Publisher Description
CRM Business Mail - 'Connect your customer emails seamlessly with your mobile CRM "... You want a 'stand-alone' CRM application which allows you to directly integrate your already existing eMail Program ? Assign customer eMails directly to your contacts and process notes from it - and all this without detours and media breaks ? Then CRM Business Mail is your final choice. Merging relevant business information is a real challenge - usually relevant customer information are spread over multiple systems or documents .... and then they have to gather together. Here - CRM Business Mail - comes into play. This app is 'the focused' solution for the sales and service business. With its new IMAP Mail-Integration it allows you to integrate emails from customer directly into logs and protocols (incl. file attachments). Mail server: For security and convenience reasons, CRM Business Mail supports the IMAP protocol, which is offered by nearly every email Provider. Data security: CRM Business Notes is designed as a 'closed' system, i.e there is no possibly unsafe data server for your documents in place. The data itself consist exclusively on the iPad, in your encrypted iCloud and / or possibly your encrypted Dropbox folder. Functions at a glance: Manage Contacts * create contacts directly in your address book and sync it with the local customer base * Classify important customer attributes and business behavior * Communicate via Mail, Skype and FaceTime * Geolocate customer's location and find a route Mail Client integration * use your own eMail Server and/or use the integrated Mail app function * fetch mails from your own INBOX (IMAP/SMTP standard) * create Logs/Task or CRM Business Notes 4.0 documents directly from your eMails * use all eMail attachments in your Logs/Tasks * get notified if new eMails arrived Manage Events * Create schedules, invitations directly in Calendar and sync it with your logs * Document all logs, task and opportunities in a central place * Customize event templates, eMail and Print Layouts to your needs Manage Documents * Create reports and share with your connections (by Mail, shared Dropbox folders) * Add file attachments (pdf, xls, pptx, doc, rtf, csv, txt, html, gif, jpg) * Use the dashboard overview for opportunities * Use your Dropbox account to store files and backups on your DB-Server * Mail and Print structured and customizable sheets CRM direct is a rich featured CRM tool for all 'contact-related' operations. Its function scope and its design has been created together with business professionals. Elegantly designed, thoughtfully presented, CRM direct is extensive and completed. Whether you need a central place to store client data, eMails, attachments or keep notes on how each meeting with a client has gone in recent months, CRM direct is an essential tool for any busy team member while there are on the go. Technical Notes: Languages: CRM direct is fully localized and comes with system languages - English, German and Spanish. A request: Since we can not respond directly to feedback in the AppStore reviews, we ask your suggestions on our support page (http://www.mtbrain.de/contact/) sent directly to us. Positive reviews are a prerequisite for the development of apps nowadays. So if you like our app, please take a few minutes but time to make a review on the AppStore. Many thanks.
Requires iOS 8.1 or later. Compatible with iPad.