SMARTCRM.App 20.1
100+
Downloads
Everyone
info
About this app
The SMARTCRM.App is your practical CRM to take away. Access important CRM data online at any time:
• Complete files: addresses, contacts, activity history, documents, characteristics, tasks / dates, projects, machines, tickets, FAQ
• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations
• Leader capture: importing business cards by camera and storing lead information, saving the business card as an image file
• Address transfer to Google Maps for route planning
• Area search
• Convenient recording of visit reports also by voice recognition
• Allocation of characteristics
• Access to target agreements
• In-app notifications
• Data protection compliance (GDPR)
• Individual customization options via XML
• Available in the languages: German, English, French
New function:
• Organizer and activities: memo with various formatting options
• Cross-folder organizer search
• Automatic linking of addresses and contacts for appointments
• New appointments are clicked in the calendar
• Display of SMART board overviews
• Display of multi-links
• Lead management: scanning QR codes on business cards
• Lead management: Upload documents
Requirements:
To be able to use the SMARTCRM.App, you need a SMARTCRM central installation. Please contact your system administrator or directly SMARTCRM GmbH: info@smartcrm.de
• SMARTCRM from version 20.1 on a Microsoft SQL Server 2012 or higher
• mobile internet / WLAN
• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH
• Complete files: addresses, contacts, activity history, documents, characteristics, tasks / dates, projects, machines, tickets, FAQ
• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations
• Leader capture: importing business cards by camera and storing lead information, saving the business card as an image file
• Address transfer to Google Maps for route planning
• Area search
• Convenient recording of visit reports also by voice recognition
• Allocation of characteristics
• Access to target agreements
• In-app notifications
• Data protection compliance (GDPR)
• Individual customization options via XML
• Available in the languages: German, English, French
New function:
• Organizer and activities: memo with various formatting options
• Cross-folder organizer search
• Automatic linking of addresses and contacts for appointments
• New appointments are clicked in the calendar
• Display of SMART board overviews
• Display of multi-links
• Lead management: scanning QR codes on business cards
• Lead management: Upload documents
Requirements:
To be able to use the SMARTCRM.App, you need a SMARTCRM central installation. Please contact your system administrator or directly SMARTCRM GmbH: info@smartcrm.de
• SMARTCRM from version 20.1 on a Microsoft SQL Server 2012 or higher
• mobile internet / WLAN
• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH
Updated on
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.
This app may share these data types with third parties
Photos and videos
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
Data can’t be deleted
What's new
Fehlerbehebungen
