Use Case

Streamline Field Sales & Appointment Operations

Mobile-first CRM built for sales teams who work in the field

Empower your field sales representatives with the tools they need to schedule more appointments, track client interactions effectively, and close more deals. Designed specifically for India's dynamic sales environment with features that work seamlessly across metros and smaller cities.

Streamline Field Sales & Appointment Operations

Key Features for Your Business

Mobile Call Logging

Automatically capture every client call with location data, duration, and outcomes. Perfect for field sales reps who are always on the move.

Appointment Scheduling

Intelligent scheduling that considers travel time, client preferences, and territory optimization for maximum efficiency.

Territory Management

Visualize client locations, optimize travel routes, and ensure comprehensive coverage of your sales territory.

Real-time Team Sync

Share client updates instantly across your sales team. Never double-book appointments or duplicate efforts.

Follow-up Automation

Automatic task creation after each client interaction ensures no lead falls through the cracks.

Performance Tracking

Monitor sales metrics, call conversion rates, and appointment-to-close ratios in real-time.

Measurable Results You Can Expect

45%

Increase in Appointments Scheduled

35%

Reduction in Travel Time

60%

Faster Lead Response Time

25%

Higher Close Rates

How Converse Solves Your Challenges

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Challenge

Sales reps waste time traveling between poorly planned appointments, reducing the number of client meetings per day.

Converse Solution

Converse's intelligent scheduling optimizes appointment routing based on geography, reducing travel time and increasing face-to-face selling opportunities.

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Challenge

Important client details and conversation history are lost between team members, leading to awkward repetitive questions.

Converse Solution

Shared client profiles with complete interaction history ensure every team member is fully prepared for each client conversation.

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Challenge

Manual follow-up tracking leads to missed opportunities and forgotten commitments to prospects.

Converse Solution

Automated task creation after each call ensures systematic follow-up, with reminders and escalations to keep deals moving forward.

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Challenge

Sales managers have limited visibility into field team activities and performance in real-time.

Converse Solution

Live dashboards show team location, appointment status, call metrics, and pipeline health for data-driven coaching and support.

Success Story

See how SalesForce Mumbai transformed their operations with Converse

"Converse transformed our field sales operations. Our reps now schedule 40% more appointments per week, and our close rate has improved significantly because they're always prepared with complete client history."

Rajesh Kumar

Sales Director

SalesForce Mumbai

Verified Customer
40%

Improvement in sales productivity

Essential Features for Your Industry

GPS-based client check-ins
Offline call logging and sync
Automated expense tracking
Client preference management
Pipeline management tools
Commission calculation
Lead scoring and prioritization
Mobile document sharing
Voice-to-text note taking
Integration with popular CRMs

Serving Businesses Across India & Beyond

Key Markets

Mumbai
Delhi NCR
Bangalore
Pune
Chennai
Hyderabad
Kolkata
Ahmedabad
Surat
Jaipur
Lucknow
Kanpur

Industries We Serve

Insurance Sales
Real Estate
Financial Services
Medical Equipment
B2B Software
Manufacturing
Pharmaceuticals
Education Services

Whether you're a startup in Bangalore, an established firm in Mumbai, or expanding across Delhi NCR, Converse adapts to your local business needs while providing world-class communication tools.

Ready to Transform Your Business Communication?

Join thousands of service teams who've streamlined their client management with Converse.