ProspectMGR-iA: Field CRM

Your co-pilot already knows where to start today: what's overdue, what's coming up soon, and the demo you can't miss. And if you lose your signal, the app keeps working.

From the first contact to the signed deal.

ProspectMGR-iA is the CRM for field sales teams: the salesperson who goes door-to-door, the supervisor who assigns territories, and the organization that needs everything to add up at the end of the month.

YOUR DAY, ALREADY PRIORITIZED Open the app, and it already knows what’s urgent. Overdue tasks, appointments for today, and prospects near you right now—all on a single screen. No need to make lists or ask anyone for a report.

ASK IT IN YOUR OWN WORDS The AI co-pilot responds with your data, not theory. Ask it what opportunities you have today, and it’ll give you addresses, distances, and where to start. Ask for help with an objection, and it’ll respond with what it knows about that customer.

YOUR ENTIRE TERRITORY ON THE MAP Your geolocated prospects, grouped by area. Plan your daily route, identify clusters worth visiting on foot, and make the most of every trip.

WORKS WITHOUT A SIGNAL Schedule, confirm, and follow up on visits from the field. If you lose coverage, the app keeps working and syncs automatically when you get service again. Nothing gets lost in a basement or a dead zone.

YOUR EARNINGS, BY THE DAY Earned, paid, and pending payment, with details for each commission. No need to ask anyone or wait until the end of the month.

FROM QUOTE TO INSTALLATION Get a quote, complete the financing application with signatures and consents, schedule the installation, and close the service order. The entire cycle is handled within the same file, without switching between applications.

FOR MANAGEMENT Stage-by-stage sales funnel, average ticket size, days to close, and each salesperson’s activity—all updated automatically. Territories, goals, and teams on a single dashboard—no need to create reports manually.

WHO IT’S FOR

• Sales Rep — your portfolio, your daily route, and your commission.
• Sales Team — territories, goals, and activity on a single dashboard.
• Large Organization — multiple branches, roles, and approvals under a single set of rules.

SECURITY Each organization sees only its own data. Sensitive documents are transmitted encrypted, and all access to personal information is logged. You can request the deletion of your account directly from the app.

ProspectMGR-iA requires an account with the organization contracting the service.

Privacy Policy: https://www.prospectmgr.com/privacidad Terms: https://www.prospectmgr.com/terminos