Organize your Business Opportunities and the relationship with your customers.
CRM develop in: English, Italian, German
CRM Business Manager use contact and calendar to full system integration.
If you need to remember your works opportunities you can put this on Business Manager.
Every opportunity is store in calendar to create a business remember that start and end with the opportunities.
You can add Activity in opportunity. The activities are calendar events link to the opportunities so you can create allarm e store appointment.
We the opportunity activities to count the time you spend to follow the opportunity.
Organize your business opportunities. Select your customer from your list of contacts.
Every opportunity in the CRM has a revenue target and a progress indicator of the negotiation.
You can have a summary of the potential revenue both of each single contact and total.
The CRM program is organized in 3 Tabs.
CRM Opportunity works as a "to do list":
Press the option key to insert a new opportunity in the CRM.
Select the customer from the list of contacts.
On the top of the crm opportunity screen you'll see the contact's photo, name and company.
Set the name and the description of the opportunity.
There are 4 information dates: create date, modify date, close date and due date.
Status of opportunity: open or close.
Probability of success.
Long click on the crm opportunity organizer list item to open the context menu.
Open, close, delete and edit opportunity of the CRM.
In the summary folder it is possible to view a summary of the opportunities you can find in the CRM, grouped by contacts. Use this as contacts' manager to have direct access to your business customer. So you can call and see all the information concerning the contact and manage the relationship. Sales force app.
The total revenue of all opportunity.
Use CRM Actisoft to organize your appointments's calendar.
Sales force automation SFA.
Store the activity and use the calendar to put alarm and event link to your opportunity. Old activities are blue colored.
- Add opportunity count by Organization
- In Tab crm Tot now closed and open opportunity are distinct
- Update the Activity features
- CSV Export with App-in module
- Cloud Sync with App-in module
Allows the creation of customizable invoices in Excel format, to be sent to the customer as a quote or as a receipt for your order.
- Customer an Company Management (with import from the phone book of the mobile phone)
- Product Catalogue Management (with barcode reading through your phone's camera* )
- Orders and Quotes (Creating orders and quote produced by adding Products from the Catalogue. Products can be customized without changing the original product)
- Manage payments
- Invoice Management (with export to excel and pdf files, with customizable templates with logo and company details)
- Management Activities
For information, reports and feature requests, please send an email to firstname.lastname@example.org.
* This functionality is provided by the application Barcode Scanner
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.
Upvise links it all seamlessly in the cloud. Simple yet fully integrated & customizable.
BYOD Bring Your Own Device: Android phones & tablets, iPad & iPhone, Blackberry & Windows Phone and of course works on any web browser.
• Client management, Call logging, Activity history, Email integration, Nearby customers
• Sales management, Opportunity tracking, Quotes and Invoicing, Purchase Orders
• Field Services, Geolocation, Forms for Customizable data input, Job scheduling and tracking
• Getting organized, get things done with Projects, Tasks, Calendar
• Content Repository, store your Notes and Files in one place, manage Assets
It comes integrated with more than 10 mobile applications:
• Contacts: consolidate all your contacts & companies CRM info & activity
• Sales & Invoices: leads, opportunities, quotes, invoicing & product catalog
• Projects: tasks, milestones & issues
• Ideas: gather feedback and manage the ideas you get from your customers, partners, and employees.
• Jobs: create, assign & manage work orders and jobs on the field real-time
• Forms: collect on-site data forms on your mobile and consolidate and export them as Excel sheets on your computer.
• Files & Notebooks: view and manage all your file attachments and notes
• and much more...
• Native phone & tablet versions
• Works offline and sync with your web account
• Send quotes, forms & invoices in PDF directly from your phone by email
• Photo Capture
• Signature Capture
• Map View & GPS : show all contacts near your current location
• Google Drive & Dropbox integration
• Skype app integration
• Custom Fields
• Group Email
• Phone Call integration (contact lookup, SMS logging)
• Share Location with co-workers in real-time (opt-in)
• Import/Export native phone contacts, Microsoft Outlook, Gmail, Salesforce and Yahoo
Available both as a free version and pro license (with 30 day free trial)
- Recent Contact lists
- Calendar and Task Management
- Database Contact Search
- Contact Overview with full Contact Card, Details and Important Information
- Contact Accounts
- Contact Activities
- Contact Notes
- Add Activities and Notes
With Redtail CRM for your Android smartphone your database can now be accessed in the palm of your hand - anyplace, anytime.
