Self-serve signup
Create a verified company workspace on your own, in minutes.
Learn more about Self-serve signupFeature
Field sales visits
Reckon CRM adds field sales to your customer records: managers schedule visits, reps check in on site, and every completed visit keeps its outcome and next step.
- Schedule visits for several team members against a lead, deal or organisation
- Interactive map with the customer's location and a geofence
- GPS check-in and check-out at the time of the visit
- Completed visits keep their outcome, notes, duration and follow-up date
Questions about Field sales visits
Is field sales part of self-serve signup?
Reckon CRM is offered on request, on a dedicated cloud or on-premises. Message us and we will set it up with you.
More features
Separate company workspaces
Every customer works inside its own Company, apart from all others.
Learn more about Separate company workspacesPlans, trials and billing
Plans per module, trial days, billing cycles and verified payments.
Learn more about Plans, trials and billingModular ERP
Start with the module you need and add others on the same platform.
Learn more about Modular ERPBangla and English
Signup in Bangla or English, with Bangla-first workflows for field teams.
Learn more about Bangla and EnglishRoles and security
Role-based access, verified owners and guarded sign-in.
Learn more about Roles and securityIntegrations and channels
WhatsApp, social, SMS, voice and email channels in one place.
Learn more about Integrations and channelsReckon AI assistant
Ask questions about your own records and approve the actions it suggests.
Learn more about Reckon AI assistantAI-assisted selling
Find, research and qualify customers, with a person approving every message.
Learn more about AI-assisted selling