D2D Advancer: Sales & Lead CRM

D2D Advancer is a field-sales and service workflow for door-to-door professionals and small crews.

MAP AND CAPTURE FIELD WORK
• Add leads from the map or lead list.
• See clustered leads, status, priority, and names for sold or interested work.
• Use map workflow filters, or jump to the next best lead.
• Open directions and Street View when available.

STAY ON TOP OF EVERY LEAD
• Record contact details, notes, photos, voice notes, quote amounts, and follow-up dates.
• Use clear statuses and priorities to focus the day.
• Create appointments and set approximate arrival times for Team jobs.
• Edit or delete leads, follow-ups, and appointments when plans change.

PRIVATE SOLO WORKSPACE
Personal records are stored on the device. Existing personal leads are not automatically moved into Team. When a worker who has joined a Team creates a new lead, D2D Advancer also creates a Team copy assigned to that worker. Photos and voice-note audio are not copied into Team.

TEAM WORKSPACE
The Team plan includes one owner and two worker seats for sales reps or technicians.
• Assign leads and sold jobs to the right worker.
• Workers see only Team leads and jobs currently assigned to them. New Team leads they create start assigned to them.
• Sync important status updates and in-app owner alerts.
• Share live location only after a member manually goes On duty.
• Review the latest active-hours route. Route records are scheduled for deletion after 30 days.

SUBSCRIPTIONS
Solo Monthly and Solo Yearly unlock the private field workflow, and active legacy D2D Advancer subscriptions continue to unlock Solo access. Team Monthly and Team Yearly include Solo features plus the three-seat Team workspace. Prices are shown by Apple before purchase. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel subscriptions in Apple ID settings.

Privacy: https://dan1sl6nd.github.io/D2D-Advancer/PRIVACY_POLICY.html
Terms: https://dan1sl6nd.github.io/D2D-Advancer/TERMS_OF_USE.html