The system consolidates all account data to be made available when out of the office, enabling full control of all transactions with your customers, partners, vendors and competitors. The application stores the complete history for each client, keeping detailed records of all meetings, phone calls, letters, deals and contracts.
Effective handling of your entire contact list has never been easier. You can instantly find contact details to reach the person via phone, by sending SMS or email message. This mobile CRM software allows you to view, edit and change information on the go, set reminders for upcoming events related to a specific contact, and many more functions giving you a better connection to the people who matter the most.
Bpm'online CRM mobile now gives even further management options for leads and business potential. Register the information provided by the lead within the system and directly qualify the lead as a potential customer with instant account creation, allowing you to follow up on business opportunities at the touch of a button, away from the office, on the same device you receive the call or email on.
Time Management and Communications
With bpm'online CRM mobile you don’t need reams of paperwork, associated files or different systems to access. All you need is a single window that manages all of your top priority activities – making calls and recording results, sending emails, handling tasks, accessing customer and employee data.
One window for all of your sales management – access detailed information about key aspects of the opportunity, allowing you to schedule work on each sale, form a team and monitor separate stages of the deal. Choose appropriate offerings from the list of your products and services.