Introducing NestMap
Turn customer data into field action.
NestMap connects CRM information to the locations, territories, routes, appointments, customers, prospects, and physical assets associated with your business.
Routes can be shared with employees, contractors, agents, or field workers without requiring them to navigate the complete CRM.
The platform can also be accessed in a mobile-friendly progressive web app. Users can save CallNest to their phone and access field workflows before a native mobile application has been developed.
From the record to the street, and back again.
Plot from the CRM
Customers, prospects, properties and appointments appear on the map with the record behind them.
Build the route
Order the stops for the day, assign an owner and attach the reason for each visit.
Share it out
Send the route by text to an agent, contractor or field worker without CRM access.
Log what happened
Outcomes, photos and notes return to the customer record as activity.