What your team captures
Company details, service area, contact research and source notes.
crewTendSALES & CUSTOMER RELATIONSHIPS
Prospect research
Organize target accounts, service areas and research notes.
Available with scope limitsProspect records are available. A licensed external prospect database is not connected.
A PRACTICAL EXAMPLE
A target commercial account.
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 target commercial account
- Company details
- service area
- contact research and source notes
Connected work record
Review the work
Review the account and assign a next action
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
An organized prospect record for your team
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Review the account and assign a next action.
What stays connected
An organized prospect record for your team.
Know what to expect.
Where does this fit in the workday?
Start with a target commercial account. Review the account and assign a next action. The result is an organized prospect record for your team.
What needs to be configured?
Prospect records are available. A licensed external prospect database is not connected.
Product readiness Ask about setupCan 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 & accessTHE NEXT STEP STAYS CONNECTED