Caller ID — Customer Intelligence on Every Call
When a market calls, your rep sees the full picture — name, address, last orders, outstanding balance, tier status — right on the native call screen. No app switch. Works offline.
The Problem
Field reps receive dozens of calls daily from retail outlets. Without context, every call starts with 'Who is this?' and 'Let me look you up.' Generic caller ID apps show a phone number. Your reps need business intelligence.
Native Call Screen
Customer info appears on the OS-level call screen — even when the app is closed. iOS via CallKit, Android via CallScreeningService. No missed context.
Offline-First
Customer database is pre-loaded on device. No server dependency during calls. Works in areas with poor connectivity — exactly where your field team operates.
Full Customer Context
Name, address, contact person, tier badge, last 3 orders, outstanding balance, CRM flags, and call history — all visible before your rep picks up.
Deep Dive
Native Call Screen Popup
Customer details appear directly on the incoming call screen using OS-level APIs. No need to open the app — information is visible the moment the phone rings.
Background Sync
Customer data syncs automatically in the background. When new customers are added or existing records are updated, changes propagate to all devices within minutes.
Offline Database
The complete customer directory is stored locally on each device. Call lookups happen entirely on-device with zero network latency, even in areas with no connectivity.
Call History Tracking
Every call is logged with timestamp, duration, and customer match. Build a complete interaction history that feeds into CRM and visit planning workflows.
Multi-Tenant Isolation
Each tenant's customer database is fully isolated. Reps only see contacts from their assigned organization, even on shared or BYOD devices.
Privacy-First Design
Customer data is encrypted at rest on the device. Access requires authentication. Data is wiped automatically when a rep is deactivated or changes organizations.
Real-World Use Cases
Inbound Order Calls
When a store calls to place an order, the rep instantly sees their recent purchases, outstanding balance, and segment tier. Orders are captured faster with fewer errors.
Field Rep Coordination
Reps calling each other about customer issues see the customer context on screen. Cross-team coordination improves when everyone has the same customer intelligence.
Credit Collection Calls
Collections teams see outstanding balances, payment history, and credit tier before answering. Calls are more productive when the full financial picture is immediately available.
API-First Design
Every capability is available through a clean, well-documented REST API. Integrate into your existing workflow in hours, not weeks.
View Full Documentation →Frequently Asked Questions
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