RadxCRM

DB Franchisee CRM Tool

Free · Designed for iPad

iPad

Driven Brands CRM: Streamlining Customer Management for Our Sales Representatives Welcome to Driven Brands CRM, a robust internal platform designed to optimize the customer relationship management for our franchisee sales representatives. This iPad app provides comprehensive features to manage, monitor, and enhance customer interactions while working with customers in the fields. Feature Overview: 1. Map Integration: View warehouses on an interactive map with options to switch between map, satellite, or hybrid views. The map displays customer locations color-coded based on status, and shows detailed information about each customer. 2. Menu and Settings: Conveniently load customers and campaigns, use custom filters, conduct quick searches, and check app updates in the settings. 3. Quick Search: Find customers by name, phone, or ID, and view detailed customer profiles, including customer status, type group, last contact date, and more. 4. Customer Information: Get complete access to full customer information, including contact details, status, type group, competitor information, sales details, notes, and more. Edit information and upload customer photos as needed. 5. Add Visit: Track your customer visits, last inbound call, last sale date, marketing status, and more. Add new visits with details of the communication type and promo items given. 6. Customer and Campaign Management: Manage your client list efficiently, and check for updates upon login. Search for campaigns using multiple parameters and filter customers based on these campaigns or custom filters.

Ratings & Reviews

  • 2.3
    out of 5
    3 Ratings

Bug fixes, improved stability, and a new Geo-fencing feature for a smoother user experience.

Version 2.0.5

The developer, Driven Brands, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Driven Brands Holdings, Inc.
    • Size
      • 31.8 MB
    • Category
      • Business
    • Compatibility
      Requires iPadOS 15.5 or later.
      • iPad
        Requires iPadOS 15.5 or later.
      • Mac
        Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2024 Radiator Express Inc. All rights reserved.
  • Developer Website
  • Privacy Policy

    • More by Driven Brands, Inc.