Many professional services platforms treat mobile as an afterthought.
You get a stripped-down dashboard, a few read-only screens, and a monthly add-on fee for the privilege. When Avaro-One™ Field Portal was designed, we started from a different question: what does someone actually need to do between meetings, at a client site, or on the move?
The answer shaped everything.
The Field Portal handles four jobs brilliantly.
- First: Card Scan to Lead: snap a business card at an event and on-device OCR extracts the name, role, company, email and phone. The lead lands in your CRM, tagged to the right campaign, before you have shaken the next hand.
- Second: One-Tap Approvals. Discount requests, quote sign-offs, expense approvals — full context in a glance. Who is asking, what changed, the rationale, the policy match. Approve, decline, or push back with the audit trail intact.
- Third: Smart Expense Capture. Photograph a receipt and the system pulls the merchant, total, VAT and date automatically. Tag the expense to the right opportunity, project or client and submit it before you leave the restaurant.
- Forth: Smart Meeting Prep. On the move before a meeting, your phone provides a brief: deal stage, last conversation, open issues, recent wins, and info about the people who will be in the room. This is powered by your own CRM data using simple rules — no third-party AI fees, no per-query charges.
So why include all of this at no extra cost?
Our view is that mobile access is not a luxury feature. It is how work actually happens in the day to routine of field workers. Your consultants are on client sites, your partners are approving deals between flights and your sales teams are capturing leads at conferences. Charging extra for the tool they need most often felt fundamentally wrong.
The Field Portal is a Progressive Web App built into Avaro One. Open it on your phone browser, tap Add to Home Screen, and you have a full-screen, offline-capable app with no app store download.
It works offline — capture cards, log time, draft expenses on the underground or on a plane, get customer insights and meeting prep assistance, then everything syncs when you are back online. The security model is identical to the desktop platform: SSO, MFA, role-based access, and a full audit trail. Nothing extra to configure or lock down.
If your current platform charges separately for mobile, or gives you a watered-down companion app, it is worth asking what that says about their priorities.
The field is where the key work happens. Your platform should meet you there......and it should not cost extra to do so.
Check out thr interactive demo on our website. Field Portal — The Mobile Companion to Avaro One
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