UPWARD AGENT for iPhone

UPWARD AGENT — Mobile Sales Made Simpler

UPWARD AGENT is an app built to help field sales teams work smarter. Acting like a personal sales aide, it reduces manual data entry, improves the quality and timeliness of records, and makes CRM systems more useful for reps on the move.

Suggested Alternative

If you prefer another option, v2rayng (Free) is listed as a recommended alternative.

Core capabilities

• Nearby customer alerts: Set criteria for the types of clients you’re interested in and receive notifications when matching customers are detected nearby, making it easy to turn spontaneous opportunities into visits.
• Location-based customer search: Instantly discover customers close to your current location and launch actions such as calling, getting directions, or adding that customer to your visit schedule with minimal taps.
• Quick activity logging: Update activity type, contact details, and visit notes from a single screen while recording time spent and qualitative comments, enabling fast, accurate entries into CRM.
• Automatic visit tracking: The app uses location information to detect when you arrive and leave a customer site, automatically logging visits so reps can concentrate on conversations instead of clocking in/out.

Why field teams benefit

UPWARD AGENT reduces the friction of keeping CRMs current, shortens the time spent on administrative tasks, and increases the reliability of visit data. That combination helps managers get better insights and enables salespeople to spend more time selling.