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Empower Your Team Beyond the Desk

Real-time access. Seamless syncing. Unstoppable performance

Say goodbye to paper trails and static spreadsheets. With our smart Sales Field solution, your reps are equipped to close deals faster, capture leads on-the-go, and sync every insight back to Dynamics 365—without lifting more than a finger.

Real-Time Sales Visibility, Wherever You Are

From street to CRM—track it all live

Get instant access to actionable data from every interaction. Whether it's a lead capture, opportunity update, or quote conversion, your sales team gets the clarity they need—right when they need it.

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How It Works – The Field-to-CRM Flow

Our app seamlessly connects field activities to your CRM. Sales reps capture customer data, log interactions, and create quotes on the go. All information is instantly synced with Microsoft Dynamics 365 CRM

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Rep logs into the
Sales Field App

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Finds a nearby
prospect

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Creates a Lead on
the spot

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Schedules a follow-up
task or appointment

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Logs notes after
a meeting

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Creates and sends
a quote

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Converts quote to
Sales Order

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All data is
auto-synced

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Updates are reflected
back in realtime

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Rep logs into the
Sales Field App

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Finds a nearby
prospect

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Creates a Lead on
the spot

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Schedules a follow-up
task or appointment

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Logs notes after
a meeting

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Creates and sends
a quote

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Converts quote to
Sales Order

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All data is
auto-synced

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Updates are reflected
back in realtime

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Core Architecture

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Bi-Directional Sync Engine

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Real-time data sync built on Microsoft Dataverse connectors and Power Platform integration layers, ensuring enterprise-grade performance.

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Secure Authentication

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Custom Entity Support

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Offline Mode & Sync Buffering

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Telemetry & Monitoring

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What Your Reps Experience

Simple Use case

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Sales manager tracks it live in
CRM dashboards

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Sales manager tracks it live in
CRM dashboards

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Rep finds a nearby lead →
Adds contact + visit notes

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Rep finds a nearby lead →
Adds contact + visit notes

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Schedules follow-up + logs
interest

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Schedules follow-up + logs
interest

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Sends quote → Converts
to order on spot

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Sends quote → Converts
to order on spot

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Data instantly syncs to
Dynamics 365 Sales

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Data instantly syncs to
Dynamics 365 Sales

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Why It Matters

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No time wasted

syncing or duplicating work

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Accurate insights

across every stage of sales

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Enterprise-grade security

with Microsoft ecosystem

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Consistent workflows

no matter who initiates action

EFFICIENCY

Elevate Sales Efficiency with Intelligent Tools

Turn Customer Data into Actionable Leads

Empower your field reps with an easy-to-use app that helps them gather essential customer data and create leads on the spot.

Quickly capture and manage customer information directly from the field.

Simplify the quoting process to speed up decision-making for your reps.

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Ready to transform your sales strategy?

A light weight application created for sales reps working on the move.

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