Know everything about your customers, before you see them
Keep all notes, appointments, phone calls, tasks and emails as well as important documents relating to your clients and prospects in one place. Prepare for your sales call or appointment in advance with a single glance at your customer’s record.
Take your buddy with you everywhere and keep tabs on your data, sales and customers while on the go.
Finished your meeting? Update the opportunity directly in the BuddyCRM iOS app and have it instantly available to the other members of your sales team.
The BuddyCRM app is quick, simple and easy to use with all your history and planned activities available with a quick swipe.
Now you have a buddy to take with you on every sales trip, you’ll never be alone!
Full featured demonstration • No credit card required • Invite your whole team • See all the features