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 is definitely really well thought out system and very easy to use, we do enjoy using it."

Lyndsay Sykes
Territory Manager

"Opmetrix have been able to support our complex distribution structure by configuring their solution to suit our needs."

Kumaran Sitha
Group Manager

"Upgrading our CRM system was well over due and choosing Opmetrix was a no brainer. The team at Opmetrix were great to deal with. They dragged us into the 21st Century and made the integration seamless. Opmetrix offers our business exactly what we need and more."

Nathan Barrett
Managing Director
Contact

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Opmetrix can help your business