Vantage Pro

Vantage Pro is a territory management and CRM app for field sales teams. Reps keep their accounts, pipeline, follow-ups, routes and quota in one place, and managers see how their team is doing.

Access is by invitation only. Your administrator creates your account and sends you a sign-in link.

What it does

Accounts and follow-ups

Facility profiles, installed equipment, contacts, activity notes and follow-ups for every account in your territory.

Pipeline and quota

Open opportunities, closed deals and progress toward quota, with priorities for what to work next.

Maps and route planning

See your accounts on a map and plan day, week and month routes between them.

Calendar sync

Optionally put your follow-ups and planned route days on your Google or Outlook calendar.

How Vantage Pro uses your calendar

Connecting a calendar is optional and is done by each user from Settings → Integrations. When you connect Google Calendar, Vantage Pro asks for permission to manage events on your calendar (the calendar.events permission) and for your email address, so you can see which account is connected.

Vantage Pro uses that permission only to add, update and remove its own all-day events: your open follow-ups on their due dates and the days of routes you plan. It does not read, change or delete any other events on your calendar.

You can disconnect at any time from Settings → Integrations, which removes the upcoming events Vantage Pro created. See the privacy policy for details.