What is Repsly. A Mobile CRM solution that simplifies processes for field teams and their managers, Repsly is changing the way people work around the globe. Repsly was designed with the end-user in mind. Unlike other mobile CRM apps, Repsly makes mobile data collection, managing customer information, and scheduling visits simple and intuitive. Repsly is a virtual swiss-army knife for users in the field, offering incredible features such as appointment scheduling, custom mobile form creation, and order taking capabilities. Features. Simple CRM. Repsly's simple CRM features allow you to manage all of the data that is important to your customer relationships. Track and organize your customers using an unlimited number of custom fields, statuses and tags, all of which you manage yourself using our intuitive and simple Mobile CRM interface. Mobile Forms & Mobile Data Collection. Build and modify your own mobile forms in Repsly. Control mobile data collection in the field and organize it as you see fit. Repsly's mobile forms are completely customizable, and allow for a variety of fields including photos, rich-text, and date. GPS Location Tracking. Repsly allows you to add Location and Time tags to every action you take, enabling you to analyze how efficiently you are working, and how well your territory is being covered. Gain complete visibility into your activities throughout the day and develop insights around where specific actions are or are not taking place. Photo Capture. Repsly's photo capture software automatically geo-tags & organizes pictures that you take, so you can analyze and share them immediately. Manage an unlimited number of photos that are automatically tagged with time, location & customer. Appointment Scheduling Software. Appointment scheduling software allows you to manage your calendar and to set appointments directly from your mobile device. Replace your clunky appointment scheduling app with a sleek and synchronized alternative. View your calendar and add or edit visits to ensure that your time is being used efficiently. Order Management. Repsly's order management system lets you create accurate orders in the field that are automatically connected to the right customer and sent back to the web app in real-time. Electronic Signature. Using the Repsly electronic signature feature, you can gather electronic signatures from your clients on forms and orders. This proof of service feature allows clients to authorize billing or confirm that a task has been completed, and enables you to get signed confirmation that they approved of work completed. Time Tracker & Mileage Tracker. Repsly's time tracker feature automatically records the time you spend on every client visit, and exactly when you complete every activity. With the mileage tracker feature enabled, you can report your start and end of day odometer readings easily. If you need more detail, you can easily capture that information with Repsly mobile forms. Who uses Repsly Mobile CRM. Repsly is ideal for users that visit a set of existing customers on a recurring basis to perform some sort of function, such as taking replenishment orders, merchandising products on retail shelves, marketing for referrals, or performing regular maintenance. This solution enables users to improve the efficiency of their field work, and greatly simplifies the collection and analysis of field data. As a result, Repsly's solution helps users create a tight connection between the field and back-office operations. Get started using Repsly free today. Start using the mobile CRM solution that users around the world have chosen to help them with appointment scheduling, mobile data collection, and more. NOTE: Continued use of GPS running in the background can dramatically decrease battery life.
It’s easy to think that all you need to carry with you these days is a smartphone and you’re ready for anything. But some extended periods away from my desk have discovered four things that are ‘must-haves’ for the traveller.