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EFI CRM

By Technique Business Systems Ltd.

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Description

Mobile interface to the EFI Monarch, Radius and Technique products.

EFI CRM uses a highly developed amazing interface for users to use our CRM system from one Universal app on iPod, iPhone and iPad.

Are you one of the following?

A CEO who loves being in control with access to the latest information? This app supports agile decision making, removing the need to ask for information as it is all presented in real-time. Notes provides a real-time summary of communication across the company allowing you to subscribe to new or key accounts.

A customer facing person always having to get back to your customer with answers? Using the app in-front of your customers gives instant answers and creates the right impression of a technology leader and someone to do good business with.

A Customer Services person who likes to know about problems before your customers? Quick access to all orders and live scheduling are now at your fingertips.

A sales executive frustrated with your current CRM system and wanting access to far more? EFI CRM includes offline CRM, access to enquiries, ability to re-price on your iPhone/iPad whilst with the customer to conclude the deal as well as access to Scheduling to get that next production gap filled!

A production person always going back to your PC to check progress? Now you can access the live production schedule and data collection dashboards in the palm of your hand and even use the messaging system direct to operators.

A manager who loves to improve by tracking KPIs? Get access to information across the entire company with the ability to easily access favourite BI reports / scorecards.

Like the sound of the above but don’t have Technique CRM? Arrange for a demo today!

Application functionality includes:

· CRM Company / Contact / Activity / Opportunity management*
· Notes providing updates across the company including external social feeds*
· Sales Enquiries to view quote status and re-price quotations
· Order management listing all jobs in or scheduled for current production
· Production Scheduling to provide up-to-date job timing
· Data Collection dashboards with quick visual indications of progress
· Business Intelligence for immediate data visualisation

* offline operation syncs data and needs no online connection

The best thing is it just works and plugs into any valid installation of the Technique CRM 5x software and above.

Requires EFI Monarch 13.1 or higher, Radius XX or higher, Technique 5.1 or higher.

What's New in Version 2.4

Bug fixes and performance enhancements

Screenshots

iPhone Screenshot 1
iPhone Screenshot 2
iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
EFI CRM
View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Business
  • Updated:
  • Version: 2.4
  • Size: 16.4 MB
  • Language: English
  • Developer:
Rated 9+ for the following:
  • Infrequent/Mild Profanity or Crude Humor

Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimised for iPhone 5.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.