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1CRM Mobile

By 1CRM Corp.

This app is only available on the App Store for iOS devices.

Description

Manage your business on-the-go with 1CRM Mobile.

1CRM is the All-in-One CRM solution for small to medium-sized businesses. Going above and beyond, 1CRM provides all the standard features of a CRM, and then adds Order Management, Project Management, and Service Management capabilities. Highly customizable and cost effective, 1CRM can suit the unique needs of your business.

1CRM Mobile features optimized mobile access to your leads, contacts, and accounts. Now you can easily track opportunities, take notes, connect with clients, create tasks, and manage your projects and service cases from anywhere. All changes are instantly visible in the 1CRM web app - providing your colleagues with access to real time information.

Taking full advantage of your iPhone and its Apps, with 1CRM Mobile you can make phone or Skype calls, send emails, view client websites, and stay in the loop by linking to your clients' social media profiles. Heading to a meeting? Click to view your client's address in Maps to get there on time. 1CRM Mobile keeps customers at the heart of your business, so they will keep you in theirs.

With 1CRM Mobile you can:

• Enjoy a superb client contact focus with the 1CRM Live Business Card™.
• Quickly schedule calls and meetings.
• Use email, Skype or phone for quick and personalized communication.
• Start new client calls and emails with just one click.
• Locate leads, contacts, and accounts on Maps.
• Create projects or service cases, manage tasks, and automatically share that data with all of your colleagues.
• Log meeting and call notes - visible instantly in the 1CRM web app.
• Prepare for meetings with quick access to account, contact, and opportunity history.
• Update opportunities as you make progress.
• Work through your task list by completing or adding new tasks.


Requirements:

1CRM Mobile v. 1.3 works with all 1CRM Professional/Enterprise subscriptions running 1CRM 7.8.13 and above. Not compatible with 1CRM Startup or Startup+ Editions.

What's New in Version 1.3

In Release 1.3 1CRM Mobile becomes even more of a full-featured mobile CRM. We have added Filter and Sort controls for all list views, as well as the ability to filter on and display Favourites. Via Apple Push Notification service (APNs) support in 1CRM version 7.8.13, we have also added 1CRM Mobile support for Notifications re: approaching Calls, Meetings and Tasks.

Check out full details in the 1CRM Mobile User Guide - in the Support menu on our site.

iPhone Screenshots

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1CRM Mobile
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  • Free
  • Category: Business
  • Updated:
  • Version: 1.3
  • Size: 16.6 MB
  • Languages: English, French, German, Italian, Spanish
  • Seller:

Compatibility: Requires iOS 9.2 or later. Compatible with iPhone, iPad and iPod touch.

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