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.