AetrixCore CRM

AetrixCore CRM is the field sales CRM for teams that work properties in person. Reps check in at a property, log the visit and the order, and managers see where the whole team stands, on the phone and on the web. AetrixCore CRM is for companies that use Aetrix. Your company's administrator creates your account and chooses which parts of the app your team uses. PROPERTIES AND MAP • Every property on one map, with verified addresses • Search and sort the list your way • Contacts, notes, photos and files on each property CHECK-INS AND VISITS • Check in when you arrive at a property, by hand or automatically with a zone around it • Log visits with notes and photos • See which properties are due a visit ORDERS • Submit orders from the field • Follow each order's status YOUR TEAM • A dashboard with team performance, visits and orders • Tasks assigned to you and your team • Field notes at the end of the day • Live location while on duty, so the team knows who is where • Mileage tracking • Voice and video calls with your team SIGN-IN AND SECURITY • Sign in with Face ID or a passkey • Each company's data is kept separate, with role-based access Location in the background is used only while you are on duty or tracking mileage, and stops when you go off duty. Questions: support@aetrixcorecrm.com