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Welcome to NavigatorPro, the mobile companion app for the NavigatorPro Field Sales CRM. This release introduces: • Leads, pipeline and canvassing from the field • Assigned routes, stop by stop, with GPS attendance • Tasks, appointments and work orders • Estimates, contracts and on-site e-signature • Invoices, payments and expenses • Team messaging with managers and dispatchers • Offline working with automatic sync An active company account is required.
Field CRM: leads, routes, tasks, e-signatures & expenses on the go
NavigatorPro is the mobile app to the field sales CRM management, built for sales reps, service technicians, and distribution teams who work outside the office. Follow your routes, capture leads, log GPS attendance, and close the loop on invoices and payments, all from your phone, even when you're offline. Built for service & repair technicians, automobile dealership reps, logistics and delivery staff, medical representatives, and field sales officials. KEY FEATURES ● Pipelines and lead management: capture leads, manage opportunities and move deals forward ● Territories and canvassing: open assigned territories and log door-to-door visits and outcomes ● Route following: work your assigned route stop by stop and mark stops complete ● Task management and appointment scheduling: field tasks, customer appointments and follow-ups ● Real-time rep tracking: live GPS location shared with your dispatch team ● Digital contracts and e-signature: send contracts and collect signatures on site ● Estimates and work orders: create and manage them from the field ● Invoices and payments: view invoices and track payment status ● Team messaging: chat with managers, dispatchers and teammates ● Expense management: submit expenses, upload receipt photos and track reimbursement ● Granular permissions: each person sees only the modules and actions their role allows ● Field data capture: customer information, canvassing activity, photos and proof of delivery ● Offline mode: keep working with a weak connection, and your activity syncs automatically when you're back online BUILT FOR ● Field sales teams working leads, territories and customer visits ● Service and repair teams handling estimates and work orders ● Automobile dealership sales teams ● Logistics and delivery teams that need proof of delivery ● Medical representatives making scheduled visits WHY NAVIGATORPRO ● Sales, service, field activity and customer management in one connected platform ● Managers and dispatchers see field activity without chasing updates ● Reps get their route, tasks and customer details in one place ● Keeps working when connectivity is limited GETTING STARTED NavigatorPro requires a company account. Your company administrator provides your login credentials. New companies can start a trial on our Web/App. LOCATION AND CAMERA PERMISSIONS NavigatorPro collects location data to enable GPS attendance, route progress and live location sharing with your dispatch team, including when the app is closed or not in use. Background location is used only while you are clocked in or tracking is switched on. A notification is shown the whole time your location is being shared, and sharing stops when you clock out. Your access depends on your role and permissions. Camera access is used to capture photos, proof of delivery, receipts and field documentation.