The Avaro One Field Portal puts every field action within thumb's reach. Scan business cards into leads, approve deals between meetings, capture expenses on the move, and walk into every meeting prepped — without opening your laptop.
Tap Watch Demo on the phone to see a real flow play out: a scanned business card converted to a lead, a discount approval, an expense receipt captured, and a meeting brief generated — end-to-end, from your CRM data.
Every action is one or two taps. Every screen knows what you were just doing. The phone becomes the fastest input device for your CRM — not a stripped-down version of it.
Snap a business card at an event. On-device OCR extracts name, role, company, email and phone. The lead lands in your CRM tagged to the right campaign before you've shaken the next hand.
Discount requests, quote sign-offs, expense approvals — full context in a glance: who's asking, what changed, the rationale, the policy match. Approve, decline, or push back, with audit trail intact.
Photograph a receipt, the Avaro One OCR pulls the merchant, total, VAT and date, and you tag the expense to the right opportunity, project or client. Submitted before you leave the restaurant.
Five minutes before a meeting, your phone surfaces the brief: deal stage, last conversation, open issues, recent wins, and decision-makers in the room. Powered by your own CRM data — no third-party AI fees.
If your work happens between airports, client sites, conference floors and partner offices, the Field Portal is for you.
Capture leads at events, log call notes between meetings, push deals through stages from the car park.
Log billable time as it happens, attach expenses to the right project, surface scope changes before they bite.
Discount, quote and expense sign-offs land on the home screen with full context. No more email chases.
Project leads on client sites updating tasks, capturing photos against deliverables, and updating status from the field.
The Field Portal is a Progressive Web App built into Avaro One. Open avaro-one.app on your phone, tap "Add to Home Screen", and you've got a full-screen, offline-capable native-feel app — without an iOS or Android store roundtrip, and without a separate per-seat fee.
Your trial includes the Field Portal from day one. Install it on your phone, drive the demo, and see how field-first your firm could be.