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Keeping you in touch gets better when you are mobile
Mobile CRM+ provides you some incredible advantages over your CRM desktop application when you are mobile. It not only detects the activities/events/tasks pushed to your mobile from your enterprise servers but also alerts you at the scheduled time so you can act on them and when you do, it automatically records what you do and reports it back to the CRM server for you and your office to reference later. With Mobile CRM+ you never miss a task you are required to attend to or never forget any action items just because you were mobile.
 
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Zoom
Zoom

Automatic Activity , Event capturing
You are automatically notified any impending scheduled activity so you can act on it in time. At the same time, you can painlessly record the details of the activity using Mobile CRM+.
  • Alerts you when the scheduled activity is to start
  • Records a scheduled phone call and uploads to CRM Server
  • Starts a scheduled meeting, records and uploads to CRM Server
  • Rolling buffer makes it possible to record past conversation
  • Handles call waiting, call swapping without mix-up in recorded files
  • Multiple recording sessions for same lead or contact
 
 
 
 
Zoom
Zoom

Push notification of Activities, Events, Tasks
Most Desktop CRM solutions allow pushing scheduled activities to the mobile device using enterprise servers such as Exchange server. However, the push messages are delivered to the mobile phones calendar application. Mobile CRM+ is integrated to these applications to detect CRM pushed messages and it is made available as Mobile CRM+ scheduled activity and they work same way as Mobile CRM+ scheduled activities.

  • Detects when a scheduled is pushed to the mobile device
  • Automatically Enters pushed activities to its list of Schedule Activities
  • Alerts when scheduled push activity needs to take place
  • Records details similar to other activities
  • Allows pushing activities to other Mobile users
 
 
 
 
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