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.
WORK PRODUCTIVELY ON THE ROAD:VIA CRM-APP
Test now how easy it is, to work via smartphone with the GEDYS IntraWare CRM app on business trips! This way you are always there for your customers, save valuable time and are more effective than ever.
Benefits of a mobile CRM solution
Why you need the GEDYS IntraWare CRM app
Today, mobile CRM solutions are 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. In order to be flexible, you and your field staff need data access from the road. You must be able to provide information, read, edit and create documents, and actively collaborate in teams with office staff, marketing and service.
The dashboard of the CRM app
Customized start page
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. 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.
Available for iPhone, iPad and Android:
The top features of the GEDYS IntraWare CRM app
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
Edit calendar
NEW: Timestamp function
NEW: Favorites
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
Inform function
Share images in procedures
NEW: Proposals for action
TRY NOW FOR FREE
Discover the GEDYS IntraWare CRM app!!
You can request free information material on the CRM app here.
Jasmin Stotz
Convince yourself of the CRM app benefits
in our video
You can watch more CRM videos on YouTube or here.
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