RSoftAi
Everyone
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About this app
RSoftAi is the mobile companion to your RSoft CRM. Access and update your business data on the go — leads, contacts, sales pipeline, support tickets, vendors and organizations — right from your phone.
KEY FEATURES
• Leads & Contacts – Capture new leads, update customer details and track every interaction.
• Sales Pipeline – View and move deals through stages, and keep sales orders, invoices and payments up to date.
• Customer Support – Manage support tickets and follow up with customers quickly.
• Appointments & Activities – Plan your day, log follow-ups and never miss a task.
• Projects – Keep track of project records and progress in the field.
• Create & Edit Records – Add new records and edit existing ones with the same fields and rules as the web CRM.
• Smart Search & Filters – Find any record fast with saved filters and advanced conditions.
• Dashboard – See KPIs, charts and recent activity at a glance.
• Email, WhatsApp & PDF – Send emails and WhatsApp messages from templates, and share PDF quotes directly from a record.
• Call Logging & Caller ID – Identify CRM contacts on incoming calls and log calls against the right record.
• Notifications – Get notified about assignments, workflow updates and reminders.
ATTENDANCE & FIELD TRACKING
Field teams can mark Day In, breaks and Day Out from the app. While an employee is on duty (between Day In and Day Out), the app records their location so administrators can view check-ins and travel routes. This may continue while the app is in the background. Location is not collected after Day Out.
SECURE & ROLE-BASED
Access follows your CRM roles and permissions, and sensitive fields stay masked on mobile just like on the web.
RSoftAi requires an active RSoft CRM account. Contact your administrator for login details.
KEY FEATURES
• Leads & Contacts – Capture new leads, update customer details and track every interaction.
• Sales Pipeline – View and move deals through stages, and keep sales orders, invoices and payments up to date.
• Customer Support – Manage support tickets and follow up with customers quickly.
• Appointments & Activities – Plan your day, log follow-ups and never miss a task.
• Projects – Keep track of project records and progress in the field.
• Create & Edit Records – Add new records and edit existing ones with the same fields and rules as the web CRM.
• Smart Search & Filters – Find any record fast with saved filters and advanced conditions.
• Dashboard – See KPIs, charts and recent activity at a glance.
• Email, WhatsApp & PDF – Send emails and WhatsApp messages from templates, and share PDF quotes directly from a record.
• Call Logging & Caller ID – Identify CRM contacts on incoming calls and log calls against the right record.
• Notifications – Get notified about assignments, workflow updates and reminders.
ATTENDANCE & FIELD TRACKING
Field teams can mark Day In, breaks and Day Out from the app. While an employee is on duty (between Day In and Day Out), the app records their location so administrators can view check-ins and travel routes. This may continue while the app is in the background. Location is not collected after Day Out.
SECURE & ROLE-BASED
Access follows your CRM roles and permissions, and sensitive fields stay masked on mobile just like on the web.
RSoftAi requires an active RSoft CRM account. Contact your administrator for login details.
Manage your business relationships and CRM data from your phone.
Updated on
Featured stories
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
- No data shared with third partiesLearn more about how developers declare sharing
- No data collectedLearn more about how developers declare collection
What’s new
Welcome to RSoftAi, your RSoft CRM on mobile!
This release brings your CRM to your pocket:
- Real-time dashboards and insights
- Complete lead and customer management
- Attendance and field team tracking
- Light, dim and dark themes
Sign in with your RSoft CRM account to get started. Questions or feedback? Contact support@rsoft.in.
This release brings your CRM to your pocket:
- Real-time dashboards and insights
- Complete lead and customer management
- Attendance and field team tracking
- Light, dim and dark themes
Sign in with your RSoft CRM account to get started. Questions or feedback? Contact support@rsoft.in.
App support
About the developer
RSOFT TECHNOLOGIES
mohan@rsoft.in
Plot 7, MS Garden First Cross Street
Thirumanam, Pattabiram
Chennai, Tamil Nadu 600072
India
+91 81228 48679
