Dorvio: Field Sales CRM

Dorvio is a CRM for field sales. Salespeople and installers manage places, visits and deals straight from their phone. PLACES ON A MAP • See every place on the map, colored by sales stage • Add a new place at your location; the address is filled in automatically • Filter by stage, area, salesperson or service PIPELINE AND AGENDA • Move a place to the next sales stage with one tap • The agenda shows the day's meetings, calls and tasks • Get a reminder before each meeting QUOTES, CONTRACTS AND WORK REPORTS • Build a quote from your service price list and send it to the customer as a PDF • Sign the contract with the customer on the phone screen • Send the customer a report of the completed work VOICE NOTES • Speak a note; Dorvio turns it into text and suggests field values FOR THE WHOLE TEAM • Roles for admins, managers, salespeople and installers • Sales areas, targets and a leaderboard • Reports on places, quotes and visits WORKS OFFLINE Changes are saved on the phone and sync when the connection returns. Dorvio is for businesses. Accounts are created by invitation from your organization's admin. More information and onboarding: dorvio.ai