Your list, on your phone, between visits

Today, the account page and logging a call all work on a phone: tap a contact to call, log what happened, and set a follow-up before you pull out of the lot.

What gets in the way

• ·You find out an account slowed down when you walk in the door.
• ·Call notes wait until you are back at a desk, and some never get written.
• ·You cannot see an account's history from the truck.

What you use

• Daily list on a phoneYour accounts, ranked, at phone width with nothing to scroll sideways.
• Contacts and follow-upsTap to call the buyer, then log the call and the next date.
• AlloAsk what changed on an account before you walk in.

By trade

Electrical, Plumbing and HVAC, Building materials, Jan-san and facility supply, Medical and dental supply. Every feature is on every plan; see pricing.