SMARTCRM.App 20.1

Your CRM on the move - all the information on your mobile device.

The SMARTCRM.App is your practical CRM to take away. Access important CRM data online at any time:

• Complete files: addresses, contacts, activity history, documents, characteristics, tasks / dates, projects, machines, tickets, FAQ

• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations

• Leader capture: importing business cards by camera and storing lead information, saving the business card as an image file

• Address transfer to Google Maps for route planning

• Area search

• Convenient recording of visit reports also by voice recognition

• Allocation of characteristics

• Access to target agreements

• In-app notifications

• Data protection compliance (GDPR)

• Individual customization options via XML

• Available in the languages: German, English, French

New function:

• Organizer and activities: memo with various formatting options

• Cross-folder organizer search

• Automatic linking of addresses and contacts for appointments

• New appointments are clicked in the calendar

• Display of SMART board overviews

• Display of multi-links

• Lead management: scanning QR codes on business cards

• Lead management: Upload documents

Requirements:

To be able to use the SMARTCRM.App, you need a SMARTCRM central installation. Please contact your system administrator or directly SMARTCRM GmbH: [email protected]

• SMARTCRM from version 20.1 on a Microsoft SQL Server 2012 or higher

• mobile internet / WLAN

• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH