WORK PRODUCTIVELY
FROM ON THE ROAD PER
CRM APP
Test for free & without registration with the demo app and demo data how easy it is to work with the GEDYS IntraWare CRM app on business trips via smartphone! This way you will always be
- available for your customers,
- you save valuable time and
- be more effective than ever.
*The full CRM app is available as an extension of the GEDYS IntraWare CRM software.
Advantages of a mobile CRM solution
Why you need the GEDYS IntraWare CRM app
Mobile CRM solutions are now more important than ever for your business and communication processes because your customers and prospects are increasingly accessing the Internet via mobile devices. They expect you to do the same. To be flexible, you and your field staff need data access on the go. You must be able to provide information, read, edit and create documents, and actively work as part of a team with inside sales, marketing and service. At the same time, the security of your data against third-party access must be guaranteed at all times.
An overview in a 4 minutes video
Let’s go…
Please select the English subtitles for the video.
The advantages of the CRM app in detail
The CRM app dashboard
Individual homepage
The start page can be arranged 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
They want to find their way around new applications immediately, without having to work through a manual first, because this is too time-consuming. That’s why our Mobile CRM app offers a user-friendly design. The CRM app allows you to quickly and conveniently access 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, address-only) without neglecting mission-critical aspects such as security, ease of integration, and cost.
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 sequence. New: Plan a route via your appointments in your calendar. Your calendar now contains more information e.g. about tickets.
An appointment is cancelled, but you are already on your way? The proximity search shows you which customers could visit you in the vicinity. You simply dictate your visit reports into your smartphone while on the move – so all important information is recorded immediately.
CRM customer file with 360° view
All information about your customers and transactions is collected in the central customer file. For the company, department and contact you will find all emails, appointments, phone notes, visit reports, tasks, sales opportunities, offers, tickets and mailings.
To keep you informed at all times, you always have an overall view of all activities relating to your customer thanks to the customer history and are perfectly prepared for the next call.
With the quick search to the destination
Quick Search lives up to its name: in seconds, the application searches the entire CRM dataset and returns the desired results. You save this as a private or public list so that you can also access it later in the Start menu.
The route planning for a
optimal visit sequence
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 to cope with a large number of tickets, shortens processing time and brings about better results. Create a ticket conveniently on the go with the Mobile CRM app.
Uniform appearance with templates
In the Mobile CRM app, you can also use the email templates you have created and made available centrally in CRM for all employees. This way you 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 use Outlook, Notes or an IMAP mailbox. The BusinessMail function also shows you the CRM data for the sender in your mailbox. All incoming e-mails can be transferred to the CRM system with one click.
More security
As of Release 8.12, login via 2-factor authentication is supported. By entering an additional password, which is time-limited and can only be used once, your data is now additionally secured.
Available for iPhone, iPad and Android:
The top features of the GEDYS IntraWare CRM app
- NEW: 2-factor authentication at login
- 360° overview: electronic customer file
- Online and offline (reading)
- Companies & contacts with logos
- Create & edit contact photos
- Sharing images in operations
- NEW: Auto image compression for uploads
- Home can be configured as desired
- Caller Detection (on iOS)
- Create & edit service documents
- Create & edit projects
- Create & edit phone notes & visit reports
- Edit calendar
- Info display of other databases e.g. tickets in calendar
- Timestamp & Favorites function
*In conjunction with paid third-party products.
- Search function for addresses & documents
- Save search / filter
- Create radius search & route plan*
- Route planning via the dates in the calendar*
- Create & edit sales opportunities
- Documentation of consent according to GDPR
- Create, edit & store emails in CRM
- BusinessMail with connection of IMAP mailboxes
- NEW: BusinessMail automatically displays known addresses for e-mail senders
- Quick Capture & Business Card Scanner*
- Inform function
- Suggested Actions
- NEW: Add specific actions to iOS shortcuts.
- NEW: direct error transmission to GEDYS IntraWare Support for fast troubleshooting can be activated
TRY THE APP FOR FREE NOW:
Discover & rate the GEDYS IntraWare CRM app in the app stores to help optimize the app.
You can also order the CRM app brochure, including a function overview, free of charge and without obligation.
Request brochure download link
Please fill in the form & send it. After that you will receive an email with a link. Please click on it to confirm your e-mail address. You will then receive the download link to the brochure.
