Moovago is a user-friendly CRM application designed specifically for sales representatives and account managers to enhance their organization and productivity. Available on both web and mobile platforms, Moovago offers essential tools such as interactive mapping, customer management, task tracking, scheduling, and sales monitoring. Its intuitive interface and customizable features make it an ideal solution for small businesses and agile sales teams seeking to streamline their operations and improve customer relationships.
Key Features and Functionality:
- Interactive Map: Visualize and plan sales routes with all customers and prospects displayed on a Google Maps interface, using color codes to indicate customer statuses.
- Customer Management: Access and edit customer information stored securely in the cloud, with document storage for files like photos and PDFs, and maintain a history of interactions.
- Task and Reminder Management: Organize tasks, reminders, and follow-ups with automatic synchronization between web and mobile versions.
- Scheduling: Manage appointments and tasks within the application, synchronize with electronic calendars, and view appointments on the Moovago map.
- Route Planning: Plan daily visits to customers and prospects, estimate travel times, and optimize routes to save time.
- Customization: Quickly adapt the application to specific business needs by customizing elements and segmenting the customer portfolio with keywords.
- Meeting Reports and Notes: Efficiently enter reports using checkboxes, record or dictate notes, and share tasks within a team.
- Sales Tracking: Monitor revenue data, compare current and previous years' turnover, and import sales data from Excel files.
- Recurring Tasks: Set up daily, weekly, monthly, or annual recurring tasks for each company, configured once for ongoing use.
- Expo (Merchandising: Manage product catalogs, track distributed samples, and monitor point-of-sale materials.
- Deals Management: Create and manage business opportunities, track progress, prioritize reminders, integrate quotes, and estimate revenue using closing probability rates.
- Database Queries and Filters: List and filter criteria, generate lists in spreadsheet format, and view filtered companies on the map or in a table.
Primary Value and User Solutions:
Moovago addresses common challenges faced by sales professionals, such as managing customer relationships, organizing tasks, and planning sales routes. By consolidating these functions into a single, intuitive platform, Moovago enhances efficiency and productivity for sales teams. Its cloud-based storage ensures secure access to customer data from anywhere, facilitating seamless collaboration among team members. The application's customization options allow businesses to tailor features to their specific needs, making it a versatile tool for various sales roles. Overall, Moovago simplifies the complexities of sales management, enabling professionals to focus more on building and maintaining strong customer relationships.