Contact Facing Webapp
You need a mobile app that syncs with your CRM and need it fast. Use cases range from worksite surveys, stock-taking, inventory, work diary reports from your field workers, client-facing apps. These can be generated easily with a spreadsheet data-oriented app design. We use AppSheet, an award-winning easy to deploy app used by even MNCs like Toyota to field mobile apps fast. We add the extra by integrating it to your preferred CRM like Infusionsoft/KEAP, ActiveCampaign, Hubspot, SharpSpring, etc.
What Is Contact Facing Web App?
- Login & Authentication
- Able to update own info like Address
- Able to check the history of:
- event attendance
- support notes
- Able to upload images, docs
- Able to access/update lead info
- Able to access/update product interests
- Able to upload images, photos
- Able to update the service status
- Able to add expended service item deduct from inventory
- Able to add Worksite Notes
- Able to access upcoming jobs by location