Web App for iPhone and Android

Web App for iPhone and Android

CRM web application enables you to access and work with your Online CRM data with your mobile device. Users, with this mobile web application can currently access and manage Leads, Accounts, Contacts, Potentials,Tasks, Events, Calls and Cases present in your CRM account. To use this application you need to have a valid CRM account.

Supported Modules

The following CRM modules are currently supported for iPhone and Android:

  • Leads
  • Contacts
  • Accounts
  • Potentials
  • Tasks
  • Events
  • Calls
  • Cases
  • Products
  • Vendors
  • QUotes

Features

  • Access your CRM data on the go- You can access your CRM data in your mobile device on the go, anytime and anywhere.
  • Synchronize your data modifications - You can add, modify and delete records.
  • Make calls to contacts - You can instantly call your CRM contacts.
  • Send emails to contacts- You can easily send emails to your CRM contacts from your mobile device.
  • View maps-You can locate the address of Leads, Accounts, and Contacts in Google Maps within your mobile device.
  • Convert leads- You can convert the leads to accounts, contacts and potentials.
  • Log calls - You can instantly log your calls in CRM.
  • Filter records using List Views- You can view records by selecting the standard and custom list views.
  • Search records within a module: You can search the records from within a module. The option to search records in your device will be the same as in your CRM account settings.

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