Leads & customers
Manage customer and prospect records with field activity history.
Field Sales CRM
Field Sales Management & Sales Force Automation
Give sales representatives a mobile CRM for customer activity, visits, orders, delivery workflows and ERP-connected execution.
Visits & follow-up
Plan customer visits, capture actions and maintain structured follow-up.
Pipeline & opportunities
Track commercial progress and next actions from the field.
Orders & delivery notes
Connect field sales execution to order and delivery workflows when enabled.
Collections
Support collection and payment-related field workflows where configured.
ERP integration
Synchronize required customer, product, price, stock and transaction data through TrekConnect.