Managers run the week from web. Reps run the day from mobile. Same data, no handoffs, no spreadsheets.
Web dashboard for schedules, reps, clients, products, notifications — scoped to your company.
Publish visits from HQ and surface them on the SwiftVisit mobile app with status you can audit.
Keep territories organized with visit intent tied to locations and accountable outcomes.
Revenue, completion, and pipeline signals summarized without exporting spreadsheets.
CRM structure designed for B2B field teams — accounts, interactions, and rep ownership.
Maintain the catalog your reps sell against so quotes and visits stay consistent.
Central place to review alerts and schedule change requests before they hit the calendar.
Managers authenticate to an admin experience; reps stay on mobile with least-privilege roles.
Treat Partial / Pending balances with the same urgency as the Collect payments card on the SwiftVisit home screen.
HQ publishes intent from web; reps execute visits, record sales, and navigate routes inside the native SwiftVisit tabs they already know.