Global Xpress CRM
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Global Xpress
CRM · Team 9
Overview
Dashboard
Sales
Follow-ups0
Recurring
Sales reps
Contacts
Companies
Routes
Work
Activities
Email templates
0 companies
Dashboard
Saving...
DB...
Overdue follow-ups
0
Immediate attention
Due today
0
Scheduled today
Upcoming (7d)
0
This week
Active schedules
0
Recurring follow-ups
🔴 Urgent follow-upsView all →
No urgent follow-ups!
Companies by status
Customers
0
Leads
0
Prospects
0
Inactive
0
Total companies 0
Rep workload
Add companies and follow-ups to see rep summary.
—
New follow-up
Title
Type
Due date
Priority
Assigned rep
Company
Contact (optional)
Recurrence
Repeat frequency
One-time
Weekly
Every 2 wks
Monthly
Every 2 mo
Quarterly
6 months
Annually
End date (optional)
Auto-create next on done?
Notes
All 0
Overdue 0
Today 0
Upcoming 0
Recurring 0
Done 0
Recurring schedules
Standing check-in frequencies per customer or prospect.
Sales reps
Manage your team. Reps can be assigned to companies, contacts and follow-ups.
New rep
Full name *
Initials (2 letters)
Colour
Add companies and contacts to see them here.
Add company
Scan card
List (0)
Map view
Prospect
Look up company
Company name *
Industry
Address
City / Town
Province
Phone
Website
Logo URL (auto-filled)
Status
Account owner
Converted date
Notes
Scan business card
Take a photo of a business card — Claude will extract the company and contact details automatically. Just set the status and rep, then save.
Take a photo or upload an image
Tap to open camera · or drag & drop
Review & edit before saving
Company
Company name *
Industry
Phone
Website
Address
City
Status *
Assigned rep
Contact (from card)
Full name
Job title
Email
Phone
LinkedIn
Search for new prospects
Search Google Maps to find companies in your area. See which ones are already in your CRM and add new ones instantly.
Status
Customer
Lead
Prospect
Inactive
Industry
Add companies first
City
Add companies first
Rep
Add companies first
0 shown Reset filters
Add companies to see map
Sales routes
Select companies to build a driving route. Stops auto-sorted by proximity.
Status
Customer
Lead
Prospect
Inactive
Industry
Add companies first
City
Add companies first
Rep
Add companies first
0 companies shown Reset filters
Route stops (0)
Click pins on the map or companies below to add stops.
Add companies with addresses to see route map
Companies
Email templates
Build reusable templates with smart placeholders. Use them from any follow-up card.
Placeholders: {{contact}} {{company}} {{rep}} {{due_date}} {{city}} {{industry}}
New template
Template name *
Category
Email subject
Email body
All
Follow-up
Introduction
Quote
Check-in
Renewal
Thank you
Other
Log interactions from company contacts to see them here.
Use email template
Company
Contact
Template
Subject
Body
Voice note
On iPhone: Tap the text area below, then tap the microphone key on your keyboard to dictate.
On Android: Tap the microphone button below, or use the mic on your keyboard.
Processing your note...
Summary
Create follow-up from this note?
Title
Due date
Type
Rep
Scan business card
Take a photo or upload an image
Tap to open camera · or drag & drop an image
Extracted info — review and edit before saving
Full name *
Job title
Email
Phone
Company (on card)
LinkedIn
Website
Edit follow-up
Title *
Type
Due date
Priority
Assigned rep
Company
Contact
Recurrence
Repeat frequency
One-time
Weekly
Every 2 wks
Monthly
Every 2 mo
Quarterly
6 months
Annually
End date (optional)
Auto-advance on done?
Notes
Contacts
Interactions
Follow-ups
Products sold
Docs
Info