The app works in online, as well as offline mode, so you will be able to view/create/delete/modify data whenever you need it. The application does not require any middleware - just install it on your device, connect directly to your Dynamics CRM and start using it with your real data.
You can create new orders or quotes, access information about accounts and contacts, schedule appointments, track phone calls and e-mails, and much more. This app is going to be your irreplaceable companion throughout the day.
• Works seamlessly in online, as well as offline mode - you can select one of 4 modes the app will work in: Always online/ Never Online/ Online when connected to Wi-Fi/ Manual
• No Middleware needed — insert Dynamics CRM URL and login credentials and you are ready to go
• Full integration of interactive map (gestures support) displaying multiple records at once
• Multimedia support (pictures, documents, iFrames, signatures...)
• Calendar for scheduling appointments and creating tasks
• Multilanguage support
• Photo capturing
• Advanced filters and sorting
• Encrypted database
• Fully customizable
IMPORTANT: For full experience, the Resco Mobile CRM app requires an access to MS Dynamics CRM server (4.0, 2011 or 2013 - on-premise/online). Without this access, you will be only able to work with the local demo database.
★ Access to Contacts, Accounts, Potentials, Leads, Tasks, Events, Cases, Vendors, Products, Quotes and Call Logs in CRM
★ View, Create, Edit and Delete records in all supported modules
★ Offline access to customer information when outside network coverage area
★ Adding/Modifying customer information offline will be auto-synced to the Server once network connection is available
★ Powerful search function helps searching for required information in both Client (offline) and Server (online)
★ Ability to Call contacts directly from within the app and log calls subsequently
For further questions, please email us to email@example.com
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 firstname.lastname@example.org .
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 email@example.com.
• Stay connected to your prospects and accounts whenever it matters most.
• Track your deals, log your calls, manage your tasks, and get important updates when you’re on the road.
• Maximize your productivity with Sugar access from your own phone or tablet.
• Personalize with filters, favorites, and your daily activity screen.
• Quickly upload files or attach photos or video to records to enhance data quality and the effectiveness of field sales & service teams.
• Choose from a wide selection of languages.
• Access and modify your data offline (SugarCRM server 7.1.5 or later is required).
Works with all Sugar subscriptions that run Sugar release 6.7.1 or above. Not compatible with Sugar Community Edition. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms/
NOTE: Mobile application requires synchronization with bpm'online. Users without valid bpm'online licenses can use demo access in the app.
To synchronize mobile app with bpm'online, users with valid bpm'online licenses will also need a license for bpm'online mobile. To learn more about the licensing policy, please visit http://bpmonline.com.
Drive the productivity of your sales team, start doing business in motion without being tied down to bulky laptops and PCs. The most cost-effective BPM + CRM is "in your pocket" now.
Right from your mobile device you can easily create new orders and quotes in bpm'online, access invoices, accounts and contacts, schedule appointments, make calls or send emails. Carry your sales data with you everywhere you go.
• Sync all Contacts, Accounts, Leads, Activities, Sales across the computers and mobile devices you use
• View, add, modify, delete records
• Call contacts directly from within the app
• Access customer information even in offline mode
• See the latest updates from your colleagues
Benefit from significant time savings by performing the necessary operations in bpm'online during the idle time — in traffic, transport, while waiting for a meeting.
Enjoy all the benefits of mobile access to bpm'online:
• Simplified work with bpm'online
• Increased sales and field service employee productivity
• Enhanced collaboration within the company
• Enriched customer experience due to immediate response to requests and inquiries
• Enhanced information accuracy, while lowering field service costs
• Improved business process efficiency
The application operates on mobile devices with Android 2.3+ version installed. bpm'online mobile is compatible with bpm'online 7.x.
• Customer Profile Management
• Product Data Review
• Van Stock and Purchase History Management
• Customer Visit Logging
• Distribution Check and Market Stock Information
• Field Order Management
• Returns Management
• Full Audit and Immediate Route Settlement
• Payment Collections
• Signature Capture
• Market Survey
Mobile based Sales Force Automation is a key requirement for fast-moving businesses today. Unique Computer Systems’ integrated mobile Sales Force Automation tools can increase your field sales representatives’ effectiveness and productivity while reducing their downtime, by providing faster, easier and up-to-date access to their business critical information on enterprise systems, corporate databases and applications.
