It has all the tools for the commercial team to enhance the relationship with clients.
Short response times and optimization in the work team supervision.
Check the current status of each project and negotiation when opening the App.
Available on Android, iOS, Mac OS and Windows
The search engine allows you to find the company or contact person.
You will know which member of your team created the respective client or annotation.
A new client, a new project for the client, an annotation about the client.
From anywhere in the App with access to client information.
Filter by user, date, activity and client status. Advanced search option and sort option by date or name.
Quickly observe all the projects and annotations your team has made on the client and add your own.
Add the client to your mobile's Contacts App.
With the radar find the clients closest to you.
Location of nearby clients
List of nearby clients
Establish the detection radius (m/km) in which to locate clients.
Activate notifications every time a customer enters the radius.
Go to your current location.
View client information with all editing options.
Show client location or route to reach them on Google Maps.
Manage projects through states, annotations with interviews, reminders and more.
The add function is adapted according to where you are.
You can change the project main information at any time.
Filter by user, project status and date. Sort by date or name.
Access all project annotations and add new ones.
Know all the benefits and success stories
Overview of the number of clients, interviews, reminders and the total entries added by users.
Knowledge of the number of sectors/activities to which each client belong and their negotiation statements.
Evaluate the Opportunities your team has taken advantage of.
Intuitive interface
Annotations
Reminders
Interviews
Filters
Filtering options for reviewing data comfortably: type of event, user and client status.
Client information and all editing options are easily accessed from each event.
It's also possible to add new annotations.
Manage your work team.
Configure the categories or sectors to which your clients are dedicated.
Determine which status you will use for your clients and projects. Each interaction of the work team can be registered with a status: not visited, visited, contract closed, etc.
Set the synchronization options that best suit your business.
Add your Google Drive account to store all the documents your team shares.
Mobile CRM has a list of documents added by the team.
You can quickly see the details of the annotation where each document is located.
Call logging is optional, your company's team determines if it is important in the work protocol.
To make a call you must access the customer detail and click on the telephone icon:
Avda. Juan López Peñalver, 21. Málaga, Spain.
