Five apps to run a job that happens at one door.
Territory plots in one tool. Leads in a spreadsheet. Contracts via DocuSign sent later that night. Reporting from memory at end of day. None of it is real-time — and every data point requires a rep to stop and type.
Three things stop happening on Monday morning.
Our reps knock the same streets twice because nobody knows which doors have already been worked.
Territory map. Every door logged, every status visible.
PrimeBase plots your territory on a map with colour-coded markers for every door. Closed, pitched, not home, not interested — updated live as reps work the zone. No door gets knocked twice by accident. New reps can pick up a zone mid-day knowing exactly where the team left off. Polygon and radius search let managers carve territories before the day starts.
Prospects say yes at the door, then go cold by the time the DocuSign lands in their inbox three hours later.
Sign the contract on the spot, on the rep's phone.
Smart Documents lets reps load the contract on their tablet or phone before they knock. Customer says yes — they sign right there, in front of the rep. Both signatures are timestamped and attached to the deal record before the rep has left the driveway. No DocuSign subscription. No email follow-up. No lead going cold overnight.
The office doesn't know how the day is going until the reps drive back and debrief. By then, it's too late to help.
Real-time dashboard. Manager sees every close as it happens.
Every visit Marcus logs, every contract signed, every pitch marked for follow-up — it syncs to the manager's dashboard in real time. See which reps are closing and which zones are cold while you can still act on it. Redirect a rep to a hotter street. Spot a conversion rate problem before the shift ends. No end-of-day summary call required.
Five modules. Built for the field.
PrimeBase ships with eleven. For door-to-door sales teams, these five keep reps productive on the street and managers informed in real time — and they’re in every plan.
CRM + Maps
Plot every prospect on a live territory map. Polygon and radius search to carve zones. Colour-coded visit markers updated in real time as reps work the street.
Estimates
Build a quote in under a minute at the door — monthly payments, savings projection, system size. Show it on the tablet. Customer says yes, contract follows immediately.
Smart Documents
Load the contract before you knock. Customer signs on the spot on the rep's phone. Timestamped and attached to the deal — before you leave the driveway.
Smart Forms
Log every door interaction in seconds — outcome, notes, follow-up flag, photos. Syncs to the CRM record immediately. No paper, no end-of-day re-entry.
Mobile App
Everything runs on the rep's phone. Territory map, visit logging, quoting, and contract signing — fully field-native. No laptop, no office, no delay.
The things D2D teams ask before switching.
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