CallProof Review

CallProof is a mobile-first CRM and sales platform designed for outside and field sales teams. Representatives use the mobile app to plan their day, manage accounts, and log calls, meetings, appointments, and in-person visits in seconds. It is built for corporate teams that require secure and controlled access to customer data. Common controls include role-based permissions and encrypted connections (TLS) to protect data in transit. Administrative tools help standardize fields, stages, and reporting across the organization.
CallProof supports data import and export (CSV) for quick onboarding and clear reporting.

CALLPROOF – TUTORIAL

CALLPROOF – FEATURES

• View nearby customers based on your location
• Easily log an appointment with existing customers
• Automatically add new customers with the Places feature
• Get driving directions to your destination
• All calls are automatically uploaded to your customer history
• View calls and appointments completed during the day
• Receive email alerts for customers requiring follow-up during the day
• View the news feed on others’ activities
• Easily import/export customers into the database
• Automatically geocode business addresses
• View all incoming and outgoing team calls
• Automatically log calls in customer history
• View customers plotted on a map
• Comprehensive activity reporting
• View staff location history
• Activity log for sales representatives
• Use iPhone to monitor sales representatives’ activities
• Open API
• Inside sales module
• Sales funnel and forecasting
• Voice transformation
• Add new leads in the field
• View a location on Google Street View to ensure you are in the right place.