Run high-velocity sales with CRM designed for distributed field teams
BeatRoute, as an agent app, helps maximize lead conversions with its all-mobile workflows that are created to bring alertness and readiness in distributed field teams, besides prospect data and funnel management.
DIY APIs to integrate with any lead aggregation system
Auto-assignment of leads to dramatically increase response time and conversion.
Smart customer interactions to detect prospect location
Higher sales rep productivity through GPS awareness and team rigour
GPS tagging of field activities with map views
Cues about nearby prospects on agent app
Notifications to field reps and managers on idle leads
Scorecard with gamification to inspire performance
Better conversion through lead profile enrichment from external databases
Profile enrichment with host of external databases
Social profile integration to know your prospect better
BeatRoute CRM for banking and financial services offers Credit Score API integration for lead scoring
Fastest and Fraud-proof KYC documentation
ID and Address proof documents scan and upload
AI-powered tamper proofing for ID cards
OCR & Auto-validation of ID number. And ID picture matching with live picture
GPS tagged live picture in customer acquisition form
Liability protection with Customer data security & compliance
Encrypted transfer and storage of customer information and document
Masked display of identity cards and numbers are essential for CRM in banking
Cloud telephony with masked contact information
Run the happiest and most efficient sales team on the foundation of world’s most Loved Field Force Platform
Offline and Poor Internet Support
Team Performance Score Cards
Alerts & Notification Centre
API Integration with ERP & DMS systems
What’s unique about BeatRoute
It’s the most loved field force app around. We come with a mindset that we serve everybody well,if we kept the
field user in our mind. With us you are guaranteed of adoption.
Loved by customers and users equally
Go live within days with our Zero-Code Enterprise-Grade Platform