Built for the Field, Not the Conference Room

Most CRM data gets logged hours or days after the interaction, when details are fuzzy and follow-up intentions have faded. A staff member finishes a company visit at 3pm, drives to three more stops, attends an afternoon meeting, and finally logs the visits at 5pm from memory. Details are missing. Risk signals go uncaptured. The CRM data that drives your program reporting is only as good as the recollection of a tired staff member at the end of a long day.

The ExecutivePulse mobile app closes this gap entirely. When you finish a company visit, you log it from the parking lot. The details are fresh, the form is in front of you, and the record is in the CRM before you pull out of the driveway. When you meet someone at a networking event, you scan their business card and their contact record is created and structured before you get home.

Walk route assignments come through the app as push notifications so staff know exactly where to go, which companies are on their list, and which form to complete at each stop. Managers configure the route in ExecutivePulse, push it to field staff, and watch submissions come back in real time as the walk progresses.

Everything entered in the app flows directly into the shared CRM - no transcription, no double-entry, no data loss. The mobile app is not a companion tool. It is a first-class interface for the same database your entire team works from.

Real-time capture is the single most effective way to improve CRM data quality. The mobile app removes every excuse for logging later.

Six Capabilities That Change How Your Team Works in the Field

From AI-powered card scanning to offline survey forms, every feature is designed for how EDO staff actually work outside the office.

AI Business Card Scanner

Point your phone camera at any business card. Claude AI extracts the name, title, company, email, phone, and address automatically and creates or updates the contact record in ExecutivePulse. No manual typing required.

  • Camera capture with AI OCR extraction
  • Maps to ExecutivePulse contact fields
  • Creates new record or updates existing
  • Review extracted data before saving

Business Walk Assignments

Staff receive assigned walk routes through the app as push notifications. Each stop shows the company, address, and the survey form to complete. Submit the visit report from the field. Walk assignment data flows back to program managers in real time.

  • Push notification for walk assignments
  • Per-stop company and address details
  • Survey form completion from the field
  • Real-time submission to program managers

Mobile Survey Forms

Any survey form configured in ExecutivePulse is available in the mobile app. Complete BR&E visits, intake interviews, retention surveys, and custom assessments from your phone. Offline completion is supported with sync when connection is restored.

  • All configured survey types available
  • Designed for thumb-friendly mobile completion
  • Offline form completion with auto-sync
  • Responses saved directly to company record

Voice-to-Text Entry

Use Azure Speech to dictate visit notes, task descriptions, and survey responses hands-free. Capture observations while walking a property or driving between visits without stopping to type.

  • Azure Speech-powered voice recognition
  • Dictate notes, tasks, and observations
  • Hands-free capture between stops
  • Accurate transcription with review before save

Push Notifications

Stay connected to your work without checking the app constantly. Get notified when a task is assigned to you, a walk route is ready, a survey invitation arrives, or a deadline is approaching.

  • Task assignment notifications
  • Walk route availability alerts
  • Survey invitation delivery
  • Configurable notification preferences

Document & Photo Capture

Photograph documents, property conditions, signage, or meeting materials directly from the app. Photos are attached to the relevant company or property record. AI can extract text from captured documents.

  • Photo attachment to company records
  • Document scan with AI text extraction
  • Property condition photo logging
  • Organized by record and date

Why a Purpose-Built Mobile App Beats Mobile Browser

A responsive website on a phone is not a mobile app. Purpose-built native functionality - camera access, push notifications, offline mode, voice input - requires a real app.

Mobile Browser CRM

  • Clunky interface not designed for thumbs
  • No camera access for business card scanning
  • No push notifications
  • No offline mode - requires constant connection
  • No voice input
  • No walk route assignment delivery

ExecutivePulse Mobile App

  • Designed for one-handed field use
  • AI-powered business card and document capture
  • Native push notifications
  • Offline form completion with sync on reconnect
  • Azure Speech voice-to-text
  • Walk route assignments and submissions

The gap between a mobile-responsive website and a native mobile app is not a design difference. It is an access difference. Native apps have device-level permissions that browsers cannot match: camera integration for AI scanning, OS-level push notifications that arrive even when the app is closed, local storage for offline forms, and microphone access for voice dictation.

For EDO staff whose most important work happens away from a desk, those capabilities are not nice-to-haves. They are the difference between capturing data in the moment and hoping to remember it later. The ExecutivePulse mobile app was designed from the start for the field worker, not the office worker accessing the web on their phone.

Frequently Asked Questions

Common questions about the ExecutivePulse mobile app.

The ExecutivePulse mobile app is available for iOS and Android smartphones. It requires an active ExecutivePulse account and authenticates using the same credentials as the web platform. The app is designed for one-handed field use on standard smartphone screen sizes.
When you photograph a business card, the image is sent to a Claude AI vision model that extracts the contact details - name, title, company, email, phone, address - and maps them to ExecutivePulse contact fields. You review the extracted data before saving to confirm accuracy. The result is a properly structured contact record created in seconds without manual typing.
Survey forms can be completed offline. Submitted data queues locally and syncs to the server automatically when a connection is restored. Real-time features like push notifications, AI business card scanning, and live CRM lookups require connectivity. The app indicates which features are available in offline mode so staff know what to expect in low-signal environments.
Walk route assignments are configured by program managers in ExecutivePulse and pushed to assigned staff via the mobile app as push notifications. Each assignment includes the list of companies, their addresses, and the survey form to complete at each stop. Completed submissions flow back to program managers in real time as staff submit them from the field.
The mobile app is part of the ExecutivePulse platform. Availability may vary by subscription tier. Contact us to confirm mobile app access for your plan and to discuss which features - including AI scanning, walk assignment management, and voice-to-text - are included for your organization.

Give Your Field Team the Tools They Deserve

See how the mobile app turns every field interaction into clean, structured CRM data - automatically.

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