Mobile sales tools, wherever your team works.
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One mobile workspace for
the full customer conversation
Find, add, and update contacts from the showroom floor
✓ Look up existing customers and leads
✓ Add new contacts from any mobile device
✓ Capture notes, budget, timeframe, decision makers, and shopping details
✓ Attach pictures and create follow-up activities from the contact record
Answer product questions without leaving the customer
✓ Search inventory by item number or keyword
✓ View descriptions, available quantities, stock by location, ETA, and price
✓ Scan products from a mobile device
✓ Move selected items directly into Cart Plus
Build carts and quotes while customers shop
✓ Connect a shopping cart to the customer record
✓ Search or scan items and adjust quantities
✓ Edit item descriptions and remarks
✓ Save pending carts or continue to checkout
Schedule the next step before the customer leaves
✓ Show available appointment times
✓ Let customers submit booking requests
✓ Capture contact details and appointment notes
✓ Use the booking calendar for in-store or remote appointments
Keep every commitment visible and actionable
✓ Create follow-up and other activities
✓ Set due dates while details are fresh
✓ Review upcoming, due-today, and overdue work
✓ Close completed activities from mobile
Manage hot opportunities from anywhere
✓ View opportunities by pipeline phase
✓ Review customer, value, probability, and close-date information
✓ Move opportunities through sales stages
✓ Track lead, appointment, design, won, and lost phases
Continue conversations by text
✓ Send web-based text messages to customers
✓ Review recent text conversations
✓ Reply from the mobile interface
✓ Keep communication available while away from the showroom
Start service requests from the customer record
✓ Create service tickets from mobile
✓ Add subject, details, and customer information
✓ Attach room, product, or damage pictures
✓ Access delivery tracking, delivery pictures, receipts, and review requests
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How Mobile Selling Really Works
A visual guide to the PerformNOW Mobile Salesperson Assistant and how it supports sales, service, and follow-up from anywhere.
Our mobile-enabled Salesperson Assistant puts sales tools in the palm of your hand—whether you’re in the store or outside working with customers. With instant access to customer data, scheduling follow-up, inventory, service, or making wish-lists, your team can stay connected, make faster decisions, and provide a more seamless customer experience anytime, anywhere.