CRM - Leads & Sales Tracker

Serpent Consulting Services Pvt. Ltd.

About this app

CRM helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals. Mobile CRM app acts as your personal sales tool, keeping you in the know whether you're at your desk or on the move. Streamline your workday by adopting a mobile CRM system. The CRM app takes care of your CRM requirements on the go, and helps boost mobile sales productivity with features like search, call, email, meetings, leads, quotations and sales.

Start your day with an overview of your scheduled activities, and plan your workday accordingly. View all your upcoming calls and meetings and tackle overdue activities.

Review notes and attachments before heading out for meetings, make the perfect sales pitch, and close more deals with ease. Check in once you're at a client’s location to record your visits and to keep your team informed of your progress. Attach files and images directly to a post for smoother follow-ups.

Features :
- Sales executive can schedule meeting or calls. Record visits, meetings and attach files, images and signature.
- Sales executive can create customer, generate leads and convert it to opportunities.
- Sales executive can create quotations and sale orders.
- Checklist and document management.
- Salesman/Executives location tracking.

You can download this FREE app from Google Play store and test using the following Demo Server.

Odoo v17 :
Server Link: http://202.131.126.142:7614
Username : admin
Password : @dm!n

STEPs:
- Download the App
- Login using the above credentials
- Enjoy the app
- Provide a feedback.

To customise and white label this mobile app for your organisation, Contact us on [e-mail].

What’s new

• Odoo V17 support
• Scan visiting card for create contact and lead
• Bug fix and performance improvement