Question

geo-tracking function app

  • 16 June 2021
  • 3 replies
  • 56 views
B

We strongly need to add geo-tracking function app as below:

. Step 1: Sales Supervisor create route for sales rep (normally for full week & full month)
. Step 2: Sales Rep check the route on the app + visit + check-in (mandatory function, must do when inputting a meeting/calls)
. Step 3: Sales Sup receive report the next day on visit rate & GPS accuracy
 

I sent this request 2 days ago via support center,  Ms. Perri and this page but no response 

This topic has been closed for comments

3 replies

Michelle from Copper
Rank
Userlevel 7
Badge +7

Hi @Bich Ngoc, thank you for the suggestion. We do not have GPS tracking or route planning in our core product; our focus is more on tracking and growing relationships. If this is important to your business, I recommend you look into purpose-made route planning and monitoring software as as Route4me or Onfleet.

Once you have decided on a software to help with your routes, you can look into integrating them into Copper using Zapier or our open API.

- Michelle from Copper
B

Thanks for your suggestion.

In that way, our team will you 2 software CRM and Route4me or Onfleet?

 

Evan from Copper
Rank
Userlevel 3
Badge +3

Hi @Bich Ngoc , that would be correct. You would want to use one of either Route4Me or Onfleet, and then integrate it into Copper. 

Evan from Copper
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