If your field reps live in a CRM table on a 5-inch screen, you've lost before the day starts. The table view is built for sitting at a desk and triaging. Field work is something else: it's "what's the next stop, who do I call from the car park, did the meeting end well enough to mark them visited?"
The brief
Replace the table as the default view on the captain app. Show a rep, in one scroll, exactly what their day looks like. Make every action one tap.
Four sections, in the order a rep cares
- Visits today — leads with status 'to_visit' whose route is on the day
- Follow-ups today — anyone with a follow-up dated today, sorted by time
- Hot prospects — heat ≥ 70, not closed (the chase list)
- Going cold — pipeline leads with past follow-ups but nothing upcoming
Fat-tappable cards
Every card carries the heat-score badge, status pill, location, and rating. Below that, a row of 5 action buttons all sized for thumb-zone tapping:
- Call (tel: with the number)
- WhatsApp (wa.me with the number)
- Email (mailto:)
- Directions (Google Maps with the address)
- Log activity / Add follow-up
What we measured
In the two weeks after we shipped it, follow-up adherence on the captain app jumped 31%. We didn't change the underlying data model. We just made the act of logging a follow-up after a visit take 2 taps instead of 8.
This is the whole CorperaHQ thesis in one feature: the same data, in a UI that matches the user's actual context, drives radically different outcomes.