SALES & CUSTOMER RELATIONSHIPS

Sales performance

Review estimates and recorded revenue with the source close by.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Field technician reviewing job information on a mobile device — Sales performance · connected to the work behind the record

A PRACTICAL EXAMPLE

A period of recorded sales work.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

A period of recorded sales work

Estimate values
outcomes
recorded revenue and date range

Prepared for the field

What your team captures

Estimate values, outcomes, recorded revenue and date range.

What your team does

Compare results and open the underlying records.

What stays connected

A sales review grounded in actual saved work.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a period of recorded sales work. Compare results and open the underlying records. The result is a sales review grounded in actual saved work.

What needs to be configured?

Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED