WORK PRODUCTIVELY ON THE GO:
VIA CRM APP

The dashboard of the CRM app

Individual home page

The homepage can be put together individually and offers an optimal overview at first glance. The menu, the functions, the layout: everything is where you suspect it and does what you expect. This enables intuitive operation.

Usability

You want to find your way around new applications immediately without having to work through a manual first, because it is too time consuming. That’s why our Mobile CRM app offers a user-friendly design. The CRM app enables quick and convenient entry into your customer data on your mobile device.

Online and offline up-to-date

The CRM app can be used both online (editing) and offline (read only, addresses only) without neglecting business-critical aspects such as security, integration friendliness and costs.

Have visits planned automatically

The Mobile CRM app automatically generates a list of visit suggestions for you. For this purpose, the integrated route planning determines the optimal visit order. New: Plan a route through your appointments in your calendar. You now include calendar smands more information about tickets.B.

An appointment is cancelled, but are you already on your way? The perimeter search shows you which customers you could visit nearby. You simply dictate your visit reports to your smartphone on the go – so all important information is recorded immediately.

CRM customer file with 360° view

All information about your customers and processes is collected in the central customer file. To the company, the department and the contact you will find all emails, appointments, phone notes, visit reports, tasks, opportunities, offers, tickets and mailings.

To ensure that you are always informed, thanks to the customer’s history, you always have an overview of all activities with your customer and are perfectly prepared for the next conversation.

With the quick search to the destination

The Quick Search lives up to its name: in seconds, the application searches the entire data set of the CRM and delivers the desired results. You save them as a private or public listso that you can access them later in the Start menu.

Edit tickets on the go

Solve service requests efficiently

The ticket records, qualifies and resolves the concerns of your customers and users. Ticket management helps manage a variety of tickets, shortens processing time and produces better results. Create a ticket conveniently on the go with the Mobile CRM app.

Uniform appearance with templates

You can also use your created email templatesin the mobile CRM app, which you have made available centrally in CRM for all employees. This allows you to achieve standardized customer communication and save a lot of time in correspondence every day.

Unique email integration

The CRM app shows you your mailbox, whether you’re using Outlook, Notes, or an IMAP mailbox. The BusinessMail function also displays the CRM data about the sender in your mailbox. All incoming e-mails can be taken into the CRM system with one click.

Privacy policy for the mobile CRM app

Privacy policy for the mobile CRM app DEMO