Cleanform / Our work / Field sales

Case study · Field sales

Rep cards: from a tool nobody used to one everybody does.

Reps had to pay for the old one, so few did. Ours is free and lives in the apps they already use.

Reps paid · one template→Free · one per product
$0monthly cost, to anyone
Customtemplates per product
0new apps for reps
BeforeA paid digital-card app, per rep. Most skipped it, so customers got a phone number on a flyer.
The problemNo way to know who opened what, and no follow-up when they didn't.
AfterA template per product, sent from the rep's own phone in two taps, with opens, follow-ups and private notes tracked.
ResultFree for every rep, so every rep uses it.
Template editor with one card per product
A template per product
Send card screen: pick a product, add a name and number, send by text
Send in two taps
Contacts list showing who opened their card, follow-ups and private notes
See who opened it

Live product, sample records.

More of our work

Dialer + CRM: $4,500 a month down to $300.Sales floorInventory: every unit tracked from checkout to first sale.OperationsOutreach: from copy and paste to a pipeline that runs itself.Brand outreach

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A free audit of your tools and spend, and a plain-English plan for what we'd build instead.

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