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Key Details of CRM Business Mail - eMail, Contacts and Notes for the professional Customer Relationship Management

  • CRM Business Mail - 'Connect your customer emails seamlessly with your mobile CRM "... You want a 'stand-alone' CRM application which allows you to...
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Developer’s Description

CRM Business Mail - 'Connect your customer emails seamlessly with your mobile CRM "... You want a 'stand-alone' CRM application which allows you to...
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 routeMail 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 arrivedManage 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 needsManage 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 sheetsCRM 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.


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Full Specifications

GENERAL
Release
Latest update
Version
2.1.2
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with: ipad2wifi, ipad2wifi, ipad23g, ipad23g, ipadthirdgen, ipadthirdgen, ipadthirdgen4g, ipadthirdgen4g, ipadfourthgen, ipadfourthgen, ipadfourthgen4g, ipadfourthgen4g, ipadmini, ipadmini, ipadmini4g, ipadmini4g
POPULARITY
Total Downloads
4
Downloads Last Week
0

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