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Run your territory from the road.

AccountStride is a CRM for outside sales reps, built in the field by one.

It tells you who to call, who to visit and which quotes are going cold, then logs the visit before you are back in the car.

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Today’s run

Tuesday, 6 stops

  1. 8:30 Quote Q-24081 open 9 days Overdue
  2. 9:45 Follow-up due today Due
  3. 11:00 Sample dropped, no reply Due
  4. 1:15 Quiet 45 days, was monthly Quiet
  5. 2:30 Stretch film reorder window Visit
  6. 4:00 New lead, 2 mi off route Lead
Logged 3 of 6

A CRM built around the day you actually have: a list of stops, a phone in one hand and no time to type.

AccountStride runs on iPhone, iPad and the web. It knows who needs a visit, gets you there, and logs what happened before you pull out of the lot.

Every screen on this page uses made-up accounts and numbers.

Drive Mode

Go stop to stop with a few taps at each one.

Drive Mode puts the stop you are at on one big screen, with everything you do there a thumb away. Log the visit and the next stop is already loaded.

  1. 8:30 Camelback Foods
  2. 9:45 Roosevelt Fastener Supply
  3. 11:00 Sonoran Pallet Co.
  4. 1:15 Valley Vet Clinics
  5. 2:30 Cactus Trail Outfitters
  6. 4:00 Tempe Print Works

Stop 3 of 6

Sonoran Pallet Co.

11:00, 2.4 mi on E University Dr

AI overview

  • Buys 32 ECT shipping boxes monthly, about 4,000 a run.
  • You left 44 ECT samples on Oct 14. No reply yet.
  • Last order was 38 days ago. They usually reorder every 30.

Ask: did the 44 ECT hold up on the stacked loads?

From 14 notes, 3 quotes and 9 orders on this account.

New note

Met Luis at receiving. Wants 44 ECT pricing for Q1. Decision after the 15th.

Save to timeline

Directions

2.4 mi, about 8 min

  • Open in Apple Maps
  • Open in Google Maps

Tags

  • Samples out
  • Competitor incumbent
  • Hot
  • Quoted
  • Reorder due

Website

sonoranpallet.example

Pallets, crating and export packaging. One plant in Tempe, one in Chandler.

Visit logged, 11:24

Follow-up set for Thursday

Next: Valley Vet Clinics, 1:15, 3.1 mi

Example of Drive Mode. Tap an action to see what it does.

Smart Routes

A week of routes, planned around the accounts that need you.

  • Daily or weekly

    Build tomorrow, or the whole week at once.

  • Your criteria

    Overdue follow-ups, open quotes, account tier, days since the last visit. Change them and the routes rebuild.

  • Stops that cluster

    Stops group by area, so a day stays on one side of town.

Week of Nov 2

24 stops across 4 field days

Built from Overdue follow-ups, Open quotes, Tier A and B first, Quiet 30+ days, Same ZIP cluster

Pick a day to see its route.

1 2 3 4 5 6
  1. Tolleson Cold Storage
  2. Avondale Feed Supply
  3. Goodyear Assembly Co.
  4. Glendale Print and Pack
  5. Peoria Pet Foods
  6. Litchfield Labels
1 2 3 4 5 6
  1. Camelback Foods
  2. Roosevelt Fastener Supply
  3. Sonoran Pallet Co.
  4. Valley Vet Clinics
  5. Cactus Trail Outfitters
  6. Tempe Print Works
1 2 3 4 5 6 7
  1. Gilbert Growers Co-op
  2. Chandler Circuit Works
  3. Mesa Brewing Supply
  4. Red Mountain Candles
  5. Apache Junction Feed
  6. Superstition Spring Water
  7. Higley Home Goods

Desk day

No route. Call Block holds 9 to 11 with 14 calls queued, and quotes go out after lunch.

1 2 3 4 5
  1. Deer Valley Machining
  2. Desert Ridge Foods
  3. Anthem Outdoor Gear
  4. Cave Creek Coffee
  5. Norterra Medical Supply

The work between stops

Calls, new leads and quotes, each one tied back to the account it belongs to.

Call Block

Block out an hour and it lines up who to call: callbacks due, quiet accounts, new leads. Log each call with one tap, set the next touch, and the next number is up.

Call Block, 9:00 to 10:00

7 of 14 called

  • Callbacks 4
  • Quiet 6
  • New leads 4

Dana R., purchasing, (480) 555-0142

Asked for a callback after their audit

  • Reached
  • Voicemail
  • No answer
  • Not now

Next touch: Thu, Nov 5

  1. Camelback Foods Quote Q-24081 open 9 days
  2. Arcadia Candle Co. Callback, asked for after 10

Automatic Lead Lookup

Search an area or your route for companies that fit, and they come back with website, phone, address and industry filled in. Or type one company name and let it fill in the rest.

Manufacturers near Tuesday’s route
  • Papago Precision Parts Machining, 1.1 mi off route WebsitePhoneAddressIndustry Added
  • Arcadia Candle Co. Consumer goods, 0.6 mi off route WebsitePhoneAddressIndustry Add lead
  • Salt River Bottling Beverage, 2.0 mi off route WebsitePhoneAddressIndustry Add lead

Quote Generation

Build the quote with priced line items and email the customer a clean PDF. Once it is sent, it gets a follow-up date and shows up in your run until it closes.

Q-24112

Cactus Trail Outfitters

PDF
ItemQtyEachTotal
Shipping box 16 × 12 × 10, 32 ECT 2,500 $0.84 $2,100.00
Stretch film 18 in, 80 gauge 40 rolls $21.50 $860.00
Carton tape 2 in 36 rolls $3.10 $111.60
Total$3,071.60

PDF sent to buyer. Follow-up Thursday.

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