Own every territory. Convert every block.
Step365 streamlines canvassing and field sales with territory management, real-time tracking, and instant appointment booking — increasing productivity and driving higher conversion rates.
weekly
scalability
tracking
Manager busy? AVA has your back at the door.
You're mid-pitch. Objection hits. Manager isn't picking up. Open AVA Assist and get real-time coaching on exactly what to say — right from the door. Step365 tracks the territory. AVA handles the close.
Built for the rep standing at the door.
Step365 is a canvassing and field sales management module within the Core365 platform — designed to improve territory assignment, sales performance tracking, and appointment generation for field sales teams. By rating and assigning territories strategically, Step365 enables data-driven canvassing, real-time progress tracking, and historical performance analysis to support measurable sales growth. The built-in appointment scheduler helps reps book meetings instantly and maintain consistent momentum in the field. From first knock to closed deal — all in one system.
Strategic canvassing, not random walking.
Step365 elevates field canvassing by rating and assigning territories strategically — ensuring outreach efforts are intentional, efficient, and aligned with sales goals while giving teams clear direction for daily field execution.
- Territory rating and assignment
- Strategic canvassing workflows
- Optimized field sales coverage
See what's happening in the field, right now.
Progress is tracked in real time while historical sales data provides deeper insight — enabling sales leaders to analyze field performance, refine strategy, and make informed decisions that drive consistent results.
- Real-time progress tracking
- Historical performance data
- Data-driven sales decision-making
Book the appointment before you leave the porch.
A dynamic scheduler enables immediate appointment setting — keeping momentum high and reducing friction between canvassing efforts and booked sales opportunities throughout the day.
- Instant appointment scheduling
- Reduced booking friction
- Sustained sales momentum
From conversation to contract in minutes.
With swipe-based simplicity, proposals and contracts are generated instantly — transforming neighborhood conversations into structured sales presentations and accelerating the path from first contact to closed deal.
- One-tap proposal creation
- On-demand contract generation
- Faster deal conversion
Let's Simplify Your Operations & Scale Smarter
Have we convinced you yet?