Mobilize Your Field Sales With Access to Your CRM & ERP Software on Any Device
Bezlio is an app that you can install onto any iOS or Android mobile device that allows you to connect to any existing CRM and ERP system and provide mobile access to all of the data that your mobile field sales teams would ever need.
Bezlio also gives you a low-code/no-code platform to build screens, applications and interactive dashboards using simple drag-and-drop tools to go beyond what any other field sales app can provide.
Field Sales Mobile Software Features
MOBILE CRM DASHBOARD
Customer overview with sales metrics, quick contact shortcuts, mapping, and links to key information.
ACCOUNT INFORMATION
Quick access to customer account information, payment terms, shipping preferences and more.
AR AGING
Real-time access to your customer’s current AR aging totals, broken out by time.
ATTACHMENTS
Central location for files and attachments related to your customers. Eliminate out-of-date documentation.
INVOICES
View customer’s invoices and drill down to see payment status, details, and line items including part #, quantity and pricing.
ORDERS
Real-time access to your customer’s order records with drill-down to see line items, pricing, quantity shipped and more.
TOP PARTS
Give your sales team immediate access to the top parts your customer has purchased and the revenue it generated.
TASKS
Make sure nothing is missed by assigning customer tasks for specific members of your sales team.
ROUTE PLANNING & MAP
Easily search the accounts & prospects that are close to your location, lookup account data, and then map your route.
YOUR FUNCTIONALITY HERE
Use our no-code development platform to link to any of your data and build whatever functionality that you need.
JERGENS INDUSTRIAL SUPPLY
Kurt Schron —Â Senior Business Analyst
“…the two-way ability to write data back to our SQL database is a game changer. It allows our sales reps and other remote user to be on their iPhones/iPads and update our ERP solution in real-time. It has changed how we are able to track tasks and monitor inventory levels.”
Create Your Own Custom Mobile App
Your business has unique processes, workflows, and goals. Why not customize our cutting-edge mobile app for your ERP software to get precisely what you need? Use up to all three of the below processes to craft the ideal ERP mobile app for your business...
Pre-Built Bezls
These drop-in features cover everything from labor entry to location transfer.
Create Your Own
Our intuitive platform allows you to easily build custom functions.
In-House Experts
Work with Bezlio experts to craft custom functions that suit your business.
