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

By Werner Schmidtberg

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


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 overview

Learn more at :

CRM 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 (

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.

What's New in Version 4.1.5

Smaller workarounds to ensure iOS9 compatibility.

iPad Screenshots

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CRM Business Notes - Contacts,Notes,Deals and Meetings for mobile Customer Management
View in iTunes
  • $6.99
  • Category: Business
  • Updated:
  • Version: 4.1.5
  • Size: 12.7 MB
  • Languages: English, German, Spanish
  • Seller:

Compatibility: Requires iOS 8.1 or later. Compatible with iPad.

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