biz.Suite CRM

SAXOLUTION Apps

About this app

The perfect mobile complement to your biz.Suite CRM license – free in the app, but usable only with a valid biz.Suite CRM license.

With the biz.Suite CRM app, you can access your most important customer, contact, and employee data anytime, anywhere.

Keep track of key performance indicators (KPIs), activities, and appointments – quickly, easily, and with a modern interface.

DASHBOARDS

CRM Dashboard:

- The CRM dashboard in the CRM app gives you an overview of all the important KPIs for your field staff.


CRM

Accounts Receivable:

- List of all accounts receivable created in biz.Suite

- Search function
- Details page with further customer information, including contact details, activities, contacts, and key performance indicators (KPIs)

- View and filter activities such as appointments, meetings, tasks, and inquiries for each account receivable

- Capture contact reports for each customer via the chat icon in the upper right corner

- View filtered KPIs for each customer via the BI icon in the upper right corner

Contacts:

- List of all contacts from your biz.Suite

- Search function
- Details page with further contact information

- Trigger direct actions by tapping on contact details (email address or phone number)

- Chat icon in the upper right corner allows you to create a contact report for this contact

Contact Reports:

- List of contact reports, defaults to "My"

- Search function
- Additional tab for "My Employees" allows you to see which contact reports employees have recorded > supervisors only
- Create or save information by tapping on the list item

- Record information by tapping on the microphone and the Stop button available > Confirmation transfers dictation to the desired contact report

- More information accessible via dropdown menu

- The back office associated with the customer is notified of any changes

PERSONNEL

Employees:

- List of all employees/colleagues created in biz.Suite

- Search function
- Details page for further information such as contact details, activities, and key performance indicators (KPIs)

- Direct actions can be triggered by tapping on contact details (email address or phone number)

- BI icon in the upper right corner allows access to employee-specific data

- View and filter employee activities such as appointments, meetings, tasks, and requests

Note:
Use of this app is free but requires an active biz.Suite CRM license. Registration or use is not possible without a valid license.