From first call to closed deal - and every visit in between.
Leads, contacts, field visits with geo-verified punch-ins and WhatsApp & email templates. Built for teams that sell in person.
Lead manager
Every organisation, every contact, every stage.
Track organisations with multiple contacts, import from CSV or Excel and switch between a list and a board.
Field visits
Visits you can actually verify.
Reps punch in and out from their phone. GoToFix checks the distance from the client’s saved location and flags anything outside your radius - with the rep’s remark attached.
- Plan multi-stop trips with a purpose for each stop
- Set the punch-in radius per organisation
- Offline punches queue and sync later
Templates & messages
Email and WhatsApp, logged on the lead.
Approved templates with personalised fields. Every send, open and read lands on the lead’s timeline.
- Names, visit times and other lead fields fill themselves in
- WhatsApp Business and email from the same lead
- Reps pick from approved templates, not blank messages
Also in Lead Management
Task scheduler
Book follow-ups against a rep’s real calendar - busy slots blocked.
Claims & invoicing
Expense claims from field visits and invoices to won clients live in Finance & Accounts.
See Finance & AccountsCustom lead fields
Your stages, types, sources and contact profiles - configured per org.
Team performance
Visits done vs planned, new leads, wins and claims per rep.
Mobile app for reps
Leads, visits, punches, tasks and claims from the field.