Prism

Field sales

Sell from the same stop.

Engineers check in at a site, capture a lead, record competitor equipment on the floor, and request a machine quote. Admins run the pipeline and approve quotes.

Self-visit check-in

GPS check-in with an arrival photo, then a hub for service, lead, machine, or competitor equipment.

Lead capture

Contact, products of interest, existing equipment, and notes — from a visit or a prospect registration.

Pipeline

Admin board with stages from New through Qualified, Proposal, Negotiation, Won, or Lost.

Machine quotes

Engineer drafts a quote from the lead. Admin approves. PDF uses tenant GST, bank, and stamp settings.

Competitor survey

Record what else is installed at the site while the engineer is there.

Check-out

Close the visit with location and a record of what was done — service, lead, or both.

Workflow

  1. 01

    Punch in, then check in at the site

  2. 02

    Choose service, lead, machine, or competitor capture

  3. 03

    Submit a quote for admin approval when needed

  4. 04

    Check out — HQ sees the lead on the board

Prism is not a generic CRM. Leads and quotes are tied to field visits and the install base.

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