CleverSales

CleverSales is the sales rep companion app for security companies running on the CleverCam platform. Built for reps who are out in the field, it puts your whole pipeline — leads, quotes, subscriptions and follow-ups — in your pocket, backed by the same CleverOps system your office already runs on. WHO IT'S FOR CleverSales is for the sales team of a security company that uses CleverCam. You sign in with your existing CleverOps account; access is granted to staff with the Sales role (company owners always have access). WHAT YOU CAN DO • Work your leads pipeline Capture new leads on the spot, track their stage, and keep every contact detail and note in one place. Your pipeline stays in sync with the office in real time. • Quote from your equipment catalog Build professional quotes straight from your company's live equipment catalog and subscription plans. Pricing comes from the same source your back office uses, so quotes are always accurate. • Sell subscriptions Add monitoring and subscription plans to a quote and turn a prospect into a paying customer without leaving the app. • Start the onboarding journey Once a lead says yes, kick off and share the onboarding journey so the new customer knows exactly what happens next. • Never miss a follow-up Set reminders and get push notifications so no lead goes cold. Your in-app inbox keeps every update in one thread. • Stay connected to the office Everything you do flows into CleverOps and the shared CRM — no double capturing, no lost paperwork. REQUIREMENTS • A CleverOps account with the Sales role at a company that uses CleverCam. • An internet connection (CleverSales is an online app). CleverSales is part of the CleverCam ecosystem alongside CleverOps, CleverAlert, CleverCommand, CleverResponder and CleverTech.