Client lists
Data groups, localisation based on distance, access to all the features and insertion of data lists with the automatic compilation based on positioning.
Document history
All documents relative to the data lists always updated and available. Searches and displays with a few steps: orders, quotes, invoices and DDT.
Batch lists
Partial payment collection management, total and multiple collection procedures (cash, checks, etc.). Managing customer loans by amounts, for number of open expiries or number of delay days.
Pricelists
General, customised, discounts, promotions, special cases.
Visit outcomes
It is possible to update the status of the visits made beside the insertion of notes and information useful for any new engagement.
Interactive maps
Interactive maps with the visualisation of personal data and the search for new contacts through Business Finder.
Visit Rounds
Settable by the company, they can be created and edited by the agent, navigator and route display. Visit outcomes and management of notes.
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