Displays the best rated clients, taking into account the relevance criteria of your company, the value of each opportunity, the chances of success and the cost to visit. It helps you decide what is your next best action based on priorities and success chance. Some of the main points of this feature are:

• Fast and efficient planning for you to spend more time with customers and have better results;
• Better visualisation of your clients and opportunities, faster decision-making;
• Smart suggestion with the possibility to use filters to better your view of the information.

We serve you with a digital assistant that gives instant feedback on how efficient your schedule is and shows the percentage of improvement it is capable of doing in your agenda. Some of the main points of this feature are:

• Gives you suggestions on how to build your schedule so that you can sell more;
• Allow you to automatically optimise your schedule with only one click;
• Give you tools to spend less time planning and still obtain much better results.

It shows you the best clients around you, using the same criteria as the Next Best Customer. It also allows you to visualise everything on the map and filter information with simple or complex custom filters. Some of the main points of this feature are:

• Better and fast visualisation of the CRM information on the Map;
• Easy to fulfil free spaces on your agenda or substitute cancelled appointments;
• Display of most relevant clients in a simple way and easy scheduling, with the possibility to use filter to better your view of information on map.

This feature uses geolocation, maps and AI algorithms to help you organise your activities for the day or the whole week by showing the Next Best Customer and creating appointments on your calendar in seconds. Some of the main points of this feature are:

• Integration with CRM and Google Calendar;
• Fast creation of appointments;
• Suggestion of better date and time for each visit, taking into account your and your client’s schedule;
• Fast, Easy and Efficient fulfilment of calendar.

We provide you with a tool to register your check-in and check-out of appointments, that also allow you to take notes about the meeting and make easy and fast insights about the success of the appointment. Some of the main points of this feature are:

• Have an easy-to-operate tool that allow you to save information about your activities inside your CRM in a matter of seconds;
• Have a way of creating a historical database that allows you to have information but still use all your available time to execute your activities and generate revenues.

This feature allows you to assign new calls and appointments to a team, building the agenda of your operators or sales team, considering any already existing commitments they might have. Some of the main points of this feature are:

• Immediate assignment of new calls to the agenda of the operator
• Very easy UI allowing the beginning of operations to be fast without need of long trainings;
• Global management in an intuitive and easy way, assigning new calls and appointments with only a few click and no extra need for individual analysis.

This feature allows you to determine skills for your operators and attributes of the clients, this serves to do the best possible match between all your resources and opportunities maximising the chances of positive results. Some of the main points of this feature are:

• Better use of your information, resources and opportunities aiming profits and results;
• Maximisation of results by providing the best matches in a very simple and fast way;
• Is capable of 360° evaluation of information for providing a good result and great CX