Just download, install on the device and start using it. No changes on CRM server is required or no additional components to install.
It is Customization ready and the Mobile CRM+ metadata driven implementation will allow us to customize Mobile CRM+ for your specific application in the area of sales, service and data collection. Custom entities and attributes are supported by changing the metadata only.
• Works directly with server, no server side component to be installed
• Add / Edit /Delete/ View CRM entity
• Assign CRM entities
• View Related entities
• Convert one Entity to another
• Create one entity for another
• Attach text notes with image, audio and other files of attachments.
• Online / Offline mode
• Easy entry of CRM entities using text, voice and image.
• automatic recording and uploading of phone call logs as activities
• automatic recording and uploading of meeting notes as activities
• Attaching multiple picture and audio notes during editing of any CRM entity.
• Emailing and automatically tracking emails on the server
• Syncing CRM entities with device native applications e.g. contact, calendar, task
• Failsafe upload allows you to email failed uploads to your email id
It is a full licensed version, no monthly subscription needs to be paid.
1. In login screen, enter the same information you enter to login to MSCRM Online server. Ask us for the FAQ document if you need help.
2. Mobile CRM+ downloads information with your permission as the amount of data downloaded could be rather large. So, when you first time access an entity, you may see a message asking your permission to download.
Email us at firstname.lastname@example.org for your questions and suggestions!
Possibilities are unlimited when you create the templates to match your business needs. Useful for Service oriented business professionals such as Driving School Instructors, Photographers, Boiler engineers, Electricians, Plumbers, Home Improvement Designers, Dance School, Karate school, Private lessons, Lawn mowers, Snow Removal, private classes such as piano or music or even yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Massage centers, Beauticians, Small businesses, Investment agents or Brokers, Cable Operators, Caterer, Bakers, sellers, newspaper stand, entrepreneur, interior designers, Tuitions tracker, baby sitters etc. Efficient, quick, GTD, CRM and easy information at your fingertips available to you on the go. You client is now in your pocket!
- Add, update, delete, search clients, events on the go for effective Customer Relationship Management.
- Color Themes available for skin or background and buttons.
- Boost productivity by creating your own custom templates for commonly used scenarios to save repeat typing.
- View History.
- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.
- Goodbye calculators as app will compute account balance using old balance and amount paid / due.
- Use dictations , voice or speech to text via voice enabled keyboard if supported by your device.
- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.
- Schedule events or appointments and view them by day, week, month or year. Remind clients via SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you can customize as you please. Supports Google calendar sync on most devices. Efficient Customer Relationship Management.
- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC.
- Restore your database from the previous backup.
- Take Photo
- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.
- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.
- Detailed HELP
- SALE for limited time
- Contact Us - We value your opinion and seek your advice for implementing future features. Email us especially before leaving negative feedback. Thanks!
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This app automatically dials outbound calls with your mobile phone or VoIP, sends SMS Texts and e-mails to clients with a button on your mobile device. Invest in Call Center Pro and you will quickly see increased contact with your customers, while simultaneously decreasing your average handling time.
Perfect for On the Go Professionals: Sales Agents, Recruiters, Telemarketing, Marketing, Fund Raising, Political and Customer Service Industries. Spend less time dialing and more time in contact meeting Client’s needs with Call Center Pro.
Pay Just $19.99 comparable services cost $100+ with a monthly subscription.
Easy to Use Training Videos: http://goo.gl/wz5bNd
Link to Spreadsheet Template Format: http://db.tt/tTnqsWFs
- The latest inbound & outbound call center technologies on your Android Mobile device
- Saves time automatically by rapidly dialing contacts and skipping bad numbers
- Customize & schedule multiple campaigns with .CSV Excel or Google Spreadsheets
- Build & update contacts Name, Company, Email Address, Primary & Secondary phone numbers
- Personalize inbound calls with Caller ID Pop-up with client name and campaign source.
- Easily customizable email/SMS templates
- Take notes about clients and export the results by pushing a button
- Input action dates for your contact to automatically schedule re-contact
- Compatible with VoIP dialers such as LinPhone, Sipdroid, CSipSimple, Groove IP (SIP Calls)
- Customer's name is announced before each call using text to speech TTS technology (English)
- Customize your call results to objectives (i.e. Left Message, Not Interested, Not Home, etc.)
- Add Bad Leads to the Do Not Call list to eliminate Call Center Pro from re-contact
- Easy to Configure dialing frequency & maximum Call Retry settings
- Tracking & Reporting metrics can be exported to spreadsheets for analysis of performance results
- Schedule callbacks or followups seamlessly with Google Calendar
Manage your contacts, track sales, log calls or create tasks all from your Android phone or tablet. Then watch as all of your changes are instantly synced with the Base CRM web app at getbase.com. The next generation CRM allows you to easily capture information during or after meetings and carry your sales data with you everywhere you go.
