Specialised CRM
We all know the key to customer loyalty and retention is in relationships. This is why we have designed Opmetrix so that your field teams can access information offline, with complete access to customer call notes, contacts, photos, sales history and current opportunities.
Opmetrix empowers your field team with all the information they need to focus on selling and exceeding targets.
Call Notes and Contacts
Recording call notes is quick and easy in Opmetrix. Call notes can be used to record visits, capture product feedback, track issues and requests. All contacts are in one place and linked to call note history.
Photo capture and history
Attach multiple photos to call notes and review history at any time.
Escalate and Action
Escalate call notes by email for immediate action and tag them for next visit follow ups.
Tasks and Auditing
Opmetrix includes comprehensive task management features including a built-in task list which ensures your team action all tasks and capture critical business data on every visit.
Surveys
Powerful surveys deliver key insights. Create targeted surveys that can include multiple question types, photos, electronic signatures and conditional questions.
Objectives & Goals
Set tasks with due dates for actions to be completed. Create and monitor business goals that can be targeted by channel, territory and team members.
Document Management
Upload and distribute key collateral including brochures, spreadsheets, planograms and videos for the team to access in the field.
Works Offline
Access documents anytime, anywhere even without an internet connection.
Filter and Expire Docs
Target document access to channels and territories. Set auto expiry dates based on promotional cycles and other key dates.
Key Feature & Benefit
The Perfect Store Call
Why choose us
Customer Testimonials
One platform to drive field team success with 360-degree client engagement while
supporting sales managers to increase productivity, enhance communication and improve visibility.
"Opmetrix has been a key resource for gaining data and insight for our business. It has allowed us to easily gather important trade information that we can then use to implement informed and targeted strategies. The ease of use whilst in trade visits has made this a must have tool for our field team."
"The front end of Opmetrix is used daily by our field team, is not overly complicated and easy to use remotely via their iPads to complete calls, place orders and execute other daily tasks."
"Our reps love the user interface and simplicity of Opmetrix. Experienced reps who have worked with many platforms over the years have said it’s easily the best sales platform they have ever worked with. It’s elegant and functional, a difficult combination to get right!"