IntegroAgents: CRM Agenti

IntegroAgents is the CRM designed for multi-mandate sales reps: those who drive around all day, represent multiple companies, and need to know the status of each client and each assignment at all times.

It works WITHOUT INTERNET. All data stays on your phone, in your local database. No accounts to create, no passwords, no servers. In the warehouse, in the basement, in areas without coverage: the app works just the same.

CUSTOMERS
- Complete customer information: company name, address, contact details, owners and contact persons, tax information, notes
- Customer status (Customer, To acquire, To contact, Former customer, Not visited) with color in the list and on the map
- Starred interest level
- Visit history with notes, including voice dictation
- Individual customer turnover trend: pie chart and year-over-year comparison

MULTIPLE COMPANIES, ONE APP
- Record all the companies you represent, each with its own commission percentage
- Link each customer only to the companies that actually supply them
- Turnover is recorded by company and year; commissions are calculated automatically
- Revenue targets for each company, with a progress bar

VISIT TOURS
- Map with all geolocated customers, colored by status
- Build your tour by choosing customers; the app sorts them from closest to furthest, starting from your current location
- Direct navigation to the next stop
- Mark "done" and the visit is automatically recorded.
- Completed tours are archived and can be repeated with a tap.

VISIT REMINDER
- Set how often you want to see a client: 15 days, a month, three months, whatever you need.
- A green/yellow/red light tells you at a glance who you're neglecting.

AGENCIES AND ACTIVITIES
- Appointment calendar with day, 3-day, week, or list view.
- Automatically connects to Google Calendar if you have it on your phone.
- Reminder notifications with your choice of advance notifications.
- To-do list with due dates.

EXPENSES
- 18 categories (fuel, highway, hotel, meals, etc.)
- Summary by month and year.

DASHBOARD
- Revenue and commissions for the year, for all mandates combined.
- Monthly revenue broken down by company.
- Customer ranking with up/down arrows for growth and decline.
- Distribution charts. per company

BACKUP
- Export all data to an Excel file whenever you want
- Reimport the file to a new phone and find everything

FREE VERSION
Up to 30 clients, up to 3 visits, with ads and partial details in the dashboard.

PREMIUM
Unlimited clients and visits, no ads, complete dashboard with all companies and all clients in detail, visit reminders, and quick navigation.

Your data is yours and stays on your device.