LeadToRev

LeadToRev is a CRM for companies that sell both products and services — distributors, system integrators, and project-led B2B teams. The iPhone app is built for the parts of selling that happen on your feet, and it follows one rule: anything you do on the move is at most two taps or one voice note. YOUR DAY The same ranked list your team sees on the desktop, sized for a thumb. Approve a draft, place a call, complete a task, or dismiss what no longer matters. CHATS WhatsApp and email together in one thread per customer. Reply by typing or dictation, or send a voice note. CAPTURE Business cards, notes pages, and event badges. Works with zero signal — everything you snap is safe on the phone the moment you snap it and uploads itself later. Review the batch when you are back online. QUOTATIONS View any quotation, see who has opened it and for how long, send one that is ready, and approve discounts if you are a manager. Quotations are built and priced on the desktop, where that work belongs. CALLS Your caller sees context, not a mystery number. On iPhone the one-tap log sheet appears right after you hang up, so the record is written while the conversation is fresh. CALENDAR Your day and a rolling agenda, with a nudge telling you when to leave for a site visit and directions in one tap. Tap a finished event to log it, even with no signal. ACTION ITEMS Your own list — see yours, mark them done, add a comment. LOOK ANYONE UP Search your whole book by name, phone number, part of an email address, a tax registration number, or a deal reference. Open a company to see its people, its deals across every funnel, and everything that has happened. DELIBERATELY ON DESKTOP Building and pricing quotations, catalog and rate-card administration, workspace settings, report deep-dives, imports, and the team action-item board. These need a big screen and a careful hour, not a thumb in a corridor. The phone always shows you their results. PRIVACY Customer records are not stored on the device. Anything you do offline — approve, log, dismiss, capture — queues on the phone and syncs later without duplicating or losing work. LeadToRev requires an account on a LeadToRev workspace.