FUNCTION

Functions

Features of UPWARD

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

Storing Customer Data / Making Use of Customer Data Storing Customer Data / Making Use of Customer Data

Functions

"Store" customer data

  • 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.

  • Auto call logging

    Call logs are automatically recorded in the CRM. Easy reporting even when on the road.

  • Easy reporting & management

    Templates for report content can be set. Daily and monthly reports can be easily produced without variation.

  • Voice input

    Text can be entered only by voice. No-tap recording even when your hands are occupied.

  • 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.

  • Chat linkage

    Can be linked to major chat tools. Information can be shared in real time without opening the CRM.

"Utilize" customer data

  • Dashboard

    Accumulated activity data can be analysed on various axes, such as by team, by year, by sales office...

  • Customer record

    Key personnel's business cards, past sales records and other customer data remain, so handover is easy.

  • 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.

  • Push notifications​

    Timely notification of customers near your current location. Assists you in visiting customers in between activities.

  • Nearby search

    Allows you to quickly check nearby customer information. You can also narrow down your search by keyword.

  • Route planning

    Navigate the quickest and easiest way to the destination of your visit with a single tap operation.

Download a free set of 3 documents

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

Download a free set of 3 documents

If you have any questions, please feel free to contact us.

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