• Access your activities, accounts, contacts, and leads from an easy-to-use dashboard
• Quickly enter customer data with only a few taps
• Track progress for key performance indicators visually with charts
• Access your personalized views of lists and grids so that you see the data most important to you
• Pin tiles to the app dashboard to get to the info you need quickly
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
Ведение единой клиентской базы контактов, клиентов, партнеров, дистрибьюторов и потенциальных заказчиков компании. Возможность быстрого ввода, доступа и предоставление информации для организации персонифицированного взаимодействия с ними, исходя из их потребительских предпочтений и привычек. Категоризация клиентов. Полная история взаимоотношений.
Создание единых справочников на уровне компании, построение на их основе удобной системы сбора разнородных данных по клиентам и процессам.
Комплексная система повышения эффективности планирования и проведения визитов с врачами, сотрудниками медицинских учреждений, аптек и д.р. Целевое планирование встреч, планирование по продуктам. Заполнение результатов проведения визита: введение продаж, заказов, использованных промо материалов.
Проведение двойных визитов, конференций, круглых столов, анкетирование.
И многое другое..
CompanionLink (PC): http://www.companionlink.com/android
CompanionLink (Mac): http://www.companionlink.com/mac
(Video) Android Sync DejaCloud
(Video) Android Sync USB:
DejaOffice is the only Outlook sync solution that gives you:
• Contacts, Calendar, Tasks, Notes and Journal in one business-class app
• Option to choose Cloud or USB Connect for sync
• Built to mirror Outlook data fields and look-n-feel
• One-click option to keep personal and business data separate
• Full database encryption on Android
• Free phone support for life
Choose from USB Connect or Cloud to sync Outlook with Android. Works with standalone Microsoft Outlook (no Exchange required, though we also support Exchange public folders).
DejaOffice synchronizes with popular CRM and PIM software like Microsoft Outlook, Lotus Notes, Sage ACT!, Palm Desktop, Salesforce CRM, Zoho CRM, SugarCRM, GroupWise, GoldMine, Highrise, and Time and Chaos.
What people say about DejaOffice:
“First Outlook sync product that worked correctly out of the box.” (Reuben G)
“After 15 days of fussing with other products, I’ve come home to CompanionLink.” (Herb D)
“Best app I’ve ever downloaded. Professional, easy to use, intuitive.” (Eddie S)
DejaOffice is mentioned on CNBC, AndroidCentral, AndroidForums, DroidForums, SkyMall and many other places!
Smartphones aren’t very smart when it comes to business functionality. DejaOffice changes that by adding business features similar to BlackBerry and Palm Treo. From color-coded categories, linking contacts to appointments and tasks, advanced view, sort and search options, DejaOffice gives you business features not found in Android devices.
• Holds more than 50,000 records
• Built to mirror Outlook contacts, Outlook calendar, Outlook tasks, and Outlook notes
• Advanced contacts sort (first name, last name, company name, categories)
• Category manager with colors
• 5 calendar views (day, week, month, year, list)
• Multiple task styles (GTD, Franklin Covey, TBYL, Outlook-style, Palm-style)
• Daily agenda widget (your appointments and tasks in one view)
• Calendar and task alarms
• Set advanced calendar recurrence patterns
• Link contacts to calendar events
• Group contacts by city, company, postal code
• Private records (password-protected)
• Custom fields
• Contact photos
• Global search across all CRM data
• Full database encryption
• History log for every contact record + Selectable font sizes
• Guided wizard for quick setup
• Set Android home screen shortcuts to individual DejaOffice apps
• Dual-pane viewing options for Android Tablets. Better productivity and optimal use of screen space.
• Integrates with built-in Android Contacts, Calendar, Dialer, Maps, Email, SMS, Browser
• Language options: English, Spanish, French, German, Italian, Portuguese, Czech, Japanese, Korean, Chinese (China) and Chinese (Taiwan).
• Works with all Android devices including Galaxy series, DROID series, HTC, LG, Huawei, Sony and others