Specialised CRM

The key to customer loyalty and retention is relationships. Field teams need to access information offline as well as online with complete access to customer call notes, contacts, photos, sales history and current opportunities. Opmetrix empowers your field team with all relevant information before and during their store visits.

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.

Call Notes and Contacts
Tasks and Auditing

Tasks and Auditing

Opmetrix includes comprehensive task management features. A built-in task list ensures the 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.

Document Management

The Perfect Store Call

Professional Service

Every staff member has access to customer notes ensuring all interactions are professional.

Actionable Insights

Customer requests and queries can be actioned promptly with the tap of a button. Information sharing between head office and the field team is easy with Opmetrix.

Happy Customers

Customers buy more from teams they can trust. Information builds trust.