One system,
from the field to the desk.
The phone does what the visit needs: talk, photos, and GPS, no signal required. The desktop does what the season needs: the record, the numbers, the team. They work as one, so everything you capture in the field is already there when you sit down.
Explore the demo Click around the platform with a sample team. The field app is on iPhone and Android. The desktop runs in any browser.
Every visit in one place. Not three.
Notes, photos, and the report stop living in a notes app, a camera roll, and a laptop at night. Every visit goes under the place it happened. The client gets the report the same day. When an advisor moves on, the history stays with the account.
On your phone
Built so you look at the field, not the screen. Voice notes, photos, and GPS work with no signal.
See the field app On the desktop
Go deeper on everything you capture. Watch the season add up, see what changed since the last visit, and ask your own records a question.
See the desktop Ask about the last visit.
Pick a place and ask. Propel reads your field notes and hands back what matters, with the note it came from.
Hours back. Reports clients read. Knowledge that lasts.
What changes once the visit writes the report, and what you keep season after season.
At least four hours back, every week.
Talk through the visit and the report is written for you. The evening write-up becomes a few minutes of review. Most advisors get four to ten hours a week back, depending on the work.
Reports your clients actually read.
Structured, on your letterhead, photos in place, out the same day. Send a link to the map, the photos, and the report, or a PDF. Sharing is free.
"As I'm doing my field visits I can just shoot them off to the client. Easy peasy."
Casey Richards, Peoples Company
Knowledge that stays with the place.
Every visit, photo, and number sits under the farm, the barn, or the block. Each one ends in a signed, approved document of record. When an account changes hands, the history goes with it.
Learns your terms.
Fix a spelling once and it stays fixed, for the whole team. Agronomy, veterinary, your own product names.
"It's crazy how good the library is. If it's misspelled, which is rare, and we fix the spelling, it doesn't make a mistake again."
Jim Goss, Peoples Company
Record in one language. Report in another.
Talk through the visit in the language you think in. The report and the recommendations come out in the language your client reads.
What your team knows stays with your team.
Every note, photo, and report your team captures belongs to your team.
Reports come out as PDF and Word, and data as Excel, in files you can open anywhere.
When someone leaves your team, the record stays with the account.