SMARTCRM.App 23.1

Your CRM on the go — all information on your mobile device.

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

• Complete file: addresses, contact persons, activity history, documents, features, tasks/appointments, projects, machines, tickets, FAQ

• Individual SMART board overviews for the optimal overview after the start

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

• Lead capture: reading in business cards by camera, scanning QR codes and depositing lead information, saving the business card as an image file

• Address transfer to Google Maps for route planning

• Proximity search

• Convenient recording of visit reports, also using voice recognition

• Allocation of characteristics

• Access to target agreements

• In-App Notifications

• Data protection compliance (GDPR)

• Customization options via XML

• Available in the languages: German, English, French

Requirements:

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

• SMARTCRM from version 23.1 on a Microsoft SQL Server 2016 or higher

• Mobile Internet / WLAN

• License for using the SMARTCRM.App as well as one-off company license for the central services available from SMARTCRM GmbH