Mobile CRM: Access your CRM on the go
Mobile CRM gives you access to your entire SuperOffice CRM system on your smartphone or tablet. The app is available for all users of SuperOffice CRM 9 or higher.
- Access all CRM data, including contacts, projects, sales, follow-ups, documents, and requests.
- View all dashboards and be able to drill down on the data in many of your dashboards.
- View sales dashboards and pipelines, and update information on the go.
- Access diaries and create appointments and activities.
- Get reminders of upcoming events or meetings.
- Join video meetings on your device.
- Scan business cards and automatically save or update contact and company information.
- Call or message any contact directly from the app.
- Immediately know who is calling with caller ID.
- Check updates on your projects.
- Save pictures and documents directly from your smartphone or tablet to your projects and activities.
- Get notifications on new and/or changed requests.
- Create and access your open requests, as well as respond to requests and assign them to others agents.
- Change a request status and category, add tags, assign priority, and add comment or image.
- Connect a request to a sale or project.
Handle requests in your Mobile CRM
In our Mobile CRM app you have access to all requests and can reply or reassign the requests on-the-go. Mobile CRM offers you the most essential features of SuperOffice Service, adapted for use on a smartphone or tablet.