SMARTCRM.App 20.1

Features SMARTCRM.App 20.1

The SMARTCRM.App is your practical CRM to take away.
Access important CRM data online at any time:• Complete files: addresses, contacts, activity history, documents, characteristics, tasks / dates, projects, machines, tickets, FAQ• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations• Leader capture: importing business cards by camera and storing lead information, saving the business card as an image file• Address transfer to Google Maps for route planning• Area search• Convenient recording of visit reports also by voice recognition• Allocation of characteristics• Access to target agreements• In-app notifications• Data protection compliance (GDPR)• Individual customization options via XML• Available in the languages: German, English, FrenchNew function:• Organizer and activities: memo with various formatting options• Cross-folder organizer search• Automatic linking of addresses and contacts for appointments• New appointments are clicked in the calendar• Display of SMART board overviews• Display of multi-links• Lead management: scanning QR codes on business cards• Lead management: Upload documents Requirements:To be able to use the SMARTCRM.App, you need a SMARTCRM central installation.
Please contact your system administrator or directly SMARTCRM GmbH: [email protected]• SMARTCRM from version 20.1 on a Microsoft SQL Server 2012 or higher• mobile internet / WLAN• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH