The start page can be arranged individually and offers an optimal overview at first sight. The menu, the functions, the layout: everything is where you expect it to be and does what you expect. This enables intuitive operation.
The dashboard of the CRM app
Customized start page
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. Integrated route planning determines the optimal sequence of visits.
An appointment canceled, but you’re already on your way? The proximity search shows you which customers could be visited by you nearby. You can dictate your visit reports into your smartphone on the way – 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, the department and the contact, you will find there all e-mails, appointments, telephone notes, visit reports, tasks, sales opportunities, offers, tickets and mailings.
So that you are always informed, thanks to the customer history you always have a complete overview of all activities concerning your customer and are perfectly prepared for the next meeting.
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 can save these as a private or public list so that you can access them later in the start menu.
Route planning for
an optimal sequence of visits
Edit tickets on the road
Solve service requests efficiently
The ticket records, qualifies and resolves the concerns of your customers and users. Ticket management helps to 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 templates, which you have made available centrally in CRM for all employees, with the CRM app. 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 use Outlook, Notes or an IMAP mailbox. The BusinessMail function also displays the CRM data on the sender in your mailbox. All incoming emails can be transferred to the CRM system with just one click.
360° overview: electronic customer file
Online and offline (reading)
Companies & contacts with logos
Create & edit contact photos
Start page can be configured as desired
Caller detection (on iOS)
Create & edit service documents
Create & edit projects
NEW: Timestamp function
Search function for addresses & documents
NEW: Save search/ save filter
Orbit search & create route plan
Create & edit opportunities
Create, edit & store emails in CRMs
Quick capture & business card scanner
Share images in procedures
NEW: Proposals for action