Mobile CRM: Access your CRM on the go
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Version: 10
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• 2 minutes to read
• 2 minutes to read
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.
Key features
- 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.