Start Your Day with SimpleCRM
- How about starting your day by opening SimpleCRM App & taking a quick look at your lead statuses & sales trends, To Dos, Missed Activities and much more?
- SimpleCRM mobile app allows you to easily access vital customer information any time, any where and helps to make business decisions faster.
- Get vital customer information at your finger tips, receive timely sales notifications in your mobile, quickly find customers & leads near and access your calendar on the fly.
Manage your Leads, Accounts, Contacts & Opportunities Faster
- Follow-up with leads timely by adding tasks and notes, sending follow-up emails right from the app!
- See current sales stages, Opportunity Amount, expected close date of all your opportunities at a glance.
- Drive sales by adding new records, editing leads, contacts, update opportunities and keep customer accounts up to the minute from SimpleCRM Mobile App.
Locate Leads & Contacts Near You
- With click of a button you can locate leads and contacts near you.
- Imagine that you are on a customer visit & the meeting got postponed by couple of hours. Now instead of wasting 2 hours, you can quickly click on ‘Location’ button in the App & get the location of leads & contacts near you at that point in time.
- Call, schedule meeting & utilize your valuable time effectively & efficiently!
Capture Images & Documents
- Capture customer photo and documents from within the mobile app.
- Suppose you are in a customer meeting and customer shares his photo id card & few documents with you to further processing. You can quickly take a snap of all the documents from your mobile phone within the SimpleCRM app. All the documents along with customer’s image get automatically synchronized with the cloud CRM account.
- Deal Done! Faster. Easier.. Better…
- Voice Input
- SMS sync
- Sync to Cloud CRM
- Sync to Google Calendar
- Many more..