Prepare
Find the company, review history, define the visit objective and select the likely industry workflow.
Mobile field-sales workflow
Useful before, during and after the customer visit.
Capture the prospect, understand the business, run the right demonstration and leave with an owned next action.
One visit. One complete record.
Turn activity into sales execution.
Capture
Register the company, contact, current process, pain points, scale and decision context.
Demonstrate
Launch the right module and industry story instead of browsing random system screens.
Advance
Record objections, prepare the summary, assign ownership and schedule the next action.
Designed for weak connectivity
Keep working. Sync safely later.
Mobile drafts, clear save state and safe retry matter more than decorative CRM complexity during real site visits.
- Save incomplete visit drafts
- Capture business cards and notes
- Record permitted GPS context
- Prevent duplicate companies and contacts
- Never claim a server save before confirmation
- Resume the next action from the dashboard
EBO Sales Desk