Agility Mobile Sales

Agility Mobile Sales

Outside Sales & Customer Service App
Bring your service counter to your customers with real-time access to Agility from your smartphone.

Benefits

Key Benefits

Sales

Resolve Issues in Real-Time

Access complete customer history from anywhere. Look up invoices, orders, and quotes instantly to answer questions and resolve issues on the spot.

Increase Sales Efficiency

Create quotes and submit orders directly from the field. Reduce errors, speed up the sales cycle, and close deals faster with mobile order entry.

Make Informed Commitments

Check real-time inventory and pricing before making promises. Confirm availability and view job-specific pricing to set accurate expectations.

Modules

Accounts

Access complete customer information and resolve issues in the moment.

  • Look up invoices, customer POs, open orders, quotes, credit memos, and RMA
  • Streamline inquiries with instant access to customer history
  • View A/R Aging Buckets to organize past-due balances
  • Track and manage overdue payments, reducing financial risks

Inventory

Confirm item availability and manage customer expectations.

  • Check real-time inventory data from anywhere
  • View item locations and available quantities
  • See quantities on-order for accurate forecasting
  • Set realistic expectations before making commitments

Modules

OrderPad

Create quotes and submit orders directly from the field.

  • View job-specific pricing, including quantity breaks
  • Create new quotes and email them to customers for review
  • Create and submit sales orders from the app
  • Reduce errors and speed up the sales cycle

Quicklists

Drive proactive service and identify upselling opportunities.

  • View the account’s top products in a Quicklist
  • Guide conversations with customer purchase insights
  • Ask helpful questions based on buying patterns
  • Identify upselling opportunities during customer visits

READY TO LEARN MORE?

Agility Mobile Sales is part of the Agility ERP solution.

Submit this form for more information about Agility or integrating Agility Mobile Sales with your Agility ERP.

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