CRM Mobile is the mobile version of CRM application that allows access to data on a mobile device any time and anywhere. A true ally of those who provide field work, the solution works online and offline, providing the ability to view / create /delete / modify data in real time. Once installed, the application provides access to all relevant information about accounts and contacts, the possibility to set appointments and many others.
- Works both online and offline. Provides 4 options: Always online / Never online / Online when connected to Wi-Fi / Manual. The application works in real time with the CRM solution while the user is online and with a local encrypted variant when in offline mode;
- No interface required - simply entering CRM URL and credentials are sufficient to access the application;
- Increased data security. Information is safe by using the highest encryption standards;
- Control and monitoring. Provides an overview of the use of the application within an organization and mapping the activities of the workforce.
- Interactive navigation map. Enables viewing of all records (accounts, meetings or others) in a map format;
- Reports. Creates reports via the application;
- Multimedia support. Pictures, documents and signatures;
- Calendar for setting appointments and creating new tasks;
- Multi-language support. The application is available in several language versions;
- Image Capture. Photo function;
- Supports SharePoint and Dropbox. Opens, deletes and replaces documents in real time;
- Filtering and sorting options. Customer Custom View option;
- Encrypted database; Increased data security by encrypting database;
- Favourites. Marking frequently used records in favourite sections for quick access.
Clients Mobile CRM