CASPR Soft
Sales & CRM

CRM and B2B sales app: your field reps on autopilot

The sales app (SFA) turns a rep's phone into their main assistant: orders taken on the spot, quotes generated as PDFs, a visual digital catalogue and route validation through GPS check-in at every client — all synced straight into the company CRM or ERP.

  • Free assessment
  • Proof of Concept on your own data
  • no strings attached
Where you are now

Time spent on admin instead of selling

  • You don't really know who your reps are visiting
  • Reports get written on Friday evening, from memory
  • Client information is scattered across emails and notebooks
  • Opportunities are lost because follow-up doesn't happen in time
  • Too much time goes into filling in spreadsheets
What we actually do

The SFA solution: field visibility without the admin

GPS-validated check-in at every client
Reports generated automatically after each visit
A clear visual pipeline with follow-up reminders
Digital catalogue and PDF quotes sent on the spot, in front of the client
Offline access to the client's full history
ERP sync for stock levels and orders
Features

What the Sales & CRM solution includes

Six blocks covering the rep's day: from route and visit through to the quote.

Task management

The rep's visits and tasks are planned from one place.

Client history

Client history is available even with no signal.

PDF quotes

The quote is generated as a PDF and sent from the client's desk.

GPS check-in

Presence at the client is GPS-validated, not self-declared.

Digital catalogue

The catalogue is shown on a tablet, with current prices.

Targets and KPIs

Targets and results are visible to the whole team.

How it goes

A day in the life of an effective rep

You cut the dead time and turn every visit into an opportunity.

Planning and routing

You set next week's visits. The rep gets the optimised route on their phone.

Visit and quote

The rep checks in, shows the digital catalogue, builds the quote on the spot and emails it from in front of the client.

Instant reporting

On the way out they fill in feedback in two minutes. You get the report in the dashboard in real time.

We've built this before

PowerOn

CRM and quoting for an installations and fit-out company

PowerOn is exactly this, built for a client: a drag-and-drop Kanban pipeline, totals recalculated on every move, and an alert on deals that haven't moved in ten days.

See the project
  • Pipeline computed in real time
  • Quoting volume, month by month
  • Conversion funnel by stage
  • Alerts on stalled deals
Frequently asked questions

Frequently asked questions about Sales & CRM

Talk to a consultant

Yes. Reps can enter data, build quotes and log visits offline. Everything syncs when the connection returns.

Yes. You get a live map with the last known position and visit status — in a meeting or on the road.

Yes. We integrate with most ERP systems, to pull stock and push orders.

Yes. We configure the stages — qualification, quoting, negotiation — exactly the way your team works.

Yes. Importing the initial database is part of the implementation, so you start quickly.

Next step

Shall we grow the sales?

We'll show you what an automatically generated activity report looks like, on your own team's data.

Sales & CRM
Start the free assessment
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