Features

Import Salesforce report CSVs, organize client visits and research businesses in your territory.

Bring your client list

Import Accounts and Leads from CSV exports. Review column mappings and import results. Salesforce CSV import does not establish a live connection or write changes back to Salesforce.

Plan your visits

Organize clients, scheduled visits and visit history. Compare route suggestions and open your navigation app for directions. Route estimates can change with road conditions.

Research a business

Request AI-assisted research briefs and review their available sources. Verify important details before using generated research with a prospect.

Continue at your desk

Use the same account in the web and mobile apps. Synchronization requires a connection. Supported downloaded records can remain available offline; map availability depends on downloaded map data and your device.