CRM Sales Business Travels Order Sender
CRM Sales Business Travels Order Sender
Order Sender – The CRM Sales developed by Cosmobile – introduces an important new feature: the new CRM Business Travels module, a Sales Visit Planner designed to revolutionize the management of sales visits.
A comprehensive tool that helps sales agents plan appointments, organize activities, and increase productivity. Thanks to a modern and intuitive dashboard, having everything under control—commitments, customers, routes, statistics, and reports—has never been so easy.
Sales Visit Planner Order Sender
One dashboard, many features
With Business Travels, you can monitor and manage your sales visits on a single screen:
- Scheduled or completed appointments
- Geolocation of customers and prospects
- Real-time statistics
- Detailed activity reports.
The new CRM Order Sender gives you a clear and up-to-date overview of your sales network, reducing errors and downtime.
Appointment Planning – NEW
- Integrated digital agenda: view and schedule your appointments, even from your mobile device.
- Simplified appointment management: view completed or future appointments, with dedicated colors.
- Customizable appointment types: visit, phone call, email, or multiple activities such as orders, quotes, and collections.
- Data autocomplete: quick search for customers and potential contacts.
Appointment Schedule – NEW
A single dashboard so you never miss an opportunity: expired appointments; upcoming commitments; latest completed activities.
At a glance, you always have a clear view of your operational plan so you don’t miss any sales opportunities.
Real-time statistics – NEW
Business Travels CRM integrates advanced analysis functions with detailed graphs and reports on: number of monthly appointments; performance by customer, area, or activity; sales trends and results. You can filter by period, geographical area, category, or type of activity and obtain useful information for making strategic decisions.
Customer and Prospect Map
The integrated interactive map allows you to: view nearby customers and prospects; filter by type, category, and area; optimize routes; and plan more productive visits.
Complete Visit Report
At the end of each visit, you can fill out an immediate report:
- Survey on the outcome of the visit
- Notes and goals for the future
- Contacts and addresses always at your fingertips
- Follow-up planning
All data is stored and made available to improve your sales strategy.
Prospect Management and New Customer File
The module also allows you to manage prospects with dedicated personal data. The new Customer File has been optimized to provide quick access to: calls, directions, emails, SMS, and WhatsApp.
New search filters by area and category have also been introduced to make organization even easier.
CRM Sales Visit Free Trial
With the new CRM Business Travels from Order Sender, sales visits become more digital, efficient, and strategic. Simplify planning, improve productivity, and take your sales network to the next level.