Base for Android is 100% free. It allows you to track up to 50 sales opportunities in your sales pipeline. However, the web version is limited to a 14-day trial with pricing starting at $25/month. This means you're able to use Base on your Android device for as long as you'd like, for free.
EASY CRM AND SALES MANAGEMENT
At Base, we believe that CRM software should be intelligent, friendly, and by your side everywhere your business takes you. With a highly usable interface, Base is the first post-PC CRM to challenge the stale business software landscape. Effortlessly grow your business, no matter how crazy things get.
-Native tablet app
-Use Geolocation to map your customers and sales opportunities
-Sync all of your notes, contacts and deals across the computers and devices you use
-Automatically log calls, then create a note or task to document the call
-Capture leads or contacts while you’re on the go and manage them through your sales pipeline
-Add tasks and reminders so you always remember to follow up
-See the latest updates from your colleagues
-And much much more...
This application uses Google Analytics to anonymously track usage data within the application.
ReadWrite: “Very neat and clean UI that is immediately obvious, something that Salesforce and other more complex CRM tools can't claim.” (Aug, 2011)
TMCnet: “No more complicated forms, consultant customization and ever-increasing license fees.” (Oct, 2011)
TechCrunch: "It’s deceptively simple to use but actually pretty powerful in its simplicity."
What are you waiting for? Get your free Base account today to start growing your business.
* Call, email, text message and map your Insightly contacts on the go.
* Add, update and assign tasks.
* Manage your contacts, opportunities and projects.
* View emails shared by others in your team
* Link: set direct relationships between contacts, opportunities, projects, organizations.
* Watch all your changes instantly sync with the Insightly web app.
Based on a 2014 survey of 1,322 users:
*67% of customers paid back their investment in Insightly in 1-3 months or less.
*41% of customers improved productivity or organization with Insightly.
*45% of customers run their business more efficiently with Insightly.
Your work with each client (whether you like it or not) goes through a series of stages: establishing contact, identification of needs, product presentation, and so on. These are the basics of marketing — it is always this way, even if you have not thought about it. Smarty CRM will let you see where the client is in the process, will suggest what activities are needed, and will do so in your own terms.
Smarty CRM has an understandable and easy-to-read interface, well-designed filters, convenient searching: your business at a glance.
Set a reminder for a call or a meeting with just a few touches. And your device will remind you about the event.
Smarty CRM is a classic cloud service enabling you to work together, with Android as well as with a web browser. Invite colleagues from the control panel and set permissions — it's all very simple. Synchronize data with the server and be sure that it will not be lost.
If you encounter difficulties, contact us. We'll promptly help you deal with the problem or fix the errors.
Start to love your work like we do!
This is a licensed application with 30 days trial. The license is sold per product (a single payment for the lifetime of the application), RRP US$79.95
After the trial period, the system can be used as a free application: with all functionality, except creating new sales (quotes) included: users pay for the product, only in case if they use sales facilities.
Use either as a standalone Android application (with the facility to upload all generated documents to Dropbox storage), or link to SMALL BUSINESS PC APPLICATION, (can be downloaded from http://www.thebusinessoft.com/welcome.shtml)
Create, replicate, instantly email Quotes of your products or services (with images if needed).
Record and instantly email Invoices and Sale Receipts, update status of Quotes/Sales; record customers payments including partial payments, issue multiple receipts with outstanding amounts, edit, print delivery notes, update status or cancel sales & issue credit memos
Record Bills, Purchases and Purchase Orders, categorize and keep track of expenses. (Make, save & upload to PC photos of your receipts) Control budgets for expenses. Notify about bill payments
Keep track of your bank accounts & money display account balances, transactions, expenses and revenues, profits, assets etc. data sorted by the categories for selected periods. Record deposits, withdrawals, transfers. keep record of your transactions create pdf (csv) reports: print or save to Dropbox
Fully configurable pdf documents for Quotes, Invoices, Receipts, Purchase Orders etc. instantly email them to the clients, customers or vendors (the text of email pre-configured), print or upload to Dropbox server. Pdf for the Quotes may include the images of the products. Use 8 different templates * 20 background textures for generating of documents; insert your own logo or texture on invoice, record different types of special information such as payment options, display vendor's bar code on invoice, choose date format and much more. Invoice information can be printed in all major European languages, as well as Chinese, Japanese, Korean and Arabic
Keep all customer information in one place; record calendar events, tasks, notes (with multiple images),
prepare and send to your customers account statements, show their location on the map, link tasks and notes to customers; keep record and instantly send to the contacts email and SMS messages.
Link phone logs with description of conversation to contact records
Keep track of stock information, including multiple photos, inventory amount; generate pdf files with description of stock (images included): print or instantly email
Use stock control the inventory amounts are automatically changed when sale or purchase is delivered. If the stock amount falls below the threshold the alert records are created, processing of alert records can automatically create purchase orders for stock.
Service records can be processed in the similar fashion except stock control is disabled
Use the full double entry accounting application on your tablet (phone),
Generate pdf and csv files with information recorded in the system (Sales, Purchases, Contacts, Stock, etc.);
Conduct all basic accounting operations, including recording GL accounts and journals.
