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What is Location CRM?

The Location CRM Application allows teams to effectively store, oversee, and reuse particular GPS coordinates for their daily activities. Each customer site, point of interest, or job location is accurately documented and can be directly linked to a variety of tasks. This feature guarantees that teams remain informed about their destinations without the hassle of frequently searching for addresses. Furthermore, managers can assign saved locations, track visits, and validate work through time-stamped GPS data, which boosts clarity, organization, and reliability in field operations. In addition, this tool not only simplifies workflow but also enhances overall productivity for teams working in the field, ensuring they can focus more on their tasks at hand. Ultimately, the Location CRM Application serves as a vital resource for improving efficiency in diverse operational scenarios.

What is FORM MarketX?

Enhance your sales potential with FORM MarketX, a cutting-edge market execution tool designed to provide real-time guidance, tracking, and performance improvements. Its user-friendly drag-and-drop interface enables easy creation and assignment of dynamic tasks, making collaboration seamless. Teams can access contextual support via mobile devices, which streamlines the process of task completion. Gain valuable insights through immediate reporting, which helps ensure that tasks are directed to the right person at the right time, all thanks to our intuitive no-code task builder. Choose from an array of 12 task types, including sophisticated image recognition features, and implement conditional logic to speed up your teams’ responses. You can also set up push notifications and alerts to keep track of results and address arising issues without delay. Additionally, assign photo tasks to your field sales staff, giving them the capability to capture real-time images of executions from any location. Experience the live tracking of merchandising and standard operating procedures (SOPs) with data and images marked with geo-location, timestamps, and user information. Moreover, you can easily view and export images in various formats like PDF, PowerPoint, or via shareable links for straightforward distribution, thus improving teamwork and collaboration. By leveraging this all-encompassing platform, your organization can significantly boost operational efficiency and achieve superior outcomes in every aspect of market execution, ultimately leading to enhanced customer satisfaction.

Media

No images available

Media

Integrations Supported

Integrations Supported

FORM OpX
Microsoft 365
Microsoft Azure
Microsoft Teams

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$25 per user per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Location CRM

Date Founded

2017

Company Location

United States

Company Website

locationcrm.com

Company Facts

Organization Name

FORM.com

Date Founded

2002

Company Location

United States

Company Website

www.form.com/products/field-sales-management-app/

Categories and Features

CRM

Not specified

Categories and Features

Data Entry

Data Capture and Transfer
Image Entry

Field Sales

Not specified

Field Service Management

Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Time Clock

Retail Execution

Not specified

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics

Survey

Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Question Branching
Skip Logic
Supports Audio / Images / Video

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