Functions
Features of UPWARD
Store and utilise on-site customer data quickly and smoothly. All of this is achieved with a thoroughly intuitive functionality.


Functions
"Store" customer data
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Patented Automatic detection of stay records
The app detects and automatically displays potential companies to visit. This can significantly reduce the time and effort required for reporting.
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Auto call logging
Call logs are automatically recorded in the CRM. Easy reporting even when on the road.
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Easy reporting & management
Templates for report content can be set. Daily and monthly reports can be easily produced without variation.
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Voice input
Text can be entered only by voice. No-tap recording even when your hands are occupied.
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Industry map linkage
It can be linked to maps that match the characteristics of the industry, for example, the blue map used in the real estate industry.
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Chat linkage
Can be linked to major chat tools. Information can be shared in real time without opening the CRM.
"Utilize" customer data
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Dashboard
Accumulated activity data can be analysed on various axes, such as by team, by year, by sales office...
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Customer record
Key personnel's business cards, past sales records and other customer data remain, so handover is easy.
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Customer mapping
The color and size of the pin visualises the priority of the visit. Enables strategic visiting activities to the destinations that need to be visited.
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Push notifications
Timely notification of customers near your current location. Assists you in visiting customers in between activities.
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Nearby search
Allows you to quickly check nearby customer information. You can also narrow down your search by keyword.
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Route planning
Navigate the quickest and easiest way to the destination of your visit with a single tap operation.

A full overview of the benefits and best practices of the introduction of the system
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