CRM

Every customer is special

Easily track customer interactions, integrate seamlessly with your tools, and help your team build stronger connections — all in one place.

Live customer 360 dashboard preview: company header, sales-trend gauge, active agreements, recent visits and calls, monthly forecast, GPS map, and 12-month sales chart.

Know every customer, grow every customer

Gain deeper insights, build stronger relationships, and drive more sales.

Identify high-value customers instantly

Automatically segment your customers by importance and sales potential.

Top customersYTD
Economy Auto Parts
€124,300
Northgate Garage
€88,150
Ribera Workshop Ltd.
€76,900
Mota & Sons Ltd.
€71,820
Central Garage
€58,470
Lucio Spare Parts
€42,600
Verona Workshop
€31,250
South Auto Centre
€18,400
Revenue share by tier200 customers
A2862%
B8428%
C8810%

Stay close to customer activity

Track and manage every interaction in a unified, easy-to-follow timeline.

Activity timelineLast 7 days

Visit · Economy Auto Parts

28 Feb · 09:00

by Victor Jones

Inbound call

26 Feb · 10:16

by Kevin Taylor

Quote sent · #4821

24 Feb · 14:42

by Sara Lima

Note · Follow up Q2

22 Feb · 17:05

by Victor Jones

Catch churn before it happens

Spot declining sales trends early and retain your customers proactively.

Sales trend · 90 days Churn risk
−78%vs prior 90 days

Effortlessly optimize your visits

Automatically plan and streamline your team's visits to boost productivity and sales.

Tuesday route5 stops · 42 km

© Mapbox · WiseParts

Customer Profile

All your customer data in one place.

Prospects

Manage prospects and improve your account creation workflow.

Centralized Data

One timeline for all interactions — quotes, visits, notes, and more.

Geolocalization

All your customers on the map. Every visit verifiable with GPS.

Contact Management

Every contact, always at hand.

Notes & Tasks

No more paper or emails to manage important things.

NextActivities & Voice Log visits and field work by voice

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A specialist walks you through your data — no slides, no hard sell.

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