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SMARTCRM.App

Regardless of the mobile device on which you want to visualize or manage your CRM information: with the new SMARTCRM. App – successor of the SMARTCRM.Mobile.App – you always have all important information there. Current data from the company is available at any time over an online synchronization with the SMARTCRM server that you use in your CRM processes – both on iOS and on Android devices. The user-friendly interface is a key advantage of the app. You navigate by conveniently swiping on the touch screen or if the keyboard is connected, by using the mouse through the CRM system.

Highlights of SMARTCRM.App:

  • Dashboard: overview of the upcoming appointments as due tasks
  • Access to addresses, contacts as well as the complete activity history
  • Access to documents and upload of new files through the document manager
  • Up-to-date evaluations on customer level for targeted visit preparation
  • Economic indicators
  • Schedule / Task manager for fast internal information flow including calendar overview
  • Detailed search functions including wildcard search
  • Display of personal favorites and last entries
  • One-touch communication (e.g., e-mail, phone calls)
  • Available in English, German, French
  • Online synchronization with the server
  • Individual configuration (XML), e.g., display of opened quotations  

System requirements

Requirements for the use of the SMARTCRM.App:

  • Internet connection (min. 3G / WLAN)
  • SMARTCRM on a Microsoft SQL Server 2005 or higher
  • License for the use of the SMARTCRM.App as well as a one-time company license for the central service available at SMARTCRM GmbH
  • Download of the SMARTCRM.App

Interested?

The SMARTCRM team will be happy to explain the details and answer any queries you may have. Get in touch with us.