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Mobile CRM+ for (for iPad)

  • Business
  • Productivity
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Download from AppStore

This application is for server.

It Manages your CRM Entities working directly with your CRM server account, works in online/offline mode, and provides extended features including ability to add picture/audio/video to CRM records you create. There is no server side configuration required to use this application.

Just install and start using!

In addition to the usual information browsing, creating and editing features, Mobile CRM+ provides integration with the various native device applications that makes it easy for you to create new CRM entities. It also saves you time in entering information using the device microphone and camera.

Features include:
• No changes required in server side
• Supports both Online and Offline mode
• Supports Contacts, Accounts, Opportunities, Leads, Cases, Services and Activities entities
• Add / Edit /Delete/ View Entities using the standard CRM defined filters
• Assign Entities to another user
• Add/Edit/View Entity Related Activities
• Add/Edit/View Entity Related Opportunities
• Attach text notes with image, audio and other types of attachments

Mobile extension features include:
• Attaching Picture, Audio and Video
• Emailing to entity email id
• Syncing CRM contacts with device native contact application
• Searching for entities on server
• Saving search results
• Searching for entities on locally cached contacts
• Failsafe upload allows you to email failed uploads to your email id

Just download, install the client and start using. It directly connects with the server and you do not need to install any addition server modules. License is a full license and no monthly subscription fee needs to be paid.

If you have a matured business and only need to do all these with your contacts and contact related activities etc. you may look at the Contact & Activity Manager

PLEASE NOTE: This application directly authenticates with the Servers and does not connect to any of our servers.