For Sales Reps

Your accounts. Instant answers. Anywhere.

Check order status, balances, and product history — in seconds, not hours. Even via SMS.

Open orders for Acme Corp?
3 open orders totaling $74,500
Is MegaSoft current on payments?
Current — last payment Nov 15
What did GlobalTech buy last quarter?
$142,800 across 4 orders
Credit limit for Nexus Inc?
$150K limit — $82K available
Overdue invoices for my accounts?
3 invoices — $45,200 total
Top product for Zenith Corp?
Enterprise Suite — 67% of orders
Last order from Sterling Co?
PO-4521 — $24,500 on Dec 12
Shipping status PO-4498?
In transit — arrives tomorrow
YTD revenue from Quantum Inc?
$312,400 — up 23% YoY
Discount tier for Prime Ltd?
Gold tier — 15% off list
Back-ordered items for Vista?
2 items — ETA next Tuesday
New accounts this month?
4 accounts — 3 already ordered
Pending quotes this week?
5 quotes — $89,200 total
Average order size for Omega?
$18,400 per order
Customer balance for DataPro?
$12,400 outstanding — 8 days
Returns this quarter?
2 returns — $3,200 total
Products running low at DataPro?
Widget Pro: 12 units left
Commission this month?
$4,820 on $96,400 closed
Open orders for Acme Corp?
3 open orders totaling $74,500
Is MegaSoft current on payments?
Current — last payment Nov 15
What did GlobalTech buy last quarter?
$142,800 across 4 orders
Credit limit for Nexus Inc?
$150K limit — $82K available
Overdue invoices for my accounts?
3 invoices — $45,200 total
Top product for Zenith Corp?
Enterprise Suite — 67% of orders
Last order from Sterling Co?
PO-4521 — $24,500 on Dec 12
Shipping status PO-4498?
In transit — arrives tomorrow
YTD revenue from Quantum Inc?
$312,400 — up 23% YoY
Discount tier for Prime Ltd?
Gold tier — 15% off list
Back-ordered items for Vista?
2 items — ETA next Tuesday
New accounts this month?
4 accounts — 3 already ordered
Pending quotes this week?
5 quotes — $89,200 total
Average order size for Omega?
$18,400 per order
Customer balance for DataPro?
$12,400 outstanding — 8 days
Returns this quarter?
2 returns — $3,200 total
Products running low at DataPro?
Widget Pro: 12 units left
Commission this month?
$4,820 on $96,400 closed

Built for instant account access

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KNOW YOUR ACCOUNTS

Prep in 30 seconds. Not 30 minutes.

Ask a question before your next call. Walk in knowing their history, balance, and opportunities.

Order history
What they bought, when, and how much — instantly.
Payment status
Current, overdue, or at credit limit — before you call.
SMS access
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balance for customer Acme Industrial
Get
Acme Industrial owes $24,850. 12 days past due.

Ask your first question now.

Connect your database, ask in plain English, get verified answers. Works via SMS too.

You're losing selling time on data hunts

These bottlenecks cost you deals. Manager Boost eliminates them.

DATA HUNTS

Three systems for one answer

ERP, CRM, spreadsheets — just to check if a customer is current.

Logging into 3 systems

Just to find one order status. Every. Single. Time.

Waiting on sales ops

"Pull Acme's history" shouldn't be a ticket and a 2-day wait.

MISSED OPPORTUNITIES

Walking in blind

No time to research before back-to-back calls. You wing it.

Unprepared calls

You don't know their last order, balance, or open issues.

Missed upsells

You don't know what they bought before, so you can't suggest what's next.

ON THE ROAD

No laptop? No answers.

Most tools need a desktop. You need answers from the parking lot.

Desktop-only tools

Dashboards don't work on a phone between meetings.

Just text it

"Balance for Acme?" via SMS. Answer in seconds. From anywhere.

Stop digging through dashboards.

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