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Anytime, Anywhere Access to your leads, contacts, activities, cases
If you are a mobile worker, we do not have to make a case on how important for you to be close to your contacts, and leads and the opportunities, activities and cases related to them. Your CRM Desktop application provides you with a complete 360 view of this information and allows you to make the necessary tactical and strategic moves to keep the customer happy and expand business. However, when you are mobile, you would probably want to focus more on the tactical aspect of CRM and hence a more suitable Mobile 360 view is desirable. Mobile CRM+ provides you this view so that you get the same or more mileage out of your CRM solution using the mobile device.
 
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Zoom
Zoom

Lead Management
Lead management is life & blood of you business expansion plan. It is needless to point out that Mobile CRM+ is more closer to your leads than the Desktop CRM version. Therefore, we have carefully crafted the lead management features of Mobile CRM+ for you to take full advantage of your Mobile device and CRM server backend.
  • Different lead views
  • Search leads
  • Capture leads using text
  • Capture leads using camera
  • Capture leads using Voice
  • Trickle upload leads and associated voice and pictures
  • Initiate and record a phone call with lead
  • Initiate and record a meeting with lead
 
 
 
 
Zoom
Zoom

Contact Management
Mobile CRM+ contact management feature provides you a complete Mobile 360 view of your contacts and allows you to continue servicing your customers with same intensity when you are on the  road.

  • Different contact views
  • Search Contacts
  • Initiate and record a call to contact
  • Initiate and record a meeting with contact
  • Attach voice notes to contacts
  • View cases related to contact
  • View Activities related to contact
  • Initiate and record a meeting with lead
 
 
 
Zoom
Zoom

Activity Management
Mobile CRM+ activity management feature not only allows you to refer your past customer related activities but also helps you get notified about new scheduled activities on the road. The incredible activity auto capture feature of Mobile CRM+ activity management feature helps you capture and push back activities to the CRM server effortlessly.

  • Different activity views
  • Search activities
  • View/play activity annotations
  • Automatically Capture phone call activities
  • Capture meeting notes using Audio buffers
 
 
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