RadxCRM

DB Franchisee CRM Tool

Free · Designed for iPad. Not verified for macOS.

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.

  • 2.3
    out of 5
    3 Ratings

Improved iPad experience for FSRs with better insights, planning, and reporting. New National Accounts feature. iOS 26 support, bug fixes, and performance improvements.

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

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

    Seller
    Driven Brands Holdings, Inc.
    Size
    34.4 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.