LeadSquared’s Mobile Customer Management Application is super simple to use and will boost your sales exponentially because it gives you the ability to, access documents, day planners and customer information and history in real-time.
LeadSquared plans your day for you. From the number of meetings scheduled, the goals for the day, the best travel routes. Everything is designed for you and done automatically.
Based on your location, the LeadSquared Mobile Application will identify leads nearby and suggest meetings to you.
LeadSquared Mobile Application uses your customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to you.
After meetings are over, the LeadSquared Mobile Customer application will remind you where your next meeting is and give you the best route to take to reach the location quickly.
After scheduled meetings, send an email to yourself reminding them to record your meeting notes. This helps you get an idea of how the meetings went and help you to make important sales and business decisions.
You may need to collect documents from your customers for verification. You can upload multiple documents at a time for your administrative team to verify and they can be instantly approved. This reduces the waiting time to onboard new customers.