Real Insights Smarter Selling
Every Time
A light weight application created for sales reps working on the move. From lead capture to order management—
everything is just a tap away, even offline.
A light weight application created for sales reps working on the move. From lead capture to order management—
everything is just a tap away, even offline.
WHAT WE DO FOR YOU
Whether quick customer check-ins, on-the-spot quotes creation, real-time inventory lookups, or managing orders right at the customer site —this app is built for the real hustle. Designed for reps navigating busy city traffic or rural routes, it helps you plan, log, track, and close deals faster—no matter where you are.
REAL DATA SYNC
Our Sales Field Automation app is fully connected to Microsoft Dynamics 365 Sales, allowing your team to create, update, and manage records in real-time—be it leads, appointments, tasks, emails, quotes, orders, or more.
Whether a sales rep logs an interaction in the field or a back-office member modifies data, it all stays instantly aligned without lifting a finger.
KEY FEATURES
Sales Automation developed by KAISPE is equipped with an array of features to help you manage every step of your sales process efficiently
Quick Quote Creation
Field reps can create and share accurate quotes on the spot, even during client meetings. Impress prospects with speed and lock in deals without delay
Smart Customer & Lead Lists
Pre-filtered customer and prospect views let reps access the right contact at the right time—boosting follow-ups and conversions
Invoice & Payment Updates
Track invoice status, add internal notes, and select payment modes—all while you're still with the customer
Inventory Insights
Know exactly what's in stock before you promise. Check real-time inventory and suggest alternative products without calling anyone.
KEY FEATURES
Easily scan visiting cards and automatically capture key customer information like name, contact, and company details. Save time, reduce errors, and create customer profiles instantly—directly from the field.
KEY FEATURES
Our app is designed with flexibility at its core. Whether you're in FMCG, pharma, manufacturing, distribution, wholesale businesses or services, you can shape it to match your unique workflows and team structure. With quick-turnaround customizations and zero heavy lifting on your end, it's built to go live fast
Custom layouts, fields, roles, and workflows
Industry-specific adaptations without starting from scratch
Fully scalable for teams of any size
A light weight application created for sales reps working on the move.
