WORK PRODUCTIVELY
ON THE GO BY
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! How you are
- always there for your customers,
- save valuable time and
- are more effective than ever.
Please set your browser language to English first.
*The full CRM app is available as an extension of the GEDYS IntraWare CRM software .
Benefits 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 going to 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 be able to actively collaborate with the internal service, marketing, and service as a team. At the same time, the security of your data against third-party access must be guaranteed at all times.
An overview in the 4-minute video
Let’s go…
Please select
English subtitles before playing.
The advantages of the CRM app in detail
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 mission-critical aspects such as security, ease of integration 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. Your calendar now contains more information e.B. about tickets.
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.
Route planning for a
optimal visit order
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.
More security
As of Release 8.12, login via 2-factor authentication is supported. By entering an additional password, which is limited in time and can only be used once, your data is now additionally secured.
Available for iPhone, iPad and Android:
Top Features
- NEW: 2-factor authentication at login
- 360° overview: electronic customer file
- Online and offline (reading)
- Companies & Contacts with Logos
- Create & edit contact photos
- Share images in tasks
- NEW: Auto-image compression during uploads
- Home can be configured as desired
- Caller Detection (on iOS)
- Create opportunities
- Create & edit projects
- Create & edit phone notes & visit reports
- Edit calendar
- Info display of other databases e.B. tickets in the calendar
- Timestamp & Favorites function
*In connection with paid third-party products.
- Search function for addresses & documents
- Save Search / Filter
- Create perimeter search & route plan*
- Route planning via the appointments in the calendar*
- Create & edit 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 to email senders
- Quick Detection & Business Card Scanner*
- Inform function
- Proposals for action
- NEW: Add specific actions to iOS shortcuts
- NEW: Direct error transmission to GEDYS IntraWare support for quick 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.
Please set your browser language to English first.
You can also order the CRM app brochure including function overview for reading without obligation and free of charge.
Request download link to the brochure
Please fill out the form and 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.
