Bowimi Features
Additional Functionality (126)
Customer History
Access previous interactions or concerns to maintain customer relationships
Document Storage
Store and organize documents in a centralized system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Capture
Automatically identify and save contact information of potential customers
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Customizable Forms
Customize contracts and forms to collect specific information
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Contact Management
Manage, organize, and store contact information
Dispatch Management
Manage sending personnel and resources to a site as needed
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Mobile Access
Access software remotely via mobile devices
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Territory Management
Organize customer data and accounts by user or geography
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Mobile Access
Access software remotely via mobile devices
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scheduling
Plan availability and assign specific time slots for tasks and resources
Driver Management
Track all personnel who operate company vehicles
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Electronic Signature
Digitally sign online documents
Dispatch Management
Manage sending personnel and resources to a site as needed
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Employee Management
Track employee schedules, availability, and performance across projects and tasks
SMS Messaging
Send messages via SMS
Territory Management
Organize customer data and accounts by user or geography
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Live Driver Tracking
Track driver locations on a map in real time
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Fuel Tracking
Monitor and track fuel consumption and costs
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Inventory Management
Track and manage inventory levels to maintain proper supply
Status Tracking
Track the status over time for a request, process, asset, or transaction
Shipping Management
Manage and track orders being shipped to customers
Transportation Management
Organize and track the physical movement of goods from one location to another
Order Tracking
Track orders throughout the fulfillment process
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Optimization (3)
Priorities
Allows users to establish and change priorities for routing activities.
Real-Time Updates
Receive system updates as soon as any changes are made
Dynamic Routing
Adjust routes based on company constraints and customer requirements.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Sales Performance Management (2)
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Performance Dashboards
Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field
Scheduling (4)
Master Schedule
Defines schedules for a geographical area, customer group, or type of delivery.
Constraints
Define and implement constraints such as maximum distance or number of required stops.
Adjustments
Administrators can override schedules when unexpected changes occur.
ETA
Estimated time of arrival can be shared with customers and adjusted when needed.
Personalization (6)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Analytics (4)
Performance
Analyse the performance of different routes or schedules.
Time & Costs
Track time (for travel, load/unload, etc.) and the associated costs.
Productivity
Monitor driver productivity based on KPIs such as time to destination.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Routing (3)
Master Routing
Matches customer requests with routes and driver or vehicle availability.
Default Routes
Define default routes per customer, geography, type of vehicle or type of cargo.
Route Assignment
Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience.
Presentation and Forms (2)
Digital Contracts
Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software
Route Planning (3)
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination
Administrative (3)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.