WPCRM Mobile App

We go where you go
  
Software should not dictate how you conduct your day. That's why WPCRM provides the information you need—when you need it. Accessing critical data has never been this easy.

mobile WPCRM screenshots iphone

Visibility While on the Go

The same great information that is available on the desktop can also be accessed from any mobile device.

Intuitive and Easy-to-Use Design 

With intuitive navigation and features like talk-to-text, WPCRM mobile makes it easy to use while out in the field.

Integrations to Stay Connected

WPCRM is integrated to the tools that help your team stay connected while out on the road - like Google Maps and email.

Plaimaker

Meet Plaimaker

Your AI-Powered Sales Assistant
  
Plaimaker is a feature in the WPCRM app and solves one of the biggest challenges for a salesperson; determining what actions to engage in first. Plaimaker analyzes customer data and activity history to provide suggested tasks that drive sales and discover opportunities you're overlooking.

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Outside Sales. In the Loop.



Set appointments, take notes, and create quotes while out in the field



Take advantage of voice recognition to safely dictate meeting notes and give system commands.


Use location services to map routes or find prospective customers located nearby.



Managing large volumes of opportunities and tasks has never been easier.

 



Find nearby accounts with Google Maps integration

Easily look up a customer’s location or your location, and find other accounts in the nearby area to make the most out of business trips.

  • Search by multiple account types
  • View nearby accounts based off of current location, an address, or other account locations
  • Easily view account information on the map and navigate to their account page

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Google Map Integration


Stay connected with Outlook integration

WPCRM is integrated to Outlook so users can easily create meetings and appointments right from WPCRM to be added to their calendars, and can be accessed from their phone calendar while on the go.

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"WPCRM Quoting makes my job so much more efficient. I was able to send the quote to my customer while still sitting in her office! 

Just today, I quoted another customer in the parking lot walking into a meeting. I love it. Thank you for investing in efficiency and productivity." 


- End User of WPCRM
WAXIE Sanitary Supply

Want to see WPCRM in Real Life?



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