Field sales

Field sales CRM for Canadian reps

Most CRMs are built for someone at a desk. EzyCrm is built for the rep who spends the day between customers: a plan for the morning, a phone app for the road, and an assistant you can talk to with both hands on the wheel.

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What is a field sales CRM?

A field sales CRM keeps your customers, visits and follow-ups in one place, and it's built around driving to see people instead of sitting at a desk. It tells a rep who to see today, in what order, and makes logging a visit quick enough to do in the parking lot before the next stop.

EzyCrm does that for small and medium teams in Canada. Every customer has a next step with a date. Each morning the follow-up list shows who is overdue, who is due today and who has no next step at all, so nobody falls through the cracks between trips.

How does the morning route plan work?

Pick the customers you want to see and EzyCrm puts them in the best driving order, with directions for each stop in Google Maps. It also suggests open leads within 8 km of your stops, so a gap between two appointments can turn into one more call instead of a coffee break.

When you press Start my day, the app finds the customer you're parked at. From there it's one tap to log the visit, email an order to the office or start a quote. The visit records when you pulled in and drove off, so the customer's page shows how much time you've spent with them.

New customers nearby lists businesses within 5 km that aren't in EzyCrm yet, using OpenStreetMap. Add one and it becomes your lead, ready to drop into today's route.

Is there a phone app for reps?

Yes. There's an EzyCrm phone app for Android and iPhone, in testing now, that comes with the $49 and $89 seats. Until it's in the stores, EzyCrm also works in any phone browser, so reps can call, log visits, see who they're parked at and open the day's route from the road today.

The app shows My day, your customers, follow-ups, the team map and mileage. Visits saved with no signal are kept on the phone and sent when you're back in range.

Can I use the CRM from the truck without typing?

Yes, with the $89 Everything seat. Say "Hey Cypher" in the phone app and Cypher, EzyCrm's AI assistant, reads you the day. Then it goes through each customer email waiting on you, with a reply it wrote. You say send it, change it or skip. Nothing goes out without your yes.

Cypher can ring you when a customer emails, by your own rule: only emails sent just to you, ones with others on them, every one including CC, or never. On Android it can start when the phone connects to the truck's Bluetooth. Companies can also give Cypher its own phone number to call from the truck, as an option.

The $49 seat has basic Cypher for typed questions like "when did I last see Bob?" or "who's overdue?". The $25 and $9 seats have no Cypher.

How does EzyCrm keep follow-ups from slipping?

Every contact gets a next step with a date. Each morning EzyCrm lists who is overdue, who is due today and who has no next step, for every rep. When you log a visit or a call, you set the next one right there, so the list is always the real to-do for the day.

Emails with your customers in Outlook or Microsoft 365 land on their history, and meetings sync both ways with your calendar. Only emails from your contacts are read, never the rest of the inbox.

Does it handle sales territories?

Yes. EzyCrm starts with standard regions across Canada, or an owner can upload the company's own territory map as a PDF or picture. Cypher reads the codes, towns and owners off it, you check them on a review screen, and each rep gets the territories they own.

With the $89 seat, tell Cypher "I'm in territory 6 next week" and it lists your regulars, who's due for a visit and for how long, follow-ups due, and businesses in those towns that aren't customers yet. It asks before adding days to your route and offers to email customers that you're in the area.

Territory watch checks your towns once a day for public tenders (like CanadaBuys) and new businesses, and puts the good ones on the rep's bell.

What does the owner or sales manager see?

Team on the road shows each rep's live dot, the day's trail, visits and kilometres driven, but only between Start my day and End my day, and never after 7 pm. Reps see their own trail. A weekly mileage page per rep downloads as a spreadsheet for mileage claims.

Reps are told about the tracking in the app, and the Privacy Policy says what's kept and for how long (trail points are deleted after 90 days).

What does it cost?

Each person pays for their own seat, per month in Canadian dollars: $9 view-only, $25 Office (the website only), $49 for the phone app plus basic Cypher, and $89 for Everything, including hands-free Cypher. Every team starts with a 30-day free trial with no card needed.

An owner and 6 reps on Everything plus 2 office staff is $673 a month, plus GST and PST. More on prices and data in outside sales CRM in Canada, and if you sell for a distributor, see CRM for distributors.

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