This app is designed to manage sales team activities including Attendance, Customer Registration, Leads, Route/tour Plan, Follow-up activities, and expenses along with approval on critical processes.
Features of CRM Mobile App
- Lead generation
- Contacts’ management
- Track interactions
- Pipeline and funnel monitoring
- Scheduling/reminder
- Visit Plans
- Tour plans
- Expense management
- Activities management
- Flexi Reports
- Social Media Integration
Benefits of CRM Mobile App
- Sales person can generate add new leads with customers’ details anywhere
- Better understanding of customers improve business relationship
- Increase customers’ retention rate
- Better protection of data privacy
- Access information on the go
- Connect and collaborate with team members and customers on mobile easily
- Filter customers’ profile
- Track, access and update leads
- Create and share reports
- Seamless third-party integration
- Mobile check-in for employees confirming their presence wherever they are
- Email scheduling and tracking