MobiCRM

Your sales people will smile again with MobiCRM, the first mobile CRM developed specifically for smartphones, integrated if necessary to your IS and delivered with the source code. With Mobi, the prospecting assistant, the 360 ​​client, the news, the integration of mobile apps and a simple ergonomics, MobiCRM allows you to do everything. Everywhere, at any time. Even in disconnected mode.

Mobi, your prospecting assistant.
To help you achieve your goals, Mobi, the smart prospecting assistant, continuously detects priority accounts to visit and contacts to relaunch. And it can even be customized to integrate the rules of your commercial policy.
Communicate. At any moment.
Talk with your colleagues and your teams. Receive information from headquarters. Get back the competition info. Share photos, files ... MobiCRM integrates a space "News" to exchange in any user-friendliness and in complete security: the data remain in the company.
Discover Simplicity.
Designed by ergonomists for ease of use and unmatched user experience:
. Voice dictation meeting reports are transformed into actions to be performed. By a simple drag and drop.
. Personalized badges to qualify your accounts. Instantly. Depending on your desires.
. Reporting is integrated directly into the heart of the screens. Yours, the one of the team and or the company.
. Wizards allow you to create your accounts, your contacts, your business ..., with fluidity. In 2 clicks.

The 360 ​​view of your customers. In the pocket.
Files, tariffs, contracts, reports, history, customer journey ... You have everything at your fingertips for an improved customer relationship.
Mobile First but not Mobile Only
Because we are not always mobile, all the functions are accessible on PC, Mac, Tablets ... In Web mode. With additional features like Excel exports. And a bonus. The "kanban" of business that allows you to follow at a glance the entire cycle of your business.
 
100% customized
Screen labels, customs fields, multilingual, graphic charter ... everything is customizable.
Comes with the source code: 100% freedom, 100% adapted to your needs
With the delivery of source codes, you can, if necessary, build your own CRM, 100% adapted to your own needs.
Security and confidentiality
Your information is hosted in a dedicated database.
In connection with your IS
MobiCRM is interfaced if necessary with your ERP and your IS.