CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management for iOS

By MTbrain
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Key Details of CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management

CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize your...
Last updated on April 19, 2016
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By MTbrain

CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize your...

CRM Business Notes - 'beyond smart' ... use one of the most comprehensive mobile CRM solution to manage your business documents. Organize your contacts data, events, meetings and sales orders - central and secure in one place. From the first contact to the final sales order - CRM Business Notes is the complete end-to-end ' tool for all sales and service related businesses.Data Security:CRM Business Notes is fully self-contained, means theres no 'third party' Server-Storage in place. All of your serious business information are on your device only, Contacts & Calendars in your encrypted iCloud or (optionally) on your personal and encrypted Dropbox-Folder - if you decide so.An invincible team: You can use CRM Business Notes in combination with CRM Business Mail 2.0 and use the best from both worlds for your business.CRM Business Notes at a glance:* Contacts - Create and Edit contacts directly in your address book - Classify essential information for customer's business behavior - Import your address book and sync it with the local customer base - Communicate via eMail, Skype and FaceTime - Geolocate customer's location and find a route* Customer Events - Document customer's events like meetings, notes , opportunities, tasks etc. - Take customer's feedback to measure your services - Create schedules and sync it with your Calendar app - Convert opportunities directly to proposals in the integrated Deal-Manager - Customize your event templates, eMail layouts and print Layouts to your language - Define own customer event templates* Document handling - Create working reports and share it by eMail and 'shared' Dropbox folders - Use the integrated voice recognition to dictate your text (no more keyboard hassle) - Integrate pictures from camera, library and pasteboard - Add file attachments (.pdf, MS-Office files, Images ) - Create key figures and sketches - Use the dashboard functionality for business overview - Use Dropbox to store files and backups on your DB-Server. (Dropbox account necessary) - Import eMail logs from CRM Business Mail 2.0 (if installed)* Sales Orders & Proposal - Manage Proposals and Orders for Services, Projects and Consumables business - Create product catalogs - Send a structured and customizable eMail sheets - Use the dashboard functionality for business overviewLearn more at : www.mtbrain.deCRM Business Notes - containing the full-blown CRM Deal Manager already - helps. Elegantly presented, clear and thought out, provides CRM Business Notes a rich and comprehensive solution. It comes in German , English and Spanish system language. The inApp online help can be configured in many other languages.Technical Notes:* Languages: fully currency and number localized* Operating System: iOS8.1 and newer* Devices: iPad 3 and newer (limitations on iPad2)* Tutorials: a rich set of video tutorials, which can be watched from within the app or on the MTbrain web pages as well.A request: Since we cannot respond directly to AppStore reviews, we ask for your suggestions and comments on our support page (http://www.mtbrain.de/contact/). Positive reviews are a prerequisite for the development of apps nowadays. So if you like our app, please take a few minutes to make a review on the AppStore.Many thanks.