SALES & CUSTOMER RELATIONSHIPS

Sales plays

Turn renewal dates and follow-up ideas into assigned actions.

Available with scope limitsTasks are recorded and reviewed in the office. Autonomous opportunity discovery is not connected.

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

A PRACTICAL EXAMPLE

An upcoming renewal or follow-up.

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

An upcoming renewal or follow-up

Customer
owner
due date
reason and next step

Prepared for the field

What your team captures

Customer, owner, due date, reason and next step.

What your team does

Assign and complete the follow-up with a linked activity note.

What stays connected

A traceable customer action.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an upcoming renewal or follow-up. Assign and complete the follow-up with a linked activity note. The result is a traceable customer action.

What needs to be configured?

Tasks are recorded and reviewed in the office. Autonomous opportunity discovery is not connected.

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