---
title: "CRM for sales follow-up | allsoft® Books"
description: "Daily call lists ranked by customer value, call outcomes that trigger follow-ups, beat routes, sales targets and mobile order taking for your field team."
url: https://allsoftbooks.com/crm
language: en
---

[Home](https://allsoftbooks.com/) / CRM and field sales

CRM and field sales

# Every customer called on time, every visit recorded.

CRM for sales follow-up: daily call lists by customer value, recorded outcomes and a field sales app for beat routes and orders.

[Book a free demo](https://allsoftbooks.com/demo) What's included

_Illustration: today's call list sorted by customer value, with call outcomes and a follow-up booked. Sample figures._

01 · Calls

## A call list that sets the day.

Each day starts with a call list by customer value. Record the outcome with proof, and follow-up actions start automatically.

- Daily call lists by customer value
- Call outcomes with proof
- Automatic follow-up actions

02 · Review

## Managers see what happened.

Managers review call results, with lockout where needed, and watch CRM dashboards. Sample, service and wishlist reports capture customer requests.

- Manager review and lockout
- CRM dashboards
- Sample, service and wishlist reports

03 · Field sales

## Take the beat to the street.

Plan beat routes, tag customer locations and set sales targets. Salesmen take orders on the phone and log no-order reasons with GPS.

- Beat routes
- Customer locations
- Sales targets
- Mobile order taking
- No-order reasons with GPS
- Location reports

## What's included

- Daily call lists by customer value
- Call outcomes with proof
- Automatic follow-up actions
- Manager review and lockout
- CRM dashboards
- Sample, service and wishlist reports
- Beat routes
- Customer locations
- Sales targets
- Mobile order taking
- No-order reasons with GPS
- Location reports

## Related modules

[Customer messaging Talk to customers where they already are. Explore →](https://allsoftbooks.com/customer-messaging)[Mobile accounting app Your books in your pocket. Explore →](https://allsoftbooks.com/mobile)

## See your follow-ups in allsoft® Books.

A 30-minute walkthrough set up with your customers and routes.

[Book a free demo](https://allsoftbooks.com/demo)