Roam CRM Plus

MyPointNow Roam CRM+ is the new version of our popular Roam management system. Roam is built for people who really need to know what’s going on. Roam is designed to maximize efficiency in business-to-business markets.

Bringing a brighter future to talented people.

New with Roam CRM+, we have integrated location information with our innovative MyAccounts feature so you can get and record the information you need fast with a minimum of navigation. In addition we have added an Offline mode so you get get account information and record notes without a data signal!

Now with a faster, simpler to use design, you use MyPointNow Roam CRM+ on your mobile phone, tablet or laptop. MyPointNow Roam CRM+ connects you to important industry databases serving over 100,000 people just like you. It shows you everything you want to know about your day and then can remember all the important details during your day… automatically. It shows you where youre supposed to go, how to get there, remembers what you did there and how much you spent there. As you work through your day, week or month, your call and expense reports are already done for you. It just does it.

For Sales Professionals, it’s like carrying your desk on your mobile device. It shows you where youre scheduled to be and where all your customers are. MyPointNow Roam remembers your expenses, including your mileage. It just does it… automatically.

For Owners, MyPointNow Roam CRM+ shows you what’s going on in the key parts of your business. It connects outside people, inside people and managers, all live and automatically. Everybody can see everybody, so everybody knows what theyre doing and when theyre supposed to do it. Roam just does it.

New Features:

Offline Mode
MyAccounts - gives you instant access to the account you call on. Eliminates the need for customer search and speeds you through your day.
MyAccount Reporting - Innovated sales management tools help you analysis you time passed on your activity. Quickly assess how you’re spending your time, consider your opportunities and helps you identify overlooked sales targets.
Automated Tag Manager with text recognition software. Roam Plus recognizes words or terms in your call data to automatically categorize your activity and measure work toward different management goals.
GeoScheduler - Automated scheduling tools combines MyAccounts activity with map data to automatically suggest daily or weekly call schedules.

Other features:
Collaboration Tools - Locate team members, assign tasks, set reminders.
Customer Finder - Find your customers, new customers and get directions with conventional search, or search based on your GPS location now.
Expense Tracker - Record mileage via GPS, receipts and time on location seamlessly. Attach receipt images to expense records with device camera.
New Customer Finder - find new customers via GPS from our database of over 140,000 PHVAC companies nation-wide.
Customer Database - Complete customer records, 100% secure at your fingertips.
Contacts Manager - Access all your customers and complete history with them.
Improved Document Library - Access documentation on over 330 PHVAC manufacturers and over 16,000 relevant documents.
Reporting - Create sales reports or expense reports during any interval for any team member.
Desk-top Command Center - Have all these tools, plus more, expanded from your mobile device.

Bottom Line - Reduce overhead, eliminate paperwork, reduce administrative time, improve service and customer loyalty and sales.