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smartphone

Mobile CRM in your pocket

On your way back from a customer? The most important agreements immediately into the CRM? And at the same time send a task to a colleague because of the offer? Does he have time to clarify the details tomorrow?
Directly import the business cards into the CRM when at trade fairs, optimally using the QR code?
And the whole thing using any mobile device, whether Android or iOS?

SMARTCRM.App is your practical CRM on the go. Access important CRM data online at any time.

Regardless of whether you use an Android smartphone or an iPad: with SMARTCRM.App for Android and iOS terminals you always have your mobile CRM with you. In the app, you always have address and contact data available as well as the complete activity history including the stored documents. New files can be archived over the document manager in the SMARTCRM.App.

Moreover, you can access your managed projects, machines, complaints and FAQ entries via the web assuming the corresponding modules are used.

The same applies to all sales-relevant information and business indicators, such as sales figures per territories or customers for instance. This way, you can also prepare for your upcoming appointments on the basis of the latest figures. After the visit, you can record your report directly in the app – either using the keyboard or conveniently over the voice assistant of your smartphone.

Conveniently coordinate agreed appointments in the app when on the go. The calendar functionality provides you with the best overview on your own appointment or, if necessary, those of your colleagues. In addition, you always have access to your tasks and to-dos sent to your colleagues in no time.