CRM Monte Bravo

Access your customers' main information in one place and better manage your appointments with Monte Bravo's new CRM application.

Developed to facilitate the journey of our investment advisors, CRM Mobile offers the necessary tools to perform their day-to-day tasks quickly and efficiently.

By downloading the application, you will be able to schedule meetings, make appointments, receive notifications, make calls and record activities carried out.

Your information will be integrated with the CRM WEB, making it possible to work from wherever is most convenient for your moment.

CRM Mobile will help you organize your appointments, giving you more time to dedicate yourself to what you do best: focusing on serving your customers and seeking more results.

With the mobile app you can:
- Access the main information of your customers;
- View your upcoming appointments;
- Create appointments integrated with your Outlook agenda;
- Record the progress of your activities;
- View the history of activities carried out with your customers;
- Receive notifications of your activities and appointments;
- Make calls and set up meetings with your customers.