SMARTCRM.App 20.1

The SMARTCRM.App is your practical CRM to take away. Access important CRM data online at any time:
• Complete files: addresses, contacts, activity history, documents, characteristics, tasks / dates, projects, machines, tickets, FAQ
• Diverse BI functionalities: Current sales figures and sales developments as well as detailed area evaluations
• Leader capture: importing business cards by camera and storing lead information, saving the business card as an image file
• Address transfer to Google Maps for route planning
• Area search
• Convenient recording of visit reports also by voice recognition
• Allocation of characteristics
• Access to target agreements
• In-app notifications
• Data protection compliance (GDPR)
• Individual customization options via XML
• Available in the languages: German, English, French

New function:
• Organizer and activities: memo with various formatting options
• Cross-folder organizer search
• Automatic linking of addresses and contacts for appointments
• New appointments are clicked in the calendar
• Display of SMART board overviews
• Display of multi-links
• Lead management: scanning QR codes on business cards
• Lead management: Upload documents
 

Requirements:
To be able to use the SMARTCRM.App, you need a SMARTCRM central installation. Please contact your system administrator or directly SMARTCRM GmbH: info@smartcrm.de
• SMARTCRM from version 20.1 on a Microsoft SQL Server 2012 or higher
• mobile internet / WLAN
• License for the use of the SMARTCRM.App as well as a one-time company license for the central services available from SMARTCRM GmbH