We are trying to automate our sales order process.

We are a service supplier - and our customers require our engineer to visit once they have placed an order.

At the moment:

Leads are converted in CRM, a task is automatically created and assigned to our engineer who picks it up using the CRM app.

This is ok, but it lacks the ability to collect valuable data to help us improve efficiency, such as time spent on each job.

We would like:

More insight into the engineer's day:

Tracking time for each job, geo location, scheduling etc. For this we are looking at Zoho people.

However thus far I can see no way to make this work for us without running the two systems separately, and losing automation. I have seen the ability to link records through a related list, but this doesn't help.

Can we push the installation task from CRM to People somehow, and have it assign the correct account?

Ideally our engineer will receive a list of jobs to their iPhone App, be able to 'check in' on site, and track the time spent on the job.

Any suggestions on achieving this will be greatly appreciated.