Road Runner Field Sales CRM Case Study

How Creeley Digital built a field-first CRM for visits, leads, maps, follow-ups and the next useful action on the road.

Mobile · Field sales · Field-deployed system · private data withheld · Deployed system · 2024

A field-first CRM designed around the gaps between appointments, not the office desk.

What it is

A mobile-first CRM for leads, visits, follow-ups and the next useful action.

Who it serves

Field sales teams, rural suppliers and businesses that win work on the road.

The brief

Replace an office-shaped CRM with something a salesperson could use between appointments, on a phone, without losing the momentum of the day.

The work

Built business search, lead creation, mapping, calendar follow-up and export around a short field workflow, then shaped the Road Runner product identity around speed and movement.

The result

A working CRM deployed in a field-sales business. Wider release remains subject to further security testing and commercial setup.

Field sales, planned around the road.

Road Runner connects discovery, route planning and visit capture in one mobile-first workflow. The product record is real; client names, leads, locations and commercial figures stay private.

Discover the right opportunities.

Business search and lead creation were built for a salesperson deciding where to go next—not for a team cleaning up a database at a desk.

Build the best run for the day.

Mapping, run plans and road mode keep the next stop visible while the user is moving between appointments.

Capture the moment and the next action.

Visit outcomes, notes, voice capture and follow-up scheduling keep field context attached to the lead while it is still fresh.

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