings, and tasks directly from your phone. Filter by status, date range, assignee, or type. Never miss a follow-up with overdue activity alerts built into every deal card. TEAM PERFORMANCE & COACHING Compare rep activity, win rates, and pipeline contribution side by side. The coaching view surfaces deal velocity, close reasons, and activity gaps so managers can have more productive one-on-ones. REPORTS & FORECASTING Monthly revenue trends, deal aging analysis, win/loss breakdowns, and stage conversion funnels — all available without leaving the app. Set forecast targets per rep and track progress against goals. AUDIT LOG & ADMINISTRATION Pro plan users get a full audit trail of every CRM action. Manage pipeline stages, team roles, and organization settings directly from the app. REAL-TIME SYNC Every change syncs instantly with your SmartLink Basics web dashboard through Supabase. Data entered on the web appears on mobile and vice versa — no manual refresh needed. FREE TO START Start free with up to 2 users, 50 contacts, and 25 deals. DESIGNED FOR iPHONE AND iPAD A full kanban board with drag-friendly columns on iPad. A streamlined tab-based interface on iPhone. Dark mode support, customizable accent colors, and Face ID lock for sensitive data. Companion app for SmartLink Basics CRM Learn more at smartlinkbasics.com Growth, Pro, and Team subscriptions automatically renew unless cancelled Privacy Policy: https://www.smartlinkbasics.com/privacy Terms of Service Policy: https://www.smartlinkbasics.com/terms

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