Generate basic financial reports: Balance Sheet, Profit Loss, Trial Balance, Journals, Sales per Month, Sales per Customer, Tax etc.(~ 20 reports types): print, email, upload.
Link several Android devices to PC Small Business application and transfer the data instantly, or in bulk.
Keep your data on Android device, PC, or internet storage (Dropbox).
By installing this app you agree to the End User License Agreement terms at http://www.oracle.com/technetwork/fusion-apps/salescloudmobileandroideulasept2013-2009340.pdf
Note: The application requires separately licensing Oracle Sales Cloud Smartphone Edition to access data from Oracle Sales Cloud. The application requires Oracle Sales Cloud Release 8 or higher.
• You can enter orders and receipts.
• It is designed for your own ease as it proposes the items a client buys more often, or the items the company intends to promote, or those that are already at offer.
• Supports second measurment unit on items, as well as discounts or pricing policies.
• Price lists per client and item.
• Access on client's information, on the company's branches and their moves
• Supports traderoutes for accessing the client list of the selected route.
• Customizable delivery dates, comments per order line and per order.
• Works Online with 3G /or Offline, without 3G.
• Supports images on the sale items.
• Show the card of income of the current week.
• Open RestFull API that you can adjust on your software needs.
• Ready connection for Soft1's software.
Quick and easy upgrade the way your enterprise works and save staff resources
Computer Lab – 0030 2321020551 – http://en.cloud-sales.eu/
Only for customers of „Microsoft Dynamics CRM“ – not for private use.
“CRM on the move” – Increase the use of CRM and boost the productivity of your sales staff. The “Mobile Client for Microsoft Dynamics CRM” from BFI Mobile is the powerful mobile CRM solution for all sales people on the move with the need of having access to their CRM data. Take a look into your activities/change the status, see you customer history, dial customer numbers directly out of the App, or capture new opportunities and leads. Add your customizations to the Mobile Client – fast and easy – with the “Mobile Client for Microsoft Dynamics CRM” you`ll bet on a standard and established in the market based mobile CRM solution. Fast applicable, easy to use and with a maximum of customization.
The application is based on a native client server architecture. For this free trial client we provide a server with sample data in the background. For productive use of the Mobile Client in your own environment, you`ll need additional components. More information you will get under www.bfi-mobile.com or feel free to contact us under email@example.com .
Die Anwendung basiert auf einer nativen Client-Server-Architektur. Für diesen kostenlosen Demo Client stellen wir im Hintergrund einen Server mit Beispieldaten zur Verfügung. Für die produktive Nutzung des Mobile Clients in Ihrer eigenen Microsoft Dynamics CRM Umgebung benötigen Sie weitere Komponenten. Informationen erhalten Sie unter www.bfi-mobile.com oder kontaktieren Sie uns unter firstname.lastname@example.org.
More info: CRM for phones: Set up and use - http://go.microsoft.com/fwlink/?LinkID=321832
More info for admins: Set up CRM for phones - http://go.microsoft.com/fwlink/?LinkID=327922
As a Team - Share information, view reports, collaborate, and engage prospects.
FREE 30-DAY TRIAL
Download SalesNOW and sign-up for your free 30-day trial account. Simply click the FREE 30-DAY TRIAL button on the SalesNOW login screen.
FS CRM brings your Sales Team Portal information to life on your Android device with the following mobile companion functions:
Product Catalog: search and view product information from your company product catalog, including item specs, images, item distribution, related recipes, nutritional information, ingredients, and more. As a convenience, scan a bar code to initiate a product search.
Account Information: Search and display account information including account profile, contacts, call history, business plans, directions and maps, and more. Take photos from your phone and automatically upload and attach to account profiles.
Objective Dashboard: View current objectives and status with drill down to objective detail.
Contacts: Search and browse staff, operator, and distributor contacts. Email and make calls directly from contact profiles.
NOTE: Use of the Food Service CRM App requires a valid and active Sales Team Portal account with Food Service Enablers.
The intuitive interface gives clear insight in your running opportunities and pending activities. Keeping track of your accounts and sales opportunities has never been this easy. All information you need about an account or your opportunity is there.
All relevant account information is available. Think about the social profiles and Twitter feed of the account, but also contact information and associated activities, appointments, opportunities, documents and contact persons are there.
You got a perfect overview of your running opportunities. The opportunity card brings you all information you need to close the deal, including associated activities, appointments and documents.
The integrated Reporting functionality of Exact Synergy Enterprise can be used in both a generic context as well as in the context of Accounts.
This and much more will help you to show what is happing at the customer side and to close your deal.
- Sales opportunities
- Contact persons
- the App is Multi language.
- Android 4.1 or above
- Exact Synergy Enterprise Product Update 252 and above.
Not using Synergy Enterprise yet? Please contact us for more information. We’re happy to help you.