APP OVERVIEW

Managing sales operations when your team is in the field was once a challenge, let alone the uphill battle faced by your field sales reps, who were often left to fend for themselves with last-minute scenarios they aren’t quite prepared for. But all that has changed thanks to the mobile revolution and a slew of useful mobile sales applications that totally empowers field reps to close deals from anywhere.
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Sales Kit is an Offline-first Application

Which means that Sales Kit mobile app can fully function when offline.
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Sync

Sync your data to any device anytime when the network or internet access is available or comes back.
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Outstanding Data Management

A perfect solution for an Agent or Sales Representative to capture and store Referrals, Contacts, Prospect Accounts and manage their Sales activity anytime, anywhere using any device.
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Geo-tagging

Remember where you create your Quotation, Proposals, Referral and all the attached images associated with your transactions.
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Sleek Charts and Graphs

A beautiful representation of your data to brighten up the UI that is imbued with elegance and positive motivations.
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Encrypt Everything

Keep your data safe with AES-256 encryption, strong enough to protect your confidential sales record.

HOW DOES IT WORK

Let's learn more about Sales Kit and some of it’s best features you can bring with you while you’re on the field.
  • 1.Sync your Plans and Products over the Cloud

  • 2.Showcase your Collateral and Product Presentations

  • 3.Start Selling. Create Referrals and Proposals to instantly capture key information during the Transaction (attach images, fill out an application form, etc.)

  • 4.Send an email attaching everything right after the Transaction if you're online or do this later if currently offline

  • 5.Send SMS notification of the captured Referral details if you’re offline

  • 6.Capture a digital signature of the Account to finish the Transaction

NOTABLE FEATURES

But wait, there’s more! Sales Kit is also equipped with the following functionalities that delivers the best tools for Sales and Marketing.
  • Equipped with Contact Management and Sales Journal
  • Agent Dashboard Display for Commissions and Closed Deals/Sales
  • Integrated with Reference Management for
    • Presentations / Collateral
    • Plans and Products
    • Investment Funds
  • Get instant access to all your plans and products via the cloud
  • Monitor your referrals and proposals across the entire sales team
  • Track and Manage Proposal and Referral movement
  • Generate electronic proposals directly on your tablet
  • Immediately attend to Proposal as soon as they appear
  • Digital Signature capture
  • Image Attachment Management
  • Application Form Builder
  • Proposal Document Automation
  • Built-in Notification Center
  • Support SMS notification

We can do more, just let us know!

EXPERIENCE IT

LIVE

We do have a live version of this app available only in the Appstore. Leave us a note and we'll get back to you. Let's begin working together to help you further understand our Products / Solutions.

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Don't have your

Web / Cloud Server yet?

Let us help you build it up. We support and recommend the following Companies who offer Cloud Servers:
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Learn how your app is performing using our support to Fabric

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We are also doing mock-ups by the way, you can experience it via InVision

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